How can i delete all transactions at dynamics 365 F&O cloud base and keep all setup as it is

Finance and Operations/AX Technical Forum
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how can i delete all transactions at dynamics 365 F&O cloud base and keep all setup as it is as i have alegal entity and i need to start live from january 2024 with out any transactions for examples
delete all sales orders
delete all inventory balances
delete all GL
delete all PO

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Hi, sorry - did you manage to do this? This is basically what I’m looking to do as well!
Thanks,
Claire

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This isn’t supported, and - in my opinion - it’s not feasible. Technically it is, but it would be difficult and risky.

The usual approach is maintaining a “golded configuration” environment just with setup. You copy the setup to test environments and make transactions there, without changing the golden configuration. When you’re ready to go live, you promote the golden configuration database to production.

If you don’t have that, you can create the golden configuration environment from another one by transferring just the setup by data management. This isn’t trivial either, but it’s the technical debt you need to deal with. Then you’ll create a test environment from the golden config and start testing the configuration.

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Thank you so much for your response, much appreciated. I don’t suppose you know how to do that setup transfer do you please?

5

F&O includes a data management workspace where you can export data from one environment to files and import these files to another environment.

It’s up to you to decide what data you need; you also must import it in the right order. The business process catalog might help you with that. Focus on Work Item Type = Configuration deliverable and notice that you can see the menu path there, the data entity to use for export/import and so on.

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Good question. We faced a similar situation with a customer in the UAE who wanted to start fresh in January without carrying over old transactions.

Instead of deleting transactions (which is messy in D365 F&O), we used the Data Management framework. Basically, keep your setups and master data (customers, vendors, items, chart of accounts) but don’t bring in the old transactional data.

What we did:

  • Exported setups and master data.

  • Created a fresh legal entity (or cleaned the existing one).

  • Re-imported only the masters, leaving all transactions behind.

This way, the system feels “new” from January go-live, but your configurations remain intact. It worked well for our UAE customer; it might work for you too (though every case is a bit different). If you try, I’d suggest testing it in a sandbox first to be safe.

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