Sunday, April 19, 2020

D365FO: How to Export/Import data through Data Management Framework (DIXF, DMF)

Navigate either to the Data management workspace or System administration > Data management
Data management workspaceData management workspace System administration
Before you start working with this feature, validate the visibility of the data entities
Click on the Data entities tile
Data entity tile
The list of data entities should appear
Data entity list
If this form is empty, click on the Framework parameters tile
Framework parameters tile
Switch to the Entity settings tab and click on the Refresh entity list button
Entity settings
Now you can work with the DIMF functionality
Export data
Click on the Export tile
Export tile
Set the following values:
Name – the name of the job
Target data format – in which format you’d like to export data.
Select the entity name form drop-down list
Click Add entity button
Export settingsAdded data entity
Click on the Enhanced view to configure additional details.
On this form, the most important fields are:
Sequence: If you have several data entities it will identity the order of the data export / import
Filter: If you want to export only specific set of data, you are able to setup a filter
Map: Source and staging field mappings
Enhanced view
Click Export button
Export button
Wait until it’s completed
Completed export
Click Download package to download the exported excel file
Import data
To import exported data, navigate to the import tile
Import tile
Set the following values:
Name – the name of the job
Source data format – in which format you’d like to import data.
Click Upload button and select the file.
Uploaded file
Once you’ve uploaded all data entities, click Import button
Import button
Wait until it’s completed
Completed import
Going forward if you populate the spreadsheets with customer specific data in that format it will import data as well.

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