Bank Account Entity Export Job
Question
SIMULATION - You are a functional consultant for Contoso Entertainment System USA (USMF)
You plan to import the banking information of a new legal entity to USMF.
You need to identify the format used in the bank account entity by creating an export job.
The solution must use a Microsoft Excel data format.
To validate your results, save the file in Microsoft Excel format to the Downloads\Bank folder.
To complete this task, sign in to the Dynamics 365 portal.
Explanations
See explanation below.
1
Navigate to System Administration > Workspaces > Data management.
2
Click the Framework parameters tile.
3
In the Shared working directory field, enter C:\users\public\documents\ then click Validate.
4
Click the Export tile.
5
In the Name field, enter a name for the export job.
6
In the Entity Name field, select the Bank Account entity.
7
Click on Add entity.
8
In the Target data format field, select EXCEL.
9
Set the Skip staging option to No.
10.Click the Add button.
11.Click Export to begin the export.
12.Click on Download package.
13.Select the Downloads\Bank folder as the location to save the downloaded file.
Sure, I can explain the steps to complete the task of identifying the format used in the bank account entity by creating an export job in Microsoft Dynamics 365.
Here are the steps you can follow:
Step 1: Sign in to the Dynamics 365 portal. To sign in to the Dynamics 365 portal, you will need your username and password.
Step 2: Navigate to the Data management workspace. Once you are signed in to the Dynamics 365 portal, navigate to the Data management workspace. To do this, follow these steps:
- Click on the Dynamics 365 button in the top left corner of the screen.
- Click on the Modules tab.
- Click on the Data management tile.
Step 3: Create an Export project. To create an export project, follow these steps:
- Click on the Export tile in the Data management workspace.
- Click on the Create button to create a new Export project.
- Enter a name for the project and select the Entity Name as BankAccount.
Step 4: Select the Export format. To select the export format, follow these steps:
- In the Export project, click on the Add file button.
- Select the Export format as "Excel" in the drop-down list.
Step 5: Validate your results. To validate your results, follow these steps:
- Click on the Export button in the Export project.
- Once the export is complete, download the file to the Downloads\Bank folder.
- Open the file in Microsoft Excel to validate the format used in the bank account entity.
By following these steps, you should be able to identify the format used in the bank account entity by creating an export job using Microsoft Excel data format.
