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Finance | Project Operations, Human Resources, ...
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create a copy of a F and O Database including Changes and Additions

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Posted on by 5

Hello together,

I hope you can help me, because I have not found anything about this in the docs or anywhere else on the internet.

I currently have 3 Finance and Operation Instances (databases) running. 2 of them are automatically updated and remembered. The third one is set up manually every 2 weeks by either pulling a copy of one of the other two or doing a refresh.

I have now noticed that adjustments (or changes eg programmed additional fields), are not taken over in a copy.

Why is this so?
Is there a possibility to take over adjustments also with a copy or must I go then also the "regular" way and import the data, merge etc.?

Many greetings,



I have the same question (0)
  • André Arnaud de Calavon Profile Picture
    303,213 Super User 2026 Season 1 on at

    Hi,

    Is this question related to Dynamics 365 Finance?

  • Maximilian Ludwig Profile Picture
    5 on at

    Hi,

    yes the system we have in use is Finance and Operations.

    Best Regards

  • Martin Dráb Profile Picture
    238,745 Most Valuable Professional on at

    I'm assuming that you take a backup of DB and restore it in another environment. The backup surely contains all data, including your custom fields, but note that the DB schema is defined by F&O application (and applied on DB synchronization). You didn't mention anything about the application, so it seems to me that you don't pay enough attention to it.

  • Maximilian Ludwig Profile Picture
    5 on at

    Thanks, since it's a new project, I still have some knowledge gaps here. But that makes sense what you write.

    I will take it into account in the future. thank you

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