Upload Item Master Data with Data Management in Dynamics 365 FO

In the era of data management, it is crucial for businesses to have a solution for mass data uploading. 

This is especially true for less experienced users who need to upload and get data in bulk with tight deadlines. 

In this blog post, we will discuss how to quickly upload Item Master Data with no errors via Data Management in D365 Finance and Operation

It is important to note that masters such as Item group, tax codes, units, category, item model group, etc., should be pre-configured or created to ensure the operation runs accurately. Otherwise, errors may occur as the masters are not created/configured.

To begin, we need to identify the necessary fields required for two steps:

• Item Master Creation
• Item Master release in released products.

To identify the required "importable" fields, we will first export the required fields in Excel. 

Step 1: Go to Workspaces > Data Management and click on the Export button. 

Step 2: Create a project and name it as desired (e.g., "product master fields"). 

Step 3: Set Generate Data Package to No. Select the entity as "Released product creation V2" or the latest version available for your version of D365. 

Step 4: Set the output as "EXCEL," use the sample file, and set skip staging to No. 

It is crucial to select fields as "Importable Fields" and add the entity to the project. 

Step 5: Repeat this process for the rest of the fields mentioned in step 3 and select "released products V2" as the entity name.

Step 6: Click on the export button and refresh until you see a checkmark on the screen.

After get the file, replace the data with the required information to be imported into the product master.

Assuming you have created the files for upload.

we will now continue with importing the data. 

Step 7: Go to Workspaces > Data Management and click on the Import button. 

Step 8: Create a project and add the entity to be imported as "Released product creation V2" or the latest version. 

Step 9: Upload the data file and select the appropriate file. 

Step 10: Repeat this process for the rest of the fields mentioned in step 8 and select "released products V2" as the entity name.

Step 11: After adding both files, ensure the sequence is correct (1st for Released Product Creation and 2nd for Released Products). 

Step 12: Click on Import, and upon success, you will see a validation message that the master data has been uploaded successfully and released the product for use.

By following these steps, you can quickly and efficiently upload Item Master Data via Data Management in Dynamics 365 Finance and Operations. 

This solution can save you time and reduce errors, making it an essential tool for managing your data.