Skip to main content

Notifications

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

Data migration

(0) ShareShare
ReportReport
Posted on by

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.

  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    Alireza Eshaghzadeh 13,564 Super User 2025 Season 1 on at
    RE: Data migration

    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 2,429 Super User 2025 Season 1 on at
    RE: Data migration

    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 12,554 Super User 2024 Season 1 on at
    RE: Data migration

    Hi, You can also check this thread

    community.dynamics.com/.../909432

  • Suggested answer
    GirishS Profile Picture
    GirishS 27,821 Super User 2024 Season 1 on at
    RE: Data migration

    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.

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

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Congratulations to the January Top 10 leaders!

Check out the January community rock stars...

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,031 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,868 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans