Dynamics 365 & Master Data Migration Series - Items

CONTENTS Introduction Export released item sample data Released item importation

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

Use "released product creation" entity

Select project and click on export button

Export job has been scheduled

Note that symbols show that export is still in progress

Once scheduled job is completed, refresh the page and see results

Check the staging table

Go back and download the staging file

D1065 and D1066 will be guide items for that exercise

Find guide items in excel and delete other lines

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

Save this file as. This is the final document to be uploaded. It is time to import.

RELEASED ITEM IMPORTATION

Click on data management workspace.

Select import tile

Fill in project fields

Select the template that is going to be uploaded

Once you select the template, mapping is done automatically

Select the project and click on the import button

Import job has been scheduled

Once the scheduled job is completed, check the released items

All items are ready to be used!