Microsoft Dynamics 365

What to export from Business Central, Finance and Operations, Sales and Customer Service.

glasstarn reads exports from Dynamics 365. Your agent tells you exactly which tables or views to export and which columns to keep.

Business Central (tested)

Purchase to pay follows each purchase order line:

Table	What it holds
Purchase Header, Purchase Line	Purchase orders and their lines
Approval Entry	Approvals (optional)
Purch. Rcpt. Line	Receipts
Purch. Inv. Header, Purch. Inv. Line	Posted invoices
Vendor Ledger Entry	Payments (optional)

Order to cash works the same way, with sales orders, shipments, posted sales invoices and customer ledger entries.

The usual way is a configuration package export, which a Business Central admin can run. Your agent tells you which tables and fields to include.

Finance and Operations

Purchase to pay and order to cash are both tested. Your agent tells you which tables to export.

Sales (tested)

Follows leads and opportunities from creation to won or lost. Export the lead, opportunity and, optionally, activity tables (emails, appointments, tasks, phone calls).

Customer Service (tested)

Follows cases from creation through queues to resolution. Export the incident (case), queue item, case resolution and, optionally, activity tables.

What to ask your Dynamics admin

I’d like to analyse our purchase process with glasstarn. Please export Purchase Header, Purchase Line, Purch. Rcpt. Line, Purch. Inv. Header, Purch. Inv. Line, Approval Entry and Vendor Ledger Entry for the last six months, to Excel or CSV, with all columns.

Things to know

Keep times in UTC when converting Dataverse exports to CSV.
Export choice fields as their labels (such as Won), not only their numbers.