Data migration

You learned that there is no code upgrade path from AX 2009 or older AX versions but the good news is that there is a tool available that can help you migrate your data to the latest version of Dynamics 365 for Operations. 

The migration tool includes following types:

  • Configuration and setup: Ledger, customer groups, vendor groups, and so on
  • Master data: Customer, vendor, project, accounts, and so on
  • Opening balances: Ledger balances, inventory on hand, prices, and so on 
  • Open documents: Open sales order, Open purchase order, AR, AP invoices, and so on
  • System configuration: number sequences, users, user groups, security, and so on
  • Anything that is entity (historical transactions data is not recommended)

It is not recommended ...

Get Implementing Microsoft Dynamics 365 for Finance and Operations now with the O’Reilly learning platform.

O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.