A migration lives or dies on the data. We treat history, customisations, and integrations as first-class parts of the plan, not an afterthought bolted on at the end.
A migration or upgrade is judged on what still works a year later, not how fast the cutover happened. Every record and every customisation gets evaluated, not carried over by default.
Moving off an unsupported or end-of-life Dynamics product onto Business Central or Finance & Operations.
Replacing spreadsheet-run finance or an outgrown small-business accounting tool with a proper ERP.
Extending an existing Dynamics 365 footprint into a new legal entity or country with real tax requirements.
If the migration itself is the thing in trouble, see Rescue & Recovery instead.
Full inventory of master data, transaction history, and every customisation and integration in use today.
Records are cleaned and mapped to the new system's structure, not copied field-for-field.
Data moves in controlled batches, each one validated against the source before the next runs.
The legacy system stays read-only for audit history; nothing gets switched off overnight.
A migration moves you to a different product (GP to Business Central, for example). An upgrade moves an existing Dynamics 365 environment to a newer version or licensing model. Both get the same data-first treatment.
Yes, including the history you're legally required to retain. What's worth migrating in full, in summary, or kept accessible in a read-only legacy system gets decided during the audit stage.
It depends primarily on data volume, customisation depth, and integration count, not user count. We scope this during the audit rather than quoting blind.
Some reconnect with minimal work. Older point-to-point integrations more often need rebuilding properly rather than just reconnecting.
It's kept read-only for a period so audit history stays accessible, rather than switched off the day the new system goes live.
Tell us what you are moving from. We will tell you honestly what carries over and what should not.
With someone who has run this kind of engagement before.
Four minutes, no email required.