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Free Business Central assessment
Written, scoped proposal after the assessment
Dynamics GP support ends December 31, 2029
Independent, not affiliated with Microsoft
A division of Sataware Technologies
Weekday support on Mountain Standard Time
Free Business Central assessment
Written, scoped proposal after the assessment
Dynamics GP support ends December 31, 2029
Independent, not affiliated with Microsoft
A division of Sataware Technologies
Weekday support on Mountain Standard Time
Free assessment →

Business Central upgrade for older versions and on-premises systems

A Business Central upgrade moves an older Business Central installation, usually on-premises, to a newer version or to Business Central online. It carries your data forward and rebuilds old modifications as extensions. We assess what you have, then rehearse the upgrade on a copy of your database until it runs cleanly. Then we cut over on a date your finance team chooses. Coming from Dynamics NAV? Our NAV upgrade page covers that route.

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⏫Reasons to move

When a Business Central upgrade is due

Microsoft supports each on-premises version for a fixed period. After that, fixes and regulatory updates stop. An installation past that point still runs. But each new tax form, bank format or Windows update becomes your own problem. Staying put slowly turns into the costlier option to live with.

Other triggers are practical. A server is due for replacement. An add-on vendor drops the old version. Or the company wants features that exist only in recent releases. Examples are Copilot assistance, analysis mode on lists or the built-in Shopify connector. Any one of these is reason enough to plan.

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Upgrade triggers
  • ✓Version out of support
  • ✓Server hardware ending
  • ✓Add-on no longer updated
  • ✓New features wanted
  • ✓Move to the cloud planned
🔎Before we start

Assessing the current system

First, we list what is in the database. That means the exact version, every modified object, installed add-ons, integrations and custom reports. We mark each modification as still used, replaced by a standard feature, or no longer needed. Many companies find that a good share can go.

The assessment also measures data. Very large ledgers, long-closed companies and old document archives affect how long the data upgrade runs. So we decide with you what moves across and what stays in a read-only copy. A smaller database upgrades faster. It is also easier to check afterwards.

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Assessment covers
  • ✓Exact version and build
  • ✓Modified object list
  • ✓Add-on compatibility
  • ✓Integration inventory
  • ✓Database size by company
🛤The route

The Business Central upgrade path

The route depends on the starting point. Recent versions can go straight to the current release. Older releases may need an intermediate step, because the data upgrade tools only accept certain starting versions. Microsoft publishes the supported paths, and we follow them. We confirm your route in the assessment.

Code takes a different route from data. Business Central 14 was the last version that allowed C/AL changes to base objects. So we rewrite those modifications as AL extensions. We rebuild reports or replace them with Word and Excel layouts that users can maintain themselves. Then we retest integrations against the new web service endpoints.

Map your upgrade route →
Work streams
  • ✓Data upgrade steps
  • ✓C/AL rewritten in AL
  • ✓Report conversion
  • ✓Add-on replacement
  • ✓Integration retesting
🎬Practice runs

Rehearsals before cutover

We run the full upgrade on a copy of production more than once. The first run finds the errors. The later runs prove the fixes and record how long each step takes. That timing tells us whether the work fits inside the cutover window you plan. We log each run step by step.

Between runs, your key users test the upgraded copy with everyday transactions. Examples are an order through to invoice, a payment run and a month-end report. We write down differences from the old system. Then we turn them into short training notes. By the final rehearsal, the same people who tested are ready to help colleagues.

Plan a rehearsal run →
Each rehearsal checks
  • ✓Trial balance matches
  • ✓Open documents intact
  • ✓Inventory value agrees
  • ✓Extensions install cleanly
  • ✓Step timings recorded
☁Where to land

Upgrade in place or move online

An upgrade is a natural moment to ask if the system should stay on your own servers. Business Central online removes server upkeep and delivers updates automatically. On-premises keeps full control of the database and the timing. Neither is right for everyone. We set out both plainly.

If you choose online, the usual route is to upgrade on-premises to the current version first. Then you use Microsoft's cloud migration tool to copy the data into a cloud tenant. We plan both steps as one project with one cutover. Your users see a single change, not two.

Weigh cloud against on-premises →
Points to weigh
  • ✓Server upkeep effort
  • ✓Update timing control
  • ✓Online-only features
  • ✓Database access needs
  • ✓Internet dependence
Questions

Business Central upgrade questions

Is a Business Central upgrade different from an update?

Yes. An update is the regular change Microsoft delivers to a current system, such as a monthly fix or a release wave. A Business Central upgrade moves an older major version to the current one. It involves converting code, upgrading data and retesting every process.

Do we lose our history in a Business Central upgrade?

No. A proper upgrade carries ledger entries, posted documents and master data forward. You may choose to leave very old companies or archives behind in a read-only copy to shorten the run. That is your choice, and you make it during the assessment.

What happens to our modifications?

We assess each one. Some standard features added since your version replace them. We drop some because nobody uses them. We rewrite the rest as AL extensions. The aim is to arrive with less custom code than you started with.

Should we upgrade or reimplement?

Upgrade when the setup and history are sound and the modifications are manageable. Reimplement when the old system carries a long trail of workarounds, a poor chart of accounts or data nobody trusts. We give a recommendation after the assessment, with reasons for both routes. Either way, a Business Central upgrade starts with that honest look.

Will users need training after the Business Central upgrade?

Usually a little. If you come from Business Central 14 or earlier, the web client replaces the older Windows client. Features such as personalization and search change daily habits. We prepare short role-based sessions from the differences your key users noted during rehearsal testing.

Book a discovery call

Let's talk through your move to Business Central.

A focused call with a senior consultant. We learn how your business runs today, give you an honest view on whether Business Central fits, and outline scope and next steps before you commit to anything.

What happens after you send the form

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We read your request
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2
Discovery call
We go through your processes, your current systems and the problems you want solved.
3
Written plan and proposal
You receive a written proposal covering scope, phases and licensing.
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▦ IndependentDynamics 365Business Central consultants
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S SatawareOur parent company14+ years, 1000+ projects listed
▦ IndependentDynamics 365Business Central consultants
C Clutch5.0 from 1 reviewSataware on Clutch
G GoodFirmsParent company profileSataware on GoodFirms
S SatawareOur parent company14+ years, 1000+ projects listed
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