Action Items for Field Service Companies Upgrading to Dynamics 365 from Dynamics GP and Key2Act

by | Updated August 17, 2020 | Dynamics GP, Field Service, Key2Act

upgrade GP & Key2Act

With a large base of clients that rely on Microsoft Dynamics GP and Key2Act to manage their field service businesses, we often are asked if it is possible to upgrade to a more modern platform – and if it is, how does the transition work? The answer to the first question is a resounding – yes! More and more companies are moving off Microsoft Dynamics GP and upgrading to Dynamics 365 Business Central to take advantage of the many benefits including:

  • Microsoft Cloud (no more hardware costs or security concerns)
  • Predictable monthly payments (no more upgrade fees)
  • Modern user experience and platform (work from anywhere at any time with no RDP)
  • More functionality and apps (major releases twice a year – at no cost to you)
  • Business insights (direct integration to the business-changing Power Platform)

You likely know that you should make the move to Business Central because of one or all of these reasons, but it might not be clear how to make that transition as seamless as possible. The checklists below offer a starting point for you to understand where you are today and where you want to go in the future. Having this information on hand helps to ensure a successful transition.

1. Foundation

Planning for your upgrade is an integral part of the success of any ERP project and it all starts with laying the foundation for your project.

action item

2. Evaluate Business Processes

Understanding your current business processes, including what is working and what isn’t, will help as you architect Dynamics 365. Setting yourself up for success means really evaluating how to become more efficient and strategic.

evaluate business processes action items

3. Evaluate Functionality

Functionality is different between GP and Key2Act compared to Dynamics 365. While you may rely on a variety of ISV solutions currently, that functionality may be included in D365 out of the box. Completing this checklist will give you a better understanding of how Dynamics 365 will fit your needs.

evaluate functionality action items

4. Analyze Data

Data is at the core of any solution, so understanding the integrity of your day is key. You want quality data brought into your new system. If you don’t trust the information in your current solution, you’ll likely want to start fresh.

analyze data action items

The information you gather during this stage will help build the framework for your Dynamics 365 project. Field Service companies are finding success with Dynamics 365, which offers solutions specific to field service like:

  • Streamlined case intake and work order generation
  • Automatic work order planning and routing
  • Intelligent asset management
  • Efficient scheduling and dispatching
  • Mobile workforce enablement
  • Reporting and analytics providing actionable insights

Subscribe to our blog to continue to learn how Dynamics 365 can help your Field Service company. Or reach out to Stoneridge Software to speak to an expert today.

Related Posts


Submit a Comment

Your email address will not be published. Required fields are marked *

Upcoming Events


01sep10:00 am10:30 amEnsuring Quality and Compliance for Batch Manufacturers in Life Sciences

01sep12:00 pm12:30 pmIs it Worth It to Move to the Cloud? A Look at Considerations for Current Agribusinesses Using Dynamics GP

01sep2:00 pm2:45 pmWhat’s New in Dynamics 365 Finance and Supply Chain

09sep11:00 am12:00 pmConfab Live with Stoneridge – Data Strategy and Reporting – Mining Decision Making Insights

15sep10:00 am11:00 amSolving the Biggest Challenges in Agribusiness Through Innovation and Technology

22sep12:00 am12:30 pmSimplifying Payroll and HR Management with ADP Workforce Now

22sep10:00 am10:30 amStreamlining Batch Manufacturing with Technology

22sep2:00 pm2:30 pmProcess Automation for Microsoft Dynamics D365 for Business Central, Finance and Operations and GP

23sep11:00 am12:00 pmConfab LIVE with Stoneridge - Riding the Wave 2 Release – Key Features Coming to Dynamics 365 this October

29sep10:00 am11:00 amTop Five Reasons Why NOW is the Right Time to Move from Salesforce to Dynamics 365 Customer Engagement

29sep12:00 pm12:45 pmUnderstanding Job Costing and Tax Management in Business Central

29sep2:00 pm3:00 pmDigitalizing Horticulture & Agriculture - How to Sell Plants Online and Simplify Business Management

30sep12:00 pm4:00 pmSecurity and Permissions Training for D365 Business Central or Dynamics NAV


06oct10:00 am10:30 amPreview of D365 Business Central Fall Release Features and Functionality

06oct12:00 pm12:30 pmInsider's Guide to New Features Available in the Fall Release of D365 Finance and Supply Chain

07oct11:00 am12:00 pmConfab LIVE with Stoneridge - Dataverse and Dynamics in Review – Let’s Get Technical

21oct11:00 am12:00 pmConfab LIVE with Stoneridge - Dataverse and Dynamics in Review – Let’s Get Functional

26oct(oct 26)9:00 am28(oct 28)5:00 pmStoneridge Connect Leadership and Community Conference

About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!