The Technical Reference Reports do not provide the Unit, Level, and Sequence for loading order. The default import templates are missing many Data Entities that are commonly used in large ERP implementations. There used to be a comprehensive list, but, it has disappeared.
Hi Andre and thank you for taking the time to respond. Starting with your first paragraph (numbered here):
Hi Ron,
To start with your last question. Does Microsoft have the responsibility to maintain something that might be not suitable for the majority? If companies only are interested in moving customers, vendors and open balances, do they need all the templates?
Usually, I start with what information is available from the legacy application. Then I try to find the relevant data entities. I don't need all 2000. In rare situations, I used the templates feature to find some related entities.
Microsoft used the templates in the past for an example to load some demo data, but it was never intended to provide a comprehensive list for implementations. During the years, some entities were replaced with a V2 or V3 version of the entity. Then indeed, you may experience that the templates available on the LCS asset library are not up to date.
During the years, new tables and new entities were added to the application. You might even find some tables where support for data entities are missing or in case when Microsoft added new fields, not in all cases the new fields are available in the data entities.
I can understand your request. As I already had a lot of experience with previous versions of Dynamics AX and the data model, the data entities are relatively easy to me. For non-experienced users, it might be a big puzzle. In the first years of Dynamics 365, I had some struggles with the field names in the entities as they are not always matching the field labels.
All,
Thank you for your replies. The issue has nothing to do with moving data from environment to environment. Here are my points summarized:
I hope this clarifies my request.
Hi RonSonntag,
if you need the sequence of entities you should use for the data load I suggest to have a look on the Templates in the data management. In here you can load default templates. The templates are packages of entities. Inside a package the sequence of the entities is predefined. I have very good experience with these templates.
Hi Ron,
I am not aware of a comprehensive list or description. What might help are a couple of posts that illustrate how to copy things between companies. See e.g. dyntips.com/.../ , www.everythingdynamicsaxbi.com/.../
Hope this helps at least a bit.
Best regards,
Ludwig
Hi Andre,
I am managing the data migration from legacy systems to D365 F&O. There are many dozens of data entities to import and they have to be done in a specific sequence. I have spent hours looking through Microsoft documentation looking for a comprehensive list of data entities with the Unit, Level, and Sequence defined - however, Microsoft provides no such documentation. All I can find are a few examples with a few representative data entities and some discussion on data import ordering but no comprehensive list of all data entities and their loading order.
Note: I have reviewed the full list of default templates that show many data entities and their Execution unit, Level, and Sequence, but, many of the data entities I have to load are missing from this list (yes, I loaded ALL default templates).
The Microsoft D365 Reference Data (TechnicalReferenceReports_V10_0_9.zip) has the list of all data entities, but, they are missing the required Execution Unit, Level, and Sequence information.
Almost four years ago I ran across a large spreadsheet that had all this information that I think came from Microsoft under the AX2012 R2 moniker - but I cannot find it anywhere on the Microsoft sites.
This is an issue that comes up over and over again and stalls many projects because of the simple lack of technical documentation from Microsoft. If you know where this information is, I would be grateful.
Thank You, -Ron
Hi Ron,
What exactly do you mean with a comprehensive list? What do you want to achieve? If it is about moving config data from a staging to another environment, then you can probably better move the whole golden config database.
do you have a question for us to help?
is this a feedback for MS?
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