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Finance | Project Operations, Human Resources, ...
Answered

AX2012 to D365FO upgrade Leagal Entities with All Modules configurations without transaction data

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Posted on by 40

What i  know we have code upgrade and data upgrade , for data upgrade do we must upgrade transaction data ? I have situation of need to upgrade all Entities and modules setup configuration but no transaction data need to be upgraded  , is this data upgrade  ? because we have 100+ of entities and many modules (so to do manually very big efforts required if no such upgrade available  ) 

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  • Verified answer
    André Arnaud de Calavon Profile Picture
    301,020 Super User 2025 Season 2 on at

    Hi Yasser,

    There is an option to upgrade the database including transactions. If you don't want to have the transactions, you have to start from scratch and configure a lot of data entities and check if all do exists and potentially extend or create new entities if you have customizations.

    At To-Increase, we have a solution called Connectivity Studio. This is an integration platform that can map tables and fields directly without the requirement on data entities. One of the features is an easy mapping generation for AX2012 to Dynamics 365 upgrades.

  • Verified answer
    Sukrut Parab Profile Picture
    71,710 Moderator on at

    If you don't need transactional data then  you don't have to perform data upgrade.  Data upgrade process works on your entire DB.

    You can use data management framework to import your configurations data in different legal entities ,Also if the configurations are same for some of the legal entities you can use copy into legal entity feature from data management  to reduce the pain .

    I understand the pain  of importing data  in different legal entities  if they have different configurations but if you have an environment , for example golden config  where  you will have to do it only once  and maintain it ,if you are doing any configuration related changes.  Later when you are ready you can use this DB to restore it  on production.  For your custom fields added in table you can extend standard entities and for custom tables  you can create new entities so that you can use those in data management.

  • yasserSaber Profile Picture
    40 on at

    Thank you for your reply

    For custom fields ,if it not part code upgrade as even if i will re implement instating of data upgrade i can make code upgrade and import it to the new legal entity created ..Right ?

  • yasserSaber Profile Picture
    40 on at

    Thanks for your reply

    What about option of deleing the transaction data by the class in AX2012 then upgrade ?

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi yasserSaber,

    Why do you simply want to upgrade AX2012?

    There are so many new features that you can make use of that a simple "1:1" upgrade of what you have falls short in my opinion.

    Best regards,

    Ludwig

  • Harshal Nayak Profile Picture
    on at

    Hello Yasser,

    In addition to all the comments you can also check the doc for upgrade and this will give you an understanding for the code and data upgrade.

    docs.microsoft.com/.../upgrade-overview-2012

  • Verified answer
    André Arnaud de Calavon Profile Picture
    301,020 Super User 2025 Season 2 on at

    Hi Yasser,

    If you have a copy of your production environment, you can indeed delete the transactions with the SysDatabaseTransDelete class in AX2012. Ensure you verify the result as this class might not clear all transactional data. Then after the DB upgrade, also check if everything is OK and if you can change setup as required to take advantage of new introduced features.

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