Kindly let me know the best approach to import Vendor master from one entity USMF to another entity USRT in d365fo

(0) Share

Report

Posted on by @rp@n

Hi All,

Kindly let me know the best approach to import Vendor master from one entity USMF to another entity USRT

I wants to do for demo purpose.

I posted the same before but not succeeded and finally confused with the answer later.

(99+) Vendor master import form one entity to another entity in d365fo - Dynamics 365 Finance Forum Community Forum

Kindly explain me how we can manage the vendor account in USRT after uploading data. Better if any one share me the steps pls

I have the same question (0)

All responses (5)

Answers (2)

Verified answer

Ramit Paul 22,797 Most Valuable Professional on at

Like (0)

Report

RE: Kindly let me know the best approach to import Vendor master from one entity USMF to another entity USRT in d365fo

Hi Arpan,

If you want to import the all vendors from usmf to usrt in same instance, I can suggest you the best way to do this by enabling the Cross Company Data Sharing framework, by this you don't need to import or export l, it's just 10 mins job to enable the setup.

Was this reply helpful? Yes No
Suggested answer

@rp@n 30 on at

Like (0)

Report

RE: Kindly let me know the best approach to import Vendor master from one entity USMF to another entity USRT in d365fo

Thanks Ramit, It not just only vendor master, apart from that we need to import vendor group, contact information, vendor address etc...

And the primary thing the vendor account.

As suggested, is the above things covered by enabling the parameters?

Kindly elaborate pls

Was this reply helpful? Yes No
Suggested answer

Morgan Bazin 95 on at

Like (0)

Report

RE: Kindly let me know the best approach to import Vendor master from one entity USMF to another entity USRT in d365fo

I recommend giving this article a review:

Cross-company data sharing overview - Finance & Operations | Dynamics 365 | Microsoft Learn

Was this reply helpful? Yes No
Verified answer

Ramit Paul 22,797 Most Valuable Professional on at

Like (0)

Report

RE: Kindly let me know the best approach to import Vendor master from one entity USMF to another entity USRT in d365fo

Yes Arpan, everything which is required for vendors, will be possible.by CCDS.

Was this reply helpful? Yes No
@rp@n 30 on at

Like (0)

Report

RE: Kindly let me know the best approach to import Vendor master from one entity USMF to another entity USRT in d365fo

Thanks Ramit and Morgan, let me check . I will update you

Was this reply helpful? Yes No