Key Benefits of Migrating to Business Central:

Seamless Integration: Effortlessly connects with Microsoft products like Microsoft 365, Microsoft Teams, Power BI, and Azure.
Cloud-Based: Securely access your business data from anywhere while reducing infrastructure costs.
Scalable and Flexible: Business Central grows with your business, offering advanced features as you expand.
Improved Efficiency: Automates workflows, improves financial management, and boosts productivity using AI.
Cost Reduction: Cut costs and optimize spend by eliminating outdated on-premises systems, minimizing IT support, and shifting to right-sized subscriptions.

Our expert team will guide you through each phase of the migration from Dynamics GP to Microsoft Dynamics 365 Business Central, ensuring minimal disruption and a seamless transition to your new ERP system.

Migration Process Overview

Assessment Phase

Evaluate Current ERP Setup: Review your existing GP functionality, data, customizations, and integrations.
Identify Stakeholders: Gather detailed requirements to address all business needs.
Assess Compatibility: Examine how your existing processes and data will function with Business Central.
Documentation: Provide recommendations and a roadmap for the migration.

Planning Phase

Migration Plan: Develop a detailed plan outlining project timelines, required resources, and key milestones.
Scope Definition: Define migration scope including data migration, customizations, integrations, user acceptance testing, and user training.

Data Preparation

Data Cleansing: Validate existing GP data for accuracy.
Data Mapping: Identify mapping requirements to ensure smooth data transfer to Business Central.
ETL Process: Extract, transform, and load summary data into Business Central.

Customization and Configuration

Review Customizations: Analyze existing GP customizations and decide if they are needed, can be replaced by native features, or need to be modernized.
Reimplement Customizations: Modernize customizations or integrate third-party solutions.
System Configuration: Configure chart of accounts, workflows, user permissions, and system settings to meet business needs.

Integration Setup Phase

Third-Party Integrations: Identify any third-party systems and configure integrations with Business Central using APIs and connectors.
Data Flow Testing: Test synchronization and data flow between Business Central and integrated systems.

Testing and Quality Assurance

Comprehensive Testing: Ensure all data, configurations, and customizations function correctly.
User Acceptance Testing (UAT): Validate that the system meets business needs and user expectations.
Issue Resolution: Address any issues found during testing and resolve them before go-live.

Go-Live and Post-Implementation Support

Execute Migration: Transition users to Business Central, ensuring minimal disruption.
Training and Documentation: Provide user training and documentation for a smooth transition.
Ongoing Support: Offer post-deployment support to address any issues or inquiries.
System Monitoring: Monitor system performance and stability to ensure ongoing success.
Post-Implementation Review: Collect feedback and make improvements to ensure continued optimization.

Pricing Estimate

The cost of migrating from Dynamics GP (Great Plains) to Microsoft Dynamics 365 Business Central depends on several factors, including the complexity of your current ERP setup, third-party integrations, the amount of data, customizations, and training requirements. After a thorough assessment of your GP environment, we will provide a customized pricing estimate.

Key factors influencing pricing include:

Current ERP Setup: Complexity of your GP system, custom workflows, and features.
Third-Party Integrations: Number and complexity of integrations.
Data Volume and Quality: The amount of data to be migrated and its accuracy.
Customizations: Necessary customizations and development to meet your needs in Business Central.
User Training: The number of users and the level of training required.
Key Benefits of Migration to Microsoft Dynamics 365 Business Central:
Future-Ready System: Stay ahead with a cloud-based ERP solution designed for growth, incorporating AI and advanced analytics.
Improved Visibility: Real-time business insights across financials, operations, and customer interactions.
Enhanced Automation and AI: Automate routine tasks, saving time, reducing errors, and leveraging artificial intelligence.
Mobile Access: Securely access your ERP data anytime, anywhere, with cloud-based accessibility.

We work with you through every stage, ensuring your business maximizes the full potential of this powerful ERP solution withing Microsoft’s broader productivity and collaboration platform.

AI Foundations - Document IQ

Citrin Cooperman Advisors, LLC

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