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…
Category: Data Management
Data Management – Data Export and Import Process – Part 1 (Export Options)
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-Data Entities
When you want to start with Dynamics 365 Finance & Operations (D365FO), you need to create data. This data will be stored in tables in D365FO that can be global (shared for all legal entities) or company specific. There is a framework in D365FO for managing data on Work space > Data management Data management…
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