Dynamics 365 & Master Data Migration Series

Dynamics 365 & Master Data Migration Series - Items

Published on May 13, 2017

DOGAN ADIYAMAN Follow

Dynamics AX Functional Expert / Business Analyst

INTRODUCTION

This article explains how to import items using entities. Entities help us for managing master data.

Once released items are created with that method, item masters also will be created automatically by the system.

EXPORT RELEASED ITEM SAMPLE DATA

"Guide item" approach helps users to understand what is going to be filled in excel template. Create your own guide items accordingly business needs and export them.

Click on data management workspace

Select export tile

Fill in project fields

Project appears when you save it

Select the project and click on export button

Download the staging file

Delete all line except of guide item lines

Then fill in items that is going to be imported and delete guide item lines

Comments

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