Dynamics NAV to Dynamics 365 Business Central Migration

Deliverables

The migration process from Microsoft Dynamics NAV to Microsoft Dynamics 365 Business Central involves several structured phases and tasks to ensure a seamless transition and successful implementation.

Our implementation of Microsoft Dynamics 365 Business Central includes, but is not limited to the following phases:

1. Assessment Phase

• Evaluate the current setup of Microsoft Dynamics NAV, including data structure, customizations, and integrations.
• Identify key stakeholders and gather requirements for the migration.
• Assess the compatibility of existing data and processes with Microsoft Dynamics 365 Business Central.
• Create and deliver documentation of processes and a list of recommendations to client.

2. Planning Phase

• Develop a detailed migration plan outlining timelines, resources, and milestones.
• Determine the scope of the migration, including data migration, customizations, and user training.

3. Data Preparation

• Cleanse and validate data in the Microsoft Dynamics NAV system to ensure accuracy and integrity.
• Identify data mapping requirements between Microsoft Dynamics NAV and Microsoft Dynamics 365 Business Central.
• Extract, transform, and load data from Microsoft Dynamics NAV into Microsoft Dynamics 365 Business Central.

4. Customization and Configuration

• Analyze existing customizations in Microsoft Dynamics NAV and assess their compatibility with Microsoft Dynamics 365 Business Central.
• Determine customizations that are required to be converted to Business Central vs. dropping customizations that are no longer required or have been replaced by new features in Business Central.
• Re-implement customizations and convert to “extensions” in Microsoft Dynamics 365 Business Central using appropriate development tools.
• Configure Microsoft Dynamics 365 Business Central to meet the specific needs of the customer organization, including chart of accounts, workflows, and user permissions.

5. Integration Setup

• Identify any third-party applications or systems integrated with Microsoft Dynamics NAV.
• Configure integrations between Microsoft Dynamics 365 Business Central and other systems using available connectors or APIs.
• Test data flow and synchronization between Microsoft Dynamics 365 Business Central and integrated systems.

6. Testing and Quality Assurance

• Perform comprehensive testing of all migrated data, configurations, and customizations.
• Conduct user acceptance testing (UAT) to ensure the system meets the requirements and expectations of stakeholders.
• Address any issues or discrepancies identified during testing and make necessary adjustments.

7. Go-Live and Post-Implementation Support

• Execute the migration plan, transitioning users to the new Microsoft Dynamics 365 Business Central system.
• Develop training materials and documentation for end users.
• Offer post-implementation support, addressing user inquiries and issues promptly.
• Monitor system performance and stability post-implementation for seamless operation.
• Conduct post-implementation reviews, gathering feedback for continuous improvement.
• Document all migration aspects, including configurations and integrations.