Financial Services ERP Migration | Dynamics 365 F&O

Question 1

How should historical financial data be handled?

Accepted Answer

Segment it by operational need, audit and retention requirement, reporting value, and cost. Not every record needs to remain active in the target ERP, but required evidence must remain accessible and governed.

Question 2

Who should approve mappings and reconciliations?

Accepted Answer

Finance process owners and data owners should approve the target chart, dimensions, balances, subledgers, and reporting evidence. IT can implement the rules, but should not own the business sign-off.

Question 3

What should be tested before go-live?

Accepted Answer

Test close, consolidation, intercompany, currency, tax, payments, reporting, approvals, access, audit trails, and regulatory outputs with evidence attached to each sign-off.