Standard Components for CDS List Pages

Complete implementations of actions, triggers, and procedures required for Business Central CDS list pages.

Required Components

Every CDS list page must include:

1. CreateFromCDS Action — creates BC records from Dataverse records
2. OnInit Trigger — initializes CRM integration
3. SetCurrentlyCoupled[Entity] Procedure — tracks coupled records in lookup scenarios

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1. CreateFromCDS Action

Purpose

Allows users to create Business Central records from selected Dataverse records using the standard synchronization mechanism.

Standard Implementation

actions
{
    area(processing)
    {
        action(CreateFromCDS)
        {
            ApplicationArea = All;
            Caption = 'Create in Business Central';
            Promoted = true;
            PromotedCategory = Process;
            ToolTip = 'Generate the record from the coupled Microsoft Dataverse [entity].';

            trigger OnAction()
            var
                CDSEntity: Record "BCS CDS [tablename]";
                CRMIntegrationManagement: Codeunit "CRM Integration Management";
            begin
                CurrPage.SetSelectionFilter(CDSEntity);
                CRMIntegrationManagement.CreateNewRecordsFromCRM(CDSEntity);
            end;
        }
    }
}

Customization Steps

1. Replace [entity] in ToolTip with lowercase entity name:

   • Countries: 'Generate the record from the coupled Microsoft Dataverse country.'
   • Departments: 'Generate the record from the coupled Microsoft Dataverse department.'
   • Legal Entities: 'Generate the record from the coupled Microsoft Dataverse legal entity.'

2. Replace [tablename] in Record variable with actual CDS table name:

   • Record "BCS CDS bcs_country"
   • Record "BCS CDS bcs_department"
   • Record "BCS CDS bcs_legalentity"

3. Update variable name to match entity:

   • CDSCountry: Record "BCS CDS bcs_country"
   • CDSDepartment: Record "BCS CDS bcs_department"
   • CDSLegalEntity: Record "BCS CDS bcs_legalentity"

Complete Examples

Country:

action(CreateFromCDS)
{
    ApplicationArea = All;
    Caption = 'Create in Business Central';
    Promoted = true;
    PromotedCategory = Process;
    ToolTip = 'Generate the record from the coupled Microsoft Dataverse country.';

    trigger OnAction()
    var
        CDSCountry: Record "BCS CDS bcs_country";
        CRMIntegrationManagement: Codeunit "CRM Integration Management";
    begin
        CurrPage.SetSelectionFilter(CDSCountry);
        CRMIntegrationManagement.CreateNewRecordsFromCRM(CDSCountry);
    end;
}

Department:

action(CreateFromCDS)
{
    ApplicationArea = All;
    Caption = 'Create in Business Central';
    Promoted = true;
    PromotedCategory = Process;
    ToolTip = 'Generate the record from the coupled Microsoft Dataverse department.';

    trigger OnAction()
    var
        CDSDepartment: Record "BCS CDS bcs_department";
        CRMIntegrationManagement: Codeunit "CRM Integration Management";
    begin
        CurrPage.SetSelectionFilter(CDSDepartment);
        CRMIntegrationManagement.CreateNewRecordsFromCRM(CDSDepartment);
    end;
}

Legal Entity:

action(CreateFromCDS)
{
    ApplicationArea = All;
    Caption = 'Create in Business Central';
    Promoted = true;
    PromotedCategory = Process;
    ToolTip = 'Generate the record from the coupled Microsoft Dataverse legal entity.';

    trigger OnAction()
    var
        CDSLegalEntity: Record "BCS CDS bcs_legalentity";
        CRMIntegrationManagement: Codeunit "CRM Integration Management";
    begin
        CurrPage.SetSelectionFilter(CDSLegalEntity);
        CRMIntegrationManagement.CreateNewRecordsFromCRM(CDSLegalEntity);
    end;
}

---

2. OnInit Trigger

Purpose

Initializes the CRM Integration Management codeunit when the page opens, ensuring proper Dataverse connection and synchronization capabilities.

Standard Implementation

trigger OnInit()
begin
    Codeunit.Run(Codeunit::"CRM Integration Management");
end;

Implementation Notes

• No customization needed — use exactly as shown
• Required for all CDS list pages
• Placed after actions section, before procedures
• Runs once when page is initialized

Complete Page Context

page 70004 "BCS CDS Countries"
{
    // ... properties ...
    
    layout
    {
        // ... fields ...
    }
    
    actions
    {
        // ... CreateFromCDS action ...
    }
    
    trigger OnInit()
    begin
        Codeunit.Run(Codeunit::"CRM Integration Management");
    end;
    
    // ... procedures ...
}

---

3. SetCurrentlyCoupled[Entity] Procedure

Purpose

Tracks the currently coupled Dataverse record when the page is opened as a lookup during coupling operations.

Standard Implementation

/// <summary>
/// Sets the currently coupled [entity] record in the lookup page.
/// </summary>
/// <param name="[Entity]">The [entity] record that is currently coupled.</param>
procedure SetCurrentlyCoupled[Entity]([Entity]: Record "BCS CDS [tablename]")
begin
    CurrentlyCoupled[Entity] := [Entity];
end;

var
    CurrentlyCoupled[Entity]: Record "BCS CDS [tablename]";

Customization Steps

1. Replace [Entity] in procedure name with entity name:

   • SetCurrentlyCoupledCountry
   • SetCurrentlyCoupledDepartment
   • SetCurrentlyCoupledLegalEntity

2. Replace [entity] in XML comments with lowercase entity name:

   • /// Sets the currently coupled country record in the lookup page.
   • /// Sets the currently coupled department record in the lookup page.

3. Replace [Entity] in parameter name with entity name:

   • Country: Record "BCS CDS bcs_country"
   • Department: Record "BCS CDS bcs_department"

4. Replace variable name to match entity:

   • CurrentlyCoupledCountry: Record "BCS CDS bcs_country"
   • CurrentlyCoupledDepartment: Record "BCS CDS bcs_department"

Complete Examples

Country:

/// <summary>
/// Sets the currently coupled country record in the lookup page.
/// </summary>
/// <param name="Country">The country record that is currently coupled.</param>
procedure SetCurrentlyCoupledCountry(Country: Record "BCS CDS bcs_country")
begin
    CurrentlyCoupledCountry := Country;
end;

var
    CurrentlyCoupledCountry: Record "BCS CDS bcs_country";

Department:

/// <summary>
/// Sets the currently coupled department record in the lookup page.
/// </summary>
/// <param name="Department">The department record that is currently coupled.</param>
procedure SetCurrentlyCoupledDepartment(Department: Record "BCS CDS bcs_department")
begin
    CurrentlyCoupledDepartment := Department;
end;

var
    CurrentlyCoupledDepartment: Record "BCS CDS bcs_department";

Legal Entity:

/// <summary>
/// Sets the currently coupled legal entity record in the lookup page.
/// </summary>
/// <param name="LegalEntity">The legal entity record that is currently coupled.</param>
procedure SetCurrentlyCoupledLegalEntity(LegalEntity: Record "BCS CDS bcs_legalentity")
begin
    CurrentlyCoupledLegalEntity := LegalEntity;
end;

var
    CurrentlyCoupledLegalEntity: Record "BCS CDS bcs_legalentity";

---

Complete Page Template

Minimal Working Page

page [ID] "BCS CDS [EntityName]"
{
    ApplicationArea = All;
    Caption = 'Dataverse [EntityName]';
    PageType = List;
    SourceTable = "BCS CDS [tablename]";
    UsageCategory = Lists;
    Editable = false;
    RefreshOnActivate = true;

    layout
    {
        area(Content)
        {
            repeater(General)
            {
                // ... fields ...
            }
        }
    }

    actions
    {
        area(processing)
        {
            action(CreateFromCDS)
            {
                ApplicationArea = All;
                Caption = 'Create in Business Central';
                Promoted = true;
                PromotedCategory = Process;
                ToolTip = 'Generate the record from the coupled Microsoft Dataverse [entity].';

                trigger OnAction()
                var
                    CDSEntity: Record "BCS CDS [tablename]";
                    CRMIntegrationManagement: Codeunit "CRM Integration Management";
                begin
                    CurrPage.SetSelectionFilter(CDSEntity);
                    CRMIntegrationManagement.CreateNewRecordsFromCRM(CDSEntity);
                end;
            }
        }
    }

    trigger OnInit()
    begin
        Codeunit.Run(Codeunit::"CRM Integration Management");
    end;

    /// <summary>
    /// Sets the currently coupled [entity] record in the lookup page.
    /// </summary>
    /// <param name="[Entity]">The [entity] record that is currently coupled.</param>
    procedure SetCurrentlyCoupled[Entity]([Entity]: Record "BCS CDS [tablename]")
    begin
        CurrentlyCoupled[Entity] := [Entity];
    end;

    var
        CurrentlyCoupled[Entity]: Record "BCS CDS [tablename]";
}

---

Component Checklist

When creating a CDS list page, verify:

• CreateFromCDS action included in actions section
• Action ToolTip references correct entity name
• Action variable name matches entity (CDSCountry, CDSDepartment)
• Action variable Record type matches CDS table name
• OnInit trigger present after actions section
• OnInit trigger runs CRM Integration Management codeunit
• SetCurrentlyCoupled[Entity] procedure defined
• Procedure name matches entity
• Procedure parameter matches entity and table
• XML documentation comments updated
• Global variable declared for CurrentlyCoupled[Entity]

---

Troubleshooting Component Issues

Issue	Cause	Solution
CreateFromCDS action fails	CRM Integration not initialized	Verify OnInit trigger present and runs CRM Integration Management
Variable not found error	Mismatched entity name	Update variable name to match entity (e.g., CDSCountry)
Procedure name conflict	Generic naming	Use specific entity name in SetCurrentlyCoupled[Entity]
Record type mismatch	Wrong table reference	Verify Record variable references correct CDS table
Action not visible	Missing promotion	Ensure Promoted = true and PromotedCategory = Process
ToolTip compilation warning	Generic tooltip	Replace [entity] with actual entity name in lowercase

---

Advanced Customization

Additional Actions

For specific scenarios, you can add:

Refresh Action:

action(RefreshFromCDS)
{
    ApplicationArea = All;
    Caption = 'Refresh from Dataverse';
    Image = Refresh;
    Promoted = true;
    PromotedCategory = Process;
    ToolTip = 'Refresh the data from Microsoft Dataverse.';

    trigger OnAction()
    begin
        CurrPage.Update(false);
    end;
}

Couple Action:

action(ManageCRMCoupling)
{
    ApplicationArea = All;
    Caption = 'Coupling';
    Image = LinkAccount;
    Promoted = true;
    PromotedCategory = Process;
    ToolTip = 'Create or modify the coupling to a Microsoft Dataverse record.';

    trigger OnAction()
    var
        CRMIntegrationManagement: Codeunit "CRM Integration Management";
    begin
        CRMIntegrationManagement.DefineCoupling(Rec.RecordId);
    end;
}

Additional Triggers

OnOpenPage for filtering:

trigger OnOpenPage()
begin
    Rec.SetRange(statecode, Rec.statecode::Active);
end;

Additional Procedures

Filtering helper:

procedure ShowActiveOnly()
begin
    Rec.SetRange(statecode, Rec.statecode::Active);
    CurrPage.Update(false);
end;

procedure ShowAll()
begin
    Rec.SetRange(statecode);
    CurrPage.Update(false);
end;