April 24, 2024
microsoft dynamics erp

Do you have any plans to upgrade your present Dynamics ERP system or deploy Dynamics 365 Business Central? You naturally want to be as prepared as you can be. That’s exactly where we may be of assistance! Due to this, we outline the most crucial inquiries in this blog post for you to consider as you prepare.

Which Deployment Strategy would you like to Employ in the future?

Dynamics 365 Business Central can be deployed on-premises or online (in the cloud).

The cloud version updates automatically without your intervention in the future, however updates or upgrades for the on-premise version must be performed manually. This is a difference between the deployment methods. You must then schedule time and money to deal with the administrative and time effort this causes.

If you decide on On-Premise, we advise a yearly upgrade to keep your system as safe, current, and high-performing as possible. Naturally, there is no requirement to upgrade every year. But the process gets more difficult the longer you wait for the update.

Should all or just some of the previous data be transferred over?

You have two options:

  • Either you bring all your old data into the new system without giving it any attention
  • or you carefully handle and organize your old data.

We suggest: Consider which legacy data you actually still require for your daily operations. The ideal time to get rid of legacy assets is during an upgrade. According to our experience, cleaning up the data as part of a project is worthwhile in order to begin with a system that is as “clean” as feasible. Additionally, you lessen the effort required for data transport.

To be thorough, however, we also mention that if you can’t set aside resources right once for the cleansing, it is still viable to move all data from the legacy system. However, because more work is required to convey the data in this instance, the expenses rise as a result. So give this some thought.

Do you need to be Customized? If so, Which One?

If you intend to use Dynamics 365 Business Central, consider the many procedures that are currently in place at your business. What needs a customised change that is not met by the software’s standard?

Don’t worry if you are unable to respond to this question just now. We would be pleased to go over the features of Dynamics 365 Company Central with you, learn about your business procedures, and provide you advice on if system modifications are required.

If you already have an ERP-System, you have two choices: Ignore the changes you make to the system, or carefully consider them and resolve them if necessary.

We can say from our experience that your procedures have altered recently. Does your system still accurately map this?

  • If so, we would be pleased to include the modifications into the next edition while taking into account the technological foundation. All modifications must be “translated” when the programming language has changed. This applies to everyone. When the original system is older than Dynamics 365 Business Central 14, it gets upgraded.
  • If not, you ought to think about reintroducing a “empty” system. We begin from zero, examine your operations, and realistically map them into the new system.
  • It is also feasible to migrate your processes to the new system if you are unable to respond to this because you lack the resources to deal with them. All modifications must be “translated” when the programming language has changed. If the original system is older than Dynamics 365 Business Central 14, this applies to everyone who upgrades. However, you have the advantage of not having to check your processes first, which saves you time.

How long should the project take to complete?

We require details regarding the project’s timeline so that you and your supervising provider (like us) can plan your project. We caution against imposing arbitrary timelines because doing so could endanger the project’s success.

What resources are available from you?

Consider moving through the departments one at a time if you can only give a small number of or no human resources for the project. For instance, while the other departments continue to operate the “old” way, financial accounting is the first department to switch to Dynamics 365 Business Central. After that, we continue until all of your users are utilizing the new system.

However, you should be aware that an ERP project always calls for a 50:50 split of input from the client and the vendor. Our position on this is outlined in our blog post, “Teamwork – 50/50 Responsibility in ERP Projects.”

Do you currently have a maintenance agreement?

If you are currently utilizing an on-premise installation, just you are impacted. Because your license cannot be readily transferred if you don’t have a current Microsoft maintenance contract. That is so because you technically have one Upgrade that you’ve lost. In this situation, you must either switch to the cloud erp or purchase new On-Premise Purchase licenses for Dynamics 365 Business Central. We’d be pleased to help you weigh your options.

Which user license kinds are necessary?

Overall, Dynamics 365 Business Central distinguishes between three license forms:

  • Essentials (Full User)
  • Premium (Full User)
  • Team Members (Additional User)

The Dynamics 365 Business Central Essentials license is appropriate for businesses that do not specialize in providing services and do not produce their own goods (with the exception of assembly).

Companies that manufacture their own goods or focus primarily on providing services are also appropriate for the Dynamics 365 Business Central Premium license.

The two categories of production and service are also included here, in addition to the Essentials tasks.

It is possible to purchase Team Members licenses if extra users are needed in addition to the full users who cannot be directly assigned to a functional area but should have access to fundamental processes.

What number of user licenses are necessary?

How many employees will really use Dynamics 365 Business Central must be taken into account when the solution is introduced. Do all employees need to have full user licenses, or will some duties only require an additional user license? We are also delighted to give you guidance on these issues.

One thing you must keep in mind if you do a Dynamics NAV Upgrade: The user licenses change. Then, we refer to named users rather than concurrent users. You are aware that multiple users may be using a license at once thanks to Dynamics NAV (Concurrent User) (e.g. two part-time employees share one license).

This is no longer allowed in Dynamics 365 Business Central (Named User). Each user in this situation has a unique, personalized access to the system. You notice: You must reassess how many licenses you actually require as a result of the switch from Dynamics NAV to Dynamics 365 Business Central (Named User).


There are a few crucial factors that you should take into account both while upgrading Dynamics NAV and when implementing the ERP system:

  • Choice of Deployment Option
  • Transfer of legacy data
  • Adoption of individual adjustments
  • Time frame
  • Provision of resources
  • maintenance contract
  • Types of Licenses
  • Number of Licenses

You have a lot of choices to make right away. However, as we have the necessary experience, we are happy to help you with these issues. Visit our erp upgrade or Dynamics 365 Business Central Implementation page for additional details. Finally, the solution of unparalleled advantages will surely amaze you.


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