Admin and such for Technical non-finance folks. (Multiple questions)

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Posted on by TechMonkey

Dev/Sys/Ops here. (I know almost nothing on the Finance side.) My number one pain point / question, is how to export/import configuration items (Batch Jobs, Journals, Financial Dimensions (!), etc.). Is there an API or CLI we can use? Powershell module? Currently they (the devs) are manually creating things environment-by-environment as code is promoted, then having handing SysOps a document on what changes to make after deploying code/solutions in the higher environments, which is madness. (We are currently on an older version, on-prem, though upgrade and cloud migration is planned.)

That's really a subset of the larger question: Where are the quick-start guides/documents that explain the higher-level concepts. Is there a singular top-level admin account, or is it just the whoever ran the installer? Is there any difference between that and anyone granted the System Administrator role? Etc.

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Junaid Idrees 2 on at

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Hi TechMonkey,

Did you explore data management to import/export configuration and master data. You will find the Details on below MS link:

1. docs.microsoft.com/.../data-entities-data-packages

Online course on Data Management:

2. docs.microsoft.com/.../

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