The Dynamics 365 for Finance and Operations (formerly Dynamics AX) data management framework allows you to run a previously created data import project multiple times. The functionality also allows the user to upload a new file to a previously created data import project. You can export or import data into finance and operations applications using the data management workspace. Validate the data by storing the source data and then moving it to the destination tables in the finance and operations application database.
You can also find a list of the data entities available for each area with the suggested data sequences, which show the dependencies of the data. Data entities were introduced as part of data management to be used as a layer of abstraction that could be easily understood through the use of business concepts. Once the data entities have been incorporated into the project, the sequencing and mapping described above can be performed for each export project. This tool, together with the other LCS tools, helps customers and partners to quickly configure their initial environment from blank data, manage configuration data throughout the project lifecycle, plan and execute data migration, and move data from one environment to another.
The following sections provide quick snapshots of the different functionalities of data management using data entities. This was beneficial from the point of view of database design, but made it difficult for implementers and ISVs to use without in-depth knowledge of the physical schema. You can use the data management framework to copy configurations between companies or environments and configure processes or modules using Microsoft Dynamics Lifecycle Services (LCS). With the data management framework, you can quickly migrate reference data, master data, and documents from old or external systems.
The package is a zip file that contains a data file for each entity, as well as a package header and manifest. You can choose which data entities to export, but also the number of entities, the file format used (there are 14 different formats to choose from for export) and apply a filter to each entity to limit what is exported. This section provides troubleshooting information for the different stages of data packet processing. This data entity will start loading immediately because there are no dependencies where other entities are loaded before it.
Data can be imported for individual entities or for a group of logically related entities that are sequenced in the correct order. To load the data correctly, it is important to establish the correct order for importing the data packages, due to the dependencies that exist within and between the modules. Data entities provide a conceptual abstraction and an encapsulation of the underlying table schema that represents the concepts and functionalities of the data. There are several tools and concepts that constitute the overall data management platform in Dynamics 365 for Finance and Operations.