5 steps to take before upgrading from dynamics nav to dynamics 365 business central is revealed

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5 steps to take before upgrading from dynamics
nav to dynamics 365 business central is revealed
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 proces ses and
requirements, your Business Central deployment
will align with your business and enable your
continued growth and success. 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. 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 youll be
ready for any issues that may arise. Because your
upgrade team includes a variety of people from
varied departments, its important to take a good
look at departmental schedules, upcoming vacation
time, and prior commitments when considering a
go-live date. 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. 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. Its
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 is available to fill any
gaps between the native system and your business
processes. 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.
Consult with your software partner for assistance
in completing each of these steps,