With the release of Dynamics 365 for Finance and Operations, Enterprise edition July, 2017 update, configuration data packages were introduced that allow users to quickly download best practice data from Life-cycle Services to quickly create an initial “golden” data build.
While these data packages are useful for creating demo data, they can’t be used to move data from one environment to another during a project’s implementation phase. Enter: configuration data templates.
Configuration data templates are predefined lists of data entities that can be used in these data projects, already sequenced in the correct order. These data templates contain the same data entities that are included in configuration data packages, but can then be used from the data management workspace to move data from one environment into another. Configuration data templates can help implementers ensure that all entities for a specific task have been selected, and that they are sequenced in the correct order.
Default data templates can be downloaded into a user’s data management workspace, and used to create templates of entities. The default templates can help users to easily create a list of data entities to support common areas of data for migration purposes.
In this post, users will learn how to load default data templates, modify , and use them to export data as data packages, and then import data into another environment.
This post assumes that users are running at least Microsoft Dynamics 365 for Finance and operations, Enterprise Edition, platform release Update 10 (August, 2017) or greater.