Feb 28, 2012

Support Alert....!!! Dynamics AX 2012 Customers Import using Excel Add-in

Dynamics AX 2012 Customers Import using Excel Add-in
http://ax2012exceldataimport.blogspot.com/2012/01/dynamics-ax-2012-customers-import-using.html
Assumption: The assumption is that appropriate reference data such as customer groups, etc. was created in advance.
Customers
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Walkthrough:
Connection
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Add Data
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Dynamics AX Error
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Add Tables
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Field Chooser
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CustTable
Field Name

Field Description


Currency


Customer account


Customer group


Name.Party ID

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Customer account - Number sequence
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DirPartyTable (Person)
Field Name

Field Description


Name


Party ID


Party type


Display as

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Address book ID - Number sequence
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LogisticsLocation
Field Name

Field Description


Location ID


Name or description


Postal address

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DirPartyLocation
Field Name

Field Description


Effective:


Location.Location ID


Name.Party ID


Expiration:


Postal address

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DirPartyLocationRole
Field Name

Field Description


Location role.Role


Party location relationships.Effective:


Party location relationships.Location ID

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LogisticsPostalAddress
Field Name

Field Description


Country / region


Effective:


Location.Location ID


State


County


City


District


Street


ZIP / postal code


Expiration:

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LogisticsElectronicAddress
Field Name

Field Description


Effective:


Location.Location ID


Type


Contact number / address


Expiration:

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Sequence:
1. DirPartyTable - Publish Selected
2. LogisticsLocation - Publish Selected
3. DirPartyLocation - Publish Selected
4. DirPartyLocationRole - Publish Selected
5. LogisticsElectronicAddress - Publish Selected
6. LogisticsPostalAddress - Publish Selected
7. CustTable - Publish Selected
Result:
Dynamics AX - Address book
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Dynamics AX - Address book Address
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Dynamics AX - Address book Contact information
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Dynamics AX - Customer
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Dynamics AX - Customer Address
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Dynamics AX - Customer Contact information
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SQL Trace:
Summary: For the purposes of small or medium data migration (data conversion) where performance is not a concern Excel can be used for import of customers into Microsoft Dynamics AX 2012. Although Customer AIF Web Service (CustCustomerService) can't be used at the moment in Excel for import of customers, appropriate tables can be used instead. Excel template can be created and used for import of customers.

2 comments:

Bharti said...

I read a lot of stuff and i found that the way of writing to clearifing that exactly want to say was very good so i am impressed and ilike to come again in future.Microsoft Dynamics Consulting

Marry Davis said...

Greate! intersting information, this is really helpful for Microsoft Dynamics AX Support Consultant You always provide best information for your viewers. Thank you so much for sharing this with us.