Moving to Business Central: a step-by-step roadmap
The steps to follow when moving to Microsoft Dynamics 365 Business Central: preparation, data migration, testing, training and go-live.
We don't set up Business Central straight out of the box. We configure it around the way your company works, and fill the gaps with extensions, reports and Microsoft 365 integrations.
In short
What it solves
What we do
Chart of accounts, dimensions, item and customer cards, opening balances; a trial run in a test environment, then go-live.
Configuration of sales, purchasing, inventory, manufacturing and finance processes; approval workflows and controls such as credit limits.
Extensions for needs the standard product doesn't cover: custom fields, automatic application and matching, role-based menus.
Power BI and Excel reports: customer risk, inventory ageing, production and shipment reports.
Simple mobile screens for field teams (such as leave requests or shipment photos) and assistants that query BC data from Teams.
How we proceed
Questions
Yes. Besides new implementations, we fix processes, develop extensions and build reports in environments already in use.
Licences are purchased through a Microsoft partner. We support implementation, customisation, reporting and day-to-day use.
Yes. Master data such as customers, vendors, items, the chart of accounts and opening balances are cleaned before migration and transferred; balances are compared afterwards.
Yes. Records can be shared in Teams, and Teams-specific screens can be built with Power Apps and Copilot Studio.
We use the standard structure first. AL extensions are written only where they are really needed, which makes version upgrades easier.
It depends on the scope; see the "Duration and pricing" section on this page or talk to us.
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The steps to follow when moving to Microsoft Dynamics 365 Business Central: preparation, data migration, testing, training and go-live.
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Tell us briefly where you are today and where you want to go; we'll work out the right approach and timeline together.
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