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How to migrate data with dimension using Configuration Worksheet?

March 19th, 2020 Kapil Puvar Dynamics NAV, Microsoft Dynamics, Tips & Tricks

In Microsoft Dynamics NAV there are many methods one can migrate data. The choice depends upon the data and the additional process needs to be carried out on the data.
If you are giving Main master and Default Dimension master separately to the client to fill up and uploading separately in Navision, then this functionality will help you to reduce the number of working hours for a client and you too.
By this function, we can export and import main master data with the default dimension in a single excel sheet. It helps to streamline the importing of opening balances into journals, and active documents with dimensions. It not only reduces the deployment time but also improves quality, automates as well as simplifies the recurring tasks.
In this blog, we will discuss how can we migrate any data with dimension through Configuration Worksheet.

How to migrate data?

If you are giving Main master and Default Dimension master separately to the client to fill up and uploading separately in Navision, then this functionality will help you to reduce the number of working hours for a client and you too.
By this function, we can export and import main master data with the default dimension in a single excel sheet.

Make New Configuration Package with masters which need to upload with default dimensions.

Open Configuration worksheet by below path:

Departments/Administration/Application Setup/RapidStart Services for Microsoft Dynamics NAV

Select ‘Table’ in Line type and enter Table ID.

And then click on “Assign Package”

Now select a particular configuration package and click on ‘OK’

Now select “Dimension as Columns” Boolean.

And then select ‘YES’ on the message box.

Now Click on “Export to Template”

You will get an excel sheet with all Dimensions and included a field in the Configuration package.

You can give this excel format to the client and they can prepare master with dimensions.

Then  Import this excel sheet by “Import from Template” action. This will update the main master with a default dimension.

We hope this blog clarifies how you can reduce data migration hours of clients and consultants by using Configuration Worksheet. To help you more with NAV requirements please get in touch with us.