Notifications
Announcements
Hi I would like to import sales orders by specifying customer and items, and the import will create new sales order headers and lines. I am wondering what entities to use and what excel template should look like,.
You can use SalesOrderHeaderV2Entity for SO header and SalesOrderLineV2Entity entity for lines. To get the excel template put these entities in data project and do export for single sales order (You can use filter to put single order)and download the template.
Thank you Sukrut! I looked at the exported template for SalesOrderLineV2Entity, is has Sales order number. Assuming the import is to create header and lines, how would I specify sales order number on the sales order line template as it's unknown at that point?
You have to do it as two steps process. First headers with sales order number auto create and then lines. You can also use salesorderV3Entity which is composite entity , uses above two entities but in that case you have to use xml as format. You can not use xml. Take a look at below links to see how you can use it
mukesh-ax.blogspot.com/.../dynamics-365-operations-composite-data.html
Great, thank you very much!!
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
As AI tools become more common, we’re introducing a Responsible AI Use…
Thanks to all of our 2025 Community Spotlight stars!
These are the community rock stars!
Stay up to date on forum activity by subscribing.
André Arnaud de Cal... 679 Super User 2026 Season 1
Abhilash Warrier 332 Super User 2026 Season 1
Martin Dráb 238 Most Valuable Professional
