Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Possibility to copy th...
Finance | Project Operations, Human Resources, ...
Unanswered

Possibility to copy the setups made in one company / backup an existing company in D365 F&O

(1) ShareShare
ReportReport
Posted on by M Saravanan 138
Hi members,
 
I would like to know is there any possiblity that exist in D365 F&O where I can copy the setups made in one company move to the another one ?.
Also is there any possiblity to backup an exisiting company in F&O ?
 
Please help me out by rendering your ideas and guide me to meet out my requirement.
 
Thanks in advance,
Saravanan
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,661 Super User 2024 Season 2 on at
    Possibility to copy the setups made in one company / backup an existing company in D365 F&O
    Hi Saravanan,
     
    Adding some additional words to the reply from Martin. You can only create a backup of a full SQL database, including all legal entities, not a single one with its transactions.
     
    For moving data, you can use the Data Management features in the System Administration area to copy setup data or export and import it. This is working with data entities. The data entities are flattening the data model to be able to use natural field values instead of reference record IDs when exporting and importing data. 
  • Martin Dráb Profile Picture
    Martin Dráb 230,379 Most Valuable Professional on at
    Possibility to copy the setups made in one company / backup an existing company in D365 F&O
    A database backup and restore is no solution if you want just some selected data and not the whole database.
     
    You can data entities to export data from one place and import it somewhere else (another environment or another company in the same environment).

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

Congratulations 2024 Spotlight Honorees!

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December!

Congratulations to our December super stars! 🥳

Get Started Blogging in the Community

Hosted or syndicated blogging is available! ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,661 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,379 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans