You are a Dynamics 365 Finance system administrator.
Data is being migrated from a customized version of a legacy application to Dynamics 365 Finance.
Some of the fields in the entity are the same, and some are different.
As a starting point, you need to automatically map as many fields as possible within Dynamics 365 Finance.
Which feature or tool should you use?
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A. B. C. D. E.A.
https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/data-entities/data-entities-data-packages?toc=/fin-and-ops/toc.json#mappingWhen migrating data from a customized legacy application to Dynamics 365 Finance, it is essential to map the fields between the two systems accurately. This will ensure that the data is migrated correctly and that there are no data integrity issues.
To automatically map as many fields as possible within Dynamics 365 Finance, there are a few features and tools that can be used:
A. Mapping visualization tool: The Mapping visualization tool allows users to create, edit, and manage data mappings between source and destination entities. It provides a graphical representation of the mapping process, making it easy to identify and manage fields that need to be mapped. This tool is particularly useful when the source and destination entities have different field names, but the data they contain is similar.
B. Generate source mapping: The Generate source mapping feature automatically generates mappings between source and destination entities based on their names and data types. This feature is useful when the source and destination entities have similar field names and data types. The generated mappings can then be edited and refined as necessary.
C. Data templates: Data templates provide a predefined mapping between source and destination entities. They are particularly useful when migrating data from a standardized source system, such as another Dynamics 365 application or a third-party system that follows a standard data model. Data templates can be customized to meet specific migration requirements.
D. Data task automation tool: The Data task automation tool allows users to create and automate data import, export, and migration tasks. It provides a user-friendly interface for creating and managing data tasks, making it easy to map fields and configure data transfer options. This tool is particularly useful when migrating large volumes of data or when migrating data on a regular basis.
E. Copy configuration data: This feature allows users to copy configuration data, such as tax codes, currency codes, and chart of accounts, from one instance of Dynamics 365 Finance to another. It is useful when migrating data from a test environment to a production environment or when setting up a new instance of Dynamics 365 Finance.
In summary, to automatically map as many fields as possible within Dynamics 365 Finance, users can use the Mapping visualization tool, Generate source mapping, Data templates, Data task automation tool, or Copy configuration data, depending on the specific migration requirements.