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Finance | Project Operations, Human Resources, ...
Suggested answer

Splitting Entities

Posted on by 256
Dears,
 
I have a case where I had 4 entities in one Database and one Tenant where I need to Split them into different entities and different tenants, is there a way that i can export one Entity and import it into another tenant with all its transaction and master Data?
 
Best
HAYAN
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,269 Super User 2024 Season 2 on at
    Splitting Entities
    Hi Hayan,
     
    Can you confirm if you mean Legal entities when you say Entity? If so, there is no way of exporting all data including transactions. You can take a database backup and restore it in full. Deleting records from a restored database is probably giving a lot of challenges and data inconsistencies. 
     
  • Suggested answer
    Hayan Said Profile Picture
    Hayan Said 256 on at
    Splitting Entities
    Hi Kevin,
     
    also copy the Transaction data, my target is to split many Entities that were available on one tenant to be each on different Tenant with historical Data,
     
    Best
    HAYAN
  • Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    Splitting Entities
    Hi,
    You can refer to this official documentation: Copy configuration data between companies or legal entities overview - Finance & Operations | Dynamics 365 | Microsoft Learn. It introduces how to copy configuration data between companies or legal entities.
    Or you can check out this official documentation: Data import and export jobs overview - Finance & Operations | Dynamics 365 | Microsoft LearnThis article describes how you can use the data management framework to manage data entities and data entity packages in finance and operations and how to export and import data.
    Best regards,
    Kevin

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