Implementing Microsoft Dynamics 365 for Finance and Operations

Configuration data templates

Configuration data templates are predefined lists of entities for each module area that can be used in a data project. You can create, view, and modify these templates by using the template page in the data management workspace. The Template page in the Data management workspace provides tools that let you create a template of entities. Similar to exporting data projects, you can create data templates by adding one entity at a time or adding multiple entities. You can also use the Open in Excel button to open the contents of the grid in a Microsoft Excel workbook. Modify the entities as you require and then use Publish to upload the changes back into Dynamics 365 for Finance and Operations. You can also use any ...