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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 who’re 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 ā€œimportableā€ 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 ā€œexportā€ create project as data filled in below. Desired Project name in my case I have named it ā€œproduct master fieldsā€ Generate Data package to be set as No. Now when project is created click on ā€œadd entityā€ Select entity as ā€œReleased product creation V2ā€ or anything as ā€œReleased product creationā€ whichever is latest according to your version of D365. Select output as ā€œEXCELā€. Use sample file and skip staging to be set as NO. Very important step to select fields to be set as ā€œImportable Fieldsā€ And ā€œaddā€ the entity to the project. Now again click on ā€œadd Entityā€, select the rest of the fields as mentioned in pt. II., and select ā€œreleased products V2) in entity name and click on add. Now click on export button as below Now on export screen Click on ā€œrefreshā€ button until you see  mark on thee screen, and then ā€œdownload 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 doesn’t 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 ā€œImportā€ data, Goto Workspaces > Data Management and in Data Management click ā€œImportā€ Button. Upon clicking ā€œImportā€ create a project and add entity as below. Add group name, in my case added as ā€œimport Master Dataā€ Now when project is created click on ā€œadd Fileā€ Select entity as ā€œReleased product creation V2ā€ or anything as ā€œReleased 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 ā€œReleased product creation V2 – Format.xlsxā€ Select ā€œSource data formatā€ Click close. Now again click on ā€œadd Fileā€, select the rest of the fields as mentioned in pt. VIII., and select ā€œreleased products V2) in entity name and click on Close. After adding both the files, now its time to click on ā€œimportā€, 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!

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