Moving data from one company to another has been pretty taxing ever since we suddenly were faced with the missing “Duplicate” feature when first diving into Dynamics AX 2012.
For a while, we’ve been using the Data import export framework (DIEF) to export entities and import them back into other companies. That worked fairly good, but now with the Microsoft Dynamics 365 for Finance and Operations, Enterprise edition Platform update 11 we have a solution for copying directly between legal entities within a solution.
I tried the concept out on a very superficial setup as there are A LOT of parameters and entities to configure and stack in the right order. I haven’t been able to do a full implementation of it to test it out in a proper scenario, but at least the concepts are looking to be working.
It can be used for copying a company to another and starting with a fresh sheet as well as making a form of virtual data exchange. This solution can be set up to work both ways.
Go to the Data Management Workspace.
Select the “Copy into legal entity”.
Select a source legal entity and the target legal entities. Yes, you can copy to MULTIPLE companies from one legal entity.
Add the desired entities either multiple or one by one.
The big job is now to re-arrange the different entities so that the dependent ones are read in first. You can create Execution units and levels within these and then do a resequencing. I didn’t do that in this case and did run into some dependencies afterward, but it didn’t really matter for my exploration.
I would also guess that this will be things that can be copied in or templated, as there is a template option (maybe in LCS). There would probably be something that someone would make and share once it is first done.
After this setup, I ran the import.
Once the form was refreshed a couple of times, it finished…
…with some errors and dependencies that were missing.
So I looked at the staging data and quickly found that I was missing an entity. I added it and ran it again.
That did it. A successful copy of data from one legal entity DIRECTLY to another. Lovely!