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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…

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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…

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