Delegated administrators can run the cloud migration with customer approval

Important

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Admins, makers, marketers, or analysts, automatically - Feb 20, 2022

Business value

Support partners in their efforts to onboard new customers to Business Central online in a compliant and frictionless manner.

Feature details

When a user who is signed in with the delegated admin role runs the Set up Cloud Migration assisted setup, they must request and receive approval from a licensed user. The approving user must have either the Essentials or the Premium license, and they must have SUPER permissions.

For the delegated administrator, the Data Migration Setup guide includes an additional step, so that the delegated administrator can copy the auto-generated approval link and send it to the licensed user for approval. Once the licensed user has approved the request, the delegated administrator can continue with the setup of the cloud migration, and they can perform all other steps that are required to complete that process.

The customer, represented by the licensed user who approved access, can always revoke the permission to run the migration by choosing the same approval link that the delegated administrator shared earlier. Alternatively, they can do so from the Cloud Migration Approval page.

See also

Migrate On-Premises Data to Business Central Online (docs)