Data Management in D365 FO – Running an Existing Import Project

The Dynamics 365 for Finance and Operations (formerly Dynamics AX) data management framework allows for a previously created data import project to be run multiple times. The functionality also allows a user to upload a new file into a previously created data import project.

Below are the Steps Involved in Re-running an Import Project

Enter the Data Management Workspace and Data Projects, select the project to be re-run, ensuring the project has a project type of Import

Click Run Project

If the data project has only one entity, click on Upload file.  If the data project has more than one entity, select the entity that a new file needs to be uploaded before clicking on Upload file.

Click Browse to select the file to be imported and once the file name is showing, click Upload. When the blue bar appears saying the upload has been successful, click on OK.

If the project has more entities that need file uploads, repeat until all required files and entities have been added. Once everything is ready, click Import on the action bar.

The following message will pop up – click Close.

Click Refresh to monitor the progress of the Import.

If a checkmark appears, the import was successful.

If an X appears, the import failed and errors will have to be resolved before another import attempt of the project is made.

Successfully imported data can be found in the correlating area of Dynamics 365 Finance and Operations the entity imported into. Please contact us if you have any questions about Dynamics 365 Finance and Operations.