Skip to main content

Notifications

Microsoft Dynamics AX (Archived)

Copying data from one company to another in D365

Posted on by Microsoft Employee

Hi,

Can we copy one company data into new company or duplicate the company in Dynamics 365?

Do you have any tool or template like that?

Regards,

Manivannan M

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Copying data from one company to another in D365

    Hi Ann,

    Try this method: stoneridgesoftware.com/copying-data-into-new-legal-entity-dynamics-365-for-finance-and-operations

    Regards,

    Manivannan M

  • Ann2015 Profile Picture
    Ann2015 1,120 on at
    RE: Copying data from one company to another in D365

    is this feature (Copy one legal entity to another) still on the road map or its now available?

    Thank you!

  • Verified answer
    Maciej Krzysztofik Profile Picture
    Maciej Krzysztofik 290 on at
    RE: Copying data from one company to another in D365

    Hello,

    As my collegues said feature of copying the setup is still on the roadmap. But You can use data entities to extract and then import data from one legal entity to another.

    With data management workspace in the project You need to click download which will create a zip file that will contain Your tables.

    Then You upload it to LCS to Asset library as a Data Package and push the data to target environment and company.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Copying data from one company to another in D365

    thanks for the reply...

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Copying data from one company to another in D365

    Thanks for the reply, it was really useful.

    Do we have any tool or template to copy the whole company data ?

    Regards,

    Manivannan M

  • Verified answer
    Vilmos Kintera Profile Picture
    Vilmos Kintera 46,149 on at
    RE: Copying data from one company to another in D365

    It is still on the roadmap, that means it is not yet implemented (Copy one legal entity to another):

    https://roadmap.dynamics.com/

    For now you can only try to export/import it yourself through entities.

  • Verified answer
    RE: Copying data from one company to another in D365

    Hi manivannan,

    You can refer below threads

    community.dynamics.com/.../229373

    community.dynamics.com/.../239083

    community.dynamics.com/.../237486

    Thanks

    Nagendra Varma K

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,253 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,188 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans