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Dynamics NAV to D365 BC – 4HR Assessment by Omni Logic Solutions

A lot of businesses running on Dynamics NAV are now thinking about switching to the Dynamics 365 Business Central cloud platform. This makes us wonder about the differences between Dynamics NAV and Dynamics 365 Business Central. How is modern cloud ERP different from traditional on-premises ERP? Dynamics 365 Business Central is a modern cloud ERP application – it’s the same Dynamics 365 Business Central app. Dynamics NAV is a classic on-premises system Dynamics NAV app, formerly known as Navision. Over time, it becomes obsolete and requires more and more effort to maintain.

If your company is thinking about switching from an old solution to a new one, Microsoft partner Omni Logic Solutions can help. As part of the process, we recommend starting with a Microsoft Dynamics NAV solution review to evaluate your current environment, highlight gaps, and identify opportunities before migrating. Also, just wanted to let you know about our free four-hour assessment for Dynamics NAV to D365 BC migrations. Omni Logic Solutions can help you figure out the best way to move your current Microsoft Dynamics NAV solution to the Business Central platform, so you can avoid a lot of risk and cost.

Explanation of the Dynamics NAV to D365 BC – 4HR Assessment by Omni Logic Solutions

The 4-hour assessment is a short strategy session during which the consultants work with the customer’s team to look at the current system and create a vision for the future solution. It’s a discovery meeting that includes a discussion of your business processes, and it ends with a demonstration of the new system followed by a proposal for implementation. The main goal of this assessment is to give management and IT a clear picture of what the move to Business Central will deliver and how it can be implemented.

Dynamics NAV User Interface
Image Source: Dynamics NAV

One of the consultants’ jobs is to explain why the upgrade might be needed. For example, licensing and annual support for legacy NAV is expensive, but moving to the cloud can reduce infrastructure and maintenance costs. Also, if a version of Dynamics NAV is outdated and no longer supported, it creates security and system compatibility risks. Finally, Dynamics 365 Business Central has new features that you can’t get with the old NAV: it’s integrated with Power BI for analytics, you can work through Microsoft Teams, there’s convenient Office 365 single sign-on, and other modern features.

Key Features of the MS Dynamics NAV Solution to D365 BC

A quick look at your current system. Omni Logic specialists will give your ERP a quick once-over. They’ll look at how it’s set up and any changes you’ve made to your MS Dynamics NAV solution. The modules used, how customized they are, the data volume, and other important factors for migration are examined.

  • Identification of problems and requirements: During the conversation, the team identifies what gaps and bottlenecks exist in the current system and collects key business requirements for the future solution. For example, the functions without which your work is impossible and the improvements you expect from the new system are captured.
  • Overview of integrations and add-ons: external integrations and additional modules related to NAV are evaluated separately (for example, if a third-party Dynamics NAV integration solution is used).
  • A demonstration of Business Central’s capabilities: Based on the information gathered, you will be given a targeted demonstration of Business Central. The focus is on the features that are important to your business: how the new tools will address your current needs. Experts can demonstrate the differences and benefits of the new solution, including a comparison of Dynamics NAV vs Dynamics 365 on key processes in your business.
  • Answering questions from the experts: The customer team will have the opportunity to ask questions and discuss any nuances. In 4 hours, the most important points can be discussed in detail: from technical aspects to organizational aspects. In this way, the internal IT team and business stakeholders get valuable advice on migration best practices first-hand.

Structure of the 4-hour session of the Dynamics NAV to D365 BC

A typical 4HR Assessment session is broken down into several phases to make the most of your time. Here’s an example of what a four-hour meeting with Omni Logic Solutions experts might look like:

  • Analyzing the current system (≈1 hour): The meeting begins with a discussion of your current NAV system. Consultants ask the customer team to describe existing business processes, show how NAV functionality is used and highlight pain points. A list of the main functional areas that the new system should cover is also drawn up.
  • Identify key requirements (≈1 hour): Next, the consultants clarify your business expectations from the new system. They discuss how you will realize that the migration project is successful – what key metrics and outcomes are important to your management team.
  • Business Central demonstration (≈1-1.5 hours): The demonstration focuses on those Business Central features that meet your requirements and solve the problems you have identified. Special attention is paid to what was missing in the old NAV. Experts compare the capabilities of the two systems (Dynamics NAV vs Dynamics 365) exactly in the context of your processes so that you can clearly see the benefits of the upgrade.
  • Recommendations and action plan (≈0.5-1 hour): You are presented with a preliminary migration plan – what steps are involved, how long it will take, and what resources will be required. Omni Logic Solutions will prepare a customized Dynamics 365 Business Central implementation proposal for your organization, including an estimate of the required investment for software, cloud infrastructure, and migration services. 

Pros and Cons of a 4-Hour Session of the Dynamics NAV to D365 BC

The four-hour assessment format offers several compelling advantages, yet it inevitably imposes certain limitations. Let’s outline the main pros and cons of such a concise engagement:

Pros:

  • Minimal expenditure of time and money. In just half a working day, management and IT professionals receive valuable information. In addition, the assessment is free of charge and requires no financial outlay.
  • Quick conclusions. A short session helps you quickly understand whether your company should migrate in the near future. Due to the concentrated discussion, you literally get an expert opinion on the same day.
  • Focus on the most important aspects. The 4-hour workshop format forces you to focus on key issues. In the limited time available, the most pain points of the current system and the most significant improvements from Business Central are discussed. 
  • Less distraction for the team. Unlike lengthy consulting projects, an express assessment hardly distracts your employees from their current work. The meeting takes half a day, and at the end of it, participants can return to their duties.

Cons:

  • Superficial coverage with no detail. In 4 hours, it is impossible to go deep into all the nuances of your system. Of course, consultants will try to cover the main things, but such a meeting is not a substitute for a full-fledged survey. It is more like a small audit rather than a detailed dynamic navigational solution review of all your business processes and custom developments.
  • Will not reveal all the complexities of migration. If your NAV installation is very complex – with many customizations, integrations, non-standard solutions – a short estimate may underestimate the scope of work. There is a risk that at the end of 4 hours you will get an overly optimistic or simplistic estimate. Later, when detailed analysis begins, additional time and resource requirements may surface. 
  • Doesn’t provide a turnkey solution. The short session will result in recommendations and an indicative plan, but not the final project. You will still have to go through the detailed planning phase and directly implement the migration.
  • Presentational nature. Since this service is free of charge, it is largely an introductory and consulting service. To some extent, it is also a presentation of Omni Logic Solutions’ capabilities as a partner. This is not a disadvantage in itself, but it should be understood that consultants will not do in 4 hours what would normally take several weeks to complete.

Common Use Cases of the Dynamics NAV to D365 BC – 4HR Assessment by Omni Logic Solutions

A 4-hour assessment of the transition from NAV to Business Central is particularly useful in a number of situations. Here are some typical scenarios where it makes sense for companies to take advantage of this service:

  • Outdated version of NAV. An enterprise has been running a NAV system for many years (e.g. version 2015 – the classic MS Dynamics NAV solution for enterprises) and feels that the system no longer meets current requirements. Support for the old version is becoming more expensive, there are limitations in functionality, and there are no modern integration options. The management wants to evaluate what will be gained by switching to an up-to-date cloud solution.
  • Integrated online store. A company runs online commerce and has linked its website to ERP through a third-party module – Dynamics NAV ecommerce solution. This e-commerce integration is outdated or limited in capabilities, and the business is planning to move to the cloud while maintaining a seamless connection between the online store and the accounting system. A short assessment will help you understand how Business Central will handle e-commerce challenges and what tools you will need to do so.
  • NAV-based corporate portal. An organization uses an internal or customer portal that directly accesses the NAV database (Microsoft Dynamics NAV portal solution). Now the challenge is to migrate to a new platform without losing portal functionality.
  • Document management and additional modules. The firm has implemented additional solutions to Dynamics NAV, for example, for electronic archiving or document scanning – the classic Dynamics NAV document management solution. When migrating to Business Central, it is important to provide similar or better functionality.

Expected Outcomes of the Microsoft Dynamics NAV Solution to D365 BC – 4HR Assessment by Omni Logic Solutions

Upon completion of the Dynamics NAV to D365 BC – 4HR Assessment, the customer receives several specific deliverables to help plan next steps:

  • Summary Report and Recommendations. Omni Logic Solutions usually gives a summary of the assessment, including the main findings about the current system and recommendations for migration. The report talks about the issues that were found, lists the Business Central features that will help, and gives some steps for implementing the migration.
  • Customized Implementation Proposal. The main outcome of the assessment is a preliminary migration project plan prepared by the partners. It includes indicative estimates of time and budget, resources required, and a description of the approach to implementing Business Central in your case.
  • Understanding the possibilities of a new solution. On top of the documents, it’s also important to consider what your team will learn. During the session, you’ll get to see Dynamics 365 Business Central in action, get to know its interface and functionality, and have the chance to ask questions. This means that after the assessment, the key participants will have a better idea of what to expect from the transition.

Pricing Model of a 4-hour session of the Dynamics NAV to D365 BC – 4HR Assessment by Omni Logic Solutions

This 4-hour consultation is free of charge for new Omni Logic Solutions customers. It’s basically a promotional service (“assessment”) that helps you figure out your migration options and might get you interested in a future project. After the assessment, you’re not required to keep working with Omni Logic Solutions. But based on the results, it makes sense for most customers to stick with the same partner who’s already got a handle on their system.

It’s important to know that the first 4-hour evaluation is free. If after that you decide to order a full migration project or a more in-depth survey from Omni Logic Solutions, these works will be paid separately according to the contract. How much the upgrade will cost depends on the scope of your system.

Comparison of a 4-hour session of the Dynamics NAV to D365 BC with Full Migration Planning Services

The difference between a 4-hour rapid assessment and full-scale migration analysis and planning services is the depth and detail of the results. A full-fledged planning project can last several weeks. Consultants do a full system audit as part of the process. This means they conduct a comprehensive Dynamics NAV solution review, analyzing every module, user requirement, custom code, and integration.

Comparison Dynamics NAV and Business Central

The 4-hour assessment, on the other hand, only covers the basics. It gives a general direction, but not a detailed path. It’s more of a preliminary exploration, and then you’ll need to dive into the details if the decision goes your way. A short assessment is like the first step in a bigger project. It lets you get the most important info and make a basic plan.

From a practical standpoint, a 4-hour session is especially helpful when a company is still figuring out the possibility of migration and wants to understand the overall scope. Sometimes, you can skip the short assessment and go straight to planning, like if the system is small or the company has already decided to migrate. But usually, a quick assessment is really helpful. It helps you figure out what you want to do and why it’s needed. Then, you can start the full prep.

Conclusion

Moving from Microsoft Dynamics NAV to the Dynamics 365 Business Central App is a big step, so it’s important to plan ahead. Omni Logic Solutions’ 4-hour Dynamics NAV to D365 BC assessment service gives companies the confidence and insight they need to get started on this journey. In just a few hours, you’ll get an expert look at your current system, learn about the benefits of cloud ERP, and get an action plan customized to your objectives. This assessment is a jumping-off point, not a replacement for thorough planning, but it gives you the push you need to get going in the right direction.

Omni Logic Solutions offers a 4-hour assessment where you’ll get free expert advice and a roadmap for modernization. If you get expert help from the start, you can cut a lot of risks and make the move to the new platform a lot smoother. So, your business will switch to a modern ERP system with minimal disruption and maximize the impact of new capabilities as quickly as possible.