How to migrate from Dynamics GP to Dynamics 365 Finance and Operations
To migrate a client from Dynamics GP to Dynamics 365 Finance and Operations with superglue's AI agent, connect the client's GP database, and give superglue access to the client's Dynamics 365 Finance and Operations account. superglue assesses the data in minutes, plans every phase, recommends an answer to each decision, and runs a trial load that reconciles to the cent before cutover. You review, decide and sign off with the client.
Microsoft ends support for Dynamics GP on December 31, 2029, so most GP clients plan their move now.
What are the steps to migrate from Dynamics GP to Dynamics 365 Finance and Operations?
Migrating from Dynamics GP to Dynamics 365 Finance and Operations takes six steps: connect both systems, assess the data, plan every phase, decide the mapping, run a trial load and cut over. Each load repeats exactly what you tested, and every write waits for your approval.
- 01
Connect Dynamics GP and Dynamics 365 Finance and Operations
Connect the GP company database on SQL Server read-only. superglue writes nothing, and the client keeps working in GP until cutover. The client then gives superglue access to Dynamics 365 Finance and Operations.
- 02
Assess the Dynamics GP data
In minutes, superglue counts every record, finds the open items and lists the data issues with examples. You know the size of the migration before you quote it.
- 03
Plan every phase
superglue drafts the plan from discovery to cutover, with tasks, owners and the Dynamics GP specifics already in it.
- 04
Decide the mapping
superglue brings each decision below with a recommendation from the client's own data. You confirm or change each answer, and the client signs the mapping.
- 05
Run the trial load
superglue loads a Finance and Operations sandbox environment and compares it with Dynamics GP: the trial balance per period, the open receivables and payables per customer and vendor, and the inventory value. superglue explains every difference before cutover.
- 06
Cut over
At cutover, superglue loads the final data with the same steps as the trial load, and you sign the reconciliation with the client.
How do you get the data out of Dynamics GP?
- The client's IT creates a read-only SQL Server login for the GP databases, and the superglue gateway reaches the server on the client's network. GP user logins do not work for this.
- Ask whether history was ever removed with GP's Remove History utilities. Removed history is gone from the database.
- The client keeps working in GP until cutover.
The client installs the superglue gateway once: Connecting to on-prem systems
What needs to be configured in Dynamics 365 Finance and Operations?
The client registers an app in Microsoft Entra ID and adds it on the Microsoft Entra applications page in Finance and Operations, linked to a service user with the right security roles. superglue configures Dynamics 365 Finance and Operations and loads the data through that access, in a Finance and Operations sandbox environment first, in this order:
- 01
Legal entities, the fiscal calendar and the accounting and reporting currencies.
- 02
The chart of accounts and its main accounts.
- 03
Financial dimensions and the account structures that decide which combinations are valid.
- 04
Posting profiles, number sequences, payment terms and tax setup.
- 05
Customers, vendors and released products, then the opening balances and the open items through data management.
What moves from Dynamics GP to Dynamics 365 Finance and Operations?
| In Dynamics GP | In Dynamics 365 Finance and Operations |
|---|---|
| Main account segment | Main accounts |
| Other account segments | Financial dimensions |
| Customers and customer classes | Customers in the global address book |
| Projects | Projects |
| Vendors and vendor classes | Vendors in the global address book |
| Items and item classes | Released products |
| Checkbooks | Bank accounts |
Open items
Open receivables and payables documents, unapplied cash and credits, open sales and purchase orders, and inventory per site with its cost layers.
Open items load as customer and vendor transactions through general journals with their original due dates, so the aging in Finance and Operations matches on day one.
History
GP keeps unposted transactions in work tables and posted ones in history tables, and receivables, payables and the general ledger also keep open tables. superglue reads all of them, so nothing that moved to history is missed.
History loads as general journal lines per month, main account and financial dimension.
Which decisions do you make when you migrate from Dynamics GP to Dynamics 365 Finance and Operations?
- 01
Where do GP account segments go?
Finance and Operations keeps the main account and moves the other segments into financial dimensions.
superglue maps the main segment to main accounts and each other segment in use to a financial dimension.
- 02
How do GP classes become posting profiles?
Customer and vendor posting profiles decide the summary accounts for one account, for a group or for all.
superglue maps each GP customer and vendor class to a customer or vendor group with its posting profile.
- 03
How many legal entities does the client need?
A legal entity in Finance and Operations has its own ledger, currency and tax setup, and can share the chart of accounts and financial dimensions with other legal entities.
superglue recommends one legal entity for each legal company in Dynamics GP.
- 04
Which financial dimensions go into the account structures?
Account structures decide which combinations of main account and financial dimensions are valid, with up to ten dimensions besides the main account.
superglue proposes account structures from the combinations the client actually posted in Dynamics GP, so invalid combinations are blocked from day one.
- 05
How much history moves?
Most clients need the open items plus one to two years of monthly balances in Dynamics 365 Finance and Operations, and older years as yearly balances. The client keeps the older detail in an archive.
superglue recommends two years of monthly balances per account, and full transaction detail only where the client needs to look into single transactions.
What are the common challenges when you migrate from Dynamics GP to Dynamics 365 Finance and Operations?
Old reports often show only part of a module
GP keeps unposted, open and fully applied transactions apart, and many client reports read only some of them, so a subledger total rarely matches the general ledger at first. Agree one starting number with the controller. superglue reads all of them and reconciles each module to that number.
Unposted batches hide real invoices and payments
Batches that were entered but never posted are missing from the trial balance, yet they often hold real invoices and payments. Ask the client to post or delete them before each extract. superglue lists them, so nothing goes missing at cutover.
Customer, vendor and item classes set defaults that records override
Customer, vendor and item classes hold default posting accounts, and many records override them. superglue finds the overrides and proposes the defaults for the new system.
Multi-company clients need an intercompany plan
Clients with several companies keep one database for each, with intercompany balances between them. Agree early which companies merge, which become entities, and how the intercompany balances settle. superglue reads every company and matches the intercompany balances.
Sign the chart of accounts before anything posts
The chart of accounts of a ledger cannot change after transactions post to it. Get the chart signed before the first trial load posts anything.
Financial dimensions are shared across legal entities
Custom financial dimensions apply to every legal entity, and their values hold up to 30 characters. Agree one dimension design for all companies in scope, and shorten long legacy codes before the mapping.
One party can be a customer and a vendor everywhere
The global address book keeps each organization once, across legal entities and roles. Agree how duplicates across the old companies merge, because an address change then updates every role.
Frequently asked questions
Which data moves from Dynamics GP to Dynamics 365 Finance and Operations?
The chart of accounts, customers, vendors and items, the open items, and as much history as the client needs. The mapping table on this page shows where each record lands in Dynamics 365 Finance and Operations.
Does superglue write to Dynamics 365 Finance and Operations without my approval?
No. superglue only reads Dynamics GP. Before any write to Dynamics 365 Finance and Operations, it shows the target, the connection and a transformed sample, and waits for your approval.
How do I know the migration is complete?
superglue reconciles the trial load and the final load against Dynamics GP: the trial balance per period, the open receivables and payables per customer and vendor, and the inventory value. You get a reconciliation report to sign with the client.
What happens when I start this migration?
You sign up and connect the client's systems. If you want to see a full migration run first, superglue can set up Pinecrest Supply, a sample client.
Start your Dynamics GP to Dynamics 365 Finance and Operations migration
Sign up and connect the client's systems, or let superglue set up Pinecrest Supply, a sample client, to see a full migration run first.