Client Background
Our client, a mid-sized manufacturing and distribution company operating across three countries, had relied on Microsoft Dynamics GP for over a decade. While GP served its purpose initially, the company faced growing limitations:
- Difficulty scaling with increased transactions and entities
- Outdated reporting with delayed insights
- Manual consolidation across subsidiaries
- High IT overhead and lack of real-time data access
They approached Riseascend Technologies to modernize their ERP infrastructure and enable a cloud-first, automation-driven future with Dynamics 365 Finance & Operations (F&O).
Project Goals
- Migrate legacy data and configurations from GP to F&O
- Improve visibility across multi-entity financials
- Automate core business processes (AP, AR, GL, Procurement)
- Strengthen compliance and audit readiness
- Reduce manual work and IT dependency
The Solution: Dynamics 365 GP to Dynamics 365 F&O Migration Key Project Phases
At Riseascend Technologies, we bring deep expertise in guiding organizations through seamless transitions from Microsoft Dynamics GP to Dynamics 365 Finance & Operations. Our structured migration approach is built to ensure minimal risk, accurate data preservation, and optimized performance all while maintaining business continuity.
Here’s a look at how our end-to-end migration framework is executed for maximum success:
1. Requirement Analysis & Fit-Gap Study
Our consultants conducted discovery workshops with each department to document pain points and business goals. We mapped the GP setup against F&O modules and documented gaps, leading to a comprehensive migration roadmap.
2. Master Data & Transaction Migration
We performed data cleansing and validation on over 10 years of historical data before executing a structured migration to F&O using Data Management Framework (DMF).
3. Chart of Accounts Redesign & Financial Workflow Optimization
The legacy Chart of Accounts was restructured using F&O’s financial dimensions, enabling real-time entity-wise reporting and removing Excel dependency.
4. Customization & Integration Setup.
Custom logic from GP (such as item allocations, vendor scoring, approval workflows) was rebuilt in F&O using Power Automate and X++ extensions. We also integrated third-party systems like payroll and WMS.
5. Training & Change Management.
We delivered role-based training to 60+ users and created SOPs for each function. Our change team worked closely with department leads to manage resistance and ensure adoption.
6. Go-Live & Hypercare Support.
Go-live was executed in a phased approach, starting with finance, then extending to supply chain. Our hypercare team remained onsite (virtually and physically) to stabilize operations and track post-go-live KPIs.
Results & Business Impact
The client experienced measurable improvements:
- 95% reduction in manual Excel-based consolidation
- Real-time dashboards for financial and operational performance
- Automated workflows for AP/AR, improving process cycle times
- Improved compliance with built-in audit trails and security roles
- Scalable ERP platform ready to support future expansion
Why Choose Riseascend Technologies?
We specialize in Microsoft Dynamics GP to F&O migrations with a clear focus on:
- 8–10+ years of domain experience
- Industry-specific business process consulting
- Pre-built templates and migration accelerators
- Personalized support before, during & after go-live
Ready to Migrate?
Let’s discuss your ERP journey. Whether you’re in manufacturing, distribution, services, or retail our expert consultants can help you achieve a seamless, cloud-based transformation.
Contact us today for a free consultation.
