D365 for Finance and Operations- Data Migration: New Workspace and Quick Overview

Posted on: October 10, 2017 | By: Jarrod Kraemer | Microsoft Dynamics AX/365

Authored by: Dave Occhionero

One of the key determinants of a successful Go-Live centers around data.  Data touches every aspect of the project; from initial configuration data, to initial loads of master data, to the conversion of open documents, data is a critical building block to a successful implementation.  Data also impacts the outputs management receives from the ERP system.  Heck, it is one of the reasons you Go Live in the first place.  From KPI reports, to Power BI dashboards, the data that is pulled from the system is just as critical.

In an effort to simply the data entry process in D365, Microsoft has created a data management workspace to house all data activities.  Normally this task is reserved for a developer, but Dynamics has simplified this activity so that an experienced power user can import/export data.  To do this first navigate to the Data Management workspace.

The following form opens, and you have several options around data management.  For this blog, I want to create a simple data import job so we will click the Import button.

Once the import button has been selected, a new form opens with different selections:

1.      Enter in a name for your data import.  I would recommend a smart name such as Vendors or Initial Open AP Load

2.      Select a source data format

a.      Choose where your data is coming from.  I have found success using Excel.

3.      The next selection revolves around the entity name.  This is where you select what table or data you want to populate.  As an example, you can choose vendors, vendor bank accounts, or other uploads in D365.

4.      Once these three fields have been selected, choose your upload data file and click upload.

 

When the upload button has been selected, the entity mapping screen will open.  This is where you will map the columns in your Excel worksheet to the fields that are in Dynamics.  This feature uses connecting points to map the data between the two sources.  The table on the left is your source (in this case an Excel Document) and the Staging table comes from the Dynamics Entity.  You can click and drag to connect the two tables, but this can be cumbersome.  I recommend taking the field name from the staging table and entering that value in your Excel/CSV file as a column header.  This will automatically build the mapping and save significant time during mapping.   As an added bonus, if you want to do mapping in a QA or Dev environment, your source worksheet will transfer easily.

 

 

Once the mapping has been complete, click the import button to kick off your data import.  This will begin the import process and start to write to the Dynamics tables.  After executing the import job, Dynamics will either accept the data or return an error message about the import file.  If this is the case, simply make corrections on your source data and try to re-import.

 

Quick Troubleshooting Technique: I have run into errors where the error message display was not descriptive/helpful.  If this is the case in your upload, try to delete blank rows and columns on your source document and re-import.  This may not work, but it is a good first step. 

Note: When doing a re-import of a failed data import, please verify table records especially when they involve addresses.  While executing a re-import of vendors, my addresses were duplicating in the global address book. 

Note:  This feature makes importing data easier, but as always please have a developer verify import records.  Even if the data uploads correctly, there could be issues around missing fields that prevent users from executing transactions.  This blog was designed for super users who have worked in Dynamics.

For additional information please feel free to reach out to us at info@loganconsulting.com or (312) 345-8817.

All the best!
Logan Consulting
www.loganconsulting.com



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