Learn the best approach to import customer purchase data from a canvas-driven app using Excel into a new Dynamics 365 Finance instance, ensuring proper entity mapping.
Table of Contents
Question
A company acquires an analytics company that performs research on customer online purchases.
You must import customer purchase data from a pre-existing canvas-driven app into a new Dynamics 365 Finance instance. Data must be mapped to the out-of- the-box entities. The canvas-driven app uses Microsoft Excel as a data store.
You need to perform the migration.
What should you use?
A. Data entity change tracking
B. Microsoft Azure Data Lake
C. Dual-write
D. Data Management Framework configuration data template
Answer
D. Data Management Framework configuration data template
Explanation
The Data Management Framework (DMF) configuration data template is the most appropriate solution for migrating customer purchase data from a canvas-driven app using Microsoft Excel as a data store into a new Dynamics 365 Finance instance.
The DMF enables data import, export, and migration between Dynamics 365 Finance and external data sources. It provides a structured approach to map data between the source and target systems, ensuring data consistency and integrity.
Using the DMF configuration data template, you can:
- Define the data entities and their mappings between the Excel data source and Dynamics 365 Finance out-of-the-box entities.
- Configure data transformations, validations, and default values during the migration process.
- Schedule and monitor the data migration jobs for efficient execution.
- Handle data dependencies and ensure data accuracy during the migration.
The other options are less suitable for this scenario:
- Data entity change tracking focuses on tracking changes made to specific entities, which is not the primary requirement here.
- Microsoft Azure Data Lake is a storage repository for big data, but it doesn’t provide the necessary data mapping and migration capabilities.
- Dual-write is used for real-time synchronization between Dynamics 365 Finance and Dataverse, but it’s not designed for one-time data migrations from external sources.
By utilizing the Data Management Framework configuration data template, you can effectively migrate customer purchase data from the canvas-driven app to Dynamics 365 Finance while ensuring proper entity mapping and data integrity.
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