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Finance | Project Operations, Human Resources, ...
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Migrate from AX to d365 with re-implementation for project based company

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Hello Everyone,

I need your guidance on a D365 Finance & Operations go-live scenario. We have a customer who is migrating from AX 2012 to D365 Finance & Operations. They are a project-based organization and have decided to proceed with a re-implementation, meaning they will not migrate historical project transactions.

In this context, we need to understand:Any guidance, standard approaches, or practical implementation experience would be greatly appreciated . Thank you in advance.


  1.  

    How can in-progress projects be migrated from AX 2012 to D365 F&O? where i have create the project and project contract, not sure how to bring the project budgets, here the customer is not following the WBS only project budget were monitored. 


  2. How can the remaining project budget balances be brought into D365, so that budgets reflect the same remaining values as in AX 2012? is there any option to load this project budget balance and commitment in D365 via DMF 

  3. Is it possible to migrate or recreate project commitments (such as open purchase orders and budget reservations) to ensure budget consumption and availability remain accurate after go-live?


  4. What is the recommended approach or best practice in D365 to achieve this without historical transactions?



  5.  
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  • Suggested answer
    André Arnaud de Calavon Profile Picture
    303,706 Super User 2026 Season 1 on at
    Hi,
     
    First of all, you need to be aware of the new Dynamics 365 Project Operations. There are now three different deployment types. See: Determine your deployment type | Microsoft Learn.
     
    Don't just start with the project management features in Dynamics 365 F&O, but check what deployment type is preferred for this organization.
    For beginning balances, you can first start reading the documentation: Manage beginning balances for Project Operations integrated deployments | Microsoft Learn

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