Implementing Microsoft Dynamics 365 for Finance and Operations Apps - Second Edition

Common data migration areas

In any implementation, there are quite a number of common business areas that need to be migrated. Let's explore some of these business areas, along with our recommendation for how they should be scoped.

The following table is an example that you can use as a starting point to help validate the decisions to be agreed upon in a data migration requirements session:​

Functional area	Guidance for scoping
General ledger history	Prior years' history: Periodic balances for 2 years Current year until a set date, periodic balances
Customers	All the active customers (and addresses) Has performed a transaction in the last 18 months, has an open balance, or has open sales orders
Vendors	All the ...