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Electronic Reporting: The Callback

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Dynamics 365 ERP - Development

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Dec 9, 2024

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  • The 'Callback' ER pattern is used for data exporting and marking records as exported, often with an export timestamp.
  • Exporting records using ER instead of code allows for flexibility in mapping and formatting, but can lead to asynchronous processing and potential duplication of exports.
  • The model for exporting records includes two roots: 'Root' for report fields and 'Callback' for unique key fields.
  • Export mapping involves filtering records that are not marked as 'Exported' and mapping them to the model.
  • Creating a format involves marking the records sequence as a list and binding fields in the format, then completing the format with the records.
  • A workaround for including key fields in the format without needing them is to create a ZIP file with both necessary and callback files.
  • ER Destinations can be used to export only the desired file without including unnecessary files in the export.
  • Following these steps allows for efficient exporting and marking of records in Dynamics 365 Finance or Sales.

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