Upload new trade agreement, Approved vendors, default order setting, external item description by business user

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Posted on by MKirknel

We have a scenario where a department are maintaining new vendor - item data in D365. The information that is to be updated in D365 is divided into multiple entities for import: trade agreement journal lines, Approved vendors, default order setting, external item description

Question is if there are any tools to use for a business user (not having access to "data management" module) so that they can upload the 4 entities needed for data update in relation to new product - vendor introduction.

The "office integration" based on Odata per entity is not an option as this would be too cumbersome timewise.

Any ideas for e.g. power automate to pick up 4 excel documents with the data on demand from the business user and import ?

Thanks in advance for any thoughts

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WillWU 22,361 on at

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RE: Upload new trade agreement, Approved vendors, default order setting, external item description by business user

Hi MKirknel,

Your requirement is not very clear, please provide more detail about your needs, and please check the MS document about integration : docs.microsoft.com/.../integration-overview

Please check BYOD:

docs.microsoft.com/.../export-entities-to-your-own-database

Dual write:

docs.microsoft.com/.../dual-write-home-page

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