Use an Azure Storage Account to exchange change management files between your D365 FO environment and other environments.

Designer (Data entry workflow) Designer (Data entry workflow) The Data entry workflow designer (DewDataEntryWorkflowDesigner): Enables the Data entry workflow setup. Designs and maintains data entry workflow templates. Manages data entry workflow template versions. Deploys data entry workflow templates. Start Start Create Azure Storage account Create Azure Storage account Use an Azure Storage Account to exchange change management files between your D365 FO environment and other environments. You can: Create an Azure Storage Account. Use the Azure Storage Account of your D365 FO environment. If a cloud-hosted D365 FO environment is created with LCS, automatically the related Azure Storage Account is created. The default name of this Azure Storage Account is the same as the D365 FO environment name. Note: When you delete the D365 FO environment, the related Azure Storage Account is also deleted. For more information, refer to Create an Azure Storage Account. Do you want to use the  Azure Storage Explorer? Do you want to use the  Azure Storage Explorer? Install Azure Storage Explorer and connect to an Azure Storage Account Install Azure Storage Explorer and connect to an Azure Storage Account You can use the Azure Storage Explorer to connect to and manage your Azure Storage Accounts. First download and install the Azure Storage Explorer and then connect to a storage account. To connect, use a storage account name and key. You can find the name and key on the Azure Portal > Storage accounts > Access keys. When connected, you can create the required change management file share. For more information, refer to Get started with Storage Explorer. Create file share for workflow template change management Create file share for workflow template change management For the Azure Storage Account, create a file share for the change management files. For the file share, you can create the required folder that relates to the Shared path field of the Data entry workflow parameters. For more information, refer to Create file share. End End Yes No

Activities

Name Responsible Description

Create Azure Storage account

Designer (Data entry workflow)

Use an Azure Storage Account to exchange change management files between your D365 FO environment and other environments.
You can:

  • Create an Azure Storage Account.
  • Use the Azure Storage Account of your D365 FO environment. If a cloud-hosted D365 FO environment is created with LCS, automatically the related Azure Storage Account is created. The default name of this Azure Storage Account is the same as the D365 FO environment name. Note: When you delete the D365 FO environment, the related Azure Storage Account is also deleted.

For more information, refer to Create an Azure Storage Account.

Install Azure Storage Explorer and connect to an Azure Storage Account

Designer (Data entry workflow)

You can use the Azure Storage Explorer to connect to and manage your Azure Storage Accounts.
First download and install the Azure Storage Explorer and then connect to a storage account.
To connect, use a storage account name and key. You can find the name and key on the Azure Portal > Storage accounts > Access keys.
When connected, you can create the required change management file share.
For more information, refer to Get started with Storage Explorer.

Create file share for workflow template change management

Designer (Data entry workflow)

For the Azure Storage Account, create a file share for the change management files.

For the file share, you can create the required folder that relates to the Shared path field of the Data entry workflow parameters.
For more information, refer to Create file share.

Activities

Name Responsible Description

Create Azure Storage account

Designer (Data entry workflow)

Use an Azure Storage Account to exchange change management files between your D365 FO environment and other environments.
You can:

  • Create an Azure Storage Account.
  • Use the Azure Storage Account of your D365 FO environment. If a cloud-hosted D365 FO environment is created with LCS, automatically the related Azure Storage Account is created. The default name of this Azure Storage Account is the same as the D365 FO environment name. Note: When you delete the D365 FO environment, the related Azure Storage Account is also deleted.

For more information, refer to Create an Azure Storage Account.

Install Azure Storage Explorer and connect to an Azure Storage Account

Designer (Data entry workflow)

You can use the Azure Storage Explorer to connect to and manage your Azure Storage Accounts.
First download and install the Azure Storage Explorer and then connect to a storage account.
To connect, use a storage account name and key. You can find the name and key on the Azure Portal > Storage accounts > Access keys.
When connected, you can create the required change management file share.
For more information, refer to Get started with Storage Explorer.

Create file share for workflow template change management

Designer (Data entry workflow)

For the Azure Storage Account, create a file share for the change management files.

For the file share, you can create the required folder that relates to the Shared path field of the Data entry workflow parameters.
For more information, refer to Create file share.

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