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

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Posted on by M Saravanan

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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

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Martin Dráb 238,593 Most Valuable Professional on at

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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).

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André Arnaud de Cal... 302,663 Super User 2026 Season 1 on at

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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.

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