Importing data

Import is the process of pulling data into a system utilizing data entities. The import process is done through the Import tile in the Data Management workspace. Data can be imported either for individual entities or for a group of logically related entities that are sequenced in the correct order. The file formats vary depending on the type of import. For an entity, it can be an Excel file that is comma-separated, tab-separated, text. For a data package, it is a ZIP file. In both cases, the files are exported using the previously-mentioned export process. The detailed steps for importing data using data packages are as follows.

How to do it...

Let us import and create released products in Dynamics 365 for Finance and Operations:

1. In the system administration module, click Data management workspace, to begin importing, select import tile.
2. In the Name field, provide a logical name for the package, which is being imported. In the Source Data Format field, select CSV as the source...