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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Data migration
Finance | Project Operations, Human Resources, ...
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Data migration

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Posted on by lally 8

Hi All ,

Does any document/ MS link available to know about which entities to be considered for each module data migration in D365 F&O? 

Example: Data entity for GL & sub ledger opening balances,  Master data entities, Open documents entities ( Sales order, Purchase order ...)

Any light on this ask is appreciated.

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  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    Alireza Eshaghzadeh 14,755 Super User 2025 Season 2 on at

    Hi lally ,

    When it applies to configuration, you can use Microsoft default entities on data management framework.

    dynfotech.com/.../

    You can also filter entities based of their modules and entity category to get actual entities:

    pastedimage1678279706906v1.png

  • Suggested answer
    Magno Pereira Profile Picture
    Magno Pereira 2,435 Moderator on at

    Hey Ially,

    I'd recommend going to Data Management> Templates and loading the default templates. It looks like this:

    pastedimage1678276098473v1.png

    After loading, you can access the templates to see the module and the category of the entity to load.

    pastedimage1678276296955v3.png

    I hope that helps you.

  • Suggested answer
    Mohit Rampal Profile Picture
    Mohit Rampal 12,565 Moderator on at

    Hi, You can also check this thread

    community.dynamics.com/.../909432

  • Suggested answer
    GirishS Profile Picture
    GirishS 27,829 Moderator on at

    Hi lally,

    You can find out the list of entities belongs to specific models not modules.

    This excel can be taken from visual studio. Navigate to Visual studio >> Extensions >> Dynamics 365 >> Addins >> Data Entity Report - This will download the csv file with list of entities against each model and also with additional details.

    Thanks,

    Girish S.

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