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Microsoft Dynamics AX 2012
Data Import, Export, and Migration
Upgrading to Microsoft Dynamics AX 2012
Microsoft Dynamics AX 2009
Application Object Server (AOS)
Enterprise Portal and Role Centers
SSRS and SSAS Integration
I would like to copy a company in AX 2012. In 2009 it was under, Administration > Common Forms > Company Accounts > Duplicate.
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
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.
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