Data Migrations Dos and Donts

#datamigration

#fields

#masterrecords

#planning

#transactionaldata

Dynamics 365 ERP - General

The article discusses the importance of planning and improving data migration projects for Microsoft business applications.
The author focuses on two topics: master records and transactional data.
Master records, such as chart of accounts, customers, vendors, and items, should be carefully considered during data migration planning.
The article highlights the need to understand the impact of changes and provides recommendations for dealing with transactional data.
It emphasizes the importance of planning and testing transactions from start to finish.
The article provides a list of transactions that should be part of the initial data migration and suggests dividing them into must, maybe, and complicated categories.
It warns about the complications and impacts on inventory quantities and general ledger entries when migrating certain transactions.
The author advises seeking help from a partner for the first implementation of Microsoft Dynamics 365 Business Central to save time, money, and frustration.

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