Useful things I've learned along the way
In the last article, you learned how to read a file, and process the data in D365. Now, learn how to write a file in D365. There are several different ways you can get data out of Microsoft Dynamics 365 for Finance and Operations. You can use the data management framework, data entities, Odata, Excel,... Continue Reading →
In the last tutorial you learned how to export data to excel. Now, learn how to update data from Excel in D365. There are some changes that can be made much faster in Excel compared to within D365. For instance, you can do a 'find and replace' within Microsoft Excel. Specifically, push ctrl-H for the... Continue Reading →
There is a joke I've heard that goes something like this. What is the most widely used ERP (Enterprise Resource Planning) System? The answer: Microsoft Excel. By and large, the many forms in Microsoft Dynamics 365 for Finance and Operations allow the system to work with data in many ways. However, there are some scenarios,... Continue Reading →
Instead of manually typing in data, users can upload a file, then read a file in D365. I will show you how to use helper classes to do both of these things. This is especially helpful when you have many records to bring in. There are several other ways that data can be brought into... Continue Reading →
In the last couple articles, you learned what a data entity is, and how to create one. Now, learn how to test and use a D365 data entity to read or write data in Microsoft Dynamics 365 for Finance and Operations. https://youtu.be/i_yUzjIlmNg Review Before showing you the steps to use a D365 Data Entity, as... Continue Reading →
In this article, learn how to create a D365 Data Entity. Previously, you learned what a data entity is, and when they are used. In this lesson, walk through the steps of creating a data entity in Visual Studio. Then, see it within the Data Management workspace. https://youtu.be/RHOYWuuqJvU Review Before learning how to create a... Continue Reading →
What is a D365 Data Entity? Data entities allow outside systems to read and write data in Microsoft Dynamics 365 for Finance and Operations. For example, perhaps you read the product inventory levels in D365, and send these values to your website. Similarly, you may have sales order information entered on a website that you... Continue Reading →
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