Data Management Framework (DMF) in Microsoft Dynamics 365 Finance and Operations is a tool for managing data import, export, and migration processes. The DMF offers a flexible and customizable solution for managing data, and it is designed to be user-friendly and accessible to technical users. In Part 1 of the series, we introduced the DMF…
Tag: DataManagement
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 (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 – 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…
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…
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