Migrate data as part of Dynamics 365 implementation projects

Applies to: Dynamics 365

You can migrate the data that you want in your Dynamics 365 implementation project. Essentially, there are two types of data to think about:

• Configuration data

  Configuration data is data about different setups needed to prepare your production environment for operational use, such as currencies and tax codes.

• Migrated data

  Migrated data is either master data such as customers, products, and vendors, or open transactions such as open sales orders, open purchase orders, stock on hand, and open balances.

Learn more about managing different types of data in Dynamics 365 at Configuration data and data migration in Dynamics 365 implementation projects.

Finance and operations apps

Get a general overview at Guidelines for finance and operations apps and data management.

To help you migrate relevant master data and open transactions, you can use data entities. Learn more in the following articles:

• Import customers in Dynamics 365 projects
• Import products in Dynamics 365 projects
• Import sales orders in Dynamics 365 projects
• Import vendor invoices in Dynamics 365 projects
• Import general journals in Dynamics 365 projects

Related content

Data management in Dynamics 365 implementation projects