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Microsoft Dynamics AX (Archived)

Data Import Export Framework AX 365 Data Migration

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Posted on by 240

I had a difficulty in identifying the Entity that will enable me to upload the Main Accounts into another CoA. Let us say, I want to create a new CoA and want to upload the main accounts from another CoA, can you try to do that

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  • Verified answer
    André Arnaud de Calavon Profile Picture
    304,293 Super User 2026 Season 1 on at

    Hi Vaibhav,

    This is possible. You can use the 'Main account' entity and provide the details in e.g. an Excel sheet.

    Note that AX 365 does not exists. It is : Microsoft Dynamics 365 for Finance and Operations. The naming "AX" is history.

  • Vaibhav S Profile Picture
    240 on at

    Thanks. Let me try. In 365 its a new concept entities and unable to find logic which is required and which columns are mandatory

  • Verified answer
    Santosh Yadav Profile Picture
    420 on at

    you can  check this too by navigating to mapping detail for CoA entity, fields with asterisks are primarily fields which you have to provide in the sheet for import.  

  • Vaibhav S Profile Picture
    240 on at

    Yes that is one of the solution but I thought at the time of export of entity excel sheet, some fields are highlighted or appearing first which are mandatory to be filled. ...

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