Manage configuration data with Dynamics 365 Finance and Supply Chain Management

For every implementation, configuration data is managed. At times we move configuration data between instances and sometimes just copy to another legal entity in same instance. Read blogpost below to see what options are available in the system.

Between instances:

1. Simple option is to copy the entire database (if that’s really an option for you).
2. Use Data Templates – As you prepare your configurations, make sure configurations are assembled using data templates. This will help you export configurations easily from one environment to other. Often, configurations are not tracked and later there is an issue with how to migrate configurations.

Benefits of leveraging Data Templates:

• Start with OOTB Module-wise templates
• Use Open in Excel feature to manage templates
• Sequence Entities so dependencies are taken care of
• Can be used to Create Data projects

Within same instances:

Leverage “Copy into legal entity” feature under Data Management workspace.

It can help copy configuration from one company to multiple companies with ease.