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

Configuration and Data Management

In the previous chapter, you learned about the importance of requirements gathering, business processes, solution blueprints, and requirement traceability. 

In every implementation project, there are two primary data management activities that a project team needs to deal with, as follows:

• Configuration data: Configuration means setting up the base data and parameters to enable your functionalities, such as financial, supply chain, taxation, and project management.
• Data migration: Data migration means migrating data from the existing legacy system to a new ERP system. Typically, it includes master data such as customers, vendors, and products, and open transactions such as opening balances, open receivable, ...