// Source System

IFS to Dynamics 365 Data Migration

We've moved customer, supplier and general ledger data out of IFS Applications into D365 F&O — cleanly, completely, on time.

IFSD365 F&O

IFS — Entity Mapping

CUSTOMER INFO
CustTable
SUPPLIER INFO
VendTable
GL POSTING
MainAccount
INVENTORY PART
InventTable
Mapping & validating entities

// The Challenge

Why IFS migrations are hard.

IFS Applications covers finance, supply chain and asset management in one suite, which means data that would sit in separate systems elsewhere — maintenance history against fixed assets, for example — often needs to be disentangled before it maps onto D365's more modular structure.

Older IFS versions have more limited API access than the current cloud-based releases, so discovery has to confirm which version and deployment model you're on before we can commit to an extraction approach — direct database access, IFS's own integration layer, or flat-file exports.

IFS's accounting rules engine, which derives GL postings from underlying transactions, means the general ledger data itself is often a downstream result of business rules rather than a direct entry — understanding those rules is necessary to migrate historical balances accurately rather than just the summarised output.

// Mapping

IFS entities, mapped to D365.

Source entityD365 entity
Customer InfoCustTable
Supplier InfoVendTable
General ledger (via Accounting Rules)MainAccount / GeneralJournalAccountEntry
Inventory PartInventTable

// Pitfalls

Where IFS migrations go wrong.

  • IFS's accounting rules engine derives GL postings from transactions — understand the rules before assuming the ledger data is a direct entry.
  • Version and deployment model (on-prem vs cloud) materially affects extraction method — confirm this before committing to an approach.
  • Asset maintenance history bundled with finance and supply chain data needs disentangling before it fits D365's modular structure.
  • API access varies significantly by version — older on-prem instances often need flat-file or direct database extraction.

// Domains

Domains we most commonly migrate from IFS.

GLARAPINVFACUSTVENDHROSOOPO

// Methodology

The same six phases, every time.

01

DISCOVER

Profiling, volumes, quality scoring across every source system in scope.

02

DESIGN

Source-to-target mapping and the cleansing plan, agreed before build starts.

03

BUILD

DMF templates, KingswaySoft packages, SQL staging tables.

04

TEST

Two mock migrations, full reconciliation, and UAT sign-off.

05

CUTOVER

Final load, balance reconciliation, go-live clearance.

06

STABILISE

Corrections, closure report, retainer option for what follows.

// FAQ

Questions about migrating from IFS.

Yes, materially. Cloud-based IFS releases have a modern API surface; older on-prem versions typically need direct database or flat-file extraction.

Planning a IFS to D365 migration?

Start with a Health Check to see exactly what needs cleansing before it moves.