Databehandling – DynFOTech

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 – 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…

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…

Refresh database (To-Do list)

Refresh database (RDB) is a process to copy database (e.g. transactions and financial reporting) from a source environment to target environment. Usually, we choose PROD environment as the source environment and one of the sandbox UAT environments as the target (e.g. UAT01). In this article, we will define To-Do list that can be done before…

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…

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…