Upgrade from On-Premises Solutions to Dynamics 365 Business Central

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Upgrading from an on-premises ERP solution to a cloud-based one like Dynamics 365 Business Central can be a big undertaking.

The benefits of upgrading, however, far outweigh the pitfalls. Cloud-based Microsoft solutions offer many advantages over on-premises systems, including:

  • The full power of the Microsoft Cloud: This includes maintenance, security and threat management, scalability, automatic backups, and more. This takes some of the most tedious work managing your on-premises system off of your team's shoulders so they can focus on adding more value-added work.
  • Greater Access to AI and Microsoft Copilot: Microsoft cloud-based solutions come with Copilot, Microsoft's new AI tool that allows you to automate processes and receive assistance during daily tasks using natural language.
  • More visibility into the cost of ownership: Spend less time maintaining and replacing physical servers and free up your workforce to do more. With the cloud, you will have a clearer picture of the hard costs of your solution so you can budget. It's also scalable so you can increase the size of your system and only pay for what you use.
  • Predictable updates: When you are on the cloud, you will always be on the latest version of your solution. This keeps you compliant and ensures you have access to all the newest features to enhance your business processes.
  • Modern and user-friendly experience: Dynamics 365 Business Central is easy to use and has a smooth user interface. It is intuitive, eliminates the need for RDP and VPN, and can be accessed anywhere at any time and on any device.
  • Greater functionality: One huge benefit Business Central has over Dynamics NAV and GP is enhanced functionality in a wide variety of spaces, including financials, warehouse management, enhanced workflows, manufacturing features, and better integrations with Microsoft 365, Power Platform, and more.

What to Do Before You Upgrade

It's important to plan your upgrade before completing it. This is where partnering with a Microsoft partner like Stoneridge Software can help you. We can help you plan for your upgrade by doing a review of your system with you and help you in:

  • Documenting processes and pain points: Think about your current processes and which ones you might want to bring over verbatim and which ones you want to improve on.
  • Determining business objectives: What are the main goals your organization wants to achieve by moving to the cloud?
  • Review data quality: Clean and organized data minimizes issues when moving from one system to another.
  • Evaluate ISVs and partner relationships: Think about the ISVs you currently use, some may be replaceable with features in Business Central.
  • Analyze Customizations and Integrations: At the end of the day, each organization's environment will look a bit different. You will want to determine the customizations and integrations you need to make sure your system is optimal for you.
  • Determine a timeline and method of implementation: You can plan your upgrade all at once or in phases. It depends on what works for you and your team.

After completing these essential planning steps, Stoneridge can help you transition from an on-premises solution to Dynamics 365 Business Central. Our proven process - although different from client to client - is designed for a successful outcome. We will help you through the five phases of a successful implementation:

  • Align: You start with initial discussions with our sales team to understand your high-level requirements and current state, helping to create a project scope that guides the transition.
  • Define: After that we conduct an in-depth analysis with you to gather and document requirements, identify pain points, and outline improvements, forming a solid foundation for the project through a roadmap or analysis phase.
  • Create: Then we move on to the core implementation phase, involving either a test upgrade to migrate data and customizations for upgrades, or joint process design sessions for re-implementations, ensuring system configuration, user training, and thorough testing.
  • Deploy: Preparing for and executing the production upgrade is next, which involves setting up live systems and ensuring readiness for the cutover to the new environment.
  • Empower: Lastly, in this stage, we are providing hypercare and ongoing support to help you maximize the value and efficiency of your new D365 BC system.

Learn More on the Stoneridge Blog:

Recently, experts from Stoneridge Software have written in-depth blogs on upgrading to Dynamics 365 Business Central:

Our experts also presented these topics at our recent Stoneridge Connect Community Conference. You can watch them on-demand on our YouTube channel:

Dynamics GP to D365 Business Central:

Dynamics NAV to D365 Business Central:

Reach out to Stoneridge today to learn more. Our experts can assist you in preparing for a move to the cloud, implementing your new software, and supporting you after implementation.

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