Migration path · Other ERP
Migrating from a legacy ERP to Dynamics 365
Not on a Microsoft product today? Moving from QuickBooks, Sage, NetSuite or a home-grown system is a new implementation with a data migration. Here is how we approach it.
Business Central or Finance & Operations?
The first decision is the destination. Business Central covers finance, sales, purchasing, inventory, projects and light manufacturing for small and mid-sized companies. Finance & Operations (Dynamics 365 Finance, Supply Chain Management and related apps) is built for larger, multi-entity and multi-country organisations with complex supply chains.
We size this with you in the assessment, using your entity count, transaction volumes and process complexity, before anyone talks about licences.
Common starting points
- QuickBooks. Usually a move to Business Central when inventory, multi-entity or approval controls outgrow it.
- Sage 50, 100, 300 or 500. Chart-of-accounts redesign and history choices are the main decisions.
- NetSuite. Saved searches, scripts and workflows are reviewed and rebuilt only where they still earn their keep.
- In-house or industry systems. Data extraction is the first risk to retire; we prototype it in the assessment.
How the data moves
Business Central ships with configuration packages and data migration tools for master data and opening balances (Microsoft Learn). We use them for the standard entities, build scripted extracts and transforms for the rest, and rehearse the load until it reconciles.
Questions about moving from other ERPs
How much does a Dynamics 365 migration cost?
It depends on four things more than anything else: how many legal entities and modules you run, how much custom code and how many integrations you carry, how much history you bring forward, and how much of the work your own team can take on. We give you a written scope and price after a short assessment, not a number off a rate card. Licence pricing is published by Microsoft.
Do we have to bring all of our historical data across?
No. Most companies bring master data, open balances and open transactions, plus a limited window of history, and keep the old system or an archive read-only for audit. Microsoft's GP cloud migration, for example, lets you choose how many historical years to move. Source: Microsoft Learn — GP data migrated to Business Central.
Do we have to move to the cloud?
Business Central is available online (SaaS) and, for some customers, on-premises. Microsoft is concentrating new investment on the online version, so most migrations we scope target Business Central online. If you have a hard requirement to stay on-premises we will tell you what that costs you.
Who will actually do the work?
The people you speak to in the assessment are the people who plan and run the migration. We do not hand your project to an unnamed offshore team after the contract is signed.
Next step
Tell us what you run today.
Current system and version, number of companies and users, and any deadline. We reply with the questions we need answered and a time to talk.