After establishing your new company, you can start your Dynamics 365 Business Central data migration process. Information companies typically want to migrate includes:
Start by going into Role Center and choosing one of the assisted setup guides. Then, you can add your data to an Excel file, or another format supported by the wizard. For example, you can choose to import information from QuickBooks files, because Business Central provides you with an extension for that file format. If you’re using an unsupported file, you’ll need to perform a conversion before using it with the wizard.
Next, choose one of the available Business Central templates to handle the import of your data. Business Central comes with default configuration packages to handle transporting master data from other finance systems. They export and set up information within Excel files, which you can use then import into your Business Central instance.
There are setup tables within Dynamics 365 Business Central for handling information like:
To import customers for a company housed within an Excel sheet, start by setting up a new customer template within Business Central that contains all the required default values.
If you’re working on a larger Dynamics 365 data migration project, you may be better off working with RapidStart Services for Business Central. It allows you to create packages containing setup data to apply to new companies. In addition, you can prepare standard master data tables by migrating data from Excel files.
You might choose to use RapidStart services if you need to set up a basic Business Central configuration and have a separate setup for manufacturing clients. You may also want to use RapidStart services when:
You can use a .rapidstart file to create a compressed format that holds a package containing the settings for your new company. That package also imports default migration tables, including your master and setup data tables.
After setting up your company, you can start pulling together different elements of your configuration package. It should include an overview of the tables necessary to set up your company, including those containing:
You should list all the above information in a configuration worksheet before assigning it to a configuration package. Each configuration worksheet should contain the following information:
Once you complete your configuration worksheet, attach the lines to a configuration package. You can do that by selecting the lines within the worksheet to combine into a single package. After that, you should see the Assign Package function open the Config Packages page. There, you can set up a new package.
Internet eBusiness Solutions understands the complexity of data migration. Contact us today if you need advice on best practices for migrating data to your current Dynamics 365 instance.