Data Entities in Microsoft Dynamics 365 Finance and Operations are much like target entities in AX2012. There are the various loads that come pre-built out of the box for you to use at go-live and then potentially even after go-live. However you can also built custom entities and utilize them for data import/export purpose. In this Blog I am going to demonstrate steps for creating custom data entity and using it to import data from excel file.
Creating Custom Data Entity:
- In Visual Studio, on the project that you have created Click-Right, and then click Add > New Item. The Add new Item window will open. Select Data Entity and set relevant name.


3. Select all or any number of fields from primary data source that appears on the following window.


Importing Data from Excel:
After creating data entity, you can now import the data from excel file that you have created.
- Go to user dashboard and click Data Management.
2. In Data Management workspace click Import tile.


5. Click Upload and select the excel file that you created.
6. Once the file is uploaded you will see that entity is added in middle section.

8. Clicking view map will open the screen (similar to one below). You can correct the mapping of source fields that might not be mapped to target fields.

10. After the import is completed, the job execution summary page will open showing that data is imported successfully.