Upgrade/Migrate to Dynamics 365: 10-Day Workshop


A comprehensive engagement providing a functional workshop and detailed technical code review, to determine the optimal path to update your systems to the current Dynamics 365 release.

Each Dynamics version has its own characteristics, complexities, and technology improvements. Our processes map these changes, into repeatable and predictable upgrade programs. In reviewing the state of the systems implementation, and business goals of the customer, we recommend the best approach. Some of the common patterns and characteristics are:

Technical Upgrade

  • Concrete Business Processes
  • Structured/Minimum Investment
  • Customizing/Extending Dynamics AX
  • Continuous Upgrade Approach
  • Direct Technical Code Upgrade
  • Standard Data Upgrade
  • Minimal Process/User Impact

Functional Upgrade

  • Changing/Maturing Business Processes
  • Heavy Core Modifications and Extensive Enhancements
  • Multiple Version Upgrade
  • Reduced Technical Code Upgrade
  • Process Re-Mapping
  • Re-Engineering, Re-Implementation

Hybrid Upgrade

  • Stable Business Processes, able to adapt to new/changing Feature Functionality
  • Targeted Technical Code Upgrade
  • Process Mapping to Standard Functionality
  • Targeted Data Migration

Each classification of an upgrade project (Technical, Functional, Hybrid), follows our proven 4 stage methodology to qualify, plan and effectively upgrade your system to the target version, and support your users in the process.


The final estimate is delivered as an Upgrade Proposal, including:

  • Recommended Approach
  • Comprehensive Estimate and Rate Structure
  • Summary Project Plan, including Teaming Strategy, Timeline and Work breakdown Structure (WBS)
  • Raw Code/Object Estimate Summary
  • List of Assumptions


Please see the Learn more section for more details of our Upgrade program and methodology

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