Overcoming Common Challenges in a Dynamics NAV Upgrade

Regardless of the nature and scale of an organization, ERP systems have emerged as their skeleton. However, the extent to which the ERP system integrates with your overall business operations will determine its long-term growth and success. Dynamics 365 Finance and Operations, a market leader in enterprise resource planning software, can help you connect all business activities to work effectively. It offers a central database that links various departments to a single information source that is easy to access.

On the other hand, implementing Dynamics 365 ERP requires re-engineering your operations to the system’s capabilities, data transfer, and user training, which affects business processes throughout the organization. To ensure that your Dynamics NAV upgrade implementation is successful, you must consider several challenges throughout this process.

Challenges You Might Face While NAV to Business Central Migration

Excel connectivity issues

Unfortunately, Excel isn’t beneficial until you’ve transferred data from the source system you want to analyze into it. It’s standard to run reports from CRM, ERP, or accounting systems, dump the resulting data into a CSV file, and then import it into Excel for analysis.

However, there are some serious issues with the conventional export/import strategy. Unexpected source file format changes can cause a laborious analysis process to produce inaccurate results. Additionally, as soon as the data are imported into Excel, they become immediately obsolete. The analysis does not consider any later modifications to the source system (such as when someone posts a new transaction or makes an adjusting entry). Therefore, you would have to re-export from your ERP and begin the laborious, prone-to-error process while NAV to Business Central migration all over again.


Users of the old Edge browser might notice that their camera images are reversed when imported from Edge. They must use Microsoft Edge to solve this problem.

Users must use Picture Control to take pictures or upload image files from their device and update the data source with this content if they discover iOS device images lacking meta-data information.

A change in the Android OS may make it difficult for users of Android mobile devices to control their cameras. You only need to republish your app and reopen it on your Android device because Microsoft has already updated the camera control in response to this change.

Users frequently need to hear back when downloading attachments in PowerApps or SharePoint. Users of Microsoft Edge version 83 or Google Chrome version 83 may experience this problem. The only solution now is for users to download attachments using a different browser, even though Microsoft is working hard to fix this problem.

Extensive Consolidations

The most popular strategy for businesses that run multiple corporate entities is to create various companies within D365 F&SCM, each with its own set of books. In this manner, accounting systems continue to be clearly segregated, ledgers for the various corporate entities can be applied consistently, and internal controls are always in balance.

However, when trying to report across multiple companies and create consolidated accounts across group structures, D365’s native financial reporting tools can be difficult to use. When several companies are involved, the Dynamics data structure’s inherent complexity increases. As a result, customers of Microsoft Dynamics frequently use cumbersome Excel-based procedures to create their consolidated financial statements.

Financial reporting was intended to be something other than a tool for analysis. However, you might need help with preparing financial statements and want to dig into transactional specifics. To view sub-ledger transactions, you should look beyond the general ledger. Switching between Financial Reporter and the D365 UI is not the most convenient or effective workflow for this activity.


Users who haven’t updated their PowerApps in a while should republish them to keep them in sync with the most recent version of Power Apps to avoid common operational problems and to benefit from performance enhancements and other fixes.

Whether you are using Chrome, Microsoft Edge, or Internet Explorer, make sure to download a 64-bit version of your browser in case you run out of memory while using Power Apps.

Your browser may prevent the launch of a URL that is in protected mode or has less security than the website where the app is loaded if a user attempts to launch a website from an embedded app. Change your browser’s security and privacy settings to solve this problem.

To Sum Up

The Microsoft Dynamics NAV roadmap is based on annual releases, allowing you to focus on long-term revenue from upgrades. You can guarantee that your customers always take advantage of the most recent Microsoft Dynamics NAV functionality without a significant migration by advising them to upgrade at each release. And a steady stream of income helps your company. Without losing sight of your core business, you can provide a quick, high-quality service by collaborating with an upgrade partner like DynamicsSmartz.

By thefeednewz

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