import project management from AX to F&O

Muhammad Saalim Siddiqui 0 Reputation points
2024-03-14T10:55:16.8666667+00:00

how can I export project management balances from AX and import it to F&O

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  1. glebgreenspan 1,125 Reputation points
    2024-03-14T12:19:56.8333333+00:00

    Hello Saalim

    To export project management balances from Dynamics AX and import them into Dynamics 365 Finance and Operations (F&O), you can follow these general steps:

    Export Project Management Balances from Dynamics AX:

    1.     In Dynamics AX, navigate to the module or screen where the project management balances are stored.

    2.     Use the Data Management workspace or other data export functionalities within Dynamics AX to extract the project management balances data into a format that can be easily imported into F&O. This could be in the form of a CSV file, Excel spreadsheet, or other compatible file format.

    Import Project Management Balances into Dynamics 365 Finance and Operations:

    1.     In Dynamics 365 Finance and Operations, navigate to the module or screen where you want to import the project management balances data.

    2.     Use the Data Management workspace or Data entities to import the extracted project management balances data into F&O.

    3.     Set up the data import mapping to ensure that the fields in the exported data align with the corresponding fields in F&O for a successful import.

    4.     Run the data import process and validate the imported project management balances data to ensure accuracy and completeness.