1. Data Management Microsoft Dynamics 365 for Finance and Operations
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2. Dynamics 365 for Finance and Operations (D365FO)
Welcome
Dynamics 365 for Finance and Operations (D365FO)
Title page to include presentation title/topic, speaker, date etc.
July 20th, 2017

3. Agenda Data management scenarios and tools
Data Import/Export Framework (demo)
Templates
Auto sequence
QuartzAX tool
Dynamics 365 makes it a lot easier for businesses to give employees access to complete, consistent customer information. This makes life easier for employees and offers a number of benefits to the business. For example…
You can make information readily available to anyone with familiar tools. For example, Dynamics 365 makes it easy to access customer information, and it works seamlessly with other familiar Microsoft applications like the Office suite of tools, including Outlook, Excel and Word.
With D365 everyone has a single version of the truth. A lot of companies have disjointed information—for example, maybe some customer information is written in someone’s day planner, and other data is on a colleague’s Excel spreadsheet, and more is in a report on the company server. With Dynamics 365, it’s easy for employees to store and access the latest information in one place. For example, with a complete view of the customers, employees can easily access a customer’s buying history and service history. They can also provide more personal service with information about family members or their birthdays.
Close sales faster by making your sales teams more productive – enabling them to follow consistent processes and automate repetitive tasks.

4. Working with Dynamics since Axapta 3.0
About Me
Manager at RSM, US LLP
Working with Dynamics since Axapta 3.0
Author of Microsoft Dynamics AX 2009 Administration

5. Import data from legacy systems Copy data between environments
Scenarios
New environment setup
Import data from legacy systems
Copy data between environments
Updating a production environment
Recurring flat file integrations

6. Single framework with multiple uses
Integrations
Office
Integration
Data
Migration
DIXF
Apps
Mobile BI
Configurations

7. Data entities
A data entity provides conceptual abstraction and encapsulation (denormalized view) of underlying table schemas to represent key data concepts and functionalities

8. Data entity concept Customer tables (Normalized) Customer data entity
Party
(DirPartyTable)
Location
(LogisticsLocation)
Party-Location relationship
(DirPartyLocation)
Location roles
(LogisticsLocationRole)
Party-Location role relationship
(DirPartyLocationRole)
Customer
(CustTable)
Electronic address
(LogisticsElectronicAddress)
Postal address
(LogisticsPostalAddress)
Customer Entity
Account number
Customer group
Bank account
Party number
Name
Primary postal address
Primary address
Primary fax number

9. Levels of aggregation and abstraction
Table
Table
Table
More than Data Entities
Data Entity
Data Entity
Data Entity
More than +250 Data Packages
Data Package
Data Package
Data Package
Design your own PDP’s
Process Data Package (PDP)

10. Data package and template examples
Standard reference
Data Packages
Data Entities on
SYS DP
Groups
Part of
Group 01
System
Administration
Dependencies
Sequences
Configurations
Portable
Data Projects
Merge projects
+250 Data packages

11. Example
Exporting data
Importing data
Templates
Data packages
Anatomy