Migrating from Microsoft Dynamics SL to Dynamics 365: What You Need to Know

If you sit back and reflect on the last few decades of technology, and what businesses need today, Microsoft Dynamics 365 is a major milestone. For users of Microsoft Dynamics SL, you might be wondering what this all means for you. Do you stay or do you go?

Mobile expectations are high and users want the exact same experience, no matter what the device or platform. Dynamics 365 is bringing that capability into the business world. It's not just an ERP or accounting package; it's truly a platform for a new way to work and a new way to be productive. You can access critical customer insights right at your fingertips. And when I say at your fingertips, I mean in many cases you can push one button and have everything you need to work faster and smarter.

That is a game changer.

It is replacing the never-ending challenge of manually pulling disconnected systems and data together. Custom integrations are becoming a thing of the past and instead of worrying about that piece of the software puzzle, companies can focus on how to deliver a better user and customer experience.

Should you make the move to Dynamics 365?

My number one advice for those of you considering a migration to the cloud or Dynamics 365: SIMPLIFY! This doesn't mean to go with stripped down functionality or the cheapest technology you can find. I'm saying you should go all the way back to the heart of why you are in business, and how you want to serve your customers, then simplify from that perspective.

Cloud computing is a simplification of an entire business model, because in the Dynamics 365 world, you can grow, scale, and add what you need when you need it. Your commitment can now be flexible and affordable instead of making decisions you are stuck with for a long time.

We at Tribridge have been working with "the cloud" since the early 2000's. Right now, we're seeing a lot of customers not wanting to invest thousands of dollars in hardware...again. The cloud eliminates that costly investment and has proven to be where business is headed.

Microsoft Dynamics SL customers could buy hardware, but are looking at a $120,000 investment plus about $80,000 worth of software and configuration services. That's a lot of capital so, needless to say, many of those companies are looking at a move to the cloud. In addition, the cloud offers more advantages such as lower maintenance, better security and convenient scalability. It's a perfect start to a simplified way of business.

The first question many Dynamics SL customers have is…what cloud is best for me? Tribridge offers advisory services to navigate your cloud offerings and options, such as public cloud options or hybrid cloud models. No two companies have the same priorities or requirements, so we ask the right questions to get to the bottom of everyone's unique situation.

What if you're not ready?

For customers not quite ready to move to Dynamics 365, we have built a Concerto Cloud bridge to their Microsoft Dynamics SL solution in a private cloud, paying licensing on a monthly basis (versus $200k+ in capital expenditure). Then when the time is right, they can make the full transition to Dynamics 365. Our goal is to put the foundation in place to make the transitions as seamless and simplified as possible.

For Dynamics SL customers that want to keep what they have in Microsoft Dynamics SL, but add specific apps and functionality of Dynamics 365, there are major advantages there as well and can be summed up in three areas.

1. Process Optimization:

CRM for Sales:

Identify meaningful touch points and integrate information between sales and the operations/finance team.

Field Services:

Integrating customer, inventory, work order, and process flows so field techs can serve customers better and accounting can bill in real time.

Professional Services:

Connect customers, projects, tasks and billing so projects stay on track and are billed timely and accurately.

2. Security:

This is a number one concern for most companies and is becoming an even bigger requirement moving forward. In Dynamics 365, your security model can be as tight as you want it to be. Tribridge can support HIPAA requirements, Sox 1 and Sox 2 compliance, and PCI compliance security models for customers that handle credit cards and confidential information.

3. Manageability:

Dynamics 365 makes it much easier to manage your business—including your systems, people, data and IT costs just to name a few.

Dynamics 365 is a whole new way to work. Dynamics SL users can contact Tribridge for a business assessment to help you make sense of your options and find a tailored solution.

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