Dynamics 365 Upgrade Services - Nalashaa Digital

Dynamics 365 Upgrade Services

Our Dynamics 365 migration and upgrade services are designed to streamline the transition, minimize disruption, and ensure your business realizes the full benefits of the modern, cloud-based platform.

Dynamics 365 upgrade services provide a structured approach to transitioning from legacy systems to the more advanced Dynamics 365 platform. These services typically involve analyzing existing systems, planning migration strategies, executing data migration and customizations, and ensuring user training and support for effective adoption. ​The goal is to help you enhance operational efficiency, leverage cloud capabilities, and future-proof businesses with the latest features and functionalities of Dynamics 365.

Why Consider Upgrading to Dynamics 365

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Are you still using an older version of Microsoft Dynamics CRM?

If you’re using older versions such as Dynamics CRM 2011, 2013, 2015, or 2016, or legacy products like NAV or GP, it’s time to consider an upgrade, as mainstream support for these versions may be ending soon.

Is your application design outdated?

The methodologies and tools from earlier versions of Dynamics CRM are now obsolete. In 2019, Microsoft Power Apps updated and replaced these tools to support a unified experience for your users on any device. Upgrading ensures your applications are modern and efficient.

Are IT costs affecting your bottom line?

On-premise systems require expensive IT support and staff retraining. Migrating to the cloud simplifies your infrastructure, reducing costs and improving your bottom line.

Do you want automatic upgrades?

Once you’re in the cloud, all further updates will be automatically completed. With Dynamics 365, applications upgrade every six months, so you don’t have to worry about missing out on the latest advancements.

Looking for a cloud-hosted CRM?

The latest version of Microsoft Dynamics 365 offers new cloud productivity functions. With strong integration with Outlook and Office 365, it provides enhanced features and a seamless user experience.

Do you need advanced AI features and functions?

Microsoft Power Automate and Power Apps enable smoother workflow automation, replacing daily and weekly manual tasks with smart CRM-based apps, add-ons, and bots to support increased end-user productivity.

Are you concerned about data security?

Microsoft’s collective knowledge and resources provide unmatched protection for your data. The level of security offered by the Microsoft Cloud is unparalleled, ensuring your business information is safe.

Dynamics 365 Migration & Upgrade Services We Offer

Our Dynamics 365 Upgrade and Migration Services help businesses transition seamlessly from older versions of Microsoft Dynamics to the latest Dynamics 365 applications. Whether you are upgrading from Dynamics NAV or any other legacy system, our D365 experts ensure a smooth migration process with minimal disruption to your operations.

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Dynamics NAV to Business Central Upgrade Services

  • Comprehensive assessment of your current NAV environment
  • Detailed migration plan tailored to your specific requirements
  • Data migration and integration to ensure a smooth transition
  • Data migration and integration to ensure a smooth transition

Dynamics AX to Finance and Supply Chain Management Upgrade Services

  • Dynamics AX & GP to Business Central Upgrade Services
  • Detailed assessment of your current environment
  • Customized migration plan to minimize disruption
  • Seamless integration of Finance and Supply Chain modules
  • Improved collaboration and communication across departments

Comprehensive Dynamics 365 Upgrade Services

  • Comprehensive assessment of your existing systems
  • Customized migration plan tailored to your unique requirements
  • Data migration and integration to ensure data accuracy
  • User training and change management support

Our Microsoft Dynamics CRM Upgrade Process

Nalashaa has been a part of the Microsoft Dynamics CRM journey since its inception in 2003, assisting over 100 customers with our Fixed Price CRM Upgrade plans. Our extensive experience and expertise have allowed us to refine our processes to ensure a smooth and efficient upgrade.

Analysis & Design

Nalashaa begins by conducting a thorough analysis of your current system to identify the migration inventory. We provide an estimation and finalize the migration inventory, followed by a detailed checklist for pre- and post-migration activities.

DB Backup & Upgrade

We perform a production database backup and then upgrade your system through various versions of Dynamics CRM:

  • Upgrade to CRM 2011
  • Upgrade to CRM 2013
  • Upgrade to CRM 2015
  • Upgrade to CRM 2016

Staging & Production

In the staging and production phases, we focus on fixing issues and creating solutions. We conduct quality assurance and user acceptance testing (UAT1). Another production database backup is performed, and we repeat the upgrade process through the versions of CRM as mentioned before.

Go Live

For the go-live phase, we reanalyze the current system, identify the final migration inventory, re-estimate as needed, and use our comprehensive pre- and post-migration checklists to ensure a successful transition.

Prepare for Your Dynamics 365 CRM Upgrade: A Three-Phase Strategy for Success

Pre-Upgrade Preparation

Pre-upgrade preparation involves several key steps. First, identify key stakeholders, establish communication channels, and secure executive sponsorship. Next, document current CRM processes, evaluate data quality, and identify areas for data cleansing. Conduct workshops to gather and prioritize business requirements. Assess hardware and software infrastructure for compatibility with Dynamics 365, and plan data migration by mapping old data to new structures and identifying necessary customizations.

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During the Upgrade

During the upgrade, set up Dynamics 365 environments and configure necessary modules. Develop and test required customizations, ensuring integrations are functional. Perform data migration in stages, validating data integrity throughout the process. Additionally, develop training materials and conduct training sessions for users to facilitate change management.

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Post-Upgrade Activities

Post-D365 upgrade activities include performing comprehensive system testing and addressing any issues. Create a detailed go-live plan with a rollback strategy and communicate it to stakeholders. Monitor system performance post-go-live, address any issues, and provide additional training as needed. Gather user feedback to plan for regular updates and continuous improvement.

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Why Choose Nalashaa Digital

Why Choose Nalashaa Digital

At Nalashaa Digital, we understand that digital transformation requires more than just new technology—it demands a shift in mindset. We focus on building this mindset shift within your organization, empowering your team to become a catalyst of change. Through adequate training, we ensure that your team understands the technology thoroughly and can make the most of its capabilities.

Global ERP and CRM Expertise

10+ years of global expertise in ERP, CRM, and industry-specific solutions.

Proven Track Record of Success

Over 400 successful implementations and 100+ upgrades across various industries.

24/7 Support

Our round-the-clock support ensures your operations run smoothly without interruption.

Why Our Clients Love Us?

  • #FlexiblePackages
  • #QualityService
  • #ProfessionalExpertise
  • #FixedPrice

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Frequently Asked Questions

A Dynamics 365 upgrade involves replacing an existing solution with a newer version, thereby improving its capabilities and features. In contrast, updates aim to enhance the current system by introducing new components and enhancing existing functionalities.
The latest version of Dynamics 365 depends on the product update cycle. As of the latest documented updates, Dynamics 365 CE version 9.1 is available, with the most recent service update being Service Update 1.2 for Dynamics 365 9.1, released on July 1, 2021, with a build number of 9.1.2.2. For Dynamics 365 9.0, Service Update 0.30 was released on July 1, 2021, with build 9.0.30.2. These updates reflect continuous enhancements in performance and feature sets.

For the most accurate and up-to-date version information, it’s recommended to check the Microsoft Dynamics 365 Release Notes.
Upgrading from Dynamics CRM 8.2 to version 9 on-premise involves several essential steps to ensure a successful transition.​

  • Conduct a thorough assessment of the existing CRM environment to identify customizations and develop a comprehensive upgrade plan.
  • Apply the latest patches for compatibility, specifically version 9.0.19.8.
  • Choose an upgrade method, either through an in-place upgrade (riskier) or a migration upgrade (safer).
  • Create a complete backup of your database before proceeding with the upgrade.
  • Execute the upgrade and validate all functionalities, including custom features and user access, to ensure everything operates correctly.
  • Provide training sessions to help users familiarize themselves with new features and interface changes.