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Managing data

Dynamics AX 4.0

This section provides information about how to manage data: exporting to and importing from Microsoft Excel, importing and exporting large data files, importing base data and customized data, and using the export functionality for backing up your data.

The Planning data migration section in the Microsoft Dynamics AX Implementation Guide offers additional guidelines to follow when planning to import data into Microsoft Dynamics AX.

This section includes the following:

Topics

Description

Use export to backup your data

Provides information about using the export functionality to back up data.

Create table definition group

Provides information about creating a table definition group.

Set up tables and table fields definition groups

Provides information about setting up tables and fields for definition groups.

Export default data

Provides information about exporting default data and producing *.dat and *.def files.

Export Excel data

Provides tips about what to consider when using Excel as an Export tool.

Export standard data

Provides information about using the standard export procedure when exporting large amounts of data.

Import default data

Provides information about importing customer-independent data (for example, ZIP Codes, address formats, and time intervals).

Import data from other systems

Provides information about importing data that has been exported from any other business-management application.

Create a template in Microsoft Office Excel

Provides information about creating a template in Microsoft Dynamics AX for purpose of importing data back into Microsoft Dynamics AX.

Enter data in Microsoft Excel

Provides tips for populating a worksheet in Excel so that the data is compatible with Microsoft Dynamics AX.

Import data from Microsoft Excel

Provides information about importing data from Excel into Microsoft Dynamics AX.

Import custom data

Provides information about importing custom data, that is, unique data.

Backing up and restoring data

Discusses strategies for backing up and restoring data.

Set up the Data Crawler for a global search

Provides information about setting up the global-search functionality.

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