How to Export Data Packages in Microsoft Dynamics 365 finance and operations
Hi All,
In this tutorial, we will guide you through the process of exporting data packages in Microsoft Dynamics 365. Please ensure your Bearer token
is generated before proceeding.
This same URL which i am going to use can be trigger from any third party system to integrate with dynamics D365 Finance and operations.
Step 1: Create a New Export Project in Data Management
First, navigate to the Data Management workspace in Dynamics 365 and create a new export project. This project will define the data you wish to export.
Step 2: ExportToPackage Request via Postman
To export a package, you need to send a request from Postman. Here are the details you need:
- {{resource}}: Your Dynamics 365 URL
- definitionGroupId: Group name from the previous screenshot
- packageName: Desired name for the package
POST : {{resource}}/data/DataManagementDefinitionGroups/Microsoft.Dynamics.DataEntities.ExportToPackage
Body: { "definitionGroupId":"VendorGroupsFileExport", "packageName":"VendorGroupPackage", "executionId":"VendorGroupExecutionId-1", "reExecute":false, "legalEntityId":"USMF" }
Successful Response of ExportToPackage request
Upon successful execution, you will receive a response indicating that the export has been initiated.
Step 3: Check Export Status with GetExecutionSummaryStatus
Next, check the status of your export by sending a GetExecutionSummaryStatus request.
POST Request:
{{resource}}/data/DataManagementDefinitionGroups/Microsoft.Dynamics.DataEntities.GetExecutionSummaryStatus Body: { "executionId": "VendorGroupExecutionId-1" }
Successful Response of GetExecutionSummaryStatus request
You will receive a response indicating the current status of your export.
Step 4: Retrieve the Exported Package URL
Finally, retrieve the URL of the exported package with a GetExportedPackageUrl request.
POST Request:
{{resource}}/data/DataManagementDefinitionGroups/Microsoft.Dynamics.DataEntities.GetExportedPackageUrl Body: { "executionId": "VendorGroupExecutionId-1" }
Successful Response of GetExportedPackageUrl request
You will receive a response with a URL to download the exported package.
Download the Package
Copy and paste the URL from the response into your browser to download the package.
By following these steps, you can successfully export data packages in Microsoft Dynamics 365. If you have any questions, feel free to reach out in the comments below.
Happy exporting!
Do you know a way to dynamically create-or-change the export package via api? The scenario I'm thinking is "how can I use the API to export data entities, but also how to use the api to control *which* data entities to export". (ie not have to do step 1 in the UI).
ReplyDeleteThrough this Data package api, you can't export untill you have export project is created. For you, Does it fixed you want to export package ? I mean to say instead of this why can you use Odata API ?
ReplyDelete