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Items import in Microsoft dynamics 365 finance and Operations

Rahul Mohta Profile Picture Rahul Mohta 21,032

Items import in Microsoft dynamics 365 finance and Operations

Import product / item using data entities in Microsoft dynamics 365 finance and operations one version

Sequence

Entity

Staging table

Target entity

Notes for import

1

Products V2

EcoResProductV2Staging

EcoResProductV2Entity

Needed irrespective of product or product master creation and is the first step

2

Released products V2

EcoResReleasedProductV2Staging

EcoResReleasedProductV2Entity

For regular products without variants can directly import released products once products are available

Sharing key and mandatory information needed for products

PRODUCTNUMBER
PRODUCTCOLORGROUPID
PRODUCTDESCRIPTION
PRODUCTDIMENSIONGROUPNAME
PRODUCTNAME
PRODUCTSEARCHNAME
PRODUCTSUBTYPE
PRODUCTTYPE

Sharing key and mandatory information needed for released products (assuming using advanced WMS)

PRODUCTNUMBER
PRODUCTSUBTYPE
ITEMNUMBER
APPROVEDVENDORCHECKMETHOD
ARETRANSPORTATIONMANAGEMENTPROCESSESENABLED
BASESALESPRICESOURCE
DEFAULTORDERTYPE
INVENTORYRESERVATIONHIERARCHYNAME
INVENTORYUNITSYMBOL
ITEMMODELGROUPID
PRODUCTGROUPID
PRODUCTSEARCHNAME
SEARCHNAME
PRODUCTTYPE
SALESUNITSYMBOL
STORAGEDIMENSIONGROUPNAME
TRACKINGDIMENSIONGROUPNAME
UNITCONVERSIONSEQUENCEGROUPID

you could also you additional data entities like

  • Product specific unit conversions
  • Product default order settings V2
  • External item descriptions for customers

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