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How to Delete legal entity including including transactions

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Posted on by SayanikaSM

Hi,

One of our customers is managing different companies within D365 For Finance & Supply Chain. They now sold one of these companies to another new customer and they are looking to transfer the D365 legal entity towards that new customer (who will buy D365 licenses of course). Now, the database needs to be transferred as well, but without all legal entities except the one that is sold.

Is it possible ?

How can we achieve a carve out of this one legal entity ? What is the procedure that we can propose to both these customers ?

Thanks

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nmaenpaa 101,160 Moderator on at

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It's not possible to copy or delete individual legal entities that contain transactions.

I think that the most feasible path forward is to do a normal data migration for master data, open orders and opening balances.

Regarding need of historical data - the simplest solution might be to export the required data via reports from the system, covering all sorts of ledger reporting requirements etc.

There might be other more complex and error prone options, but I would start by figuring out if the simple options would be enough.

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André Arnaud de Cal... 301,069 Super User 2025 Season 2 on at

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Hi Talent,

I do agree with Nikolaos here. When you restore a copy of the database and do manual cleanup, you might forget deleting some data or you will delete too much. For sure, the owner who sold the company doesn't like if sensitive data remains in the new database.

Historical data can also be exported to BYOD or a Data Lake.

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SayanikaSM on at

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Thanks Nikolaos and Andre.

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