Microsoft Dynamics AX (Archived)

Mandatory Fields during data migration

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Posted on by Community Member

Hi,

Which are all the mandatory fields while creating a customer group?

And, how to get the template for customer group?

Regards,

Manivannan M

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Vilmos Kintera 46,149 on at

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Mandatory fields are just simply having the Mandatory=Yes property set on the entity staging table. In AX 2012 it is called DMFCustGroupEntity, most likely the name has been kept in Dynamics 365 for Operations.

Mandatory fields should be visible also in the Field list on the entity that you could check via the client User Interface too (at least you could see it in AX 2012).

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Community Member on at

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Thanks for the answer. . .

Where can i get the template for Customer group?

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Mea_ 60,284 on at

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To get a template for any entity you can simply export it using Data migration.

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Sangram Shinde 2,114 on at

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Hi Manivannan,

In current version of AX (D365) you can directly export cust group data using customer groups data entity which you can use as a template.

In AX 2012 R3 you can generate a sample template from DMF->processing groups->entities->generate source file. (Select customer groups entity) Here you can check the mandatory fields in entity.

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Sten Baumgarten 12 on at

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Hi

Open in Excel can be an alternative way to update D365 with customer groups needed.

The process is

Create one customer group

Open in Excel

Add additional groups in the Excel sheet

Publish the Excel file to D365

Br sten

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Adineh Negahdari 807 on at

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HI

As you know, the mandatory fields are sometimes different as per requirements. About fields which are systematically mandatory please be informed that when you use both excel Add or DMF module, the mandatory field are highlighted. in excel as you drag one field, all mandatory one will be chosen automatically and even there is one sign beside them before dragging any.

in DFM all mandatory fields are chosen automatically and even if you try to remove them an error pops up.

Regards

Adineh

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Vilmos Kintera 46,149 on at

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Please kindly mark the answers which you have found to be helpful with the checkbox next to each post, in order to resolve the thread and assist others.

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