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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Import a CSV on D365
Finance | Project Operations, Human Resources, ...
Answered

Import a CSV on D365

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Posted on by MK-16121541-0 4
I am importing a General journal on D365 with 70+ lines. 
 
How would I do this as a data import rather than manually typing each single line? 
 
 
Categories:
Dynamics 365 Finance
I have the same question (0)
  • Martin Dráb Profile Picture
    Martin Dráb 239,029 Most Valuable Professional on at
    Which D365 product are you using? The D365 brand covers quite a few things, such as Finance and Operations, Business Central or Customer Engagement.
  • Suggested answer
    Vahid Ghafarpour Profile Picture
    Vahid Ghafarpour 12,228 Super User 2026 Season 1 on at
    I think you can use the Data Management Framework (DMF) or OData entities
     
  • MK-16121541-0 Profile Picture
    MK-16121541-0 4 on at
    I am using D365 finance and operations. 
     
    I will look into the DMF and ODATA entities. Thanks
  • Martin Dráb Profile Picture
    Martin Dráb 239,029 Most Valuable Professional on at
    Moved from Integration, Dataverse, and general topics forum.
     
    An import project Data management sounds like the right tool for your requirement.
  • Suggested answer
    Anthony Blake Profile Picture
    Anthony Blake 3,092 Super User 2026 Season 1 on at
     
    Adding to the other answers here, you could:
     
    - Create a DMF project to import a CSV, for one-off or ad hoc manual imports
    - Create a recurring integration, technical but worth the effort if it is recurring
    - Use the Open in Excel functionality on your Journal batch, as you already mention you are "keying in" you may wish to paste the lines straight into Excel, could be the quickest way for your scenrio
     
    Anthony
  • Verified answer
    Alireza Eshaghzadeh Profile Picture
    Alireza Eshaghzadeh 14,839 Super User 2026 Season 1 on at
    Hi,
    As it is mentioned, the Data Management Framework is the appropriate standard tool for this purpose.
    To get more info, please check https://dynfotech.com/2021/08/28/data-management-data-export-and-import-process-part-4-import-options/

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