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

Data migration activities as a part of implementation project

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Posted on by 25

Good morning,

Hope you all are fine.

 i need some light on data migration activities for implementation project.?

Regards,

Have a nice day.

I have the same question (0)
  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    14,679 Super User 2025 Season 2 on at

    Hi ggjhj,

    You need to define migration design and strategy first and then you can define activities that need to be done during the implementation process.

    In order define activities, you can start with defining of setups for each modul (i.e. Golden config) for example COT and account structure setup for GL module. Then you can delegate activities based on each module (e.g. Migration of customers for company A and import open balance for each customer) and assign a migration tool for each activity (e.g. Data management and Excel add-inn)

  • Suggested answer
    Ramit Paul Profile Picture
    22,797 Most Valuable Professional on at

    Hi,

    It depends on business to business.

    You need to discuss and agree what will be your in scope for DM, such as vendor master, customer master, opening balance, fixed assets master, bank master etc.

  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    14,679 Super User 2025 Season 2 on at

    You can try the following course to get a better overview of common migration scenarios and tools in D365FO

    docs.microsoft.com/.../

  • André Arnaud de Calavon Profile Picture
    301,109 Super User 2025 Season 2 on at

    What type of information are you looking for? A generic approach or names of certain data entities? As you selected the tag 'Development / Customization / SDK' is your question related to a certain customization?

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