Microsoft Dynamics 365 F&O offers a data management framework that facilitates the import and export of data through data entities. This allows administrators to manage data intuitively without extensive knowledge of the underlying database structure. Importing an exporting data is essential in the following scenarios:
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Data Migration: Transferring data from legacy or external systems into Microsoft Dynamics 365 F&O.
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Configuration Setup and Copying: Duplicating configurations across companies or environments to streamline implementations.
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Integration: Facilitating data exchange between Microsoft Dynamics 365 F&O and other systems.
For more information on Microsoft Dynamics 365 F&O data management and step-by-step instructions on performing an export or import, see Microsoft's Data Management Overview documentation.
Supported Experlogix Data
The following Experlogix modules are added to your Microsoft Dynamics 365 F&O environment by your Experlogix integration support Microsoft Dynamics 365 F&O's standard import/export functionality.
|
Data |
Form/Page |
Description |
|---|---|---|
|
Experlogix Parameters |
Experlogix Integrator > Experlogix Parameters |
Contains integration details and various settings for controlling Experlogix functions such as queries, BOM Route Generation, and batch processing. Client Secret and Password fields are not included in exports of Experlogix Parameters. These values are encrypted in the Microsoft Dynamics 365 F&O database and cannot be extracted. After importing, Client Secret and Password will need to be manually entered into the Experlogix Parameters form. |
|
Processing Entities |
Experlogix Integrator > Experlogix Processing Entities |
Contains the data for all entities utilized by the Experlogix integrator. See Set up Cloud Connect for Microsoft Dynamics 365 F&O for more information. |
|
Processing Entities Match Setup |
Experlogix Integrator > Experlogix Processing Entities |
Contains match fields, match keys, and structure data used to check for matches when processing a configuration. If matching is active for a given processing entity and there are match keys present, the recalculate field is set to true when exporting. |
|
BOM Route Generator Global Parameters |
Experlogix Integrator > BOM & Route Generation > Global Parameters |
Contains global settings controlling the behavior of the BOM Route Generator across all companies. |
|
BOM Route Generator Company-specific Parameters |
Experlogix Integrator > BOM & Route Generation > Parameters |
Contains settings controlling the behavior of the BOM Route Generator within the current company. |