Easy Ways to Import Data into Dynamics 365 Business Central

Easy Ways to Import Data into Dynamics 365 Business Central

o When you function through ERP systems, there is every chance that you will come across circumstances where you have a bunch of content that you prefer to import in one go instead of manually entering one record at a time.

o If you are from Dynamics GP, you may be using some kind of app to accomplish this. Well, now, the advantage of Microsoft Dynamics 365 Business Central is that you would have the same features already included in the setup.

o Dynamics 365 Business Central has got a powerful Setup Package function that allows you to create and import package. It empowers you to leverage Big Data Integration Services and import data from Excel to any table using potent Microsoft power bi integrations. Once you attempt it, you'll see how simple it is to go about it. So, let's get started!

Comprehend the record type you're importing.

o It is imperative to understand data-type requirements and limitations within the CRM for Dynamics 365. Also, find out if the field only allows numbers or has room for characters.

o As you may be trying to link your imported data to existing CRM records, it helps to know the correct contents of the main field within the related file. For instance, if you need a link, access the parent acct, then make sure the name of the parent account is distinct from the name of the parent account in the import file.

o Also, the import file shouldn't be larger than 8MB unzipped, or 32MB zipped.

Working with Import Data Template

The Import Data Template unwinds automatically in Excel in an XML format. It presents all the fields in the main form of the Microsoft Dynamics 365 Business Central record. Each column header is like a field inside the CRM. This implies that you can save time by using the autonomous mapping feature of your import wizard. The template includes values for picklists as well as explanations and data regulations for each field.

Importing Client Information • Once the customer data is entered in Excel data migration files, via Microsoft power bi integrations, the records will be imported into Business Central. Here are a few steps that you need to follow: 

Access the Config. Package Card page.

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Choose the table for importing data.

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Next on the Tables tab, select 'import' from Excel Action.

• Client information is verified before implementing the data to the Business Central database. In most cases, invalid data is not transferred. However, the app might be obstructed if there are considerable inaccuracies in a migration table. 

Then find and open the file from which you want to import the data.

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Access Import Preview page to recheck and confirm the content selected for importing.

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Click 'import' action

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Finally, the data from the file is imported into the config tables of the package. You may see count of records imported in the Package Records field. Apart from that, you may also notice a number of migration errors (if any).

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