Skip to main content
Post a question

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id : S2es4FONKnRU3tIlbrKFqP
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Templates for uploadin...
Finance | Project Operations, Human Resources, ...
Suggested answer

Templates for uploading new suppliers, articles

Like (0) ShareShare
ReportReport
Posted on 24 Apr 2023 13:58:56 by JD1982 5

Hi,

We're about to make the decision to start with Dynamics 365 Finance (and Supply chain).

As a first step we want to do the finance > procurement to pay process.

This is a whole new domain for our company in the Microsoft suite.  Therefore these may seem basic questions:

I would like to understand how we can upload our current suppliers and articles into Dynamics 365 Finance.

Is there a template? 

Where can I find this?

Can I also find templates for other domains of our business that we want to integrate in Dynamics 365 Finance and Supply Chain over time?

Thanks

  • Suggested answer
    saurabh bharti Profile Picture
    saurabh bharti 15,033 Super User 2025 Season 1 on 26 Apr 2023 at 09:40:38
    RE: Templates for uploading new suppliers, articles

    Yes right you need env for this.

    You can use trial env till you get your sandbox env

    dynamics.microsoft.com/.../

  • JamesT Profile Picture
    JamesT 341 on 26 Apr 2023 at 04:29:59
    RE: Templates for uploading new suppliers, articles

    Yes you need to have an F&O environment.

    Unless someone on here will provide you with templates (doubtful), then you need to wait for your partner.

  • JD1982 Profile Picture
    JD1982 5 on 25 Apr 2023 at 12:29:08
    RE: Templates for uploading new suppliers, articles

    Thanks for the feedback.  

    Am I correct that you can only access the "D365 data management workspace" when you already have an F&O environment?

    Because we don't have that yet.  I'm running a bit ahead of things.

    Is my assumption correct?  If yes, is there a way to get these templates without environment?

    Regards

    Joris

  • Suggested answer
    saurabh bharti Profile Picture
    saurabh bharti 15,033 Super User 2025 Season 1 on 25 Apr 2023 at 08:25:58
    RE: Templates for uploading new suppliers, articles

    Hi,

    Yes you can have templates but its always good to discuss with partner that how your legacy data will map to D365 to be system.

    Just in case you want to extract template:

    You can use D365 data management workspace > Create export project > Select data entity Vendors V3 and Released products V2 > Click export , it will give you the file in Excel which you can use for preparing your data

    Note: Mind If you are not familiar with D365 F&O then you would need help from some expert also need to agree with your partner

  • JD1982 Profile Picture
    JD1982 5 on 25 Apr 2023 at 06:34:10
    RE: Templates for uploading new suppliers, articles

    Hi Frank,

    Thanks for your answer.

    Yes we'll be working with a Microsoft partner but we basically choose between business central and finance and supply chain yesterday.

    The start for a partner will kick off today.  

    As we're a government agency we need to do a public tender.  A public tender for such a big project takes several months.  

    Therefore I hope to get the templates via this way.  So that we can already prepare on our side in advance.

    Regards

    Joris

  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,341 Super User 2025 Season 1 on 24 Apr 2023 at 14:42:50
    RE: Templates for uploading new suppliers, articles

    Are you working with a Microsoft partner for implementation?  They should be able to provide all that to you.

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.

Helpful resources

Quick Links

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,865 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,723 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156 Moderator

Leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans