Dynamics 365 for Financials – Import from Dynamics GP

Posted on: November 27, 2017 | By: Jim Bertler | Microsoft Dynamics Business Central

Authored by: Brent Stabiner

 

Let’s talk about migrating company data into Dynamics 365 for Financials. Users have the following 3 migration options by default when navigating through the Data Migration wizard, which can be launched from the Assisted Setup window:

 

  • Import from Excel

  • Import from QuickBooks (IIF)

  • Import from Microsoft Dynamics GP

Users can also find additional migration options from partners in the Extension Marketplace.

Please be aware that once any transactions have been entered into a company the migration tools will not work. If at any point after a transaction is entered there is a need to redo the migration, then a fresh company will need to be created. If a user re-runs the migration without transactions, any existing master records will be updated.

 

This post will specifically cover importing from GP. Other blog posts are available that discuss importing from the other sources.

 

Import from GP:

A new feature in GP allows users to export your data for migration into Dynamics 365 for Financials. The required version for this import is GP 2016 June Hotfix, or GP 2013/2015 Nov 2016 Tax release. In GP navigate to File – Maintenance – Export Data. These steps are outlined in the migration wizard when import data from GP is selected.

Here are some guidelines to keep in mind when importing from Dynamics GP:

 

  • In D365, the company must be set to ‘User Experience’ of ‘Suite’ under the Company setup window to migrate from GP.

  • All inventory items will be set to use FIFO as this is what Dynamics 365 for Financials supports.

  • Accounts will be imported first and posting groups will need to be created before proceeding.

  • Beginning balances are brought in with no detail, just summary, including Vendors and Customers.

  • Be aware of how Accounts are imported with the following information:

    • Dynamics 365 for Financials does not have account segments – the main account segment will be your new account number.

    • The beginning balance will be the sum of all the accounts with a matching main account segment.

    • Other segments will be imported as dimensions.

    • The dimension name will be based on the segment name and will not be automatically assigned. New dimensions must be assigned to the new accounts after the migration is completed.

 



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