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…
Category: Data Management
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…
Refresh database (To-Do list for Data Management BYOD export jobs)
This post will explain what is needed to be performed in target environment when you are planning for refresh database (RDB) process when you use bring your own database (BYOD) export both in source and target environments. In addition, it will clarify how you can re-configure BYOD in target environment after RDB process. When you…
Data Management – Data Export and Import Process – Part 4 (Import Options)
To export data via Data management, you need to create an import job on Workspaces > Data management > Import. You will define a unique “Group name” and then upload a file. This file (e.g. Excel, csv or zipped) should be in accordance with “Source data format” which must have correct mapping describing mapping columns…
Data Management – Data Export and Import Process – Part 3 (Entity Sequence and Template)
Export – Entity Sequence When you add an entity to an export job, it will get sequence once it is loaded (i.e. first added entity get will get one as sequence and second entity will get two , and so on). It is recommended on the export job that you set a sequence for each…
Data Management – Data Export and Import Process – Part 2 (Export – Apply filter)
Export – Apply filter You can apply filter to the fields on the data entity (ies) before you run the export job. For example, if you want export selected customer groups that have specific terms of payment on this company. In order to apply filer, add the entity (e.g. Customer groups) and then click on…
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