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 |
| Customer | All functions are case-sensitive | In SaaS, all functions are case-sensitive, which differs from on-premise/Boltrics Cloud. This means that if you have a filter on "Available" but the table is named "AVAILABLE," the filter will no longer work. It is important to check all filters to ensure they match. This applies to all tables, including contracts, allocation, addresses, scan screens, etc.) |