Work with data management in finance and operations apps

Module
13 Units

Intermediate

Functional Consultant

Solution Architect

Developer

Dynamics 365

Finance

Supply Chain Management

You can export or import data in finance and operations apps by using the Data management workspace. Validate the data by staging the source data, and then move it to the target tables in the finance and operations apps database.

Learning objectives

In this module, you will learn how to:

Identify the correct pattern for a given scenario to use the Data management platform for integration by using data entities.
Work with the Data management workspace.
Export data from a legal entity.
Import data into a legal entity.
Work with data import and export jobs.
Clean up the staging tables.
Work with database movement operations.
Work with the data sharing framework.

Prerequisites

General knowledge of Microsoft Windows
Basic understanding of finance and operations apps, including core concepts and basic application navigation skills
Basic understanding of adding entities, fields, and relationships to finance and operations apps

Introduction min
Data management concepts min
Use data entities for data management and integration min
Work with the Data management workspace min
Using Standard and Enhanced views for tiles min
Use templates in data management min
Export, import, and copy data into a legal entity min
Lab - Explore the Data management workspace min
Lab - Export data using the Data management workspace min
Database movement operations min
Data sharing framework min
Check your knowledge min
Summary min