If you plan to import company data, you must complete this task before you start using Microsoft Dynamics AX in a production environment. Parameters, setup data, default data, and master data are typically imported for initial setup.

  1. Open the form from the initialization checklist or click > > >

  2. In the field, select a definition group.

    A definition group defines the tables and fields into which you will import data. Using a definition group is optional.

    Note Note

    You can define a definition group in > > > .


  3. In the field, enter the path of the file, and then click Open.

    The file type must be .dat, which is the file type that is used for a Standard export (instead of Excel or Custom) from Microsoft Dynamics AX.

  4. To run the import on the server, select the check box.

    If this option is selected, the file that you selected in step 3 must be on the server, and you must have appropriate permissions to the server folder and the file.

  5. Click the tab to set up options for data import. Click the tab to define batch processing parameters for the import.

  6. Click OKto start the data import.