Tag Archives: item master
Item Master Data Mass uploading via Data Management in Dynamics 365 Finance and Operations
Item Master Data Mass uploading via Data Management In the world of data management, it has become essential that the business users are provided solution for mass data uploading. Where the data is managed by very less expert users whoāre required to upload and download data in bulk at very less given time. Today I am going to show you the way to upload Item Master Data quickly and with no errors via Data Management in MS Dynamics Commerce and Retail. Note: Masters as Item group, tax codes, units, category, item model group etc should be pre-configured or created for this to work accurately otherwise this operation will fail with errors as the masters are not created/configured. For this operation to work first we need to identify the fields that are required to do two steps. First, Item Master Creation Secondly, Item Master release in released products. So now to identify the necessary āimportableā fields first we will export the required fields in excel as below. Goto Workspaces> Data Management and in Data Management click Export Button. Upon Clicking āexportā create project as data filled in below. Desired Project name in my case I have named it āproduct master fieldsā Generate Data package to be set as No. Now when project is created click on āadd entityā Select entity as āReleased product creation V2ā or anything as āReleased product creationā whichever is latest according to your version of D365. Select output as āEXCELā. Use sample file and skip staging to be set as NO. Very important step to select fields to be set as āImportable Fieldsā And āaddā the entity to the project. Now again click on āadd Entityā, select the rest of the fields as mentioned in pt. II., and select āreleased products V2) in entity name and click on add. Now click on export button as below Now on export screen Click on ārefreshā button until you see mark on thee screen, and then ādownload Fileā to obtain excel file. Note: click each project one by one to download table fields. After downloading file replace the data with required information that you want in your product master so that we can Import the Master data. (Note: You can hide fields that doesnāt require user to input any data but are required by AX this you will identify in released products format). Assuming that you have created your files for upload we will now continue with āImportā data, Goto Workspaces > Data Management and in Data Management click āImportā Button. Upon clicking āImportā create a project and add entity as below. Add group name, in my case added as āimport Master Dataā Now when project is created click on āadd Fileā Select entity as āReleased product creation V2ā or anything as āReleased product creationā whichever is latest according to your version of D365. Click the upload data file and select the appropriate file, in my case it is āReleased product creation V2 ā Format.xlsxā Select āSource data formatā Click close. Now again click on āadd Fileā, select the rest of the fields as mentioned in pt. VIII., and select āreleased products V2) in entity name and click on Close. After adding both the files, now its time to click on āimportā, but first ensure that the sequence of the below files are as such 1st for Released Product Creation and 2nd for Released products. If this is not in sequence the above operation will fail. After Clicking on Import, you will have to click on refresh button until the come. Upon success you can see the validation message that the master data has been uploaded successfully and released the product for use. In my case I had uploaded a test product which got successfully uploaded to the system. Hope this helps!