Dynamics 365 Business Central Upgrade & Migration Assessment

Jonxsoft’s “Business Central Upgrade & Migration Assessment” is a structured evaluation that helps organizations plan a successful upgrade or migration to Microsoft Dynamics 365 Business Central with clarity on scope, effort, risks, and next steps.

Who benefits

This offer is ideal for:

Organizations running Microsoft Dynamics NAV or older Business Central versions planning to modernize

Business Central customers considering a move from on-premises to cloud (SaaS)

Finance, operations, and IT teams that need a predictable, low-risk migration plan

Customer need / pain addressed

Upgrades and migrations often fail due to hidden customizations, unclear data readiness, underestimated integrations, and insufficient testing plans. Many teams need an objective assessment before committing to a timeline and budget. This assessment provides a clear baseline and a phased migration roadmap.

What we assess

Current environment inventory: version, extensions/customizations, integrations, users, and usage patterns

Customization and extension analysis: technical debt, refactoring needs, upgrade compatibility

Data & migration readiness: master data quality, open transactions, historical data strategy

Integrations & dependencies: external systems, interfaces, file exchanges, APIs

Security & governance basics: roles/permissions and operational considerations

Target-state approach: SaaS vs on-prem, phased strategy, cutover approach, and testing plan

Deliverables

Assessment report with findings, risks, and recommendations

Migration/upgrade roadmap (phased plan, quick wins, dependencies)

Indicative effort estimate and high-level timeline

Go-live readiness checklist (testing, cutover, training, support)

Engagement model

Delivered remotely in Spanish or English. Jonxsoft can work as a complementary team alongside your current partner or lead the migration execution if desired.

Prerequisites

Customer provides a point of contact, stakeholder availability, and reasonable access to the environment(s) and documentation required to perform the assessment.