Microsoft Dynamics vendors provide comparisons and opinions to professionals in the ERP/Accounting software selection process

 
 

BroadPoint Technologies, LLC

How to Successfully Move to Microsoft Dynamics 365 Business Central


Email | Print

In the spring of 2018, Microsoft launched its latest ERP software technology, Microsoft Dynamics 365 Business Central (BC). Formerly known as Microsoft Dynamics NAV, Dynamics 365 Business Central offers even more modern technology, tailored features, and an agile and adaptable interface and is quickly making a name as the top ERP software for small and mid-sized businesses.

If your small or mid-sized business (SMB) is still using a Microsoft legacy solutions such as Dynamics GP or Dynamics NAV, you may be convinced to switch when you discover the advanced mobile access, app integration, custom adaptability, reporting capability, seamless upgrades, and affordability of Microsoft Dynamics 365 BC. Microsoft will further sweeten the pot with its active enhancement plan for transitioning to BC’s on-premise solution if that is your choice.

Selecting the best software for your organization is a weighty decision, and Microsoft Dynamics 365 BC is an excellent choice. But you also want to be sure that the implementation goes smoothly, finishes on time and on budget, and disrupts your business as little as possible.

Here are our suggestions for implementation success when you switch from Dynamics GP to Dynamics 365 BC.

1.)    Be clear about your project goals.

Migration is the term used for importing your data from your present system to the new solution. The term sounds simple enough, but there’s more involved than just copying information.  Your solution will actually need a reimplementation. The differences between systems will likely affect many of your solution’s important functions such as IT, BI (business intelligence), sales, marketing, accounting, and finance. The change will affect critical documents and business processes. Identifying your project goals and what you need to accomplish with your new system will help you and your partner map the project and will illuminate opportunities for increased efficiency. Don’t skip this important first step.

2.)   Get support from key sectors.

The success of your implementation depends to a large degree on the people involved and their attitude toward the project. All those who will be affected by the new solution, and this could be the majority of your organization, e.g., corporate, management, and users, should be involved in the process. Talk up the project from the beginning, extoling the benefits that the new solution will bring to the organization and to individuals’ daily routines. Allow two-way communication and encourage feedback. Your users are the ones who understand your business processes best, and you don’t want to ignore their suggestions. Ask what current processes are working well and which could be improved. Your Microsoft partner will help you determine what is possible with the new software and what will return the greatest ROI (Return on Investment.)

 

3.)    Make good use of Microsoft’s transition tools.

Microsoft provides a variety of tools designed to help you migrate seamlessly from Dynamics GP to Dynamics Business Central. Make use of tools such as Dynamics GP’s Integration Manager and Rapid Start and Business Central’s Rapid Start Services toolkit. Even simpler, pre-configured Excel import processes can transfer the majority of your data to Dynamics BC. During the transition, you can export data from a list page to Excel, where the application reviews it using extensive data analysis tools. For maximum efficiency, Excel’s reporting and charting functionality allows you to create a report in minutes. This easy data-transfer process is one of the many benefits of Business Central’s synchrony with Microsoft Office 365.

4.)   Engage a partner you can trust and work with.

Migrating from Dynamics GP to Dynamics BC will require guidance and support from an expert who understands your business processes and your goals, as well as the nuances and capabilities of the software. An experienced partner will anticipate any challenges before they arise. Find a Microsoft Cloud Solution Provider who can ensure comprehensive assessment, design, deployment, and support services for all Office 365 cloud-based applications.  Your partner should be well-versed in Dynamics GP and Dynamics 365 Business Central. They should act as a single licensing point of contact who can support all Microsoft service integrations with your new Dynamics BC solution.

BroadPoint was one of the select global Microsoft partners who implemented the initial release of what was to become Microsoft Dynamics 365 Business Central. As a Microsoft Gold-Certified partner for ERP and a Microsoft Cloud Solution Provider (CSP), our consultants are experts in Dynamics NAV, Business Central, Dynamics GP, Dynamics SL, and other legacy ERP solutions.

If you’d like to know more about Microsoft Dynamics 365 BC and how you can ensure a successful transition from your legacy software, contact our experts at BroadPoint for a free, no obligation consultation.

By BroadPoint, www.broadpoint.net

Ask This Expert a Question / Leave a Comment