SAF-T – Part 2 (Config)

This blog provides a guide on preparing Microsoft Dynamics 365 Finance & Operations for compatibility with the Standard Audit File for Tax (SAF-T) report. It covers the importation of SAF-T configurations for Denmark, Norway, and Lithuania, focusing on the master and source data required for SAF-T compliance. SAF-T was initially published in 2005 and has…

SAF-T – Part 1 (Intro)

SAF-T (Standard Audit File for Tax) is an internationally recognized standard used for electronically exchanging reliable accounting data between organizations and national tax authorities or external auditors. It is applied for exporting various types of accounting transactional data in XML format. This standard is established by the Organization for Economic Co-operation and Development (OECD). According…

Data Management Framework – Summary

Data Management Framework (DMF) in Microsoft Dynamics 365 Finance and Operations is a tool for managing data import, export, and migration processes. The DMF offers a flexible and customizable solution for managing data, and it is designed to be user-friendly and accessible to technical users. In Part 1 of the series, we introduced the DMF…

Data Management Framework – Part5

Data Management Framework (DMF) is a powerful tool in Microsoft Dynamics 365 Finance and Operations that allows users to import, export, and migrate data. One of the key features of DMF is the ability to use data templates to export data from D365FO in a pre-configured sequence of entities. Data templates in DMF can be…

Data Management Framework – Part4

Data Management Framework (DMF) is a powerful tool in Microsoft Dynamics 365 Finance and Operations that allows users to import, export, and migrate data. One of the key features of DMF is the ability to use data templates to export data from D365FO in a pre-configured sequence of entities. A data template is a pre-configured…

Data Management Framework – Part3

In Microsoft Dynamics 365 Finance & Operations, the Data Management Framework (DMF) is a powerful tool that allows you to import, export, and manipulate data in bulk. One of the key features of DMF is the ability to restrict specific users to see all data projects which are collections of related data entities and associated…

Data Management Framework – Part2

Before using the Data Management Framework (DMF), it’s recommended to check and modify the parameters. This post aims to clarify the DMF parameters. (Workspaces > Data management or System administration > Workspaces > Data management > Framework parameters) Connection: To deploy the DMF, you need to ensure the availability and connectivity of the DMF service…

Data Management Framework – Part1

Data Management Framework (DMF) is a standard tool in D365FO that can be used import, export, and copy data (setup, configurations, references, master, and document data) into legal entities. This tool is purposefully designed to assist data migration in D365FO. DMF works with data entities (i.e., conceptual abstraction and encapsulation of underlying table) to quickly…

Data Migration in D365FO

Data migration in D365FO implementation is the process of transferring data from ERP solution A (e.g. legacy system) to D365FO. Once a company starts its digital transformation journey with Dynamics 365 Finance & Operations implementation, it is required to define a migration design document to identify plan, process, strategy. and requirement. It is important to…