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How to import files periodically in D365FO

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Posted on by VermaMC

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Hi Everyone,

I am working on a migration from Ax 2012 to D365. There is a customization which imports data from a fixed file from a shared path across the AD in Ax 2012 which imports data into a table. Here in D365, I can use data entity for the table for importing. However, In AX2012 they import the data periodically with a batch job and the users keep updating the excel file that is shared across and the batch picks the data from that file. I am not sure if we can make such arrangement with the data entity in D365. If yes, please guide me on how to do that.

The other solution is, refactoring the code of AX 2012 to match it to D365 compatibility. However, I see a problem here too. In D365, I believe, there can't be a shared path where uses can keep updating a file and D365 Prod picks it.

Now, Is there anyway that I make any of the solution above work or Is there any better option that you guys can suggest me.

Regards,

Verma C.

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Ludwig Reinhard Microsoft Employee on at

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RE: How to import files periodically in D365FO

Hello Verma C.,

What data do you want to import periodically?

What customization do you refer to in AX2012? Can you provide some additional information on that?

Many thanks,

Ludwig
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zhifeng on at

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RE: How to import files periodically in D365FO

Please refer below articles for data integration:

docs.microsoft.com/.../data-management-api
docs.microsoft.com/.../recurring-integrations
github.com/.../Recurring-Integrations-Scheduler
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vinitgoyal2005 6,330 on at

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RE: How to import files periodically in D365FO

Hi,

You cant use the file method with D365FO which you used for AX 2012. You need to look at docs.microsoft.com/.../integration-overview

You can use Power automate to read the file from Sharepoint or Azure blob storage and then send the Data to D36FO using Odata call or using recurring integration.

I have a blog out for the import of Bank statement, you can do a similar thing for your integration.
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nmaenpaa 101,158 Moderator on at

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RE: How to import files periodically in D365FO

D365FO can't read your local paths. But you can have a middleman who reads the path and sends the files to D365FO Recurring data job.

For example:

- Recurring Integration Scheduler (free sample app from MS)

- LogicApps with Enterprise Data Gateway

- Biztalk

Or, you can use a cloud folder such as OneDrive, and let LogicApps send files from that folder to D365FO recurring data job.

You can even develop an x++ customization that reads from OneDrive but usually it's less work and less cost if you use some readily available options for it.