Use the DMT to migrate from Dynamics AX 2009 to Dynamics 365 for Finance and Operations

You Can utilize the Microsoft Dynamics AX 2009 Data migration tool (DMT) to migrate Your information from AX 2009 to Microsoft Dynamics 365 for Finance and Operations. Using the DMT is the only supported upgrade path from AX 2009 into Finance and Operations. The DMT helps you locate and fill gaps between the table schemas of AX 2009 and Finance and Operations, in addition to helping you move your data.

Archictecture

The following example describes the architecture of the DMT, and how data in the source system (AX 2009) is processed and moved into the target system (Finance and Operations).

Data migration process

The following illustration shows the overall process of collecting And preparing the data in your AX 2009 instance and then importing this information into your Finance and Operations environment.

Before you can use the DMT to export data from the source environment (AX 2009), you must complete the following pre-processing tasks:

· Mapping the table fields between the source and target environments

· Implementing traffic to this source data

· Establishing default values to the origin data

· Applying query filters

Because There can be numerous legal issues in the source program, you must select the legal entities that contain the data to migrate. For the selected legal entities, you can review the source tables and their row counts. You can also view any virtual companies. Eventually, they can analyze virtual companies that legal entities are attached to the related tables.

Successful Migration of exported data requires that a resource table be redirected to an equivalent target data thing. You prepare the mapping using a Microsoft Excel mapping file which allows for automatic mapping of the origin and target areas of each table. The mapping document also has the data from the Finance and Operations schema of the information entities and the default data that is required in some tables.

Before You can migrate information from AX 2009 into Finance and Operations, you must complete these tasks to satisfy the migration requirements:

· Select target measurements that correspond to the source dimensions that are populated based on the chosen legal entities.

· Review the stock dimensions which are included together with the chosen legal entities.

· Select the chart of accounts for each legal entity, or merge several legal entities to one chart of accounts.

· Complete the basic ledger installation.

· Employ data conversions To the source data, based on the extended data type (EDT) of this area.

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