Tag Archives: Copy Company

AXUG Session | Data Management

There have been quite a few improvements to the Data Management Workspace released in Platform 11:


The Data Management framework seems to be rounding into shape with some much needed updates. In Platform 8 (7.2) the UI was refreshed, and in Platform 11 we are getting better company copy features. 

There’s still a dependency on having a good definition of the Data entities and sequencing required for the company copy. Microsoft is providing some templates, but it takes a good amount of testing to flush out a solid template.

Presenter: Mike Falkner

New Configuration Copy Features (D365O Tech Conference)

D365 for Operations needs a simpler way to define and export groups of entities from a source environment, and transform and import data into a target environment.

Microsoft is building some brand new (and long needed) tools for importing and exporting configurations between companies, environments, and default/template data environments. Mike Falkner led the session demoing the new features.

Define and Export

The Data Management UI is getting a refresh to be more usable in a number of areas:

  • Better overall organization of Workspace
  • Lists instead of tiles
  • Easier picking of entities into a group, including mass picking
  • Manual and automatic sequencing improvements

Transform and Import

There weren’t demoable features ready on this side of the equation. The general approach is supposed to be hard coded rules that can transform specific entities. The import should be simplified by more quickly selecting and importing multiple Data Packages.

Summary

I’m very happy to see more features in this area. The current features are workable, but every step takes longer than ideal. Look for features to come out this spring, with a quick and iterative release cadence.