D365 Business Central upgrade for a Charity Organization

Technologies

D365 Business Central

Through its global network of 40 locations in 11 countries, this non-profit works to help children all over the world.

They generate money and carry out programmes that change the lives of children and provide them with a better future. They provide essential medical supplies and services to children who are ill, disadvantaged, or living with disabilities, using best practices and professional stewardship.

Aims/ Objectives

They were already using Microsoft Dynamics and wanted to upgrade to Business Central 22.

The Challenges

Data migration

Data migration is one of the most difficult aspects of upgrading from Navision to Business Central. Data may need to be changed or reformed before it can be moved because the data structures in Business Central and Navision are different. The process can be difficult and time-consuming for businesses that deal with a lot of data.

Customizations and Integrations

Numerous companies modify Navision to suit their unique requirements. However, these modifications might not work with Business Central.

Additionally, updating existing system integrations to work with Business Central may be necessary. This can involve extensive development work and testing to guarantee that everything functions properly.

User training

Users must be instructed on how to use the new system because Business Central differs from Navision in terms of its user interface and functionalities.

It may be difficult to get people to adopt a new system, particularly if they are averse to change or feel overpowered by it.

Timing and downtime

Business operations may be negatively impacted by an upgrade to Business Central, particularly if extended downtime is required.

Organizations may need to make careful plans to make sure that the upgrade does not have an impact on crucial business activities because timing the upgrade to minimize disruptions can be difficult.

Achievements

We successfully upgraded to the more recent version 22 of Business Central by adhering to the Microsoft recommended sure-step technique. The client was able to have a system that is more efficient and can be seamlessly accessed from any of their locations across the globe.  

Key Learning Points​

The transition from Navision to Business Central was difficult and complex. Our team had to take many things into consideration before upgrading the business solution to better technology. The strategy followed by our team was:

  1. Plan carefully

    Migrations that are successful involve thorough planning and preparation. Keeping that in mind, our team started by taking time to examine their existing systems and procedures, spot any problems, and create a thorough project plan.

  2. Involve stakeholders

    A successful migration requires the participation of stakeholders from all areas of the organization.

    To make that happen, we included everyone – the end users, IT groups, business analysts, project managers, financial groups and executive sponsors.

  3. Test thoroughly

    To ensure that the new system operates properly and satisfies business needs, thorough testing is essential.

    We carried out user acceptance testing, integration testing, and performance testing for the client’s project.

  4. Train end-users

    To guarantee that they can utilize the new system properly, end users should receive training on it.

    Our team offered extended and continuous support and performing training sessions apart from offering training materials.