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How to migrate to Microsoft Dynamics 365 Business Central

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Before tackling the migration to Dynamics 365 we have to take into account that we live in a disruptive environment, where an out-of-control situation, 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 the ones that are holding on today. Migrating to Microsoft Dynamics 365 Business Central on cloud is the most effective and fastest way to access the database, functionality and corporate information from any device.

In the recently published article Why choose Microsoft Dynamics 365 Business Central we highlighted two aspects that differentiate this solution from others in the technology ecosystem. The first is its high flexibility to adapt to changes and address the natural evolution of business growth; and the second is that it is a solution that allows access to the database, functionality and corporate information from any device and from anywhere. This is a clear advantage of a cloud ERP over 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 opting for this business management resource. Microsoft Dynamics 365 is a solution that integrates the functionality of ERP and CRM, this is an important advantage to be able to control both from the same platform and also has extensive functionality to manage different areas of the organization: finance, operations, marketing, sales, human resources, automation, etc.. In short, having all the data at a glance facilitates decision-making.

What companies is Dynamics 365 designed for?

It is the solution for small and medium-sized companies that are thinking 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 are reluctant 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 productivity. However, companies that have already taken the plunge have found that all these fears are far from reality. It is a version that, with the help of professionals, can be implemented relatively quickly. What’s more, once the migration is complete, the company is assured of a long technological journey with one of the best ERP manufacturers in the world: Microsoft, always at the forefront of management and business applications.

A complete view of the customer with Dynamics 365

In their growth plans, organisations cannot forget about their customers. Precisely, one of the most frequent problems of small companies is that they do not have sufficient capacity to offer a complete customer service. It is not only about offering a quality product, but also about having a direct and fluid communication, knowing their interests and anticipating their needs. With this CRM, a complete view of the customer is obtained, from customer acquisition to sales and after-sales. Similarly, there are other companies that have customer relationship management (CRM) tools, covering this aspect of the business, but their enterprise resource planning solutions are limited and an upgrade involves significant IT infrastructure costs. It is time for companies with Microsoft Dynamics AX and Microsoft Dynamics CRM to make the leap to Microsoft Dynamics 365.

How to migrate to Dynamics 365 Business Central

In order to carry out the migration, an audit by consultants is required beforehand to check that the requirements are met. Those companies that already have Dynamics AX and Dynamics CRM solutions will not have any problems with the migration.

Another decision is to choose the type of modules to be implemented, choosing between the following ones:

  • 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 modernise finance and accounting operations.
  • Migration from Dynamics AX to Dynamics 365 Supply Chain Management to improve production with intelligent applications.  Optimise systems for planning, production, warehousing, etc. through predictive knowledge.
  • Migration from Dynamics CRM to Dynamics 365 Customer Service to deliver personalised customer experiences through Artificial Intelligence (AI) tools.
  • Migration from Dynamics CRM to Dynamics 365 Sales to sell intelligently, saving time in management tasks.

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

  • 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 Dynamics 365 in your company? We can help you!

 

At Emiral we know how much your company is worth, whether it is small, medium or large. That’s why we want to offer you the best ERP management solutions to keep your business growing..

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