1. To-Increase Dynamics 365 for Finance & Operations
  2. Data modeling studio
  3. Setting up and maintaining Data modeling studio
  4. Set up data templates and transformations

Exchange data templates and transformations

To exchange a data template or transformation with another D365 FO environment, download the template or transformation from the current D365 FO environment and upload it on another D365 FO environment..


DMS Administrator DMS Administrator Start Start Download data templates and transformations Download data templates and transformations To exchange a data template or transformation with another D365 FO environment, download the template or transformation. You can download several templates and transformations at once. The downloaded templates and transformations are bundled in a compressed (zipped) folder. This folder is saved to your downloads location. In the compressed folder, for each category type, a separate folder is created with the templates and transformations of that category. The type defines file format of the template or transformation file. For example, XML or SQL. Procedure 1. Go to Data modeling studio > Data modeling studio > Data templates and transformations. 2. Click Download. 3. In the list, find and select the desired templates and transformations. 4. Click Download. Go to another  environment Go to another  environment Upload data templates and transformations Upload data templates and transformations To use data templates and transformations from another D365 FO environment, upload the data templates or transformations. You can upload a: Compressed (zipped) folder that is created by a download from the Data templates and transformations page. The files in the compressed folder are extracted automatically and listed on the Upload templates dialog. Single file that is extracted from a compressed (zipped) folder that is downloaded from the Data templates and transformations page.   Procedure 1. Go to Data templates and transformations. 2. Click Upload. 3. On the dialog, browse for and select the desired compressed (zipped) folder or single data template or transformation file. Click Upload. Note: If you select a compressed (zipped) folder with several data templates and transformations, all these data templates and transformations are considered for upload. 4. Click the desired action: 'Yes' or 'No'. End End

Activities

Name Responsible Description

Download data templates and transformations

DMS Administrator

To exchange a data template or transformation with another D365 FO environment, download the template or transformation.

You can download several templates and transformations at once. The downloaded templates and transformations are bundled in a compressed (zipped) folder. This folder is saved to your downloads location.

In the compressed folder, for each category type, a separate folder is created with the templates and transformations of that category.

The type defines file format of the template or transformation file. For example, XML or SQL.

Upload data templates and transformations

DMS Administrator

To use data templates and transformations from another D365 FO environment, upload the data templates or transformations.

You can upload a:

  • Compressed (zipped) folder that is created by a download from the Data templates and transformations page. The files in the compressed folder are extracted automatically and listed on the Upload templates dialog.
  • Single file that is extracted from a compressed (zipped) folder that is downloaded from the Data templates and transformations page.

 

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