D365 CloudShift
Migrating to the cloud made easy
D365 CloudShift is a migration package developed by Calsoft Systems that is aimed at shifting your company onto a modern cloud-based ERP platform. More specifically, D365 CloudShift was built to assist businesses in migrating from Dynamics GP/NAV to Dynamics 365 Business Central Cloud.
Do I need to migrate to the cloud?
It’s no secret that many industries worldwide have adopted cloud computing as the new standard for modern business. Whether you are utilizing SaaS applications like Microsoft Office 365 or deploying batches of virtual machines within Microsoft Azure, you likely understand the power that cloud services provide.
Ultimately, cloud computing provides scalable, agile, and dependable services that businesses trust. It’s likely that you are already utilizing cloud computing services in certain areas of your business, so why not reap the same benefits with your ERP system?
As legacy on-premise systems such as Dynamics GP become outdated and can require costly maintenance, more and more businesses are making the switch to a modern cloud-based ERP.
Business Benefits
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Eliminate the cost of managing on-premise hardware by switching to a predictable subscription billing model.
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Mitigate potential security risks and meet compliances while leveraging Microsoft’s world class security standards.
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Take advantage of a polished user interface that looks and feels just like other familiar Microsoft apps.
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Utilize modern integration with many Microsoft applications such as Word, Outlook, Teams, Excel, and others.
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Operate on a scalable system that easily grows and shrinks to fit present and future business demands.
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Cloud hosting provides hassle free upgrade process to always be on the latest software version.
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Easily transition or maintain remote work by accessing your cloud-based ERP system from almost any device.
Why Dynamics 365 Business Central?
Built upon the framework of Dynamics NAV, one of Microsoft’s bestselling full featured ERP’s, Dynamics 365 Business Central offers a versatile and powerful cloud-based platform for the small to mid-sized market. Released in 2018, Business Central has proven to be a logical next step for businesses looking to migrate their current operations to a modern cloud-based platform.
Dynamics 365 Standard System Features
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- Seamless Integration with Microsoft 365, Power BI and Power Automate
- Automatically Send Documents by Email and Exporting Your Business Data to Excel
- Define User Intelligent Tasks and Roles with Role Center
- Use Job Queues to Schedule Tasks
- Integration Tool for the Other Outside Systems
- Business Intelligence and Financial Reporting
- User Security, Privacy and Company Compliance
- Responsibility Centers
and more
Dynamics 365 Standard Financial Features
- General Ledger
- Managing Receivables
- Managing Payables
- Invoicing Prepayments
- Reconciling Bank Accounts
- Managing Fixed Asset
- Managing Intercompany Transactions
- Accounting for Costs
- Managing Inventory Costs
- Managing Cash Flow
- Closing Years and Periods
- Consolidating Financial Data from Multiple Companies
- Working with Multiple Dimensions Structure
- Create G/L Budgets and Report with Multiple Scenarios
- Post Transactions Directly to the General Ledger
- Reverse Journal Postings and Undo Receipts/Shipments
- Allocate Costs and Income
- Record and Reimburse Employees’ Expenses
- Defer Revenues and Expenses
- Setup and Update Currency Exchange Rates
- Import Payroll Transactions
- Work with VAT on Sales and Purchases
- Making Cash Flow Forecasts by Using Account Schedules
- Analyzing Financial Statements in Excel
- Transfer Bank Funds
and more
Dynamics 365 Standard Supply Chain Management Features
- Create Recurring Sales and Purchase Lines
- Make Drop Shipments
- Create Special Orders
- Process Sales Returns or Cancellations
- Correct or Cancel Unpaid Sales Invoices
- Blanket Sales Orders
- Combine Shipments on a Single Invoice
- Calculate Order Promising Dates
- Track Packages
- Date Calculation for Sales
and more
- Request Quotes
- Purchase Items for a Sale
- Posting Purchases
- Correct or Cancel Unpaid Purchase Invoices
- Combine Receipts on a Single Invoice
- Process Purchase Returns or Cancellations
- Receive and Convert Electronic Documents
- Date Calculation for Purchases
- Merge Duplicate Records
- Blanket Purchase Orders
and more
- Inventory
- Inventory and Warehouse Reports
- Count and Adjust Inventory Using Documents
- Count, Adjust, and Reclassify Inventory Using Journals
- View the Availability of Items
- Transfer Inventory Between Locations
- Reserve Items
- Track Items with Serial, Lot, and Package Numbers
- Use Item Cross References
- Trace Item-Tracked Items
- Block Items
and more
- Project Management
- Project Reports
- Create Jobs
- Use Resources for Jobs
- Use Time Sheets for Jobs
- Manage Job Budgets
- Record Usage for Jobs
- Manage Job Supplies
and more
- Manufacturing Management
- Production Planning / 10+ Planning Parameters
- Planning With or Without Locations
- Create a Forecast
- Create Production Orders from Sales Orders
- Plan for New Demand Order by Order
- Run Full Planning, MPS or MRP
- Replan or Refresh Production Orders Directly
- Track Relations Between Demand and Supply
- Requisition Worksheet
- Action Messages
- Assemble Items
- Assembly Reports
- Understanding Assemble to Order and Assemble to Stock
- Quote an Assemble-to-Order Sale
- Sell Items Assembled to Order
- Sell Inventory Items in Assemble-to-Order Flows
- Sell Assemble-to-Order Items and Inventory Items Together
- Create Blanket Assembly Orders
- Undo Assembly Posting
- Bills of Material
- Assembly Order Posting
- Production Reports
- Production Orders
- Subcontract Manufacturing
- Post Consumption and Output for One Released Production Order Line
- Batch Post Consumption
- Batch Post Output and Run Times
- Reverse Output Posting
- Post Scrap
- View the Load in Work and Machine Centers
- Post Capacities
- Finished Production Order Costs
- and more
*More available modules: Manufacturing, Service, Warehouse, HR Management, CRM etc. See the detail on Microsoft Dynamics 365 page. Welcome to Microsoft Dynamics 365 Business Central – Business Central | Microsoft Docs
How does D365 CloudShift work?
First, our team of ERP consultants analyze your current operations within Dynamics GP/NAV in order to map out your future flow within Dynamics 365 Business Central. We address any gaps that arise and ensure that all business requirements are met.
Then, we configure three Dynamics 365 Business Central environments: Sandbox, Development, and Production.
Next, we utilize an in-house developed migration template in order to import your business’ Dynamics GP master data to Dynamics 365 Business Central. By leveraging a solution built for consolidating data across multiple systems, users have the option to have fully integrated access to their Dynamics GP historical data within Dynamics 365 Business Central.
Finally, we provide user training and optional post-implementation support to ensure a smooth transition to Dynamics 365 Business Central.
Where do I start?
Calsoft is ready to assist your business through every step of the migration process. Simply contact us, and we are happy to arrange a complimentary consultation to determine if D365 CloudShift is the right migration package for you.
Let’s Start a Project
Imagine your business technology running like a finely tuned machine throughout your entire enterprise. We can help you get to where you want to go.