How to upgrade from Dynamics NAV to Dynamics 365 Business Central?

This topic contains 2 replies, has 3 voices, and was last updated by  Locus IT 2 months, 3 weeks ago.

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  • #20586

    Ruth Smith
    Participant

    How to upgrade from Dynamics NAV to Dynamics 365 Business Central?

    #20590

    Anne Smith
    Participant

    Hello Ruth,

    Microsoft Dynamics 365 Business Central is Microsoft’s latest ERP solution, available for both cloud and on-premises. We’ve had a number of existing Microsoft Dynamics NAV customers come to us to ask what this means for them. They’re unclear as to whether their current solution will become obsolete, whether they should upgrade to Business Central, how much an upgrade will cost and when they should make the leap.

    When moving from your present ERP solution to Dynamics 365 Business Central, there are several options. Which solution you should choose depends to a large extent on the age of your current solution and how much of the functionality you want to bring along.

    #21072

    Locus IT
    Participant

    Hello Ruth,

    There are five steps that every company should take prior to upgrading from Dynamics NAV to Dynamics 365 Business Central. These steps will give you the valuable information needed to plan and execute the best possible upgrade scenario for your business. By taking the time to gather information and define business processes and requirements, your Business Central deployment will align with your business and enable your continued growth and success.

    1. Assemble Upgrade Team

    Determining the members of your upgrade team is your first step. Ideally, this group will include representation from each department that works with the software including developers, technical resources, business analysts, and subject matter experts. Additionally, you should appoint an internal project manager who will work to keep the project on track and ensure tasks are completed. If possible, include a representative from corporate leadership on the team.

    2. Determine Upgrade Date

    The best practice is to be conservative with your go-live date, which should be determined based on your initial project plan and how many steps and tasks need to be completed. We recommend including at least a one-week buffer from when you think you’ll be ready for any issues that may arise. Because your upgrade team includes a variety of people from varied departments, it’s important to take a good look at departmental schedules, upcoming vacation time, and prior commitments when considering a go-live date.

    3. Develop your Process Catalog and Library

    Your Process Catalog and Library are the foundation for your upgrade. These resources will identify all the current processes and activities both within NAV and in other software programs. This list can be quite extensive and usually requires both your internal IT staff and your software partner to develop.

    4. Complete Process Comparison

    Once you have your Process Catalog and Library built, execute a cross-comparison of those processes and functions to what is included in native Dynamics 365 Business Central. It’s likely there is new functionality you can leverage to reduce or eliminate custom code and third-party systems. There could also be functionality that you had been using that is no longer included in Dynamics 365. AppSource and custom code development are available to fill any gaps between the native system and your business processes.

    5. Review Custom Code

    List out custom objects, models, layers, and ISVs within your current system. Assess each customization to determine if it is still needed, if it can be replaced by an app, or if it needs to be transitioned into Business Central.

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