Cutover planning in Microsoft Dynamics 365 Finance and Operations

Cutover planning in Microsoft Dynamics 365 Finance and Operations

Select cutover areas for a simple vanilla implementation

• Yearend/month end GL balances
• Customers and Vendors
• Sales Orders and Purchase Orders
• Item/Released products
• Inventory balances
• Production orders
  
  

Key cutover activities span

• Legacy system freeze
  • No more transactions after a cutoff date
  • GL journals
  • PO
  • SO
  • Production orders
  • Cutoff should be Few days before Go Live date during cutover duration
  • Any existing open or new orders/transactions should be planned to entered in D365FO on future date
• Final master and opening balance data
  • Cleaned and populated in import templates for D365FO
  • Validated with checks and balances
  • Customers
  • Vendors
  • Items
• Loading of cutover data
  • First would be loaded in test environment
  • Spot testing and data validation in test environment
  • Final load of delta data in base/golden config/production environment
  • Assuming majority of data is already ready of production environment and loaded