DATA MANAGEMENT FRAMEWORK-BASIC IMPORT AND EXPORT FUNCTIONALITY

Data Management Overview 

User can use the data management framework to manage data entities and data entity packages in Finance and Operations apps.

The data management framework consists of the following concepts:

1. Data entities – A conceptual abstraction of one or more underlying tables. It represents a common data concept or functionality, for example, Customers or Vendors.
2. Data project – Contains configured data entities, which include mapping and default processing options.
3. Data job – A job that contains an execution instance of the data project, uploaded files, schedule (recurrence), and processing options.
4. Job history – Histories of source to staging and staging to target jobs.
5. Data package – Single compressed file that contains a data project manifest and data files. This is generated from a data job and used for import or export of multiple files within the manifest. 

Data Management Platform

A Data Management Platform (DMP) is a platform that helps you collect, organize, and activate data from various sources and put it into a usable form. Although DMPs can ingest and manage different types of data, they’re typically used for non-personally identifiable information.

Example: As your customer data accumulates, finding smart solutions for managing and storing that data becomes essential. But the right data solution goes beyond just management and storage. DMPs not only help you solve the challenge of collecting and managing complex data sets from all your sources, they also analyze your data for actionable insights, facilitate external data purchase and transfer, and connect with third-party ad networks and exchanges for targeted advertising purchases.

Limitation: However, DMPs do have some limitations, so it’s important to investigate if a DMP is the right data storage and analysis solution for your company. Depending on the type of data you are working with, your needs may be best met with a different type of data storage system.

Can Do With DMP:

• Ad Targeting - Identify your audience profiles and position targeted ads directly to the customers who will be most impacted.
• Personalized Experiences - Develop content and experiences specifically tailored to your segmented audiences.
• Communicate With Other Platforms - Connect directly with ad exchanges to purchase targeted ad placements.
• Data Monetization - Purchase, collect, and analyze second- and third-party data, and sell your own data as second-party data.

Type of Data Can Manage:

Users are able to analyze and collect three different types of data with a data management platform.

1. First–Party Data: First-party data includes any information that you have collected through a direct relationship with a customer. This data includes things like email addresses, behaviors, demographics, and purchase histories. First-party data can be collected directly from customers via forms.
2. Second–Party Data: Like first-party data, second-party data generally includes information about customers and their behaviors, and is collected via direct interactions, pixel tracking, or cookies. The main difference is that the data is collected firsthand by a different organization—not your own.

• Second-party data offers you the opportunity to look outside your current customer pool and get information about wider audiences that you may be interested in marketing to.
• Second-party data can be purchased or exchanged between companies via mutually beneficial agreements. The actual exchange of second-party data is facilitated through DMPs.

1. Third-Party Data: Third-party data is data collected from a variety of sources, packaged together, and made available for purchase.

• Essentially, large data aggregators purchase first-party data from publishers and other data owners and collect it into large data sets, which they then make available for purchase through DMPs.
• Third-party data is used to supplement your first- and second-party data to add even more depth and precision to your customer targeting profiles.

Do I Analyze Data With DMP:

Analyze and act on your data in four stages with a data management platform:

• Collection and Organization: Use your DMP to collect all your first-party data and acquire second- and third-party data. 
• Identification of audience segments: Your DMP will analyze your data and generate audience segments that accurately represent your customer base across a broad range of channels, based on a variety of shared characteristics.
• In-Depth Data Analysis: Use your DMP to connect with other analytics tools for deeper audience analyses and even more in-depth insights. This can help identify new potential audiences and inform future development and content decisions.
• Data transfer: Act on the insights and audiences generated from your data. Use your DMP to connect with ad exchanges, supply-side platforms (SSP), and demand-side platforms (DSP), and purchase targeted ad placements. Package and sell your first-party data as second-party data with your DMP.

Difference Between Data Migration, Data Flow, Data Entities

Data Management Work Space

Execution Page

Mapping

Excel

User Can Identify Entity Name 

Important Note

How to Run the Export Function in D365

Example : In this process we are selecting the “Customer data” in D365 for export function. 

Navigation Pane: Workspace > Data Management 

Data Management Workspace in D365

Export Function in D365

Main Page – Export Data Management

Staging Data and Targeted Data: Both are platform forms, and staging data is a temporary table/data and target data is a final data where data to be drop in a final entity. Where your data is reviewed on once stage while importing and exporting.

• Export function the final stage is “File”
• Import function the final stage is “entity/table”

Add Multiple: User can add multiple entity by using the “Add Multiple option” according to entities wise and to be add separately.

View Mapping Visualization: This is field mapping where we will use on the import function.

1. Target Field: In mapping details this field for Excel on the time of export function. While on the time of import function the target field will be use for data is coming from D365.
2. Source Field: In mapping details Source field, that data is coming from D365 on the time of export function. However, on the time of import function the source field will be sue for excel.
3. Use enum Label: enum code defined on the back end field in the system. Like technical consultant to the enum code rather than display value i.e. USA id display value and, enum code of USA is 10. 

Date has been exported successfully.

File has downloaded.

Why Microsoft D365 Add These Options: We can you multiple entity by using Excel rather then manually. Set the multiple entities by sequential. Another Words, Under this processing group we can export the multiple entities by using sequence.

Excel Format after Export File

Import Function in D365

Result

Navigation: Account Receivable > Customers > All Customers