In order to import data in Dynamics 365 Finance & Operations (D365FO), you need to use template that is based the entity target fields. You can create this template by exporting data for the entity by defining the “Data source format” which can be Excel, csv, and XML. You can find this list on Workspaces > Data management > Source data format:
Note: If you want export data to Azure SQL Database (i.e. BYOD), you need to define a new “Source date format” with “Azure SQL DB” type
To export data via Data management, you need to create an export job on Workspaces > Data management > Export and define a “Group name” and then add entity (ies) that you want to export.
Note: Control if you are on correct company before start working with Data management.
In order add entities to the export job, you have two alternatives “Add entity” an “Add multiple”:
- Add entity: You can add a specific entity one by one.
- Add multiple: You can add set of entities using module, tags or category.
Note: If you use “Entities” field for finding an entity, write down entity name and use “Tab” button on key board.
Note: You can add “Staging table” field on this form to get better overview.
Then you have following alternatives as methods for running export job:
Export: A batch job will be scheduled to run the only once. There will be opened another screen where you can see the result.
Create recurring data job: When you have integration for exchanging data to third-party application/service (i.e. integration platform) , you can manage to setup recurrence export job.
You can get Client id that has been defined for this integration on System administration > Setup > Azure Active Directory applications (Field: Client Id) as a value for “Application ID”
Export options > Export now: To run the job synchronously so you get the status of it once it is finished
Export options > Export in batch: To schedule the execution either on recurrence or on later time.
You can find the status of this export job from Job history > Execution details:
Note: It is recommended to use import/export via batch job by assigning a specific batch group to avoid throttling.
Then you can either download the export in regards to the “Target data format” (e.g. Excel) by clicking on “Download file” or downloading the export job to a single compressed zip file via “Download package”
Note: If you use “Download file”, you can just download the line that you have marked.
Note: The compressed zip file will contain to xml files (‘Manifest’ and ‘Package header’) in addition for the exported entities. ‘Manifest’ contains information about entities (i.e. name, sequence and mapping) and ‘Package header’ contains information about definition group. They have required information to create an import job.
Useful links from Microsoft Docs:
Data management overview – Finance & Operations | Dynamics 365 | Microsoft Docs
Recurring integrations – Finance & Operations | Dynamics 365 | Microsoft Docs
Process and consume data packages in Dynamics 365 Finance and Operations apps solution – Finance & Operations | Dynamics 365 | Microsoft Docs
Advanced filtering and query syntax – Finance & Operations | Dynamics 365 | Microsoft Docs
Configuration data templates – Finance & Operations | Dynamics 365 | Microsoft Docs
Data import and export jobs overview – Finance & Operations | Dynamics 365 | Microsoft Docs