SERVICES · MIGRATION & UPGRADE

Moving off a legacy system, without losing what it already knows about your business.

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.

WHAT A MIGRATION ACTUALLY INVOLVES

More than moving data. Deciding what deserves to move at all.

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.

What usually goes wrong

  • 1
    Every record gets migrated, clean or notBad data just moves faster into the new system, and now it's harder to find.
  • 2
    Customisations get copied without being questionedLegacy workarounds outlive the reason they existed in the first place.
  • 3
    Integrations get reconnected instead of rebuiltOld point-to-point integrations carry their fragility straight into the new system.

How we approach it

  • Data is cleaned and validated before it movesNot just exported and reimported and hoped for the best.
  • Every customisation is questioned, not assumedSome things should not make the trip, and we'll say so explicitly.
  • Integrations are assessed and rebuilt where neededNot just reconnected and left to fail the same way again.
WHAT WE MIGRATE FROM

Migration and upgrade paths we run regularly.

Dynamics GP, NAV, or AX

Moving off an unsupported or end-of-life Dynamics product onto Business Central or Finance & Operations.

QuickBooks or Excel

Replacing spreadsheet-run finance or an outgrown small-business accounting tool with a proper ERP.

A statutory or multi-entity expansion

Extending an existing Dynamics 365 footprint into a new legal entity or country with real tax requirements.

An in-progress migration that's stalled

If the migration itself is the thing in trouble, see Rescue & Recovery instead.

HOW A MIGRATION RUNS

Data audited before it's touched, validated before it's trusted.

01

Audit

Full inventory of master data, transaction history, and every customisation and integration in use today.

02

Clean & map

Records are cleaned and mapped to the new system's structure, not copied field-for-field.

03

Migrate & validate

Data moves in controlled batches, each one validated against the source before the next runs.

04

Cutover & verify

The legacy system stays read-only for audit history; nothing gets switched off overnight.

FAQ

Common questions about Dynamics 365 migration and upgrades.

Q.What's the difference between a migration and an upgrade?

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.

Q.Can historical transaction data be migrated?

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.

Q.How much does a Dynamics 365 migration cost?

It depends primarily on data volume, customisation depth, and integration count, not user count. We scope this during the audit rather than quoting blind.

Q.Will our existing integrations carry over?

Some reconnect with minimal work. Older point-to-point integrations more often need rebuilding properly rather than just reconnecting.

Q.What happens to the legacy system after cutover?

It's kept read-only for a period so audit history stays accessible, rather than switched off the day the new system goes live.

Planning a migration

Get a straight read on scope before you commit.

Tell us what you are moving from. We will tell you honestly what carries over and what should not.

Book a 30-minute call

With someone who has run this kind of engagement before.

Run the situation diagnostic

Four minutes, no email required.