Since Dynamics NAV version 5, when RIM was introduced there has been the functionality for Data Migration and Master Data Templates. I have never really used the Migration tool, as it just seemed to be too limited, compared to what you can accomplish with standard dataports. During my last go-live the customer was using the Master Data Templates, which is a nice little tool – still with a lot of limitations.
The usages I have seen of the tool has primarily been around the common master data tables, such as Customer, Vendor and Items. Often there are some confusion around templates used for Customers, as there are “Data Templates” (generic templates) and “Customer Templates” (customer specific templates used from Contacts / Relationship Management).
Lets get into some details, (in the classic client): Continue reading »