Best Practices Part 1: Designing Tables in Dynamics 365 Finance & Operations

 


In Microsoft Dynamics 365 Finance & Operations (F&O), tables form the backbone of the entire data model.
They define how business information is stored, related, and secured across the system.

A poorly designed table can cause performance bottlenecks, data inconsistencies, and upgrade challenges.
In this article, we’ll explore the essential best practices every X++ developer should follow when creating or customizing tables.


Use the Right Table Type

Choosing the correct table type is critical for ensuring that your data behaves as intended.

Table Type

Use When

Regular

For master or transactional data

InMemory

For temporary data that doesn’t need to be stored in the database

TempDB

For temporary data that can be queried using SQL joins

Miscellaneous

For special use cases such as parameters or framework tables

 Tip: Use TempDB tables when you need to perform queries or joins on temporary data, as they are SQL-backed and faster for large datasets.


 Use Proper Table Relations

Defining relations between tables ensures referential integrity, improves lookups, and simplifies form and entity development.
Instead of validating relationships through code, always define proper table relations in the AOT.

Table Relation Types in Dynamics 365 F&O

1. Normal Relation

A Normal Relation defines a direct link between fields in two tables, without additional conditions.
Multiple field pairs can be included.

Condition Example:

Table1.Field = Table2.Field

Use Case: Basic one-to-one or one-to-many relationships between tables.


2. Field Fixed Relation

A Field Fixed Relation filters records in the primary table based on a fixed field value, usually an enum.
Only records that meet the condition are included in the relationship.

Condition Example:

Table.Field = <EnumValue>

Use Case: When you want to filter the current table by enum type — e.g., showing footballers when PlayerType == Footballer.


3. Related Field Fixed Relation

A Related Field Fixed Relation filters records in the related (foreign) table using a fixed value or enum.

Condition Example:

<EnumValue> = Table.Field

Use Case: When you need to limit which records are retrieved from the related table — for example, only showing related records with a specific enum value.


4. Foreign Key Relation

A Foreign Key Relation defines a formal connection between a foreign key field in the current table and the primary key of another (parent) table.
This enforces referential integrity and enables system features such as lookups, IntelliSense, and cascade delete behaviors.


Optimize Indexes

Indexes are essential for query performance, but having too many can slow down inserts and updates.
Choose your indexes wisely based on usage patterns.

Index Type

Purpose

Unique

Primary Index

Uniquely identifies each record

Yes

Cluster Index

Determines physical storage order in SQL

No

Replacement Key

Displays user-friendly values in lookups

N/A

Alternate Key

Provides an additional unique identifier

 Yes

 


Apply Field Groups for Reuse

Field Groups help organize and reuse related fields across forms, data entities, and reports — ensuring consistency and saving development time.

Common Examples:

  • AutoReport → fields used for reporting
  • Overview → summary fields for list pages
  • Details → complete record fields for detailed views

 Tip: Define meaningful field groups early. This makes form design faster and improves UI consistency across the application.


Use Table Methods for Business Logic

Table methods allow you to encapsulate business logic directly within the table — improving reusability and maintainability.

Common Methods:

  • initValue() – set default field values
  • validateWrite() – validate before insert/update
  • modifiedField() – trigger logic when a field changes
  • insert(), update(), delete() – manage data persistence

Set the Appropriate Caching Strategy

Caching improves performance by reducing database hits — but only if configured properly.

Cache Types

None

No caching is maintained.
Use when data changes frequently, or when it’s critical to always read the latest data directly from the database.


EntireTable

When the first select runs, all records are loaded into the cache.
Subsequent queries read from memory until the cache is invalidated by an insert, update, or delete.


Found

Only successful queries (those returning data) are cached.
If a record exists in the cache, it’s fetched from memory; otherwise, it’s retrieved from the database and added to the cache.
Best suited for static or master data tables that rarely change.


FoundAndEmpty

Both successful and unsuccessful queries are cached — even if they return no data.
Prevents repeated database lookups for the same non-existing records.
forUpdate operations update both the database and the cache.


NotInTTS

Caching is maintained within a transaction scope (TTS).
During an active transaction (
ttsBegin / ttsCommit), external caches are ignored.
Records are select-locked, ensuring consistency throughout the transaction.

 

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