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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Moving a Legal entity ...
Finance | Project Operations, Human Resources, ...
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Moving a Legal entity from One Environment to Another

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Posted on by MYGz 2,162

Hi,

I have 1 On-Premise Environment and 1 Cloud Environment.

Both are setup. Now I want to move only 1 legal entity from On-Premise to Cloud. Since there is no tool for this as migration from on-premise to cloud can only be done at database level, I want to know the best practices to follow in such a scenario.

The legal entity has 4 years data. 19,20,21,22. The features being used is minimal. Standard Finance and SCM Invoices, POs, Payments, GJs, etc.

The requirement is to move maximum details. But I fear that moving the transaction data is like running down a rabbit hole as it will take lot of efforts for reconciliation.

What are the other best practices other than moving just the opening balances.

Will exporting voucher transactions with all the columns and then working it out a little bit to make proper JV entry will work for atleas GL, Customer and Vendor as these information is available Vouchers? Will have to skip the closed POs and SOs in this case.

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  • Verified answer
    Alireza Eshaghzadeh Profile Picture
    Alireza Eshaghzadeh 14,679 Super User 2025 Season 2 on at

    Hi MYGz,

    I suggest to use data management to:

    -Create new legal entities

    -Import number sequence

    -Export configuration from your source environment and import in your target environment via data packages (e.g. in Excel). You can evaluate to create a template for export in correct sequence so that you can import the package file into your target environment.

    dynfotech.com/.../

    dynfotech.com/.../

    dynfotech.com/.../

    -Import opening balance (e.g. via General journal entity for each company)

  • MYGz Profile Picture
    MYGz 2,162 on at

    Thanks Alireza. Any best practices on exporting and importing the transaction data, in case if it is required at any cost.

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,035 Super User 2025 Season 2 on at

    Hi MYGz,

    Can you tell if there are already more legal entities on the cloud and you want to add this one or is it the first legal entity for the cloud?

    What is the purpose for moving all the history?  

  • MYGz Profile Picture
    MYGz 2,162 on at

    Hello Andre,

    Yes, there are more legal entities on the Cloud which are already functional so moving the entire DB is not an option for me.

    Some users are insisting on history. I'm exploring the options if it's possible at all.

  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,035 Super User 2025 Season 2 on at

    Hi MYGz,

    It is not possible to import into transaction tables directly. You can only consider translating all ledger transactions to journals and post them. This will have a downside as it would require direct postings on accounts which should be locked for manual updates. There is no option to move all order related history.

    If they need historical information, the old on-premise legal entity might be still available as read-only or you can consider moving data to a data warehouse for reporting purposes from both the old and new environment.

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