It is important to have a clear Dynamics NAV upgrade strategy. There are typically two types of strategies that we see; the first one are the companies that are upgrading every second year and the second one are the companies that keeps the current version for 8-10 years before upgrading it (this then becomes more of a re-implementation than an upgrade). There is not a right or wrong, it depends a lot on what business you are in and the solution you have.
Microsoft is working towards making upgrades easier, they have released object merge tools that are very good and quite recently they introduced events and extensions, two ways of making modifications that does not interfere with upgrades. Microsoft have also started to more frequently release updates, there is a major version released each year and updates that also includes new functionality are released once a month. These are changes that will make is easier and valuable to stay current on the versions.
We do upgrades of older versions of Microsoft Dynamics NAV (or Navision as it was called earlier) to the latest version on Dynamics NAV. We have a detailed and proven step by step procedure to bring your solution to the newest version. Before we initiate an upgrade project we typically do an analysis of the objects and data to define the scope and estimate the task of doing the upgrade.
The main steps that we go through during an upgrade are as follows
- Review of Current Customizations
- ISV Solution Upgrade
- Object Transformation and Merge
- Trial Data Upgrade
- Initial Test
- Pre-Production Data Upgrade
- User Training
- User Acceptance Test
- Live Data Upgrade
- Go-Live Support
Talk with us if you are considering upgrading your Dynamics NAV solution or if you are on an older version and are curious about what the newer versions can add to your company. We can also help you define an upgrade strategy and guide you in how to best make modification to simplify the task of staying current on the versions.