Migrating to Microsoft SaaS

When migrating your 3PL Dynamics environment to the Microsoft Cloud, a few things in the environment must be changed or adjusted. This checklist provides an overview of the most common changes. This way, you have all the resources for a flying start with your new environment.

Note

This list is indicative but not exhaustive, so additional steps may be required.

Responsible	Task	Additional information
Boltrics (only after migration)	Import users	Import permissionsets(for the key user) Add user permission sets More information can be found here
Boltrics	Datahub connections
Boltrics	Scanning	Telnet proxy App Platform Technical migration (Urls etc.)
Customer	Import profiles Import permission sets
Customer	User settings	Add new usernames Assign profile Language, region Timezone and company
Boltrics	User setup	Boltrics app platform Telnet proxy
Customer	User setup	Create new user settings with new user names
Customer	Warehouse employees (3PL)	Adjust or add usernames;
Customer	Adjust user printer selections	Add new usernames to add it search for user printer selection and add correct username.
Customer	Status templates	Authorization on status template User Authorization on status template Table filters with usernames;
Customer	User settings for approval	Search for user settings for approval (if you use it)
Customer	Data integrations	External connections/integrations (Additional app registration needed)
Customer	File transfer	Through SFTP for remote file locations
Customer	Mailing	Check in the environment if mailing works
Customer	Configuration Packages	Configuration packages are not included in the migration
Boltrics/Customer	Printing	Setting up new print server through Azure Relay, more information can be found here
Boltrics/Customer	Azure Active Directory applications (App registrations)	Boltrics App Platform, Boltrics 3PL-WebPortal, DataHub Dynamics 365 BC, Boltrics Customer Maintenance, Telnet Proxy (if Telnet is in use), More information can be found here