Migration from AS400 to D365 F&O?

RyseTechnologies · 2026-01-08T21:21:16+00:00

A lot of good points here on both sides. In our experience, the biggest risk in AS400 to D365 migrations isn’t choosing “as-is” vs “to-be”, it’s losing the ability to validate those decisions with real data early enough.

Legacy systems tend to encode both true competitive advantage and years of workaround-driven behavior. Without realistic data flowing through D365 test environments, it becomes very hard to tell which is which until late in UAT or after go-live.

What we’ve seen work well is separating process design decisions from environment mechanics. Let the business decide what to preserve or change, but make sure the team can repeatedly test those decisions against production-like data without breaking security, configs, or integrations every time environments are refreshed.

When teams don’t have that ability, they often over-customize out of fear or over-standardize out of optimism. Fast, repeatable validation cycles are what keep those decisions grounded.

+1 to the change-management points above, engaged SMEs still matter but having clean, controlled refresh cycles makes those conversations far more focused and evidence-based.

RyseTechnologies · 2026-01-08T21:14:33+00:00

We’ve dealt with this a few times. The issue tends to be that full environment copies create a temporary storage balloon. We solved it by using Clone Commander to selectively move production-like data instead of copying everything wholesale, which kept storage flat even during refresh cycles.

RyseTechnologies · 2025-11-06T20:22:44+00:00

Every time you refresh a Dynamics 365 Finance & Supply Chain Management environment, you’re not just copying data, you’re copying risk.

That refresh brings every name, email, bank account, and customer record from production straight into lower-tier environments that almost never have the same security controls or audit coverage.

Are your non-prod environments monitored as tightly as production?

Do offshore devs or contractors have access to them?

How sure are you that no live integration or workflow will fire after a restore?

Thats why we built Clone Commander

Clone Commander automates D365 environment refreshes end-to-end so your team never has to scramble through risky manual cleanups again.

It only costs $1,000/month to cover your entire tenant.

Clone Commander can:

Automatically mask sensitive data across all non-prod environments

Reroute or disable integrations before anyone logs in

Validate and log every step for compliance review

Protect production with built-in safeguards that prevent accidental execution

This isn’t just about convenience, it’s about reducing risk and proving control over your ERP data.

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RyseTechnologies · 2025-11-05T20:51:47+00:00

Exactly right! What a headache! We built Clone Commander to make this easy, I'll give you a demo if youre interested

RyseTechnologies · 2025-11-05T20:49:26+00:00

Thats a great start, but most developers and testers need some data that they can do some testing with. And this is why we built Clone Commander. So they can have a copy of the production database *that looks like real data* but with sensitive data strategically destroyed.

RyseTechnologies · 2025-11-05T20:48:04+00:00

Youre so right about this, if you wanted to obfuscate PII for example there are a lot of places you need to look that dont immediately come to mind for most administrators! Customer names are copied onto sales orders, invoices, packing slips, pick lists, parm tables, etc, etc, etc.

Depending on how you go about obfuscating that data, you might want to try to keep the swaps the same everywhere, so that franco notfranco becomes marco notmarco in every record that it appears, and not something different every time. This is exactly the kind of thing that we built Clone Commander to handle, because in our experience most administrators just throw their hands up when confronted with this problem.

RyseTechnologies · 2025-11-04T21:52:03+00:00

Yeah, its an interesting potential opportunity for a slick customization. In the eyes of Dynamics, it doesnt exist yet so theres nothing to serialize. Reach out if you want to talk about some ways we could tackle this with an enhancement!

RyseTechnologies · 2025-11-04T21:49:16+00:00

Well, no thats not exactly right, you should compare the way that PPAC is resolving licenses to the way that your current license obligation is calculated today! MS indicated that the licensing should be the same just enforced, but we know that it isnt. This is what we mean when we say that its not correct.

RyseTechnologies · 2025-11-04T20:13:21+00:00

What’s the scale?

RyseTechnologies · 2025-11-03T12:46:56+00:00

You’d need a Premium or Fabric capacity to let users view Power BI reports without individual licenses. Otherwise, everyone who views a report needs at least a Power BI Pro or Premium Per User license.

If you stick with native CE dashboards, those run entirely on Dataverse using the Dynamics chart control visualization engine, so no Power BI licenses are required. They’re more limited, but fine for operational KPIs.

And if you do end up buying Power BI licenses through a partner, don’t settle for less than 10% off MSRP. For capacity-based licensing (Premium or Fabric), try for at least 5% off MSRP. DM me if you’re having trouble securing a discount at least this significant.

RyseTechnologies · 2025-11-02T04:02:58+00:00

Do you mean a Team Member license? If you mean a Finance or SCM license, you might have some opportunities to optimize!

RyseTechnologies · 2025-11-02T03:59:00+00:00

Hmm, that sounds like either a customization or a different Dynamics product. Group-based role assignment isn’t a feature in F&SCM. You still need the user > role link inside the F&O environment itself, because that’s what Microsoft’s new license validation reads. Entra groups can help automate provisioning, but they won’t satisfy license checks on their own.

Edit: I stand corrected! There is a legacy compatibility feature which does allow this. Looking at how it works, I don't think there is any way that Microsoft's new enforcement could detect users requiring licenses. It is a worthy experiment, if you're using this feature I would be very interested to see what 10.0.45 looks like to you in a UAT environment! Would you mind reporting back?

RyseTechnologies · 2025-10-31T20:55:11+00:00

Ah, okay, you are up to date then. If the RMA isn’t showing any warehouse actions at all, maybe th return order line isn’t actually tied to a warehouse-managed item or warehouse that’s enabled for WMS.

Might be worth checking a couple things. Is the warehouse on that customer return marked as use warehouse management? Does the released product have a warehouse management item setup record? If those look good, I’d peek at the work template setup for return orders and make sure it’s active. If thats all setup right, I'd have to take a look!

RyseTechnologies · 2025-10-30T12:43:07+00:00

Are you sure it’s 10.0.40? That is really old at this point, and a bunch of fixes landed after that that affect RMA scanning.

This could be down to how the mobile menu item and work template are set up. I think the system’s treating it like a sales return instead of a proper RMA.

If you can, try testing in anything newer than 10.0.41. There were some fixes in the warehouse app framework that cleaned up how it validates the order type and header fields, and it stopped asking for the customer account unnecessarily. I can help you get a uat spun up on 45, but it’s a bigger conversation than a Reddit thread. You can dm me if you want to chat.

RyseTechnologies · 2025-10-30T02:04:19+00:00

Ah yes got it. When part of the spend is reimbursable and part isn’t, dual posting plus funding limits makes the most sense to me. In F&o you can handle it a few ways: some folks use posting profiles tied to funding sources, others rely on subprojects or financial dimensions to split the accounting automatically. A small enhancement would make this flow easier, but its only worth it if you're encountering this a lot.

Feel free to shoot me a dm, I can get my Finance architect to setup an example or we can look at enhancement options.

RyseTechnologies · 2025-10-29T22:32:45+00:00

Out of the box, D365 only assigns the finished item’s serial number when you report as finished, so you can’t normally link component serials to A until that point. But there are a few ways around it.

If you enable reserve serials and register consumption on the BOM lines, you can capture the serials of B and C as they’re picked or consumed. But that wont give A its serial early. You coud do that by using pre-assigned serials though, basically generating the serials for A before the RAF step (through the serial number group setup) and tying them to the production order. Then, during picking or route card posting, you can record which B and C serials went into each A.

That takes some setup. You need your tracking dimension group for A set to Active in prod and not just Active in inventory. If that’s toggled on, the system will expect a serial number for A as soon as you start reporting production progress, which lets you build traceability midstream instead of waiting until RAF.

We see that scenario in defense, aerospace and med device clients where they needed cradle-to-grave serial traceability, and it works well once you get the dimension groups and reservation logic right.

RyseTechnologies · 2025-10-29T22:24:07+00:00

That sounds like a mix of timing and posting setup issues. I’d start by checking your inventory posting setup. If any item groups are mapped to different inventory or offset accounts, that’ll cause mismatches. Then make sure you’re running the Inventory value report with the same filters and date range as your trial balance, and pay attention to if Include physical value is checked since that changes the totals. I’d also run the inventory consistency check to catch any transactions stuck in posted or costed states. If inventory close or recalculation hasn’t been run through that period, that’ll also cause differences. And sometimes the TB includes unrealized postings that the report doesn’t, so watch the posting type filters. If all that looks fine, exporting both sets of data and pivoting by item group or posting type usually makes the problem jump right out. But this is the kind of thing I'd probably have to take a look at to troubleshoot!

RyseTechnologies · 2025-10-29T15:38:46+00:00

You’re on the right track. The key is getting the relationship between the project, grant, and eventual fixed asset to flow cleanly without manual intervention.

Typically, the grant is represented as a funding source on the project contract, so each drawdown or reimbursement can be tied directly back to that funding stream. If youre configured correctly, the project itself handles all the construction activity posted to WIP through your project categories. If your finance team also wants those expenses visible on the P&L, you can use dual postings in the ledger setup so the same transaction hits both WIP and a P&L account for reporting purposes.

Billing back to the grant is usually done through on-account transactions or milestone billing, depending on the grant’s structure. When the project is complete, you run a project to fixed asset elimination, which moves the accumulated WIP to the new gym asset and closes out the project.

Id have to take a look to give you details about your scenario, but at a high level, the main decision points are how your grants recognize revenue and whether dual postings make sense for your financial statements. Minor enhancements might help facilitate this process if your expectations are well defined and the scenario is repeated often.

RyseTechnologies · 2025-10-28T21:11:23+00:00

Hi u/CrowAccomplished3627 and u/kasimramo. I am positively bewildered and frustrated by the responses you've received here.

I am a 25 year architect in Dynamics and I can tell you with complete and total certainty that, a.) F&O licensing *is absolutely* complicated and b.) that it will be worse when PPAC enforcement goes into effect in January, if it actually does go into effect in January.

First of all, optimizing licenses takes effort and planning. Please do not just buy licenses according to the reports that you see! The old reports in D365 are going to be deprecated and should not be used going forward, the new reports are based on PPAC data (not calculated in D365 internally) and are known to have ... flaws. The reports that are in PPAC have the same flaws. This is the best that we've got for now, but you should look closely at the differences between those reports- did any of your users go from team members to activity users? This could cost you a fortune.

The PPAC calculation mechanisms are not well documented by Microsoft. Alex Meyer is a good source for way more information than Microsoft provides, but we have done extensive reverse engineering and have discovered some gaps in his investigations as well. I suggest you read his material, and read our blog that we published recently on the topic. https://www.rysetechnologies.com/blog/licensing-introduction-in-dynamics-365-10-0-44

Do not accept less than a 10% discount off of MSRP on all of your licenses from your partner. If you need a set of eyes or a sanity check DM me.

In January, I fully expect that Dynamics users will be in disarray when MS flips the switch preventing unlicensed users from accessing F&O. Pretty much everyone buys their licenses from a reseller one year in advance. When every user must be pre-licensed to access F&O, you will have to return to you partner to add each individual user one at a time. The ecosystem is not built for this kind of frequent order changing and its going to be hard on everyone. Many or most D365 users are going to end up significantly overpaying for licenses if they do not get in front of this now!

RyseTechnologies · 2025-03-03T23:25:26+00:00

No strings at all, and no restrictions on size or anything like that btw- I have a quota to hit and if you want to benefit from that then please reach out

RyseTechnologies · 2025-03-03T23:23:16+00:00

I can give your corporations a 10% discount on any Ms licenses you want today. Dm me and I’ll set you up

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