Dynamics GP Cloud Migration - Moving to Business Central
Dynamics GP to Business Central cloud migration enhancements: recent additions (excluding inactive checkbooks, migrating unreconciled bank transactions, fiscal periods, classes as posting groups, and GL year limits) plus the Wave 2 2022 GP configuration page. That page opens from Cloud Migration Management and lets you choose modules, master data only, and exclusion of inactive or discontinued items. It also covers global dimensions, per-company overrides, and unique GL summary document numbers.
- Introduction and Overview of GP Migration Enhancements
- Migration Setup Wizard and Configuration Page Changes
- New Features and Enhancements in Recent Updates
- Wave 2 2022 Release Expectations and GL Summary Improvements
- Accessing and Starting the Migration Tool
- GP Configuration Page Module and Data Selection Options
- Company-Level Tweaks and Global Dimensions Setup
- GL Summary Limits and Migration Process Overview
- Running Migration and Viewing Migrated Data
- Data Validation Examples and Fiscal Period Migration
Overview
The video shows how the GP migration tool changed compared with the older setup wizard, which offered only a few options. A new GP configuration page, reached through the Cloud Migration Management page with the Configure GP migration option, gives more control over what moves from GP into Business Central. It is described as part of wave 2 2022.
The demo covers module selection, limiting GL years, master data only per module, filtering inactive checkbooks, bank accounts and discontinued items, converting GP classes to posting groups, and setting up global dimensions. It also shows company-level tweaks, the migration run into staging tables, viewing migrated data, and fiscal period migration. The speaker says that picking whether to exclude inactive or discontinued items is coming very soon.
Key points
- Open the tool by searching for Cloud Migration Management, then select Configure GP migration to reach the new GP configuration page.
- The configuration page replaces the all-or-nothing wizard: you can pick modules such as GL, AP, AR or Bank, and choose master data only per module.
- GL year limit: the default of zero brings everything over; setting a starting year limits the years migrated and beginning balances are created automatically.
- Global dimensions: the main account segment becomes the natural account, two segments become global dimensions, and further segments become shortcut dimensions. This can be configured per company.
- Optional conversion of GP classes for customers, items and vendors into posting groups with assignments; fiscal periods migrate to accounting periods; unreconciled bank transactions can be migrated.
- GL summary records get incremented document numbers, so specific transactions can be reconciled or reversed instead of all sharing one number.
- Company-level tweaks can override global settings; correlated options unmark automatically when a related option is deselected. The migration first moves GP data into staging tables.
Features
| Feature | Status | At |
|---|---|---|
| GP Configuration Page | status not stated, demoed | 1:18 |
| Module-Level Selection in Migration | status not stated, demoed | 3:38 |
| Inactive Checkbook and Bank Account Filtering | status not stated, demoed | 1:57 |
| Unreconciled Bank Transaction Migration | status not stated | 2:18 |
| Fiscal Period Information Migration | status not stated, demoed | 2:38 |
| Vendor Bank Account Information Migration | status not stated | 2:38 |
| Classes to Posting Groups Conversion | status not stated, demoed | 2:58 |
| GL Year Limitation for Migration | status not stated, demoed | 3:18 |
| Master Data Only Migration Option | status not stated, demoed | 3:58 |
| Discontinued Items Filtering | status not stated, demoed | 3:58 |
| Unique GL Summary Document Numbering | status not stated | 4:19 |
| Global Dimensions Configuration | status not stated, demoed | 8:23 |
| Company-Level Migration Tweaks | status not stated, demoed | 7:42 |
Quotes
- 0:58 “many of you are familiar with the existing migration tool Setup Wizard where you had just a few options to migrate it was really”
- 1:18 “you have many more options to choose for what you want to bring over from your GP system into business Central”
- 3:38 “as part of wave 2 2022 what you can expect is that new gp configuration page”
- 4:19 “everything was being assigned with the same document number which made it difficult to reconcile or if you needed to reverse a specific transaction”
- 4:53 “you can still access the tool like you always have by going up to the search and”
- 5:46 “in the cloud migration management page there will be a new option that you can select called configure GP migration”
- 9:38 “by default we default it to zero which means it’s going to bring everything over from your GP system”
- 10:38 “the first step is to run the migration now which takes all of the information from your GP tables moves those into staging tables”
Disclaimers in the video
- 7:07 coming-later: very soon you’ll be able to pick if you don’t want to bring over inactive items or discontinued items
Presenters (as heard): Casey Meer.