Dynamics GP to Dynamics 365 Business Central Migration

Deliverables

The following approach provide a structured approach to properly implement Microsoft Dynamics 365 Business Central. We will work to ensure a successful deployment aligned with your organization’s business objectives.

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

1. Assessment Phase

• We will evaluate the current setup of Microsoft Dynamics GP including data structure, customizations, and integrations.
• Identify key stakeholders and gather requirements for the migration, as well as assess the compatibility of existing data and processes with Dynamics 365 Business Central.
• 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

• Our team will develop a detailed migration plan outlining timelines, resources, and milestones.
• We will determine the scope of the migration including data migration, customizations, and user training.

3. Data Preparation

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

4. Customization and Configuration

• Analyze existing customizations in Microsoft Dynamics GP and assess if they aren’t required based on existing functionality available in Business Central, can be met with an existing 3rd party app/add-on, or need to be redeveloped into extensions (customizations for BC that live outside the code base and allow you to easily upgrade twice a year).
• Reimplement customizations where needed 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 Great Plains.
• 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.