How do you copy a company in AX 2012?

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I would like to copy a company in AX 2012. In 2009 it was under, Administration > Common Forms > Company Accounts > Duplicate.

Many thanks!

Verified Answer
  • New_Changed_and_Deprecated_Features_for_Microsoft_Dynamics_AX_2012.pdf

    www.microsoft.com/.../details.aspx

    It is deprecated. Quote from depreceated features doc:

    Reason for deprecation:  The underlying architecture of Microsoft Dynamic

    AX 2012 was modified, and these modifications

    required the duplicate company feature to be

    deprecated.

    Replaced by another feature:  No. The feature is no longer available, and there

    is no replacement feature.  

    Although there is no replacement duplicate

    company feature, a company can still be used as

    a template to create other companies. By using

    the import and export feature, users can create

    duplicate reference, setup, and master data by

    copying data between two companies. For demo

    data, the import and export feature can be used

    to replicate a company from one environment in

    another environment, or in the same

    environment. Users can also make further

    changes to create an appropriate demo scenario

    in the new company.

All Replies
  • New_Changed_and_Deprecated_Features_for_Microsoft_Dynamics_AX_2012.pdf

    www.microsoft.com/.../details.aspx

    It is deprecated. Quote from depreceated features doc:

    Reason for deprecation:  The underlying architecture of Microsoft Dynamic

    AX 2012 was modified, and these modifications

    required the duplicate company feature to be

    deprecated.

    Replaced by another feature:  No. The feature is no longer available, and there

    is no replacement feature.  

    Although there is no replacement duplicate

    company feature, a company can still be used as

    a template to create other companies. By using

    the import and export feature, users can create

    duplicate reference, setup, and master data by

    copying data between two companies. For demo

    data, the import and export feature can be used

    to replicate a company from one environment in

    another environment, or in the same

    environment. Users can also make further

    changes to create an appropriate demo scenario

    in the new company.

  • Something missing in the answers to this question is "What options should be used in the Import / Export functionality to properly copy a company"?  I have had difficult time trying to figure this out.  Every time I try to copy a company from another environment, I end up messing up my data and need to re-install to get it working agian.  If you don't choose the correct options, then shared table information will be missing or overwritten.  It would be nice if MS would write a white paper outlining how to do this properly.  Perhaps a definition group could be provided with all of the nessasary tables to copy a company.

  • There is a suggestion how to do this in the introduction to AX 2012 training materiel chapter 5 page 20 but this is just not working with the new AX 2012 architecture. I would really appreciate that MBS prepared a whitepaper regarding this issue.

  • There was a blog post released yesterday that explains the process, you can access it via this link: community.dynamics.com/.../copy-company-data-in-ax-2012.aspx

    Note - the area of the application referenced in the blog post is located within system administration > Common > Data Export/Import

  • The blog post gives a general idea of how to do the copy but does not provide specifics on eactly which parameters to choose when exporting and importing (ie. Import system tables). Be very careful using this approach to copying companies and ensure that you perform a database backup first. The process can corrupt your database entirely.