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A Complete Guide to Importing Financial Balances into Dynamics 365 Finance

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#datamigration

#openingbalances

Dynamics 365 Finance

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Feb 20, 2024

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  • The article discusses the process of importing financial balances into Dynamics 365 Finance.
  • It emphasizes the importance of exporting, validating, and adjusting the data before starting the import process.
  • The article provides step-by-step instructions and recommendations for preparing Dynamics 365 Finance for the imports, including using dedicated journals and configuring voucher sequences.
  • It highlights the use of temporary vouchers to avoid issues with corrupted number sequences during the import process.
  • The article introduces the Data Management Framework (DMF) as a backend tool for managing large data loads and explains the basics of using data entities, file formats, and importing in batches.
  • It provides specific templates and instructions for importing General Ledger balances,

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