Skip to main content

Notifications

Announcements

No record found.

Finance | Project Operations, Human Resources, ...
Answered

Merge of 2 FnO system

Posted on by 5
Hi All,
We have 2 F&O instances. One is D365 HR recently migrated to new F&O (F&O-2) and other is existing F&O (F&O-1). F&O-1 has also got some of the records in HR module that is used by other modules. Now we need to merge these 2 instances without loosing data. Is there any tool for this? Is there any guided documentation? 
Your help is very much appreciated. 
  • Verified answer
    Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    Merge of 2 FnO system
    Hi,
    If the answer is helpful, please mark it as verified to help more people, thanks.
    Best Regards,
    Hana
  • Suggested answer
    Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    Merge of 2 FnO system
    Hi,
    After completing a "lift and shift" migration, you end up with two F&O systems that serve two different purposes: one for HR and one for finance. You now have the choice to either keep the two systems separate or merge them.
    This merge is an additional optional step. Unlike Lift Migration, it is not mandatory. When deciding whether to merge the two systems, the following should be considered:
    Should your HR data reflect your financial data?
    Are your company, departmental and financial structures identical?
    Can factors such as security model and headcount be the same in HR and F&O
    You can check out the official documentation on HR infrastructure mergers Dynamics 365 Human Resources infrastructure merge overview - Human Resources | Dynamics 365 | Microsoft Learn, and if the official documentation doesn’t have the information you want, you might consider looking for your partner to determine your merger options.
    Best Regards,
    Hana

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 Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans