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Introduction
Managing bulk data
in Dynamics
365 Finance and Operations (D365FO) can feel complex. However, Microsoft’s Data Import Export Framework (DIXF)
makes it easier. As of July 2025,
new improvements help users move large data sets more quickly and with fewer
errors. This article explains how to
master DIXF for high-volume data migration using clear steps, examples,
and the latest tools Microsoft Dynamics AX Technical Training.
Table of Contents
1. What is
DIXF in D365FO?
2. Steps to
Master DIXF for Bulk Migration
3. Speed Up
Data Migration in 2025
4. Best
Practices for Accurate Migration
5. FAQs on
Data Migration
What is DIXF in D365FO?
DIXF is a built-in tool in D365FO. It helps
businesses import and export data
using templates. You can move customer records, vendor lists, orders, or any
business data easily.
In July 2025,
Microsoft updated DIXF with
better mapping features, faster data handling, and improved error tracking.
These updates are useful for both new users and experienced developers.
There are four
types of data migration:
- Master Data
(e.g., customers, vendors)
- Transactional Data (e.g., sales orders, invoices)
- Configuration Data (e.g., tax rules, number sequences)
- Reference Data (e.g., currencies, units of measure)
Steps to Master DIXF for Bulk Migration
Follow these simple
steps to
use DIXF for bulk data migration effectively:
Step 1:
Open Data Management
Go to your D365FO environment. Open the Data Management workspace from the
dashboard. This is where all import/export actions happen.
Step 2:
Create a New Data Project
Click Import or Export, depending on your task. Give your project a name like Customer_Import_July2025.
Step 3:
Select a Data Entity
Choose the entity
that matches your data. For example, to import customers, use
CustCustomerV3Entity.
Step 4:
Download the Excel Template
After choosing your
entity, download the Excel template. It shows the exact columns needed.
Step 5:
Fill and Save the Template
Open the template
and fill it with your clean data. Keep it simple and follow the column names.
Save the file as .xlsx.
Step 6:
Upload the File
Upload your filled
Excel file back to the data project. The system will try to auto-map the
columns Microsoft Dynamics AX
Technical Training.
Step 7: Map
Fields if Needed
Check the field
mapping screen. If D365FO did not map
fields correctly, do it manually. Save your mapping.
Step 8:
Preview the Data
Use the Preview Source File option to see your
records. This helps to catch errors before loading.
Step 9:
Validate the File
Click Validate. This step checks for missing
values or incorrect formats. Fix any errors shown and re-upload.
Step 10:
Run Import or Export
Click Import Now or Export Now. The system will start processing your records. You can
watch the progress on screen.
Step 11:
Review Execution Summary
Once the job is
done, check the execution
summary. If there were errors, fix them and repeat the
process.
Speed Up
Data Migration in 2025
The July 2025 update introduced Set-Based Processing as the default.
This means records are processed in batches, not one by one.
To check or enable
this:
- Open your Data Entity
Settings
- Turn on Use Set-Based
Processing
This reduces
processing time, especially for files with over 50,000 rows.
For simple data,
you can also skip staging by turning off Use Staging Table. This works best when data is already clean.
Another tip is to
use Batch Jobs. Run them at
night or during low usage hours. This helps free system memory and speeds up
migration.
Best Practices for Accurate Migration
Keep your data
clean and organized. Always validate files before running an import. Back up
existing data before replacing anything.
Here are some tips
that work well in real-world projects:
- Split large files into smaller ones (e.g., 10,000 rows each)
- Use filters during export to avoid exporting unnecessary records
- Schedule imports after business hours for better performance
- Track errors in the Execution
Summary and fix them fast
Training with Visualpath includes real-time
examples of these practices, helping learners gain hands-on experience.
FAQs on
Data Migration
Q1. How do you ensure successful data migration?
Validate data before running import. Keep records clean. Use staging. Review
logs. Visualpath offers full training on this.
Q2. How to speed up data migration?
Enable Set-Based Processing. Run
jobs in Batch Mode. Use small
file sizes. Turn off staging for simple imports.
Q3. What are the four types of data migration?
Master Data, Transactional Data, Configuration Data, and Reference Data
Q4. What is master data migration?
It means importing key records like vendors, customers, and items. These are
needed to run business functions.
Final Thoughts
Now you understand how to master DIXF for bulk data
migration in D365FO. With the July 2025 updates, working with large
files has become faster and easier. By following the step-by-step process and
best practices, you can reduce errors and improve speed.
Whether you are new
to Dynamics 365 or an expert,
the right training makes a big difference. Visualpath, a trusted training institute, offers expert-led
sessions that include real-time projects, live demos, and hands-on practice.
Trending
Courses: Dynamics 365 Supply Chain Management, Sailpoint Identityiq, Snowflake Online Training
Visualpath is the Leading and Best Institute for
learning in Hyderabad. We provide MicroSoft Dynamics Ax Training in
India.
You will get the best course at an affordable cost.
For
more Details Contact +91 7032290546
Visit:
https://www.visualpath.in/online-microsoft-dynamics-ax-technical-training.html
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