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Preparing Your Path to Business Central - A NAV Upgrade Guide

Upgrading from Dynamics NAV to Business Central brings major benefits, but requires thoughtful preparation. This comprehensive guide covers key steps.

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Preparing Your Path to Business Central - A NAV Upgrade Guide

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  1. Preparing Your Path to Business Central - A NAV Upgrade Guide Upgrading from Dynamics NAV to Business Central brings major benefits, but requires thoughtful preparation. This comprehensive guide covers key steps to pave your smooth upgrade journey. Upgrading your NAV ERP to Business Central unlocks performance improvements, expanded functionality, and access to the latest Microsoft cloud innovations. However, realizing these benefits requires an organized, focused approach. Based on lessons learned from over 15 Dynamics upgrade projects, here is your top-to-bottom methodology for updrade navision to Business Central migration success.

  2. Take Stock of Customizations Your customizations power unique processes that fuel your competitive edge. Before plotting your course to Business Central: ●Catalog all modifications - Document add-ons, report tweaks, workflow changes, etc. Detail dependencies and interconnections. ●Classify by priority - Which improves efficiency? Supports compliance and regulations? Enhances service? Sort by upgrade importance. ●Verify viability - Will changes carry over seamlessly? Will functionality shift? Confirm upfront to guide decisions. ●Quantify resources needed - Accurately estimate workload for re-development needs uncovered. Budget for third-party developer help if required. Knowing your customization landscape spotlights upgrade complexity and allows smarter scoping and planning. Review Expanded Capabilities While NAV meets many needs out-of-box, Business Central delivers 80% new features and improvements. Evaluate top enhancements like: ●Embedded Power BI - Centralized analytics and reporting ●Automated workflows - Lean process configuration ●Customizable role centers - Personalized work spaces ●Expanded APIs and extensibility - Agile integration ●Advanced warehouse management - Optimized inventory tracking ●Relationship management - 360 degree customer view Match high-value expansions to your goals to showcase upgrade ROI and guide optimal configuration.

  3. Map Migration Requirements With priorities set, make your move methodical by mapping key tracks: ●Data migration - Securely transfer all essential information without disruption ●Integration adaptation - Update connections to retain linked functionality ●Customization transition - Carry over critical configurations modified for Central ●Reporting overhaul - Refine analytics approach capitalizing on Power BI ●Staff training - Upskill teams on changes to maximize new tools utilization ●Compliance verification - Confirm adherence to guidelines like GDPR Checking readiness boxes across critical categories de-risks go-live and user acceptance. Plot a Phased Path Rather than a single cut-over weekend, take an iterative upgrade approach: 1.Start with non-production sandbox environment to build competency with upgrades team 2.Perform targeted trial runs converting non-critical processes first 3.Shift additional segments validating along the way to surface lessons 4.Execute final switch only after confidence reaches peak levels based on dress rehearsals This 4-step march eases assimilating new capabilities ensuring continuity.

  4. Verify Value Realization To confirm Business Central upgrade objectives are fully met: ●Review key performance indicators - Do reports show efficiency gains? ●Survey user experience - Has productivity risen with workflows? ●Compare customization costs - Did upgrade minimize rework needs as planned? ●Analyze adoption metrics - Are enhanced tools like Power BI fully utilized? Measuring across categories cements your return on upgrading investment. Upgrading from NAV to Business Central simplifies when embracing this start-to-finish strategy. Guided by customization awareness, feature evaluation, requirements mapping, phased implementation, and value verification - you can confidently unlock major new value. Follow these guideposts to ready your Dynamics upgrade Autobahn. Floor that accelerator pedal once live to leave competitors in the dust on your accelerated performance chase.

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