A very common type of integration that we are asked to create for Dynamics 365 Finance and Operations is an outbound file integration. You might send a customer or vendor list to a third party system. Or you might send a transaction file to another system.
There is a flag on the data management workspace that allows you to overwrite data vs simply update the data that is very handy under certain circumstances.
There are many times when I'm uploading data to Dynamics 365 Finance and Operations while using the data management work space that I will get errors due to incorrect data. You get the infamous yellow triangle with the exclamation point in the middle. Fortunately for us it's pretty easy when this happens to determine where the bad data is.
A powerful feature in the Data Management work space in Dynamics 365 Finance and operations is the ability to use templates. These templates can be used to create a repeatable…
In this video I take a look at using the data management work space to import data into Dynamics 365 Finance and Operations. https://youtu.be/Zlvb_lR-O0g
In this video we take a look at how you can export data using the data management work space. This is helpful for example if you wish to export data…