Microsoft Dynamics GP to Dynamics 365 Finance & Operations

Migrating data from Dynamics GP to D365 Finance doesn’t have to be complicated

Give your team the data they need when they need it, in Dynamics 365 Finance and Operations. eOne’s powerful migration tools give your team a clear data strategy, ensuring your implementation stays on track and in budget.

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The complete D365 Finance and Operations data migration toolkit

Archive GP history, SmartLists, and Attachments

Map and move Master Data and Open Balances

Access Dynamics GP data in Dynamics 365 Finance

Unlock full “SmartList” functionality + more in Dynamics 365 Finance

Deliver powerful GP to Dynamics 365 Finance migrations on time and on budget with eOne’s no-code toolset.

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No more dev delays

Migrate to Dynamics 365 Finance & Operations with confidence.

GP “Master” Tables

Contacts
Customers
Employees
Fixed Assets
Items
Projects
Vendors

Data Cleanup and Quality Assurance: Before the migration process can begin, you may have inactive records, outdated vendors, and old accounts that need to be cleaned up due to years of accumulated data in Dynamics GP.
Custom Extender or Add-On Data: Data stored in third-party tables, like custom Extender or Add-On data, may make migration more complicated.
Account Segments to Dimensions: Account segments in Dynamics GP transition to Financial Dimensions in Dynamics 365 Finance, requiring adjustments to how they link to master records.
Record Translation Limitations: Some records, like employee, vendor, or inventory records, may not translate one-to-one in Dynamics 365 Finance, causing processing errors that need to be fixed manually.

Pre-Built Templates: Begin with a standardized template designed for GP-to-Finance migrations and tailor it to fit your specific needs and data requirements.
Intuitive Review and Import: Ensure only the records you need to migrate into Dynamics 365 Finance. eOne empowers your team with the ability to extract, review, and selectively import specific Dynamics GP data.
In-depth Data Handling: eOne’s tools can manage bulk imports to multiple records in Dynamics 365 Finance. We ensure relationships, lookups, and data transformations are handled seamlessly throughout the migration process.
Simple Error Management: View and fix import errors and reprocess failed records in real time. Keep your migration moving without delay with eOne’s error management tools.

Contacts
Customers
Employees
Fixed Assets
Items
Projects
Vendors

Data Cleanup and Quality Assurance: Before the migration process can begin, you may have inactive records, outdated vendors, and old accounts that need to be cleaned up due to years of accumulated data in Dynamics GP.
Custom Extender or Add-On Data: Data stored in third-party tables, like custom Extender or Add-On data, may make migration more complicated.
Account Segments to Dimensions: Account segments in Dynamics GP transition to Financial Dimensions in Dynamics 365 Finance, requiring adjustments to how they link to master records.
Record Translation Limitations: Some records, like employee, vendor, or inventory records, may not translate one-to-one in Dynamics 365 Finance, causing processing errors that need to be fixed manually.

Pre-Built Templates: Begin with a standardized template designed for GP-to-Finance migrations and tailor it to fit your specific needs and data requirements.
Intuitive Review and Import: Ensure only the records you need to migrate into Dynamics 365 Finance. eOne empowers your team with the ability to extract, review, and selectively import specific Dynamics GP data.
In-depth Data Handling: eOne’s tools can manage bulk imports to multiple records in Dynamics 365 Finance. We ensure relationships, lookups, and data transformations are handled seamlessly throughout the migration process.
Simple Error Management: View and fix import errors and reprocess failed records in real time. Keep your migration moving without delay with eOne’s error management tools.

GP “Unposted/Work” Tables

GL beginning balance/net change
Items in transit
Open payables transactions
Open sales transactions
Unreconciled bank transactions

Pending Transactions: Some transactional data, like orders that have been shipped but remain unpaid under payment terms, may stay open during migration, requiring careful handling.
Master Data Changes: Customer, vendor, and other master records often need updated identifiers and restructured fields to align with Dynamics 365 Finance’s data model.
Structure Adjustments: Dynamics GP’s allocation and distribution account structures don’t carry over directly into Dynamics 365 Finance. Finance teams often need to rebuild these rules from scratch in the new system.
Phased Migration: To minimize disruption during migration, a phased approach to transition one company at a time may be necessary.

Controlled Data Migration: Migrate only the data you need, like open transactions, so your Dynamics 365 Finance environment stays clean and purposeful from day one.
Easy Error Handling: Quickly identify, fix, and reprocess migration errors through an intuitive, user-friendly interface, keeping your migration project on schedule.
Multi-Company Data Management: During the transition process, eOne makes it easy to migrate, consolidate, or split companies into subsidiaries.
Maintain Relationships: With eOne Solutions, the relationships between your Dynamics GP records are preserved when importing to Dynamics 365 Finance.
Standardized Imports: Minimize the risk of one-off errors and process gaps. With eOne, every data type is handled efficiently with a consistent, streamlined import method.

GL beginning balance/net change
Items in transit
Open payables transactions
Open sales transactions
Unreconciled bank transactions

Pending Transactions: Some transactional data, like orders that have been shipped but remain unpaid under payment terms, may stay open during migration, requiring careful handling.
Master Data Changes: Customer, vendor, and other master records often need updated identifiers and restructured fields to align with Dynamics 365 Finance’s data model.
Structure Adjustments: Dynamics GP’s allocation and distribution account structures don’t carry over directly into Dynamics 365 Finance. Finance teams often need to rebuild these rules from scratch in the new system.
Phased Migration: To minimize disruption during migration, a phased approach to transition one company at a time may be necessary.

Controlled Data Migration: Migrate only the data you need, like open transactions, so your Dynamics 365 Finance environment stays clean and purposeful from day one.
Easy Error Handling: Quickly identify, fix, and reprocess migration errors through an intuitive, user-friendly interface, keeping your migration project on schedule.
Multi-Company Data Management: During the transition process, eOne makes it easy to migrate, consolidate, or split companies into subsidiaries.
Maintain Relationships: With eOne Solutions, the relationships between your Dynamics GP records are preserved when importing to Dynamics 365 Finance.
Standardized Imports: Minimize the risk of one-off errors and process gaps. With eOne, every data type is handled efficiently with a consistent, streamlined import method.

GP “Posted/History” Tables

Document Attachments
General Ledger (GL) transactional history
Historical/Paid transactions
Serial/Lot history
Time/Expense transaction history

High Migration Costs: Migrating all Dynamics GP historical data into Dynamics 365 Finance is expensive and often unnecessary.
Decreased User Productivity: Users who end up toggling between systems to find historical records drive up costs and create inefficiencies.
Complex Reporting: Consolidating reports between Dynamics GP history tables and Dynamics 365 Finance transaction tables is time-consuming and challenging.
Lack of Add-On Compatibility: Not all Dynamics GP add-ons have direct equivalents in Dynamics 365 Finance, requiring reconfiguration to fix functionality gaps.
Security and Compliance Risks: Dynamics GP will become unsupported by Microsoft in 2029, leaving organizations that still rely on GP open to security risks.

Cost-Effective Archiving: Eliminate the overhead of maintaining aging on-premise servers by storing all Dynamics GP historical data in a secure and cost-effective data lake.
Data Access: Access your Dynamics GP data directly from within Dynamics 365 Finance, ensuring historical data is always readily available.
Eliminate Legacy Infrastructure: Safely archive your historical data and retire your outdated servers and the maintenance costs that come with them.
Consolidated Reporting: Give your team the ability to build SmartLists that pull Dynamics GP and Dynamics 365 Finance data together into a single, unified list.
Audit Compliance: Generate easy Excel exports to support audits, reporting, and compliance verification while maintaining full access to your historical records.

Document Attachments
General Ledger (GL) transactional history
Historical/Paid transactions
Serial/Lot history
Time/Expense transaction history

High Migration Costs: Migrating all Dynamics GP historical data into Dynamics 365 Finance is expensive and often unnecessary.
Decreased User Productivity: Users who end up toggling between systems to find historical records drive up costs and create inefficiencies.
Complex Reporting: Consolidating reports between Dynamics GP history tables and Dynamics 365 Finance transaction tables is time-consuming and challenging.
Lack of Add-On Compatibility: Not all Dynamics GP add-ons have direct equivalents in Dynamics 365 Finance, requiring reconfiguration to fix functionality gaps.
Security and Compliance Risks: Dynamics GP will become unsupported by Microsoft in 2029, leaving organizations that still rely on GP open to security risks.

Cost-Effective Archiving: Eliminate the overhead of maintaining aging on-premise servers by storing all Dynamics GP historical data in a secure and cost-effective data lake.
Data Access: Access your Dynamics GP data directly from within Dynamics 365 Finance, ensuring historical data is always readily available.
Eliminate Legacy Infrastructure: Safely archive your historical data and retire your outdated servers and the maintenance costs that come with them.
Consolidated Reporting: Give your team the ability to build SmartLists that pull Dynamics GP and Dynamics 365 Finance data together into a single, unified list.
Audit Compliance: Generate easy Excel exports to support audits, reporting, and compliance verification while maintaining full access to your historical records.

Your data migration project deserves more. See how we compare.

eOne’s iPaaS vs. CSV File Imports

Data Migration

eOne’s iPaaS

Files & Packages

Essential support plan

Data Archival

eOne’s iPaaS

Leave it in GP

Essential support plan

Chat with a GP data migration guru

Maximize user adoption in
Dynamics 365 Finance & Operations

Reduce IT Overhead

Cut Costs, Not Corners

Decommission on-premise infrastructure, eliminate ongoing maintenance costs, and reduce user licensing overhead while keeping your data connected and accessible across your entire organization. eOne helps you migrate without carrying half the weight of your old system forward.

Implement Faster

No Developers Required

eOne’s low-code migration package eliminates the need for custom development, accelerating your implementation timeline and reducing risk. Your team gets up and running in Dynamics 365 Finance faster and without the cost of traditional developer-led migration.

Unlock Accessible Reporting

Reports Everyone Can Use

Most ERP migrations create new data silos, but eOne breaks them down. Popdock gives sales, help desk, and other teams real-time access to Dynamics 365 Finance transactions, including related details, drilldowns, and actionable insight without needing a license or IT support to pull a report. Access them inside Dynamics, embed reports in other apps where your team lives, or in the Popdock.

Keep Your Legacy Data Accessible

Your GP Data Doesn’t Disappear

Don’t leave your historical data or reporting workflows behind. Popdock preserves your existing Dynamics GP SmartLists and makes it easy to build new ones through an intuitive web interface. Advanced filtering, cross-company reporting, and dimensional segmentation give users the power to run ad-hoc reports across all your Dynamics data without needing IT involvement.

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Client Review

Prior to Popdock, I was very much in the camp of, if there’s really not a true business need to switch ERPs then stick with what you have. For us, it (Popdock) meets all of the needs that we have – I feel strongly about that.

John Buchman, Vice President of Accounting & Finance