Our Success Stories

Migration from Microsoft Dynamics GP to Dynamics 365 Business Central

Company Description

MetaOption LLC is a software consulting company specialize in business applications and cloud solutions. We help mid-market and enterprise customers solve their business challenges through strategic consulting services, innovative offerings and industry-specific solutions built on the latest technologies.Microsoft Dynamics GP, Microsoft Dynamics NAV, Microsoft Dynamics 365 Business Central, , Microsoft Dynamics AX, and Microsoft Dynamics 365.

Project Overview

The company was using a slow and outdated version of Microsoft Dynamics GP that restricted business agility and was ill primed for scalability. They wanted to upgrade from Microsoft Dynamics GP to Microsoft Dynamics Business Central and migrate detailed legacy system data including individual transactions via custom solutions to Microsoft Cloud.

They were also looking to integrate the Business Central platform with their CRM to improve marketing effectiveness as well as boost lead tracking and conversions.

MetaOption was local and, more importantly, understood their business as a manufacturer and worked with other companies of a similar size. Straight away they saw a big improvement in support as soon as they switched to MetaOption along with a more proactive approach to the development of their Dynamics software.

Our Approach

Through every ERP implementation project that we complete, MetaOption follows Microsoft’s recommended Sure-Step Methodology that begins with a diagnostic phase. In this phase, our engineers perform their due-diligence and work through requirements before any system recommendations are made. From there, the Sure-Step Methodology phases are as follows:

Through our own internal migration, our approach was no different. By mapping out critical system functions between Dynamics GP and Dynamics 365 Business Central, our team of skilled engineers was able to ensure a smooth transition.

Business / Project Challenges

The company was not satisfied with the working of Dynamics GP. They were looking for Dynamics GP to Business central On-Premises ERP upgrade solution to manage some departments like finance, supply chain, and customer service.

Facing difficulties in dealing with the expansion in business operations in terms of transaction volume. Also, they cannot manage the increase in workload due to the high volume of business operations.

They were facing difficulties while driving their manufacturing, supplying, and distribution operations through on-premises Dynamics GP.

Finding a trustworthy partner for Dynamics GP to Dynamics 365 Business Central upgrade and getting timely support were the major challenges for them.

Solutions/Modules

Microsoft Dynamics 365 Business Central

Finance (General Ledger, Accounts Receivable, Accounts Payable)
SCM (Sales Order Processing, Purchase Order Processing)
Implemented streamlined operations and management to enhance productivity and efficiency
Consolidated multiple companies accounts to simplify financial management
Developed a centralized database that is accessible to all departments and integrates information to improve communication and collaboration
Implemented real-time inventory tracking and valuation for more accurate and efficient inventory management
Maintenance of profit margins, control of overheads on capital-intensive projects.
Seamless flow of information from projects to fixed assets.
Configurable workflow system for better control and automation.

Project Goals & Objectives

Gain modern cloud-based system flexibility
Achieve high operational efficiency
Implement a solid foundation for accounting processes
Consistent integration with operational and online systems
Gain better data visibility
Digital transformation from legacy ERP System

Results Achieved

Seamless integration with familiar Microsoft apps like Word and Excel. Users can now easily export worksheets to perform analysis, edit in real time, and re-upload right back into the system.

Users now have the power to easily custom tailor each screen of Business Central to fit daily workflows. This feature has drastically reduced the required engineer presence that was previously needed within Dynamics GP.

Eliminate the need to manage costly on-premise hardware through Business Central’s cloud-based environment. Simultaneously, improving system flexibility and preparing the business for future growth.

Keys to Success of Project