Hi
I kmw we can import MT940.IS020022 & BA12 format
What if the user logs in HDFC netbanking, download the statment in pdf format & wants to import it in D365 fno
How can i achive this new requirement
Hi,
I think the main problem is the format. if you want to import in D365Fno for PDF, I would suggest to convert it to Excel first before you do customization to import into D365FO using custom job or using DMF framework.
Hi,
While importing excel into D365 FO - We will be mostly using Data management. If they use data management, then you must select data entity to import the data.
So, if you want to import the bank statement into D365 FO you need to have valid entity created.
So, my suggestion will be you need to create a table with required fields and then create data entity based on that.
Then you can use that entity to import data into D365 FO using Data management.
Thanks,
Girish S.
André Arnaud de Cal...
292,162
Super User 2025 Season 1
Martin Dráb
230,962
Most Valuable Professional
nmaenpaa
101,156