Upgrade to Dynamics 365

Unleash the Power of a Modern Cloud Business Solution With an Upgrade to Dynamics 365

In today's business world, technology plays a crucial role in driving success and staying competitive. Dynamics 365 empowers businesses with the tools and capabilities needed to thrive in this digital era - all while unlocking scalability through a plethora of cloud based business applications. Future-proof your operations, streamline your processes, and capitalize on new opportunities with a scalable business solution that grows with your organization. Begin your digital transformation with an upgrade to Dynamics 365!

Why Should your Organization Upgrade to Dynamics 365?

Seamlessly integrate financial processes, optimize supply chain operations, and gain unparalleled visibility into your business metrics. With Microsoft Dynamics 365, businesses can enhance decision-making with real-time insights, improve collaboration among teams, and ensure regulatory compliance. An upgrade to Dynamics 365 is not just a technological advancement; it's a strategic move towards corporate fostering agility, efficiency, and growth in today's dynamic business environment.

Upgrade to Dynamics 365

Take your solution to the next level! Dynamics 365 offers a plethora of new, user-friendly functionality that can often times replace current ISV solutions or customizations.

Eliminate costs inherent in data center infrastructure, both hardware and licensing, and the support needed for an on-site application

With the power of the cloud, future upgrades in Dynamics 365 become a seamless and easy task - keeping your organization up to date with the latest features.

Born in the cloud, Microsoft Dynamics 365 offers 24/7/365 availability from any device, guaranteed by Microsoft Azure’s SLA with constant incremental back-ups.


A Client-Centric Approach to Dynamics 365 Upgrades

Our decades long experience with Microsoft Dynamics dates back to the earliest days of Axapta (the original name for Microsoft Dynamics AX). This foundation has resulted in a deepened level of expertise with Microsoft Dynamics solutions, and a brings with it a unique perspective when upgrading to Dynamics 365.

Throughout our history, we built our practice with a customer first mentality. Cultivating a deep connection with our customers and their business is paramount to our collective success - especially when it comes to making the move to Microsoft Dynamics 365. Our unique six step client-centric approach to Dynamics 365 Upgrades is a tried and tested upgrade methodology, resulting in a precise project scope (budget, timeline, etc.) and predictable outcomes. This proven engagement model, carries a remarkable customer retention rate of over 97%!

Determine Approach

Whether it's a re-implementation, a straightforward upgrade, or a strategic blend of both, collaborate closely with our experts to chart the optimal course for your organization's transition to Dynamics 365. Our tailored approach ensures that the chosen path aligns seamlessly with your business objectives, maximizing the benefits of the upgrade.

Project Assessment

Lay the groundwork for a successful move to Dynamics 365 through a meticulous project assessment. This involves a detailed functional discovery to understand your business processes and a technical code upgrade evaluation. This tailored assessment forms the basis for a comprehensive plan that addresses your organization's specific needs and sets the stage for a smooth transition.


Initiate your Dynamics 365 journey with unwavering confidence, guided by best practices and a commitment to quality. This provides a solid foundation for your migration or implementation, ensuring that your transition is not only completed in an efficient manner but also aligned with industry-leading standards for excellence.

User Training

Drive successful user adoption by equipping your team with the skills they need through training courses. These courses are designed to prepare your employees for the go-live phase, empowering them to seamlessly navigate and leverage the features of Dynamics 365. Kick start your users' proficiency and confidence in utilizing Dynamics 365 right from the beginning.


Execute the launch of Dynamics 365 with full confidence, not just in the quality of your upgraded solution but also in the readiness of your employees. The culmination of the previous steps, the go-live phase ensures a smooth transition, minimizing disruptions and maximizing the benefits of Dynamics 365 for your organization.

On-Going Support

Sustain the momentum post go-live with our comprehensive on-going support and update automation services. Benefit from a high level of service, ensuring that your system continues to run smoothly, and any necessary updates are seamlessly integrated, allowing you to focus on your core business activities.

Microsoft Dynamics 365: An "Evergreen" Business Software Solution

A critical point of pain in purchasing an ERP or CRM is keeping your software up to date and relevant in a rapidly changing environment. With other business solutions, organizations will likely need to upgrade or implement a new version within 3 years of the original implementation - driving additional expenditures and hurting return on investment.

Microsoft Dynamics 365 has been designed to future-proof customers' investments into their business solution. Microsoft's commitment to ongoing continuous updates (rather than large, expensive upgrades) ensures that the platform evolves over time to meet changing business needs and industry trends. This approach reduces the risk of the software becoming outdated or unsupported, providing customers with long-term value.

No More Expensive Upgrades

Stay Up-to-Date With the Latest Features

Simplify Maintenance and Reduce Costs

Improve Security and Compliance

Upgrade to Dynamics 365: Project Assessment

Embarking on an upgrade to Dynamics 365 involves a crucial and often over-looked phase known as the "project assessment." This pivotal step lays the foundation for a successful transition by examining the intricacies of your current system and aligning it with the enhanced functionalities of Dynamics 365. Each component of our project assessment is designed to ensure a seamless and fully-tailored upgrade process, fostering clarity, collaboration, and effective resource management throughout the project. The resulting plan becomes the heart of your Dynamics 365 upgrade, guiding you towards a transformation that aligns with your organizational goals.

Request a Dynamics 365 Assessment

A thorough evaluation to identify any gaps between your existing Dynamics AX system and desired functionalities in Dynamics 365.

Comprehensive reports outlining the impact on existing customizations and data integrity during the upgrade process.

A well-defined timeline that outlines key milestones and activities, providing clarity and alignment for the entire upgrade project.

Clearly defined roles and tasks for your internal team and our experts, fostering effective collaboration and streamlined communication.

Assessment of licensing requirements and recommendation of the most cost-effective and suitable licensing model for your upgraded Dynamics 365 environment.

A comprehensive budget that outlines the costs associated with the upgrade process, ensuring effective resource management and planning.

"One of the main advantages of going to Dynamics 365 is no more implementations. They're expensive, they're time consuming - this is the last time we ever have to touch an ERP system. We're customers for life."

Migration Types for Your Upgrade to Dynamics 365

The options for current Dynamics customers are dependent on a variety of factors. The status of your current solution and the goals you set for your Dynamics 365 solution will help you determine your upgrade plan. Code upgrades, licensing considerations, and data migrations should all be a part of your analytical process. It’s important to work with a Partner who understands how all of these issues interact and align to become part of your upgrade plan.

Technical Upgrade

A technical upgrade to Dynamics 365 allows organizations to preserve their existing system configuration, data, and customizations, resulting in a smooth transition with reduced downtime and minimal costs. It minimizes the need for extensive retraining and ensures a more efficient upgrade process while still benefiting from the latest features and improvements.

Upgrade + Improvements

A technical upgrade with targeted improvements offers the best of both worlds. It allows organizations to leverage their existing system while selectively enhancing specific areas to address pain points or leverage new functionalities. This approach minimizes disruption, reduces implementation costs, and maximizes the benefits of both the upgrade and enhancements.


Fully re-implementing during a move to Dynamics 365 can be advantageous when the existing system is heavily customized, outdated, or not aligned with the organization's evolving business processes. It's an opportunity to start fresh, resulting in a more optimized and future-proof solution tailored to the organization's specific needs.

How your organization views Dynamics 365 in terms of new functionality plays a major role in how you go about getting there. Viewing the move as a chance to explore new functionality, advance the use of the system, and achieve a true ROI indicates there will likely be re-implementation in some capacity. When the move is viewed as a purely technical exercise, without exploring any of the new functionality, your organization is likely leaning toward the upgrade path.