Customize table and column mappings

The out-of-box table maps have predefined table and column mappings that enable the flow of data between two apps. In this way, they serve as "blueprints." However, because every business is different, the default table maps might sometimes not be enough. Therefore, dual-write fully supports customization by providing ways to change table maps and column mappings.

Customize column mappings, add transforms, and enable filtering

  1. In your finance and operations app, on the Dual-write page, on the Table mappings tab, select the table map to customize.

    Note

    Before you change table mappings, they must be stopped (not running). Otherwise, your changes won't be saved.

  2. On the Table mappings tab, you can customize a column by selecting a new or custom column from either the finance and operations app or Dataverse.

    Customizing a column.

  3. You can customize the synchronization direction (unidirectional or bidirectional) and add transforms by selecting the map type.

    Customizing the synchronization direction and adding transforms.

    The following table describes the available synchronization directions.

    Symbol Description
    Equal sign. Bidirectional column assignment
    Greater than/less than sign. Bidirectional column assignment that uses transforms
    Greater than sign. Unidirectional column assignment (left to right)
    Less than sign. Unidirectional column assignment (right to left)
    Right arrow. Unidirectional column assignment that uses transforms (left to right)
    Left arrow. Unidirectional column assignment that uses transforms (right to left)

    The following table describes the available transform types.

    Transform type Description
    Default Default values are values that are applied to destination columns when no source column value is available. Use default values for columns that are required on the destination table when you have no corresponding source column.
    Value map Value maps define how values that are present in one table should be mapped to values in the other table.
  4. You can add a new column by selecting Add mapping and then selecting an existing or custom column in the list.

    The following illustration shows an example where a new birthdate column is being added.

    Adding a new birthdate column.

  5. When you've finished customizing the column mappings, select Save. Then follow the prompts to specify a publisher and a version number.

    Specifying a publisher and a version number.

Filter your data

Dual-write lets you filter data by using Open Data Protocol (OData) filter expressions for Dataverse. For the finance and operations app, filtering resembles range expressions that are used in the query range.

  1. On the table mapping page, select the filter button (funnel symbol).

    Filter button.

  2. In the Edit query dialog box, specify your filters. In this example, the filter that is specified will return only accounts where the account type equals 3.

    Specifying filters.

    The following table shows some examples of filter expressions.

    Filter Dataverse Finance and operations apps
    String field like startswith(name, 'A') (name like "A*")
    String field not like not contains(name, 'A') (!(name like "A"))
    Enumeration fields AccountType == '3' (AccountType == AccountType::Customer)
    Dates TransactionDate le '2021-06-23' (TransactionDate <= 23\06\2021)
    Multiple criteria combined numberofemployees gt 1000 and
    numberofemployees le 2000
    ((numberofemployees > 1000) &&
    (numberofemployees <= 2000))

    For more examples that show how to use expressions in query ranges, see Using Expressions in Query Ranges.

    Currently, we do not support nested lookups in dual-write source filter. Only standard filter operators directly against table columns are supported. For more examples, see Standard filter operators.

Add new table maps

Although Microsoft is continuing to add new tables, you can also add standard or custom table maps.

The following example shows how to add a new table map that is named Address books.

  1. In the finance and operations app, on the Dual-write page, select Add table map.

    Adding a new table map.

    Note

    When you create a new solution that uses these modified table maps, you must specify the same publisher.

  2. Confirm the table maps that you just modified and added. Be sure to enable and test them, to ensure that they work as you expect.

    Confirming the table maps.

Next steps

Error management and alert notifications