Importing Large Excel Files into Dynamics 365 Finance: Efficient Integration Solution

Effective Import of Microsoft Excel Files into Dynamics 365 Finance

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You are developing a file-based integration to Dynamics 365 Finance.

Microsoft Excel files with 15,000 or more records need to be imported into the system periodically by individual users.

The records need to be imported in full within a 5-minute approved window.

You need to determine how to accomplish the import into the system.

Solution: Import the data by using the Excel Add-in.

Does the solution meet the goal?

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A. B.

B.

References: https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/data-entities/integration-overview https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/data-entities/data-management-api.

The solution proposed, which is to use the Excel Add-in to import the data into Dynamics 365 Finance, may not meet the goal of importing all the records within a 5-minute approved window when dealing with large Excel files with 15,000 or more records.

Using the Excel Add-in to import data into Dynamics 365 Finance is a valid method of file-based integration. However, it is important to note that the performance of this method is highly dependent on the size of the file being imported and the network bandwidth available. When dealing with large files, the time required to import the data can be significant, which could exceed the 5-minute approved window.

Other factors that can impact the performance of the Excel Add-in include the complexity of the data being imported, the number of fields being mapped, and the number of concurrent users accessing the system.

Therefore, it is recommended to perform some testing to determine the actual performance of the Excel Add-in when importing files of 15,000 or more records. This will help to ensure that the solution meets the goal of importing all the records within the 5-minute approved window.

In conclusion, the solution proposed to import the data by using the Excel Add-in may or may not meet the goal, depending on the actual performance of the Excel Add-in when importing files of 15,000 or more records. Therefore, further testing is recommended to ensure that the solution meets the goal.