In Part 1 I argued that NAV, GP and SL customers should start planning now instead of waiting for a lifecycle date to force the decision.
The next
question is always more practical:
"What
actually happens when we move from Dynamics NAV to Business Central?"
Most people
picture one of two extremes. Either it's a database upgrade, or it's a rebuild
from scratch. Neither is right, and the space between them is where most
project surprises live.
So let me
start with the thing that clears up the most confusion.
It isn't
one move. It's an upgrade, then a migration
There is no
supported route that takes a NAV database straight into Business Central
online. The cloud migration tool moves data from a Business Central
on-premises database into an online tenant. NAV isn't a valid source for
it.
That means
every NAV customer is doing two projects that get discussed as one:
1.
An
upgrade, from your NAV version to a Business Central on-premises version
the cloud migration tool supports. Usually more than one hop.
2.
A
cloud migration, from that on-premises database into Business Central
online.
Microsoft's
documented routes look like this:
|
Your current version |
Route to Business Central online |
|
NAV 2015 through 2018, and BC 13 |
BC 14, then BC 25, then cloud
migration to online |
|
NAV 2013 / 2013 R2 |
NAV 2018, then BC 14, then BC 25,
then online |
|
NAV 2009 SP1 / 2009 R2 |
NAV 2013 or 2015, then NAV 2018,
then BC 14, then BC 25, then online |
There are
two mandatory waypoints on that route, and both catch people out.
Version
14 (the 2019 Spring
release) is the last version that still understands the old development model,
which is exactly why every path passes through it. Worth knowing: its
mainstream support ended in October 2023, minor updates stopped, and new
customers can't run it in production. It exists purely as a stepping stone.
Version
25 (2024 release
wave 2) became mandatory more recently. Starting with 2025 release wave 1
(v26), direct upgrade from version 14 to the latest release stopped being
supported, and the path now runs through v25. So you can't go from 14 straight
to a current release. If your target is Business Central on-premises rather
than online, add one more hop from v25 to the current version on top of that.
The
practical consequence: your NAV version doesn't just affect effort, it
determines how many technical upgrades you're doing before the migration even
begins. A NAV 2018 customer is doing two, to 14 and then 25. A NAV 2009
customer is doing four. That's why "which version are we on" is the
first question I ask, and why the answer moves the timeline more than the
customization count does.
One caveat
on the numbers above. Waypoints shift with release waves, and the v25
requirement itself only appeared with v26. Check the current supported upgrade
paths on Microsoft Learn before you build a plan around any specific version.
What
"moves" actually means
The cloud
migration itself is data replication. You install an Integration Runtime next
to your on-premises database, connect it to the online tenant, select
companies, and run replication through Azure Data Factory. Initial load, then
deltas, then a data upgrade on the online side, then you complete the migration
so the online environment becomes the primary system.
Two things
follow from that, and the second one catches people out.
Code does
not replicate. Tables
and fields exist in the cloud only because an extension in that tenant declares
them. There is no mechanism that carries application objects across.
And your
data is coupled to that code. Data from tables with code customizations can't be carried
forward unless those customizations are handled by extensions installed both
on-premises and online.
That second
point deserves a second read. It isn't only "your C/AL has to be
rewritten." Your data in customized tables has nowhere to land
until the matching extension exists on both sides of the replication. A custom
field on the Item table, or a custom table holding ten years of quality
inspection records, stays behind until the AL extension defining it is
installed in both environments.
If there's
one sentence I'd want a NAV customer to absorb before anyone estimates
anything, it's that one.
The real
decision: full migration or reimplementation
Microsoft
documents two paths, and choosing between them shapes the whole project.
Full
migration. All data
and customizations. Requires converting C/AL to AL extensions and upgrading
through to a current version. This is what people usually mean when they say
"migration."
Reimplementation. Essential business data only: master
data, balances, a subset of posted historical entries, and setup. It doesn't
require converting your extensions, and it doesn't require upgrading beyond
version 14. There's a dedicated Business Central 14 reimplementation tool for
it.
Both paths
still require reaching version 14 first. That part isn't optional.
Both
approaches are valid. The right choice depends on the customer's data,
customizations, integrations and business requirements, and I've seen both work
well.
Full
migration tends to fit when:
- Historical transactions are
operationally necessary, for example serial and lot traceability,
long-running service contracts, or warranty claims against old shipments.
- Customizations are still central
to how the business runs, so they need to exist in AL regardless.
- Audit or statutory obligations
depend on detailed history being available inside the ERP.
- The third-party solutions in use
have Business Central online equivalents.
Reimplementation
tends to fit when:
- History is needed for reference
and can reasonably live in a reporting or archive system.
- A meaningful share of
customizations turn out to be workarounds, unused, or now standard
functionality.
- The business wants to
standardize processes rather than carry existing ones forward.
- Some customized tables have no
clear business owner willing to fund converting them.
If the
choice isn't obvious, estimate both. The comparison usually tells you more
about the project than either estimate does on its own.
What I'd
avoid is treating this as a technical footnote. It's a business decision about
what the company actually needs in the new system, and it belongs in the first
few conversations, not in a design document six months later.
What
usually needs technical work
C/AL
customizations
They don't
run in Business Central. Not online, and not in modern on-premises versions
either, since C/AL was removed from the product entirely. Everything has to
become AL extensions, or has to be dropped.
That doesn't
mean rewriting line for line. Some of what you customized in 2012 is standard
functionality now. Some was a workaround for a limitation that no longer
exists. Some nobody uses. I'll cover how I assess this in Part 3.
Reports
Many NAV
environments carry years of customized reports. Before converting any of them,
I answer two questions: is this report still being opened, and does Business
Central already provide an equivalent? Report usage data from your existing
system is more reliable here than asking users, who tend to say yes to
everything.
Integrations
Integrations
deserve their own workstream. NAV environments connect to banking, CRM,
payroll, warehouse systems, shipping providers, tax portals and in-house
applications. Anything that authenticated against an on-premises service, used
a fixed internal endpoint, or relied on file drops on a shared folder needs
rework for a cloud tenant.
I've seen a
project where the data migration completed cleanly and the numbers reconciled,
and users still couldn't work on day one, because an integration nobody had
listed as in scope was the thing that actually fed daily transactions into the
system.
Third-party
solutions
This is the
item most likely to set your timeline, and it's the one people discuss last. If
an add-on isn't available as an app for Business Central online, you either
replace it, rebuild the functionality, or reconsider the path. Check
availability early, because the answer can change the whole plan.
Permissions
and licensing
NAV
permission sets don't carry across cleanly, and licensing works differently.
Essentials and Premium are licensed per user, and license type assignment
affects what people can do. Teams users with certain Microsoft 365 plans can
get read-only access to Business Central data at no extra cost, provided the
organization holds at least one Business Central license. This is worth
modelling properly rather than discovering during user acceptance testing.
Job
queues and scheduled processing
These don't
arrive as working configuration. They get set up again, and the behavior
differs from what your NAS-based processing did. Inventory them, because
they're easy to forget and very visible when they're missing.
Localizations
Country and
region specific functionality arrives in Business Central online through
localization apps. Verify the localization you need is available for your
country, and confirm that any locally customized tax, regulatory or statutory
reporting logic has been converted into AL extensions that work with that
localization. In my experience this is where India, and other markets with
heavy statutory requirements, needs more attention than a generic project plan
allows for.
Before you estimate anything
Part 1
listed the questions I'd ask during an assessment, so I won't repeat them here.
But this stage adds three that are specific to the route:
1.
Which NAV version exactly, including build? This sets the number of upgrade
hops, and each hop is a project with its own testing cycle.
2.
Does every customized table have an owner willing to fund its extension? If not, that data isn't moving, and
the business needs to know now.
3.
Which third-party solutions have a Business Central online equivalent? Check before committing to a date.
Answer these
and the migration stops being an open-ended question and becomes a scope you
can price.
The
bottom line
Moving from
NAV to Business Central isn't a single event, and it isn't a choice between
"everything moves" and "everything gets rebuilt."
It's an
upgrade path to version 14 and beyond, followed by a data replication into the
cloud, with one hard rule sitting underneath it: your data travels only as far
as your code does.
No comments:
Post a Comment