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.
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3. Select all or any number of fields from primary data source that appears on the following window.
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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.
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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.
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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.
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10. After the import is completed, the job execution summary page will open showing that data is imported successfully.
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