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How to migrate to Microsoft Dynamics 365 Business Central

Before addressing the migration to Dynamics 365, we must bear in mind that we live in a disruptive environment, where a situation out of control, as has happened with the global pandemic, breaks with the traditional way of doing things. Companies were forced overnight to work remotely and only those that have been able to adapt to this change are currently resisting. Migrating to Microsoft Dynamics 365 Business Central on the cloud is the most efficient and fastest way to access the database, functionalities and corporate information from any device.

In the recently published article Why choose Microsoft Dynamics 365 Business Central We highlight two aspects that differentiate this solution from those existing in the technological ecosystem. The first of these is its high flexibility to adapt to changes and address the natural evolution of company growth; and the second is that it is a solution that allows access to the database, functionalities and corporate information from any device and from anywhere. This is a clear advantage of an ERP on cloud compared to a local ERP.

What is Microsoft Dynamics 365

Before addressing the issue of migration, we briefly define what Dynamics 365 is and why more and more companies are betting on this business management resource. Microsoft Dynamics 365 It is a solution that integrates the functionalities of the ERP and the CRM, this represents an important advantage as it is possible to control both from the same platform and, in addition, it has extensive functionalities to manage the different areas of the organization: finance, operations, marketing, sales , human resources, automation, etc. In short, having all the data at a glance makes it easier to make decisions.

What companies is Dynamics 365 designed for

It is the solution for small and medium-sized companies that think about growth and do not want their commitment to evolution to be interrupted by the limitations of the management tools used.

It is logical that companies feel a certain reluctance to migrate their version because they think about the complexity of the process, the execution time, the possible problems that may arise, the risks of losing documentation and learning, to the detriment of the productivity. However, the companies that have already taken the step have proven that all these fears are far from reality. It is a version that with the help of professionals is implemented relatively quickly. And furthermore, once the migration is complete, the company is assured of a long technological journey with one of the best ERP manufacturers worldwide: Microsoft, always at the forefront of management and business applications.

A complete view of the customer with Dynamics 365

In growth plans, organizations cannot forget about customers. Precisely, one of the most frequent problems of small companies is that they do not have enough capacity to offer a complete customer service. It not only consists in offering a quality product, but also in having a direct and fluid communication, in knowing their interests and anticipating their needs. With this CRM, a complete vision of the client is obtained, from the capture to the sale and post-sale. Similarly, there are other companies that have customer relationship management (CRM) tools, thus covering this aspect of the business, but their solutions for enterprise resource planning are limited and an upgrade carries significant costs in IT infrastructures . It is time for companies that have Microsoft Dynamics AX and those that have Microsoft Dynamics CRM to take a qualitative leap to Microsoft Dynamics 365.

How to migrate to Dynamics 365 Business Central

To carry out the migration, an audit by consultants is previously required to verify that the requirements are met. Those companies that already have Dynamics AX and Dynamics CRM solutions will have no problem migrating.

Another decision is to choose the type of modules to be implemented, being able to choose between the following:

  • Migration from Dynamics NAV to Dynamics 365 Central Business to accelerate the growth of the company, improving productivity with a version that allows a comprehensive view of the business.
  • Migration from Dynamics AX to Dynamics 365 Finance & Operations, to streamline financial and accounting operations.
  • Migrating from Dynamics AX to Dynamics 365 Supply Chain Management to improve production with intelligent applications. Optimizes planning, production, storage systems, etc. through predictive knowledge.
  • Migration from Dynamics CRM to Dynamics 365 Customer Service to offer personalized experiences to customers, through Artificial Intelligence (AI) tools.
  • Migration from Dynamics CRM to Dynamics 365 Sales to sell intelligently, saving time on management tasks.

Other modules of Microsoft Dynamics 365 that can be implemented, depending on the needs of the companies are:

  • Dynamics 365 Marketing.
  • Dynamics 365 Project Service Automation.
  • Microsoft Dynamics 365 Human Resources.
  • Microsoft Dynamics 365 Field Service

For those companies that want to be one step ahead and be prepared for any situation (internal or external), this is the right software.

Do you want to implement Microsoft Dynamics 365 in your company?
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In Emiral We know how much your company is worth, whether it is small, medium or large. For this reason, we want to offer you the best ERP management solutions so that your business continues to grow.

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