You can export a master data entity configuration to an XML file. So, you can import it in another D365 F&SCM environment.

If you export a master data entity configuration, depending on the setup, this is included:

  • General master data entity settings.
  • Custom settings.
  • All defined master data entity message records.
    Note: Only the references to the Connectivity studio messages are exported. The referenced Connectivity studio messages are not exported.
  • All defined hierarchy message records.
    Note: Only the references to the Connectivity studio messages are exported. The referenced Connectivity studio messages are not exported.
  • Display field and range settings.
  • All defined validations.
  • All defined dynamic form setup records.


Standard procedure

1. Click Master data management - Setup.
2. On the Master data entities tab, in the list, find and select the desired master data entity.
3. Click Edit.
4. On the Master data entities page, on the Action Pane, click Deploy.
5. Click Export master data entity to file.
 

Note: You can export only one master data entity at a time.

6. In the Download file field, type a value.
 

Note: You are advised to always include '.xml' in the export file name.

7. By default, the export of a master data entity runs in the background. While the export runs, you can continue with other activities in the environment.
You can disable running the export in the background.
  Select No in the Run in background field.
8. Click OK.
 

Note: If the export is not run in the background, the export file is downloaded automatically to your local downloads location.

9. Sub-task: Get export file.
  9.1 If the export is run in the background, the export file is not downloaded automatically. It is stored in the Download transactions for manual download.
  On the Action Pane, click Deploy.
  9.2 Click Download transactions.
  9.3 In the list, find and select the desired record.
  9.4 Click Download.
  9.5 Close the page.
10. Close the page.

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