Setting up Dynamics SL Data Migration Extension for D365 for Financials. For Microsoft Dynamics SL 2015
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1 Setting up Dynamics SL Data Migration Extension for D365 for Financials For Microsoft Dynamics SL 2015 Revision Date: 7/13/2017
2 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. Release: SL 2015 P a g e 2 Revision Date: 7/13/2017
3 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. Release: SL 2015 P a g e 3 Revision Date: 7/13/2017
4 4. Click OK to complete the installation. User Setup Steps: 1. Search for Users and click to open the page. Release: SL 2015 P a g e 4 Revision Date: 7/13/2017
5 2. Select the user you are logged in as or the user you wish to grant permissions to the Dynamics SL Migration utility. Release: SL 2015 P a g e 5 Revision Date: 7/13/2017
6 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: Release: SL 2015 P a g e 6 Revision Date: 7/13/2017
7 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. Release: SL 2015 P a g e 7 Revision Date: 7/13/2017
8 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. Release: SL 2015 P a g e 8 Revision Date: 7/13/2017
9 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 4. Select Choose to navigate to the import file exported from the Master Record Import utility in the prior step. Release: SL 2015 P a g e 9 Revision Date: 7/13/2017
10 5. Select the file for import and then click Open. 6. After selecting the file for import the process will begin validating the file: Release: SL 2015 P a g e 10 Revision Date: 7/13/2017
11 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. Release: SL 2015 P a g e 11 Revision Date: 7/13/2017
12 10. Click Finish to close the migration wizard. Release: SL 2015 P a g e 12 Revision Date: 7/13/2017
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