Operations Data export using data entities in D365

Description:-

The Data Management Framework of Dynamics 365 For Finance and Operations – Enterprise Edition provides advanced data management capabilities, which makes the overall data export and import really seamless easy, for both standard Dynamics 365 data entities, as well as any custom entities that you might have developed for your business requirements. This framework provides an easy to use front end interface for data export and import management, so that regular pro-users of Dynamics 365 can interact with it, without requiring advanced knowledge of development and database.

The purpose of this document is to demonstrate how we can export data using data entities in Dynamics 365 for Operations.

Prerequisites:

·         Access to Dynamics 365 for Operations instance via remote desktop.

·         To be provisioned as an administrator for the instance.

Requirement:

Ability to export/migrate legacy business data to Dynamics 365 for Operations.

Process:

Navigate to Workspaces > Data management > Export.

Enter job details as shown below. We have selected a custom data entity Customer Groups in this scenario. You can safely use any standard data entity instead.

Here I have selected target data format to CSV you can select which format data you want for export.

Then after click on add on Add entity button to add the process group for customer group export.

Click View map to generate field mappings. On Map source to staging screen, click Mapping visualization. Define the mapping. Click Save.

Also you can see mapping details by clicking on mapping details tab.

Now select the process group and click on the export button from the action pane like below.

After clicked the message popup for your data job has been successfully scheduled. Click on the close button to close the message popup windows.

At the end of the execution, you should see the Execution summary.

Refresh the whole page to see how many records has been exported.

Click on the view execution log button form action pane to see the execution log.

Now the process group and click on … and select Download file to download the customer groups in the CSV format.

Now save the file and open the csv file. You can verify the data loaded by navigating to the relevant form. In this case Customer groups details master form.

Author : Umesh Patel

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