Skip to main content

Notifications

Announcements

No record found.

Small and medium business | Business Central, N...
Answered

Copying Company Data & Setups

(0) ShareShare
ReportReport
Posted on by 43
Hello,
 
I need advise on how to copy the company setup and configurations without the transactions data and entries from the existing company. I like a fresh company with ZERO entries but would like to have the same chart of account, currency, languages, tax setups  and groups and so on.
 
Highly appreciate the help
  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,748 Super User 2024 Season 1 on at
    Copying Company Data & Setups
    If this is a fresh implementation in BC Online on the current version, I would recommend you look into using master data mangement for this case,
    Please refer to this documentation:
     
    Working with the configuration packages can be troublesome if you are not experienced in using them,.
     
  • Suggested answer
    HVGEEL Profile Picture
    HVGEEL 288 on at
    Copying Company Data & Setups
    Hi, as YZ already stated... there is only pain in this question: it must be done through a configuration package.
     
    I use such conf pack for every distint version, allowing me to 'extract and deploy setup' swiftly.
    I have such package for BC19 up to BC22... for every version is different, obviously.
     
    And then again... this package contains the tables for standard BC only.
    If you are using 3-rd party extensions... these setups need to be extracted as well.
    In case there is additional customerapp customization, you will need to provide these tables (or worse... additional fields in standard tables) as well.
     
    Long story short... i can provide you with a list of BC tables that must be included at all times.... but as mentioned, that is only part of the solution.
     
  • Verified answer
    YUN ZHU Profile Picture
    YUN ZHU 74,115 Super User 2024 Season 2 on at
    Copying Company Data & Setups
    Hi, there is no easy way except Configuration Package.
     
    Or you can try Master data management.
     
     
    Hope this helps.
    Thanks.
    ZHU

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!

Tips for Writing Effective Verified Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,391 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,445 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans