Data Migration for Dynamics 365 Finance

Import Data

Migrate master records, opening balances, and handle relationships between your data when you import from your legacy ERP into Dynamics 365 Finance. ​

SmartConnect provides an intuitive interface to generate data from any source to any destination and handle your data transformation along the way.

Archive to Data Lakes

Your team needs access to your ERP history, but it’s not a good to move it all to your new ERP environment. This is mainly because every transaction you move needs to be brought into your new system unposted and re-posted down to the cent. 20 years (-ish) of history would require a really expensive effort to map and move the data to your new ERP…. The good news is there is a better way.​

Popdock provides the tools to make a copy of specific data sets, attachments and your entire database to store in either your Microsoft Azure Data Lake or your Amazon Web Services S3 cloud storage account. With the Popdock Data Upload Tool (link page), you have a configurable interface to select the data set you want to archive, optimize the performance of your data archive and organize your data for reporting.​

This is a fast and affordable strategy to manage your historical data and allows you to retire expensive legacy servers and environments.

Access History

Whether your data is archived to a data lake or stored in an older environment, Popdock provides an interface for users to access history. ​

Allow users to search, query, view attachments, and create reports that includes your history from within Dynamics 365 Finance or via the Popdock app.

Report on History + new ERP data

Access reports from your legacy ERP environment and create reports that combine new Dynamics 365 Finance and legacy ERP data. Popdock’s custom lists provide options to join, merge, compare and summarize data from multiple sources into one custom list.