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Dynamics 365 F&O for a More Connected Business
Moving from QuickBooks, Infor, Sage, Epicor, NetSuite, or another ERP means bringing different processes, data structures, integrations, customizations, and operational requirements into the transition.
Korcomptenz assesses how finance, procurement, manufacturing, supply chain, warehousing, and connected applications work today, then shapes the Dynamics 365 Finance and Supply Chain Management environment around what the business needs next.
We help determine what should move forward, what should be redesigned, and where unnecessary complexity can be reduced before migration begins.
Which ERP Are You Moving From?
QuickBooks → Dynamics 365 F&O
Move beyond accounting software when growing requirements across finance, entities, inventory, supply chain, manufacturing, or operational control call for a broader ERP platform.
We assess the current QuickBooks environment and define how data, processes, controls, and integrations should move into Dynamics 365 Finance and Supply Chain Management.
NetSuite → Dynamics 365 F&O
Move from NetSuite when requirements across finance, entities, manufacturing, inventory, supply chain, or enterprise integration become more complex.
We define the future Dynamics 365 environment around those growing operational requirements.
Infor → Dynamics 365 F&O
Move manufacturing, supply chain, warehousing, finance, and operational processes from Infor into a connected Dynamics 365 environment.
We assess existing processes, data, integrations, and custom requirements before shaping the migration.
Sage X3→ Dynamics 365 F&O
Move from Sage X3 when finance, manufacturing, distribution, supply chain, multi entity operations, or integration requirements call for a broader Dynamics 365 environment.
We review current processes, data, customizations, integrations, and operational dependencies before defining the migration to Dynamics 365 F&O.
Acumatica → Dynamics 365 F&O
Move from Acumatica when growing requirements across finance, manufacturing, distribution, inventory, multi entity operations, or enterprise integrations call for a broader Dynamics 365 environment.
We examine how the current environment supports those requirements, then define how processes, data, integrations, and customizations should transition to Dynamics 365 F&O.
Epicor → Dynamics 365 F&O
Move from Epicor while reassessing manufacturing, planning, inventory, supply chain, warehousing, finance, and connected applications.
We translate those requirements into a Dynamics 365 environment without automatically carrying forward every existing customization or dependency.
Microsoft Dynamics AX → Dynamics 365 F&O
Move from Dynamics AX 2009 or AX 2012 with a clear view of existing code, data, ISV solutions, dependencies, and business processes that need to be addressed for Dynamics 365 F&O.
We define what can carry forward, what should be modernized, and how the transition can simplify the current ERP environment.
Dynamics GP, NAV, or SL → Dynamics 365 F&O
Move to Dynamics 365 F&O when business requirements have expanded across finance, entities, manufacturing, supply chain, warehousing, or enterprise integrations.
We look at how the current ERP supports the business today, then determine how processes, data, and connected applications should transition into a broader Dynamics 365 environment.
Where Should Migration Planning Go Deeper?
Different ERP environments create different priorities when moving to Dynamics 365 Finance and Operations.
| Current ERP | Where Complexity Usually Sits | What to Address Early |
|---|---|---|
| Sage X3 | Manufacturing, distribution, finance structures, customizations, and multi-entity requirements | Data quality, integrations, process redesign, and operational dependencies |
| NetSuite | Multi-entity operations, workflows, financial structures, and connected applications | Entity design, data model, integrations, controls, and operational scope |
| Epicor | Manufacturing, production planning, BOMs, routings, inventory, and warehouse processes | Manufacturing design, master data, custom processes, and integration dependencies |
| Infor | Supply chain, manufacturing, warehousing, entity structures, and complex integrations | Process alignment, data structures, application dependencies, and future architecture |
| Acumatica | Finance, manufacturing, distribution, inventory, multi-entity operations, and connected applications | Data structures, process fit, integrations, customizations, and future operational requirements |
| Microsoft Dynamics AX | Existing code, data, ISV solutions, dependencies, and established business processes | Code and data transition, solution dependencies, modernization needs, and what should carry forward |
| Dynamics GP, NAV, or SL | Finance structures, data, customizations, integrations, and evolving operational requirements | Microsoft ERP fit, process complexity, data migration, integrations, and whether F&O supports the future operating model |
What Does an ERP to Dynamics 365 F&O Migration Include?
Migration Assessment and Planning
Assess the current ERP landscape, business requirements, dependencies, and migration scope.
Process and Solution Design
Define how finance, procurement, manufacturing, supply chain, warehousing, and related processes should work in Dynamics 365.
Data Migration
Prepare, map, transform, migrate, reconcile, and validate the data required in the new environment.
Integration Modernization
Redesign or reconnect integrations across Microsoft and third party applications.
Customization Rationalization
Determine which existing customizations should be retained, redesigned, replaced, or retired.
Testing and Cutover
Validate processes, data, integrations, and user readiness before moving into production.
How We Approach Dynamics 365 F&O Migration
Assess
Understand the current ERP, processes, data, integrations, customizations, and operating requirements.
Design
Define the future Dynamics 365 F&O environment, process model, data strategy, integrations, extensions, and migration priorities.
Build and Migrate
Configure the target environment, move approved data, modernize integrations, and address required extensions.
Validate and Launch
Test end to end processes, reconcile data, prepare users, execute cutover, and stabilize the new environment.
Support and Optimize
Provide post go live support, resolve early issues, support users through the transition, and continue improving the Dynamics 365 F&O environment.
Assess
Understand the current ERP, processes, data, integrations, customizations, and operating requirements.
Design
Define the future Dynamics 365 F&O environment, process model, data strategy, integrations, extensions, and migration priorities.
Build and Migrate
Configure the target environment, move approved data, modernize integrations, and address required extensions.
Validate and Launch
Test end to end processes, reconcile data, prepare users, execute cutover, and stabilize the new environment.
Support and Optimize
Provide post go live support, resolve early issues, support users through the transition, and continue improving the Dynamics 365 F&O environment.
Why Korcomptenz for Your Dynamics 365 Migration?
Microsoft ERP and F&O Expertise
Combine ERP advisory, solution design, migration, implementation, and ongoing Dynamics 365 support within one delivery model.
Finance and Operations Depth
Address requirements across finance, manufacturing, supply chain, warehousing, data, and integrations.
Data and Integration Experience
Manage complex data migration and connect Dynamics 365 F&O with the enterprise applications that remain part of your technology landscape.
Connected Microsoft Capabilities
Extend Dynamics 365 F&O across Power Platform, Azure, Power BI, Microsoft Fabric, Copilot, and the wider Microsoft ecosystem.
Migration Through Go Live and Beyond
Move from assessment and solution design through migration, go live, and continued optimization.
All about Microsoft
Dynamics 365 Finance & Operations
Dynamics 365 Supply Chain Management
Upgrade AX to Dynamics 365
Microsoft Dynamics GP to Dynamics 365 Finance and Supply Chain Management Migration
MS Dynamics 365 Implementation Service
Microsoft Dynamics 365 Consulting
Dynamics 365 Assessment and Modernization
Microsoft Dynamics 365 Support Services
Dynamics Advance WareHouse Management
FAQs
An ERP to Dynamics 365 F&O migration involves moving the right data while redesigning the processes, integrations, configurations, and extensions needed in the future environment. The migration typically includes scope definition, data mapping and transformation, testing, validation, and cutover planning.
Migration can include configuration data, master data, and open transactional data. This may include currencies, tax codes, customers, vendors, products, open sales and purchase orders, stock on hand, and opening balances, depending on the migration scope.
No. Historical data should be evaluated based on operational, reporting, audit, compliance, and business requirements. Some data may need to move into Dynamics 365, while older information may be better retained in an archive or another accessible environment.
The assessment should cover the source ERP, business processes, data volumes and quality, integrations, customizations, transformation requirements, testing needs, and cutover approach. It should also define how source fields map to the target Dynamics 365 environment and what data should move forward.
Dynamics 365 Finance supports financial planning, accounting, close, cash management, tax, and business performance management. Dynamics 365 Supply Chain Management extends that environment across procurement, inventory, manufacturing, warehouse management, transportation, planning, and related operational processes.
