+ All Categories
Home > Documents > Setting up Dynamics SL Data Migration Extension for D365 ... · To migrate your Microsoft Dynamics...

Setting up Dynamics SL Data Migration Extension for D365 ... · To migrate your Microsoft Dynamics...

Date post: 10-Aug-2020
Category:
Upload: others
View: 5 times
Download: 0 times
Share this document with a friend
12
Revision Date: 7/13/2017 Setting up Dynamics SL Data Migration Extension for D365 for Financials For Microsoft Dynamics SL 2015
Transcript
Page 1: Setting up Dynamics SL Data Migration Extension for D365 ... · To migrate your Microsoft Dynamics SL 2015 master data into your new Dynamics 365 for Financials system, currently

Revision Date: 7/13/2017

Setting up Dynamics SL Data Migration

Extension for D365 for Financials

For

Microsoft Dynamics SL 2015

Page 2: Setting up Dynamics SL Data Migration Extension for D365 ... · To migrate your Microsoft Dynamics SL 2015 master data into your new Dynamics 365 for Financials system, currently

Release: SL 2015 P a g e | 2 Revision Date: 7/13/2017

Contents Introduction .................................................................................................................................................. 2

How to install the Dynamics SL Data Migration extension ........................................................................... 2

Install the Dynamics SL Data Migration extension ................................................................................... 2

User Setup ................................................................................................................................................. 4

Data migration import .............................................................................................................................. 6

Introduction To migrate your Microsoft Dynamics SL 2015 master data into your new Dynamics 365 for Financials

system, currently a site must manually enter the data. Our tool provides data migration for the following

master records without balances or quantities:

• Chart of Accounts

• Sub-accounts (in the new format of Dimensions)

• Customers

• Vendors

• Items

• Payment Terms

• Unit of Measure

• Default setup accounts (as new General Posting Groups)

How to install the Dynamics SL Data Migration

extension The following section describes the steps required to install the SL Next Software extension in order to

import the Microsoft Dynamics SL master data listed above.

Install the Dynamics SL Data Migration extension 1. When logging into Dynamics 365 for Financials, select the option to Find more apps that work

with Dynamics 365, and then click AppSource. Or from the Extension Management page, search

and locate Dynamics SL Data Migration, and then click to install the extension.

Page 3: Setting up Dynamics SL Data Migration Extension for D365 ... · To migrate your Microsoft Dynamics SL 2015 master data into your new Dynamics 365 for Financials system, currently

Release: SL 2015 P a g e | 3 Revision Date: 7/13/2017

2. In the Extension installation page, click Next.

3. The terms of use and verification displays. Select the checkbox to accept the terms and

conditions, and then Click Install.

Page 4: Setting up Dynamics SL Data Migration Extension for D365 ... · To migrate your Microsoft Dynamics SL 2015 master data into your new Dynamics 365 for Financials system, currently

Release: SL 2015 P a g e | 4 Revision Date: 7/13/2017

4. Click OK to complete the installation.

User Setup

Steps:

1. Search for Users and click to open the page.

Page 5: Setting up Dynamics SL Data Migration Extension for D365 ... · To migrate your Microsoft Dynamics SL 2015 master data into your new Dynamics 365 for Financials system, currently

Release: SL 2015 P a g e | 5 Revision Date: 7/13/2017

2. Select the user you are logged in as or the user you wish to grant permissions to the

Dynamics SL Migration utility.

Page 6: Setting up Dynamics SL Data Migration Extension for D365 ... · To migrate your Microsoft Dynamics SL 2015 master data into your new Dynamics 365 for Financials system, currently

Release: SL 2015 P a g e | 6 Revision Date: 7/13/2017

3. Page down. Under User Permission Sets add the SL DATA MIGRATOR permission set.

4. Close the screen

5. Search for User Personalization and select it to open the page.

6. Select the user setup in the earlier step to edit the Profile ID.

7. Under Profile ID select Business Manager then close the screen.

Data migration import

Steps:

Page 7: Setting up Dynamics SL Data Migration Extension for D365 ... · To migrate your Microsoft Dynamics SL 2015 master data into your new Dynamics 365 for Financials system, currently

Release: SL 2015 P a g e | 7 Revision Date: 7/13/2017

1. Start with an empty company without any prior data.

2. From the Microsoft Dynamics 365 for Financials Home pane, expand Home and then click Setup

& Extensions.

3. The Assisted Setup navigation pane will open. Click Migrate business data.

Page 8: Setting up Dynamics SL Data Migration Extension for D365 ... · To migrate your Microsoft Dynamics SL 2015 master data into your new Dynamics 365 for Financials system, currently

Release: SL 2015 P a g e | 8 Revision Date: 7/13/2017

1. In Data Migration, click Next.

2. Under Choose your data source, browse and select Import from Microsoft Dynamics SL, and

then click OK.

3. Under Instructions, follow the steps needed to export your master data from Microsoft

Dynamics SL, and then click Next.

Page 9: Setting up Dynamics SL Data Migration Extension for D365 ... · To migrate your Microsoft Dynamics SL 2015 master data into your new Dynamics 365 for Financials system, currently

Release: SL 2015 P a g e | 9 Revision Date: 7/13/2017

4. Select Choose to navigate to the import file exported from the Master Record Import utility in

the prior step.

In order to export your master data from Microsoft Dynamics SL,

the Progressus Software Utilities must be installed.

1) Log into Microsoft Dynamics SL as the Windows User

associated to the SYSADMIN user.

2) Select Progressus Software Utilities from the main navigation

menu

3) Under Processes, select Master Record Import

In Master Record Import, select Create Export File to create the

master data export file used for the import.

***Note the Export File Path to the export file for use with this

extension

Page 10: Setting up Dynamics SL Data Migration Extension for D365 ... · To migrate your Microsoft Dynamics SL 2015 master data into your new Dynamics 365 for Financials system, currently

Release: SL 2015 P a g e | 10 Revision Date: 7/13/2017

5. Select the file for import and then click Open.

6. After selecting the file for import the process will begin validating the file:

Page 11: Setting up Dynamics SL Data Migration Extension for D365 ... · To migrate your Microsoft Dynamics SL 2015 master data into your new Dynamics 365 for Financials system, currently

Release: SL 2015 P a g e | 11 Revision Date: 7/13/2017

7. The import will display the master records for import. Click Next.

8. Your data will now be imported into your Dynamics 365 company.

9. Click OK.

Page 12: Setting up Dynamics SL Data Migration Extension for D365 ... · To migrate your Microsoft Dynamics SL 2015 master data into your new Dynamics 365 for Financials system, currently

Release: SL 2015 P a g e | 12 Revision Date: 7/13/2017

10. Click Finish to close the migration wizard.


Recommended