OData API for DMF does not support all project settings
The DMF import package manifest does not support all data management features or honor some settings for data entities when importing data packages through the Odata service for DMF. Note: It is understood that these features are access...
Create a Data Management Security role that does not give access to Master Data Entities
Accountants love Excel and always will. So they like to use ODATA and excel to import things like GL journals using the Microsoft Office Add-In.
This is fine when publishing back to D365 when you have tens or hundreds of lines.
When you have a journal of thousands of lines t...
Execution summary to show updated record counts during execution
I'm in the middle of a 5 hour data load. The execution summary screen tells me how many records I'll be loading in total but all the other values sit at 0 until the execution is complete (in staging, created, update, errors). I can't tell you how many people have come to my de...
Fix Defect: Enable Quantity for Budget Account Entry Import
The Budget Account Entry data entity includes the quantity field. This field can be exported using data management and can be mapped for import, but it is ignored during import.
We consider this a defect, but Microsoft closed our ticket claiming that it was as designed and ...
Add Open Customer Transactions Data Entity
I would like to do some reporting on Accounts Receivable. Most of the invoice and payment data entities are available, but the open amount does not. Please add an Open Customer Transaction data entity.
Entity metadata structure extraction
In order to discuss with customer the structure of enttity (string and length, integer float, enum with its values, and so on) for importing data into Dynamics D365 for F&O could be very useful to have a tool for export the data structure and metadata for entity or for any table in D365. (like...
Automatic resequence
In Data Management > Copy into legal entity: When adding multiple data entities, the resequence is not possible in an automatic way. We have to try and sequence the entities manually. This is very time consuming. Why not propose an automatic resequencing ?
Data management clean-up, purge and archive historical data
Formerly in AX2012 we had the IDMF available as data management tool to clean-up, purge and/or archive historical data. It will be great if we may get also away to be able to manage the historical data that can be eventually cleaned-up, purged and or archived from the system.
Entity for project sales orders
Have the ability to upload project sales order via data management. The standard entities come really close: Extend the standard sales order header with Project ID. Extend the sales order line with the project ID, Project Category, Activity number and transaction ID.
When importing a data entity (General journal entity) process should be stop and lines should stay in Sttaging if there is one record with any error
When importing a general journal file via DMF (General journal entity), if one line contains validation errors, the invalid line stays in the staging area, but the rest of the lines are successfully imported. This behavior is not desired, and all lines (with and without errors) should stay in th...