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When to Move from Dynamics NAV or AX to D365

A practical guide to timing your cloud migration and maximizing ROI.

This blog helps organizations using legacy Dynamics NAV or AX evaluate the right time to migrate to Microsoft Dynamics 365. It highlights signs you're outgrowing your current system, benefits of cloud migration, and how to plan the transition.

Microsoft Dynamics NAV and AX have served businesses well for decades. But as operations become more digital and decentralized, many teams are finding that what used to be enough… just isn’t anymore.

Upgrading to Dynamics 365 isn’t just about getting newer software—it’s about unlocking better integration, better performance, and better business agility.

“Staying on NAV or AX too long is like running a race in dress shoes—it works, but not for long.”Kelly Tran, ERP Migration Strategist (in Segoe UI font)

In this blog, we’ll break down:

  • The warning signs that it’s time to move
  • Key advantages of D365 over legacy versions
  • What to consider before, during, and after migration
  • Real-world scenarios that make the move worth it

If you're wondering whether now is the time to leap—read on.

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Here’s how to know when it’s time to upgrade—and how Dynamics 365 makes the case.

1. Signs You’ve Outgrown Dynamics NAV or AX

🧱 Limited Integration

  • Can’t connect seamlessly with CRM, e-commerce, or 3rd-party logistics
  • Manual file transfers are slowing things down

💵 Rising Maintenance Costs

  • You’re paying more for patches, support, and downtime
  • IT team is constantly fixing or customizing features

🧯 Compliance Gaps

  • GDPR, SOC 2, or ISO requirements are harder to meet
  • No automated audit trails or permission controls

🧭 Poor Scalability

  • New locations, products, or teams don’t fit into your current setup
  • Multi-entity or multi-currency support feels like duct tape

2. Why Move to Dynamics 365 Now?

☁️ Cloud-Native Benefits

  • No more server maintenance or outdated infrastructure
  • Automatic updates and reduced downtime
  • Better disaster recovery and data redundancy

🔄 Unified Ecosystem

  • Native integration with Power BI, Teams, Azure, and Office 365
  • CRM and ERP in one platform (Sales, Finance, SCM, Field Service, and more)

🧠 AI & Automation

  • Smart recommendations in D365 Finance and Supply Chain
  • Automated workflows with Power Automate

📊 Real-Time Visibility

  • Cross-functional dashboards and KPI alerts
  • Drill-down reports without developer help

3. When the Move Makes Most Sense

✅ Your NAV/AX Version is Out of Support

  • Microsoft has sunset AX 2009/2012 and older NAV versions
  • Security and feature updates are no longer guaranteed

✅ You're Expanding or Merging

  • Adding subsidiaries, teams, or geographies? You’ll need scale
  • D365 enables multi-entity, multi-country, and multi-language deployments

✅ You Want Modern UX and Accessibility

  • Old UI is clunky and desktop-bound
  • D365 runs smoothly on browser, mobile, and tablet

✅ You Need Predictive Analytics

  • Built-in AI helps forecast demand, manage cash flow, and prevent stockouts

4. Migration Considerations

🔄 Data Migration

  • Clean up and map legacy data to new structures
  • Use Microsoft’s Data Migration Framework or 3rd-party tools

🧪 Phased Rollout

  • Start with finance or a non-critical module
  • Train users and validate processes before full cutover

🧠 User Training

  • Leverage Microsoft Learn, in-app walkthroughs, and Proso trainers
  • Use change champions across teams to drive adoption

🔐 Compliance & Security

  • Recheck roles, permissions, and audit needs
  • Integrate Azure AD and Defender for cloud security

5. What the Data Says

  • 🔄 64% of legacy ERP users say integration is their top pain point (Forrester, 2025)
  • ⏱️ D365 users close month-end books 27% faster on average
  • 📈 Teams that migrate from NAV or AX to D365 reduce IT costs by 32%
  • 📊 Real-time dashboards improve decision-making confidence by 44%
  • 🛡️ Cloud-based D365 environments see 73% fewer downtime incidents

Proso: ERP Migration Pros Who’ve Done It Before

ERP migration isn’t just technical—it’s strategic. And it’s a lot easier with people who’ve done it before.

Proso connects you with:

  • D365 migration architects (from NAV, AX, GP, or custom systems)
  • Finance, supply chain, and CRM specialists
  • Data migration experts to map and clean your old database
  • Integration pros who sync your ERP with Salesforce, Shopify, or Azure
  • Change management and training advisors

Example: A distribution company moved from NAV 2015 to D365 Business Central with help from a Proso-led team. They automated 60% of order entries, integrated with their WMS, and reduced inventory errors by 80%.

Another case: A manufacturing group transitioned from AX 2012 to D365 Finance & Supply Chain, using Proso experts to run parallel systems and minimize disruption.

“We weren’t just upgrading—we were rethinking how our business runs. Proso helped us design it right.”CFO, Mid-Market Retail Chain

Whether you're planning a phased rollout or full migration, Proso helps you move fast—with minimal risk and maximum ROI.

Explore your ERP migration team →

Conclusion & Future Outlook

The decision to move from Dynamics NAV or AX to D365 isn’t just about technology—it’s about future-proofing your business.

Here's what a successful upgrade brings:

  • Streamlined operations
  • Unified business data
  • Better compliance
  • Scalable architecture
  • Lower IT overhead

Looking ahead, expect:

  • 🧠 AI-first ERP features to become standard in D365
  • 🛠️ Prebuilt integration apps across your cloud stack
  • 🔁 Flexible modular upgrades—no more “all-or-nothing” ERP refreshes
  • 🧩 Composable business processes tailored to your workflows
  • 📲 Mobile-first, real-time insights from anywhere

Next steps:

✅ Audit your current AX/NAV setup—what’s working, what’s not
✅ Start documenting key business processes for migration
✅ Decide whether you need D365 Business Central (SMB) or Finance + SCM (enterprise)
✅ Use Proso to build a team of ERP pros who know the path
✅ Launch a pilot module, then scale with confidence

This blog will be updated with toolkits, timelines, and tips from real migrations.

Because in ERP, staying current isn’t just smart—it’s mission-critical.

Discuss your technology strategy and secure your future success

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A practical guide to timing your cloud migration and maximizing ROI.

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