The checklist we use ourselves when customers move from C5, NAV and on-premises Business Central to the cloud. Four phases, from mapping to the first month-end close.
What the checklist covers
- 1Assessment and planning
Version, customisations, integrations, licences and the strategy: full migration or reimplementation with master data and open entries.
- 2Preparation
AL extensions, APIs with OAuth, the job queue instead of NAS, a master data clean-up and at least one reconciled test migration.
- 3The go-live weekend
Close the old system, run the final migration, reconcile the balance sheet, open entries and inventory, and keep the reconciliation for the auditor.
- 4The first weeks in production
One issue list, daily checks of the job queue and integrations, telemetry on slow pages and the Excel sheets that need to be retired.
For you if
- You run C5, NAV or Business Central on your own server and are considering BC online
- You want to know what needs to be settled before you ask for a quote
- You want to be able to reconcile the figures yourselves, not just trust that it went well
Would you rather read it on screen? The whole checklist is also in the article Business Central migration checklist: from plan to operation.