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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Migrating legacy data ...
Finance | Project Operations, Human Resources, ...
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Migrating legacy data from AX 2012 to D365 Finance and Operations

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Posted on by Naresh Dhekonda 48
What is the most proven and successful method for migrating legacy data from AX 2012 to D365 Finance and Operations (D365FO)? Additionally, what are the various methods and tools available for performing this migration?
 
Please share the strategy for data profiling activity before starting the data migration.
 
Requirement: 
Not a very big organisation.
only 3 legal entities,
only 1 currency - AUD. 
 
Categories:
Dynamics 365 Finance
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 294,832 Super User 2025 Season 1 on at
    Migrating legacy data from AX 2012 to D365 Finance and Operations
    Hi Naresh,
     
    As mentioned below there are various approaches. In case you go for a standard database upgrade, it will move all data and it will make it suitable for Dynamics 365 using upgrade scripts. You need to customize some scripts in case your environment has customizations that should be moved, probably in a bit different way as a customization can be implemented differently in Dynamics 365.
    Using this method, you will not be able to reconfigure the application to get the most value out of new features which were not there in AX2012.
     
    Another approach is using data management to import configurations, master data and opening balances. You have all the freedom to reconfigure the application as you will start without transactions. This method also ensures you will not directly have a large database consumption.
     
  • Suggested answer
    Arvind Bharti Profile Picture
    Arvind Bharti 377 on at
    Migrating legacy data from AX 2012 to D365 Finance and Operations
    Hi ,
     
    As mention by Martin there is one standard approach given by Microsoft . This approach is valid when you want to migrate Existing customization + Master Data + Transaction.
     
    Another approach, is when you ust want master data and key configurations
     
    you can use data entity .
     
    1. Identfiy data entites
    2. export from ax 2012
    3. review
    4. Import in d365
     
     
  • Suggested answer
    Abhilash Warrier Profile Picture
    Abhilash Warrier 963 on at
    Migrating legacy data from AX 2012 to D365 Finance and Operations
    Hi Naresh,

    Please refer the link for more information –
    Upgrade from AX 2012 to finance and operations - Finance & Operations | Dynamics 365 | Microsoft Learn

    The most effective approach is the Microsoft-supported Upgrade Process, which includes the following phases:
    1. Analyze:
      • Use the Upgrade Analyzer Tool to assess your AX 2012 environment and identify potential issues.
      • Review your data structure, customizations, and integrations.
    2. Execute:
      • Leverage Microsoft Lifecycle Services (LCS) for managing the upgrade process.
      • Use the Data Upgrade Tool to migrate your database and transactional history.
    3. Validate:
      • Perform thorough testing to ensure data accuracy and system functionality.
      • Validate financial reports, workflows, and integrations.

    Methods and Tools for Migration
    1. Data Upgrade Process:
      • Supported for AX 2012 R2 and R3 versions.
      • Migrates full transactional history and customizations.
      • Requires updating AX 2012 to the latest cumulative update before migration.
    2. Code Upgrade:
      • Use the Code Upgrade Tool in LCS to bring forward custom application code.
    3. Data Management Framework (DMF):
      • Ideal for migrating master data and configurations.
      • Supports data import/export through templates.
  • Suggested answer
    Martin Dráb Profile Picture
    Martin Dráb 233,599 Most Valuable Professional on at
    Migrating legacy data from AX 2012 to D365 Finance and Operations
    There is on oficial upgrade path from AX 2012 to F&O, which covers the data upgrade as well. Refer to the documentation: Upgrade from AX 2012 to finance and operations.

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