Why Consider Upgrading to Dynamics 365
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.
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.
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.
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.
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.
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Frequently Asked Questions
For the most accurate and up-to-date version information, it’s recommended to check the Microsoft Dynamics 365 Release Notes.
- 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.