How to Import File Records and Process Them in Batch Using X++ in D365 Finance and Operations

Importing large data files efficiently is a common requirement in Dynamics 365 Finance and Operations. In this article, we’ll walk through how to use X++ to import file records and process them through a batch job — enabling scalable, automated data handling in your D365FO environment.

What issues can arise if large data imports are executed on the client side instead of through a batch job in Dynamics 365 F&O?

If you don’t use a batch job and instead start importing large data files directly on the screen (client-side) in Dynamics 365 Finance and Operations (D365FO), you may face several critical issues:

⚠️ Problems When Not Using Batch for Large File Imports in D365FO

1. UI Freezing / Timeout Issues

2. Poor User Experience

3. Performance Degradation

The following code demonstrates how to create a SysOperation batch process to import file data in Dynamics 365 F&O using x++ code.

Contract class named as "AA_ImportFileInBatchContract"

UI Builder class named as "AA_ImportFileInBatchUIBuilder"

Service class named as "AA_ImportFileInBatchService"

Controller class named as "AA_ImportFileInBatchController"

Note: Currently, only Excel files with extensions .csv and .xlsx are allowed for import in the batch job. If you need to support additional file types, such as .pdf, you can update the "availableTypes" variable in the "UIBuilder class" to include the desired extension.

Happy Learning,

Syed Amir Ali.