How To Upgrade to Microsoft Dynamics 365 Business Central

So, you’re thinking of upgrading to Microsoft Dynamics 365 Business Central? There’s a few things you’ll need to consider first. We’ve put together some key considerations, including why you should upgrade to Microsoft Dynamics 365 Business Central, how to do it, the cost and finding a partner.
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Upgrading to Business Central?

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Microsoft Dynamics 365 Business Central is the business management solution powered by Microsoft for SMEs. The powerful finance and ERP system combines your financials, inventory, operations, and project management with your purchasing and sales, whilst integrating seamlessly with the Office 365 suite to give you complete visibility of your business and improve processes throughout your organisation.

Why Upgrade to Microsoft Dynamics 365 Business Central?

All-in-One Cloud-Based Solution

Historically, businesses were opting for accounting software that’s run on-premise, meaning the software and database is stored on a local server that people within the organisation could access. In recent years however, cloud-computing is becoming an increasingly popular choice. But why, you might ask? Here’s just 5 quick reasons:

  • It’s scalable, so it grows with your business
  • It means your data is accessible wherever you are, whenever you need it – ideal for those employees on-the-go
  • They’re often more cost effective because you don’t need to make an initial investment in servers and data centres, plus the staff to manage them
  • The auditing process is much simpler and with most cloud-based accounting software systems (certainly with Business Central), you can grant accountant access
  • You benefit from automated updates, so no downtime to have the latest and best version of your accounting system

Cloud-based software is one of the many reasons people are opting for sophisticated and easy-to-use ERP and finance systems like Microsoft Dynamics 365 Business Central. The question is then, how do you get it? You’ll need to consider a few key things:

  1. How to deploy Microsoft Dynamics 365 Business Central across your business
  2. The cost to upgrade or migrate to Microsoft Dynamics 365 Business Central
  3. Choosing a Microsoft Dynamics 365 Business Central partner

Upgrading to Microsoft Dynamics 365 Business Central

Before you think about a Microsoft Dynamics 365 Business Central upgrade, you’ll first need to decide whether you are looking for a fast deployment which you can do yourself, using your own resources to migrate your data from an existing software, or whether you would require the knowledge and help of an expert who can take your data and input it into the system ready for use.

The HBP Group offer two ways of migrating, for either of those scenarios. If you’d like a Microsoft Dynamics 365 Business Central managed service there’s SmartScope and for businesses who want a quick, self-managed Microsoft Dynamics 365 Business Central upgrade, we offer SmartStart. How do you know which is the right fit for you and your business needs? We’ll break them down:

SmartScope: A Managed Implementation Service for Microsoft Dynamics 365 Business Central

SmartScope is the ideal implementation choice if you’re looking for an accredited expert to manage every step of the Microsoft Dynamics 365 Business Central upgrade for you. Moving finance systems is no easy feat, so you’ll need someone there who really knows what they’re doing and can take care of your data. With over 40 years’ experience, our team of experts have vast knowledge of finance systems and all of your data is backed up by our DataReady Guarantee.

SmartScope ensures that your data is not only transferred accurately but it’s also verified by one of our AAT accredited experts, no matter which system you’re upgrading from. Our DataReady Guarantee means we will guarantee that the data quality will be as good, if not better, than your current system. If it isn’t, we’ll fix it free of charge.

The best bit about SmartScope is you get to build the implementation yourself, depending on your business needs.
The project is based on our SmartScope Packs which are the building blocks of your Microsoft Dynamics 365 Business Central system. Each pack contains installation, set up and training (if required) in key areas of the system. Our packs include key areas such as:

  • Finance
  • Fixed assets
  • Customer relationship management
  • Sales and purchase ordering
  • Stock and inventory
  • Project management
  • Employee and HR
  • Creating and implementing approvals and workflows (for additional peace of mind)

Each SmartScope Pack is configured by one of our AAT accredited consultants, who will use their knowledge of best practice accountancy, Microsoft Dynamics 365 Business Central and your specific needs to build your system.

SmartStart: The Quickest Way To Upgrade to Microsoft Dynamics 365 Business Central

SmartStart is the best implementation choice for businesses who would like to quickly and easily migrate their data to Microsoft Dynamics 365 Business Central with pre-built templates. We can get your system up and running rapidly and provide support to help you import your data, set up your system and benefit from the fantastic functionality of Business Central with ease.

SmartStart helps keep costs down to a minimum. By pre-designing a suite of templates for you to use, your system will have a set of defaults so that the migration of your data and the setup of the essential areas of your system are ready to go when you are. This out-of-the-box setup means your teams will be able to access the platform faster and you’ll be free to amend and tweak Business Central to suit your business needs, whenever you deem it necessary.

The Cost to Upgrade or Migrate to Microsoft Dynamics 365 Business Central

Now you have a better understanding of what your options are when it comes to implementing Microsoft Dynamics 365 Business Central, you might be wondering how much it’s going to cost to upgrade to the system.

It probably won’t come as a surprise that the cost to install and implement Microsoft Dynamics 365 Business Central will be wholly dependent on which route to upgrading you take. As a result, it’s difficult to give any exact costs – they’ll vary business-to-business depending on whether they require full support, which packs they choose and whether they choose any long-term support and training packages. One thing is for certain though, with The HBP Group it will be a fixed project and not an estimate – so you’ll know exactly where you stand and what the costs are before it begins.

In many cases, software implementation can be difficult to manage as times provided in quotes are estimates and can easily overrun if problems are encountered (for example, functionality or data issues), or because of a change in scope, mid-project. But, because SmartStart and SmartScope are quoted as fixed projects, it makes the scope clear from day one, which allows us to fix the price of implementation.

Finding a Microsoft Dynamics 365 Business Central Partner

Next up, you’ll need to find yourself a reliable and knowledgeable Microsoft Dynamics 365 Business Central partner.

At the HBP Group, we have over 40 years’ experience helping businesses move accounts software, so you’re in safe hands with our experts. We’ve also been a Microsoft partner for over a decade and our teams have a vast and deep understanding of the Microsoft suite.

Once you make an enquiry with us, we’ll match you up with a software consultant who will focus on understanding your business, the software you use currently and what you’d like to achieve. All of our software consultants have decades of experience in the industry, so they understand exactly what is needed to meet your needs. As an absolute minimum, every one of our support consultants is AAT accredited.

As your project moves through our business, you will be assigned a dedicated Project Manager who will work with the software and implementation consultant and anyone at your business to organise and schedule all of the work that is required. You’ll be kept up-to-date at every stage so that you understand timescales related to your project and the handover process is seamless.
Choosing a partner who can offer ongoing support and training

We also know that without a doubt, the two biggest things that matter to businesses when it comes to Accounts and ERP Software updates or issues occurring, is being able to speak to someone quickly and getting the issue resolved as fast as possible. That’s why our team are on hand to support you across all areas of Microsoft Dynamics 365 Business Central from 9am – 5pm, Monday – Friday, with SmartCare.

SmartCare, our Microsoft Dynamics 365 Business Central support package, means that support from an accredited expert is only ever a phonecall away. We’ve worked hard to have some of the quickest response and fix times available for any software support company, anywhere. Find out more about how we do that here.

Still wondering if Business Central is right for you?Why Not Try Our Free Business Process Review?

Understanding your current processes is a vital step before implementing new software. Our review will help identify how Microsoft Dynamics 365 Business Central can improve your processes, connect your data and grow your business using powerful integration and reporting.

What happens next? Once you’ve made your enquiry, an expert consultant will give you a call to discuss your initial requirements. Following this, we’ll help you to determine how Microsoft Dynamics 365 Business Central can work for your business and the best way to get you started.

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