Migrate Data using Data templates in Microsoft Dynamics 365 finance and operations: Part-1

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Data templates in Dynamics 365 Finance and Operations can be a highly valuable tool for effectively managing configuration migration between environments or legal entities.

When there is a need to transfer configuration from our primary Gold environment to another environment, ensuring consistency throughout the process can be challenging. However, this is where data templates come into play.

In this video, I will provide a detailed explanation of how standard data templates can be used to facilitate seamless migration.

[Tonatiuh]

Thanks for sharing.

Regards from Mexico! ✌

[MrJS]

I am looking for someone very familer with importing excel worksheets into psa projects.. currently all projects are in seperate xcel files. I would like to use our xcel proj worksheet uploaded into psa/projects as the main page. Then we have 1000+ seperate excel files to upload.. some complered.. sone active.. some on hold.. so we want to use this as our main prj page for allPMs. Then we can filter by pm name . Has anyone done this with psa before??? Please send message.. uf successful would would have plenty of other mods to do...cliff.

[kame]

How do you mitigate the risk of data import that won't override other legal entity data when they are to have somewhat different master data and configuration. For instance, some of the configurations are global/shared like COA and advanced structures. That can lead to a new legal entity imported configuration overriding an existing company configuration