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Microsoft Dynamics AX (Archived)

Copying data from one company to another in D365

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Posted on by

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

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  • Community Member Profile Picture
    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
    1,124 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
    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
    on at
    RE: Copying data from one company to another in D365

    thanks for the reply...

  • Community Member Profile Picture
    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
    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
    Nagendra Varma K Profile Picture
    on at
    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

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