Upgrade Microsoft Dynamics with a clearer path forward
Econix helps organizations plan and execute practical upgrade paths across Dynamics environments, including AX to Dynamics 365 Finance & Supply Chain Management, NAV to Business Central, GP to Business Central, and SL to Business Central.
Upgrade Paths Covered
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Upgrade Paths
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Dynamics Platforms
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Response Time
Common Microsoft Dynamics Upgrade Paths
Econix covers the four most common Microsoft Dynamics upgrade paths, with experience across finance and supply chain environments for SMB and mid-market organizations in Canada and the USA.
Organizations on Dynamics AX 2009, AX 2012, or earlier can move to Dynamics 365 Finance and Dynamics 365 Supply Chain Management — modern, cloud-hosted platforms that replace the core financial and operations functionality of AX with current Microsoft architecture.
- Replaces AX financial management with Dynamics 365 Finance
- Replaces AX operations with Dynamics 365 Supply Chain Management
- Cloud-hosted with continuous Microsoft updates
- Designed for mid-market and enterprise organizations
- Strong global compliance and multi-entity capability
Business Central is the cloud-native successor to Dynamics NAV. Organizations on NAV 2013 through NAV 2018 can move to Business Central on SaaS or on-premise, retaining familiar functionality while gaining a modern platform, embedded reporting, and continuous updates.
- Direct successor to Dynamics NAV — same business logic
- SaaS or on-premise deployment options
- Embedded Power BI reporting and Power Platform integration
- Suitable for SMB and mid-market organizations
- Active Microsoft investment and AppSource ecosystem
Dynamics GP customers have a well-supported migration path to Business Central, with strong functional overlap across financials, inventory, and purchasing. Microsoft has published tooling and migration guidance specifically for the GP-to-BC path.
- Strong functional overlap in financials and inventory
- Microsoft-supported GP data migration tooling
- Cloud-hosted with no server infrastructure required
- Modern reporting and document management
- Suitable for distribution and services organizations
Dynamics SL organizations moving to Business Central gain a modern platform with project accounting, job costing, and time and expense capability. Business Central supports the project-centric workflows that SL customers rely on, with a cloud-first architecture.
- Project accounting and job costing in Business Central
- Time and expense management capability
- Modern finance and inventory management
- Cloud-hosted with Microsoft 365 integration
- Suitable for project-based and professional services businesses
When an Upgrade Makes Sense
Upgrade decisions are not always straightforward. These are the situations where evaluating an upgrade path is worth doing in a structured way.
The current version is limiting business growth or preventing operational improvements
Support and maintenance are becoming harder or more expensive to manage
Reporting and process visibility are weak compared to what the business needs
Upgrade risk feels unclear and there is no shared plan for what comes next
The business needs a more modern platform foundation for finance or supply chain operations
Finance or supply chain operations have outgrown what the current environment can support
What Econix brings to upgrade planning
Dynamics-specific knowledge
Consultants with direct experience across AX, NAV, GP, SL, D365 Finance, SCM, and Business Central.
Operational focus
Upgrade evaluations centered on finance and supply chain requirements — not generic platform comparisons.
Practical recommendations
A realistic view of what an upgrade involves — not an optimistic estimate that unravels during delivery.
Structured engagement
A scoped evaluation with a defined output — scoped to the organization's situation and environment.
What Econix Helps Evaluate
Upgrade decisions need a realistic picture of the current environment and a clear view of what the target path involves. These are the areas Econix covers in an upgrade evaluation.
Current Environment & Constraints
What version is in use, what customizations exist, and what constraints the current system places on operations.
Process & Business Fit
How well the target platform fits the way finance and supply chain operations actually work in the organization.
Upgrade Risks & Dependencies
The risks specific to the migration path — data complexity, customization effort, integration impacts, and transition timing.
Data, Integrations & Customizations
What data needs to be migrated, what integrations must be rebuilt or replaced, and how customizations are handled.
Finance & Supply Chain Priorities
Which finance and supply chain capabilities matter most — and how the target platform addresses them.
Realistic Path Forward
A practical assessment of sequencing, timing, and scope — based on what is achievable for the organization.
What Organizations Gain
A structured upgrade evaluation gives organizations something concrete to work with — not just a list of platform features.
Clearer upgrade direction
A specific recommended path that fits the organization's environment and priorities — not a generic comparison of platforms.
Reduced uncertainty
Clarity on the real risks, the complexity of the migration, and what it actually takes to move from the current environment.
Stronger planning
A realistic scope, sequencing, and approach — rather than a high-level roadmap that falls apart on contact with the actual environment.
Better fit between system and operations
A target platform that matches how finance and supply chain actually work in the business — not the closest available default.
More confidence in timing and priorities
A shared view of when an upgrade makes sense and what needs to be in place before committing to a migration.
What an upgrade evaluation delivers
Assessment of current environment and version constraints
Recommended upgrade path with rationale
Risk and dependency analysis for the migration
Data, integration, and customization review
Realistic scope and sequencing recommendations
Expert debrief and next-step plan
Microsoft Dynamics Focus
Econix helps organizations evaluate and plan upgrade paths that better fit finance and supply chain operations.
Dynamics 365 Finance
Cloud-hosted enterprise financial management for mid-market and larger organizations. The target platform for AX upgrades.
View platform detailsDynamics 365 Supply Chain Management
Modern supply chain, warehouse, and operations platform. Often paired with Dynamics 365 Finance for AX migrations.
View platform detailsDynamics 365 Business Central
Integrated ERP for SMB and mid-market organizations. The target platform for NAV, GP, and SL upgrades.
View platform detailsSpecialist Microsoft Dynamics Firm — Canada & USA
Econix is not a generalist IT firm. Upgrade evaluations and migrations are conducted by consultants with direct Dynamics implementation experience across SMB and mid-market organizations.
How Upgrade Engagements Work
Every upgrade engagement follows a structured approach — from assessing the current state to defining a realistic path forward.
Assess Current State
Review of the current environment — version, customizations, data complexity, integrations, and constraints.
Evaluate Risks & Dependencies
Identification of migration risks, data complexity, customization effort, and integration dependencies specific to the path.
Define the Upgrade Path
A recommended path with sequencing, scope, and priorities — grounded in the organization's actual environment and needs.
Move Forward with Confidence
A clear plan with realistic timelines, defined scope, and a shared understanding of what the migration involves.
Assess Current State
Review of the current environment — version, customizations, data complexity, integrations, and constraints.
Evaluate Risks & Dependencies
Identification of migration risks, data complexity, customization effort, and integration dependencies specific to the path.
Define the Upgrade Path
A recommended path with sequencing, scope, and priorities — grounded in the organization's actual environment and needs.
Move Forward with Confidence
A clear plan with realistic timelines, defined scope, and a shared understanding of what the migration involves.
Frequently Asked Questions
Questions about Microsoft Dynamics upgrade paths — answered practically.
Talk to Econix About Upgrades
Submit your request and an Econix consultant will contact you within one business day to discuss your upgrade path and how an evaluation could help.
What happens after you submit
- 1
Econix contacts you within 1 business day
- 2
Discovery call to understand your current environment and priorities
- 3
Upgrade path and evaluation approach discussed
- 4
Engagement scoped and next steps agreed
- 5
Evaluation conducted and findings delivered
Talk to Econix About Upgrades
Tell us about your current environment and your upgrade goals.
Related Insights
Guides to help you plan and evaluate a Microsoft Dynamics upgrade.
Dynamics NAV to Business Central Migration Guide
The key considerations for moving from Dynamics NAV to Business Central — options, steps, and common challenges.
ERP Data Migration Best Practices
How to approach data quality, mapping, and validation — the most commonly underestimated part of any ERP migration.
SAP vs Microsoft Dynamics 365
A detailed platform comparison to help organizations choose between SAP and Microsoft Dynamics 365.
ERP Implementation Roadmap
Every phase of a successful ERP implementation — from discovery and selection through go-live and optimization.
Need a clearer upgrade path for Microsoft Dynamics?
Econix helps organizations evaluate and plan practical upgrade paths across Dynamics environments — with a focus on finance and supply chain operations.