Finance and Supply Chain Management

Solution Migration

Migrate your customer’s Dynamics AX solution in the most efficient way!

The well-evaluated and thought-out decision to migrate your customer’s solution to Dynamics 365 Finance & Supply Chain Management (formerly F&O) could be much easier and more cost-effective. Here at Companial, we have a proven model, from evaluating your customer‘s existing solution and offering the best way to move forward, to keeping the newest Finance and Supply Chain Management solution maintained afterward!

Step 1


The BestPath Assessment

About the BestPath:

What is the best way to migrate your customer’s existing Dynamics AX solution to Finance and Supply Chain Management? And how much time and effort is needed take to make it happen?

Our proven BestPath Assessment service will provide you more visibility into the complexities of the project. The assessment will help you to find out which approach (upgrade, re-implementation, or a mix) is the best for your customer’s move to Dynamics 365 for Finance and Supply Chain Management.

What can the BestPath Assessment service help you attain?

Detailed analysis of the current solution

Make a well-informed decision about how to move forward and save time by using a structured approach.

Reduction of costs and risks

Reduce potential risks with upfront evaluation per current customizations (upgrade, re-implement, or a mix), and recieve a fixed-price proposal for the migration project.

More predictability during the solution migration process

Ensure a smooth transition by knowing what to expect throughout the solution migration process.

A clear plan for the migration project execution

Receive defined project goals, objectives, and tasks to ensure a smooth solution migration for your customers.

The BestPath Assessment Service Process:

1. Initial Solution Analysis

Receive initial findings (analysis of high-level objects, solution architecture, technical opportunities) and proposal for the BestPath Assessment

2. Detailed Technical Assessment

In-depth technical analysis of the customer’s solution including modifications, integrations, and interfaces.

3. The BestPath Assessment Workshop

A workshop to present the findings and review analysis results together with the Partner to gather their input and prepare the final report.

4. Workshop Report and Next Steps

The workshop report contains the detailed results of the analysis performed by Companial (number of modified objects, modifications level, time investment and more).



Make sure you’ve downloaded The BestPath Assessment one-pager and service-related handouts to find out more about the service!

Request your free of charge initial solution analysis to receive the initial findings about high-level objects, solution architecture, technical opportunities here:

The BestPath Assessment one-pager

Instructions for how to request the service


“Working with your team was fun, reliable, easy and well-organized. We knew right from the beginning that we were in good hands! We would undoubtedly recommend the BestPath Assessment to others as it saves a lot of time and resources. I don’t know if anybody else could do it that fast and make it that easy!”

Kai Lyytinen Business Director for ERP at Efima Oy

“From our very first meeting, we established a strong connection. We were impressed by their technical knowledge and ability to work closely with Microsoft Partners. Working together we‘re able to put our best efforts to ensure success. Working with Companial means working with great people who are highly skilled and knowledgeable professionals who excel in their work.“

Niels Vringer Delivery Manager at Conclusion MBS

“The Best Path Assessment was the exact breakthrough we needed in the project. The service they provided was delivered in a very standardized and professional format. This helped us to remove the anxiety and frustration, building more visibility for the upcoming upgrade project.”

Kārlis Nīlanders Commercial Director at dots365
    Step 2


    Solution Migration to Dynamics 365 Finance and Supply Chain Management

    About migration service:

    It is important to have a good approach for understanding what can be upgraded and what cannot. Done right, you can save money, time, and resources and get the best of the two worlds: the customer’s existing well-tested solutions, and the new version of Dynamics 365 Finance and Supply Chain Management, providing the latest and greatest features available. Once you decide to move forward, you should do it in the most efficient, safest possible way!

    What can our Solution Migration service help you attain?


    Be proactive in offering your customers the latest technologies/functionality.


    Customers running up-to-date versions are more cost-effective to support.


    Your customers’ loyalty will be strengthened.

    Business Growth

    Increase your revenue from your existing customers.

    Companial’s Solution Migration Process

    Project Kick-Off

    Infrastructure Set-Up

    Code Upgrade

    Database Migration

    Function and User Acceptance Testing

    Cutover and Go-Live Support


    Make sure you’ve downloaded our Solution Migration one-pager and service-related handouts to find out more about the service!

    To request the service, please start with the BestPath Assessment for your customer’s solution evaluation!

    Solution Migration one-pager

    Solution Migration Methodology


    “On behalf of Alna Business, I can say that we would strongly recommend working with Companial (formerly 1ClickFactory) on future upgrade projects. The attitude, responsibility, involvement, striving to achieve results, and delivery speed of the Dynamics 365 Finance & Supply Chain Management team contributed enormously to the successful upgrade implementation!”

    Giedre Dembickiene Project Manager at Alna Business

      When the solution migration is completed, don’t forget to keep your customer’s newest Dynamics 365 Finance and Supply Chain Management updated and functioning properly after required service updates by choosing our well-defined Solution Maintenance service!

      Step 3


      Dynamics 365 Finance and Supply Chain Management Solution Maintenance