Migrating and upgrading from Microsoft Dynamics NAV (formerly Navision) to Microsoft Dynamics 365 Business Central (BC) and from Microsoft Dynamics AX to Microsoft Dynamics 365 Finance and Operations (FO) can be a complex process due to the differences in architecture and functionality between these systems. Here’s a general overview of the steps and considerations involved in such migrations and upgrades:
Needs Assessment and Planning:Assess your organization’s specific needs, goals, and reasons for migrating or upgrading.
Identify any customizations and extensions in your existing NAV or AX environment that need to be addressed.
Determine whether a direct upgrade or a data migration to a new BC or FO instance is more appropriate.
- Data Analysis and Cleanup:Evaluate and clean your data to ensure data accuracy and consistency, as data quality is crucial during migration.
Map and transform your data to match the schema and structure of the target system.
- Customizations and Extensions:Review the customizations and extensions in your NAV or AX environment and assess their compatibility with the new system.
Modify, update, or recreate customizations and extensions to work in BC or FO.>
- Customization and Configuration:
Customize and configure BC or FO to meet your organization’s specific requirements and processes. This may involve adapting your existing business processes to the capabilities of the new system. - Integration:
Plan and implement integrations with other applications and systems that your organization uses alongside BC or FO.
Needs Assessment and Planning:Assess your organization’s specific needs, goals, and reasons for migrating or upgrading.
Call Us Now!- User Training:
Provide training for your staff to ensure they can effectively use BC or FO and understand the differences from NAV or AX. - Testing and Quality Assurance:
Conduct comprehensive testing to identify and resolve issues, ensuring that BC or FO functions correctly and meets your business requirements. - Data Migration or Data Upgrade:
Migrate data from your existing NAV or AX environment to BC or FO. This may involve transforming data to match the new system’s structure and format. - Go-Live Support:
Provide support during the transition to BC or FO to address any immediate issues and ensure a smooth go-live process. 
Post-Migration or Post-Upgrade Support and Maintenance:
Offer ongoing support and maintenance to manage updates, bug fixes, and system enhancements in BC or FO.- Performance Optimization:
Optimize the BC or FO implementation for improved performance and scalability as your organization grows. - Security and Compliance:
Ensure that the new system complies with data security and regulatory requirements by configuring security settings and access controls.
Post-Migration or Post-Upgrade Support and Maintenance:Migrating from NAV to BC or from AX to FO is not merely an upgrade; it often involves significant changes and adaptation. It’s essential to work with experienced consultants or an IT partner who specializes in Microsoft Dynamics and has a deep understanding of the specific migration paths. The complexity of the process can vary depending on your existing environment, customizations, and the scope of your requirements, so a detailed migration plan is critical to success.