In D365 F&O, functionality called Data Management Framework to do either to export data from AX or import data into AX or even both.
We can archive this by using Excel add-in but firstly we go through DMF functionality.
We will see how to export and import data in Microsoft Dynamics 365 for Operations, and you will decide what is the best way for you and your purposes.
Navigate either to the Data management workspace or System administration > Data management
Before you start working with this feature, validate the visibility of the data entities if Data entities are not listed then you need to refresh the list.
Click on the Data entities icon
The list of data entities should appear
If this form is empty, click on the Framework parameters tile
Switch to the Entity settings tab and click on the Refresh entity list button
By clicking on Refresh entity list you can carry the work while refreshing the list once list has been refreshed you will receive notification in action center.
Now you can work with the DIMF functionality
Export data
Click on the Export tile
Set the following values:
Name – the name of the job
Target data format – in which format you’d like to export data.
Select the entity name form drop-down list
Click Add entity button
Click on the Enhanced view to configure additional details.
On this form, the most important fields are:
Sequence: If you have several data entities it will identity the order of the data export / import
Filter: If you want to export only specific set of data, you are able to setup a filter
Map: Source and staging field mappings
Click Export button
Wait until it’s completed
Click Download package to download the exported excel file
Import data
To import exported data, navigate to the import tile
Set the following values:
Name – The name of the job
Source data format – in which format you’d like to import data.
Source data formats have options like CSV, EXCEL, XML etc. you can add, edit or delete formats in Data management -> Configure Data Source
If Source data format is other than Package then you need to select particular entity to import.
Click Upload button and select the file.
Once you’ve uploaded all data entities, click Import button
Wait until it’s completed
After complete execution you will receive a message/notification in Action center for completion of a process.
One way to do this I described in the previous topic: How to import data into O365 through Excel Add-in