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Migrating AX 2009 Project Attachments from File Share to D365 FO with Azure Blob Storage

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Posted on by charan12

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Hi All,

In our AX 2009 environment, we have several project-related attachments that are currently stored in a shared folder in share file(outside AX DB). As part of the migration to Dynamics 365 Finance & Operations, we need to move these attachments so that:

They are linked to their corresponding projects in D365 FO.
The files are no longer stored in the file share, but instead in Azure Blob Storage (as per D365 FO document management best practices).

Has anyone worked on a similar migration scenario? What would be the recommended approach or tools for:

Extracting and mapping attachments from AX 2009 shared folders
Relating them to the correct project records in D365 FO
Uploading the documents into Azure Blob Storage (via Document Management framework or custom integration)

Any guidance, best practices, or step-by-step experience would be greatly appreciated.

Thanks in advance!

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Dynamics 365 Finance

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Sohaib Cheema 49,679 Super User 2026 Season 1 on at

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For AX2012 there is data update script that does it and there are two types of data upgrade scripts,

- one for AX2012 to Dynamics 365 Cloud

-second for AX2012 to Dynamics 365 On-Prem

For AX2009 there is a Data Migration Tool (DMT) , that might have an entity to take attachments from AX2009 to Dynamics 365. You have to check it's latest version and available entities.

Who is implementing your project. Do you have a partner? Do you have FastTrack team available.

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charan12 336 on at

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Hi Sohaib,

could you please give more inputs on DMT, is it predefined tool or we have to install.

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Sohaib Cheema 49,679 Super User 2026 Season 1 on at

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Hi @charan12

You have to install it, here are the instructions for installation: https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/migration-upgrade/install-dmt

here is the overall guide: https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/migration-upgrade/data-migration-tool

There is a new DMT API as well, for which I see no public documentation.

If you have an implementation partner, ask them to reach Microsoft.

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André Arnaud de Cal... 304,307 Super User 2026 Season 1 on at

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Hi Charan12,

Sohaib mentioned the Data Migration Tool. You can find documentation here. AX 2009 upgrade - Use the Data migration tool to migrate from Dynamics AX 2009 to finance and operations - Finance & Operations | Dynamics 365 | Microsoft Learn

The tool is using the Data Management features (Import, Export) in Dynamics 365 F&O. For each table you need to migrate from AX2009, there is a need to have a data entity available. This is present for projects. However, attachments are typically supported in a separate data entity to allow importing multiple documents for a single data record. An attachment entity is not available out of the box for projects. That should be built as a customization first. A developer can do this by taking e.g. the data entity Customer V2 attachments as an example.

For importing the attachments, you will need to create a data package which includes a manifest file, data files, and when applicable a separate folder with the attachments. In the data file, there then a reference which file belongs to what record. You can first enter some data in Dynamics 365 including some attachments and export a data package to get the structure that can be used as a template.

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Martin Dráb 239,257 Most Valuable Professional on at

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Doing so is possible, but it's not clear to me how you currently store the relation between projects and files. Please tell us more about it.

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Sohaib Cheema 49,679 Super User 2026 Season 1 on at

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Hi @André Arnaud de Calavon

The new version released on July 31st for the DMF API has process for uploading the attachments. While the API installation files are downloaded, there is a sub-folder inside it named Attachment API, it has a document and needed scripts to upload/transfer the attachments for common entities. I reckon that can extended as well.

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