web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Data migration
Finance | Project Operations, Human Resources, ...
Suggested Answer

Data migration

(0) ShareShare
ReportReport
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.

I have the same question (0)
  • Suggested answer
    GirishS Profile Picture
    GirishS 27,827 Moderator 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.

  • Suggested answer
    Mohit Rampal Profile Picture
    Mohit Rampal 12,565 Moderator on at
    RE: Data migration

    Hi, You can also check this thread

    community.dynamics.com/.../909432

  • Suggested answer
    Magno Pereira Profile Picture
    Magno Pereira 2,435 Moderator 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
    Alireza Eshaghzadeh Profile Picture
    Alireza Eshaghzadeh 14,672 Super User 2025 Season 2 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

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 683 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 563 Super User 2025 Season 2

#3
Sohaib Cheema Profile Picture

Sohaib Cheema 398 User Group Leader

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans