Integration (Data projects/Source formats/Recurring data jobs) configuration is the key element for successful data exchange between the application’s. Configure once and move it across environments which reduces lot of manual effort and time for every environment changes/repointing, it also reduces possibility of mistakes due to manual intervention.
There are three important configuration objects from data management perspective are really crucial for successful integration/data exchange with external applications.
Source data formats
Dashboard -> Data management -> Configure data source (Tile)
Dashboard -> Data management -> Data projects (Tab/Grid) -> Select any data project
A feature required to carry/move mapping, default values/Auto generate settings, Sequencing, Sample files etc. that are setup as part of it in the source system.
Recurring data jobs
Dashboard -> Data management -> Data projects (Tab/Grid) -> Select any data project -> Manage (Action pane) -> Manage recurring data jobs -> All data jobs for the data project.
A feature required to carry/move recurrence setup done on the batch jobs as part of recurring data job and authorization policy data that is setup as part of it in the source system.
Source data formats: This is simple and straight forward tables hence we can develop data entity’s to move this data.
Data projects: There is a Download button on the form that downloads the settings into a zip file. It also includes a shell of the Excel sheet (or XML). It stores the maps, sequencing, autogenerate settings, filters, etc. Open the Manifest.xml file in the attached zip. You will see what is stored. It was updated in platform 7 and more was added in platform 11 for the new Copy into legal entity feature.
After you import or export, you can do a Download package from the execution summary page. That will export all of the sequences, etc plus the data that goes with it.
Recurring data jobs: There is no option or feature to move this data across environments which is a key gap/feature missing would add great value to customers and partners implementing D365FO.
Recurring data jobs: This is really important from D365FO and Integrator (Ex: BizTalk) perspective, else both party’s will end up spending days just to create this jobs and update the GUID’s for every environment change/repointing, until all interfaces promoted to production. As Data projects and Recurring data jobs go hand in hand it would be great if the “Download” option can download Data projects and recurring data jobs which can be moved across environments.