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Microsoft Dynamics AX (Archived)

Import Prospects AX 2012

Posted on by 2,255

Hello, 

is there any way to import prospects into AX2012 with Data Import/Export Framework or with Excel Add-on?

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  • Suggested answer
    Rustem Galiamov Profile Picture
    Rustem Galiamov 8,072 on at
    RE: Import Prospects AX 2012

    So, take a look at the Customer entity and do the same things.

  • w.sallam Profile Picture
    w.sallam 2,255 on at
    RE: Import Prospects AX 2012

    I want to import new prospects which not exist in DirPartyTable.

  • Suggested answer
    Rustem Galiamov Profile Picture
    Rustem Galiamov 8,072 on at
    RE: Import Prospects AX 2012

    Why you want import prospect which names already exists in DirPartyTable?

    Or you want to generate new record in DirPartyTable while importing new prospects?

    Take a look at the Customer entity and DmfCustomerEntityClass class and GenerateParty() method.

  • w.sallam Profile Picture
    w.sallam 2,255 on at
    RE: Import Prospects AX 2012

    Hi Rustem

    i want to ask you about the name field

    how to import the prospects name from DirParty Table?

    how to add the DirParty Table to the entity i created??

  • Suggested answer
    Rustem Galiamov Profile Picture
    Rustem Galiamov 8,072 on at
    RE: Import Prospects AX 2012

    This error mean that you try to import duplicate rows in a table. Check your importing data.

  • w.sallam Profile Picture
    w.sallam 2,255 on at
    RE: Import Prospects AX 2012

    Hi Rustem, and thanks for the help.

    I tried to make new entity and import the data, but I got this error. 

    Error occurred while doing bulk copy from temp table to entity table-Cannot insert duplicate key row in object 'dbo.DMFSMMBUSRELTABLEENTITY' with unique index 'I_105890PARTY'. The duplicate key value is (5637144576, , CustPros-1, CustPros).

    The statement has been terminated.
    '0' 'DMFsmmBusRelTableEntity' record(s) inserted in staging
    I hope you can help with this. 
  • Suggested answer
    Rustem Galiamov Profile Picture
    Rustem Galiamov 8,072 on at
    RE: Import Prospects AX 2012

    Hi!

    As Yohann Rolland mentioned, there is no entity created out of the box. You can create new entity by yourself based on the table smmBusRelTable.

    This link will be helpful to create entity: https://docs.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/create-a-custom-target-entity-for-the-data-import-export-framework-dixf-dmf

  • RE: Import Prospects AX 2012

    Hello,

    As long as I remember there was no data entity for prospect at that time in Ax 2012 R3.

    Now in D365 this module has been enhanced so you will find the Prospect entity.

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