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How to Update Data in Dynamics 365 F&O

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How to Update Data in Dynamics 365 F&O

Updating data in Dynamics 365 Finance & Operations (D365 F&O) is essential for maintaining accurate and up-to-date business information. As a technical consultant, you'll often need to update records directly using different methods, depending on your access level and the complexity of the task. Here's a quick guide on how to update data in D365 F&O.  Dynamics 365 Online Training


  1. Using Data Management Framework (DMF)
    The Data Management Framework (DMF) is a powerful tool for bulk data updates. You can use DMF to import, export, and update data through data entities. To update records:   Microsoft Dynamics 365 Online Training
    • Navigate to Workspace > Data Management.
    • Select Import and choose the entity corresponding to the data you want to update.
    • Prepare a data file (Excel, CSV) with updated values and upload it.
    • Map the fields and run the import. Ensure you select "Update" as the action to apply changes to existing records.  Microsoft Dynamics AX Training
  2. Update via X++ Code
    For technical users, updating data via X++ code offers more flexibility, especially for complex updates. Use Visual Studio to write code and deploy it:
    • Write a job or class that identifies the records to be updated.
    • Use update() methods to apply changes. For instance:

x++

Copy code

select forupdate custTable where custTable.AccountNum == "12345";

custTable.Name = "Updated Name";

custTable.update();

    • Deploy the code and run the job in D365 F&O.
  1. Updating Through User Interface
    For minor updates, data can be modified directly through the D365 F&O UI:
    • Navigate to the relevant form (e.g., Customers, Vendors).
    • Use the edit function to update the necessary fields.
    • Save changes to apply updates.

Always ensure data integrity and test updates in a development environment before applying them in production.   Microsoft Dynamics AX Technical Training

 

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