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#datamigration

#fields

#masterrecords

#planning

#transactionaldata

Dynamics 365 ERP - General

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Oct 3, 2023

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  • 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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