NAV2BC QuickSwitch Implementation Plan Details

Discovery Phase

The Discovery phase sets the foundation for your NAV to Business Central migration with comprehensive planning and requirement gathering.

Design Phase

The Design phase translates your business requirements into a comprehensive Business Central solution architecture.

Development and Testing Phase

The Development and Testing phase brings your Business Central environment to life with rigorous validation.

UAT and Go-live Phase

The final phase ensures your team is ready and your system is production-ready for a successful go-live.

Support Phase

Our commitment extends beyond go-live with comprehensive post-implementation support and ongoing assistance.

NAV2BC QuickSwitch – Migration Accelerator for Dynamics NAV to D365 Business Central

Migrate with confidence and clarity using our guided QuickSwitch package, built for faster time to delivery.

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Migrating from Microsoft Dynamics NAV to Business Central can be overwhelming—we are here to make it smoother and simpler.

LevelShift' NAV2BC QuickSwitch is a structured, outcome-driven approach designed to simplify your transition to Dynamics 365 Business Central. Whether you're working with legacy NAV versions or a heavily customized setup, our guided migration plan helps you modernize your ERP foundation, minimize risk, and accelerate go-live.

With our proven methodology, your organization benefits from a straightforward, phased path to Business Central, covering everything from discovery and design to data migration, UAT, and go-live support.

Why choose NAV2BC QuickSwitch?

Structured Migration Options

Structured Migration Options

Choose from Essentials, Catalyst, or Pro Suite packages tailored to your business needs and ERP complexity.

Flexible Migration Paths

Flexible Migration Paths

We support both upgrades (for newer NAV versions) and new implementations (for legacy or deprecated environments).

Reduced Downtime

Reduced Downtime

Go live faster with minimal disruption using standardized templates and pre-tested configurations.

Knowledge Transfer

Knowledge Transfer

Super user and trainer-level training ensures post-launch continuity and adoption.

Built for Growth

Built for Growth

Option to start with Finance and scale up to advanced modules like Inventory and Warehouse.

What does the NAV2BC QuickSwitch implementation plan include?

Our proven implementation approach ensures a smooth transition from Dynamics NAV to Business Central with clearly defined phases.

The Discovery phase sets the foundation for your NAV to Business Central migration with comprehensive planning and requirement gathering.

  • Project Kick-off meeting to align stakeholders and establish project governance
  • Discovery sessions to define the migration roadmap and identify key requirements
  • Data collection templates and onboarding process documentation
  • Detailed discussions on relevant modules and business process requirements

The Design phase translates your business requirements into a comprehensive Business Central solution architecture.

  • Product walkthrough and detailed process mapping sessions
  • Capture of business requirements and system configurations
  • Solution design documentation with technical specifications
  • Collection of master data and opening balances for migration

The Development and Testing phase brings your Business Central environment to life with rigorous validation.

  • Configuration and setup in dedicated sandbox environment
  • Comprehensive system and integration testing protocols
  • Import and validation of master data with quality assurance

The final phase ensures your team is ready and your system is production-ready for a successful go-live.

  • User Acceptance Testing (UAT) with comprehensive test scenarios
  • Training sessions for core users and trainers with hands-on workshops
  • Final preparation and go-live execution with cutover support
  • Opening balance import and system handover with documentation

Our commitment extends beyond go-live with comprehensive post-implementation support and ongoing assistance.

  • Post go-live operational assistance and issue resolution
  • Ongoing support to stabilize the environment and optimize performance
  • Optional steady-state support and future enhancement planning

What is included in the QuickSwitch package?

The QuickSwitch package includes preconfigured core features of Dynamics 365 Business Central, helping you go live with zero confusion and full clarity.

The following are included:

Configuration of one production company in Dynamics 365 Business Central (Cloud Deployment)

Financial Management:

  • General Ledger, Chart of Accounts, Bank Reconciliation
  • Payment Journals, Financial Journals, GL Budgets
  • Bank Account and Currency configuration, Exchange Rate setup

Sales:

  • Customer Master Setup, Sales Prices
  • Sales Quotes, Orders, Invoices, and related sales workflows

Purchasing Module:

  • Vendor Master, Purchase Quotes, Orders, and Invoices
  • Item Master, Pricing, and related purchasing configurations

Inventory Management:

  • Item classification and configuration
  • Item Charges and related inventory settings

Basic Warehouse Setup:

  • Configuration of Locations and enablement of core warehouse processes

Reporting:

  • Standard out-of-the-box Business Central reports
  • Power BI dashboards and analytics for Finance, Sales, and Inventory

Laying the Foundation for AI

Migrating to Business Central sets your organization up to embrace Microsoft's next-generation AI capabilities down the line. Once on BC, you can explore how tools like Microsoft Copilot for Dynamics 365 can help automate tasks, surface insights, and enhance productivity across Finance, Sales, and Supply Chain functions.

Flexibility to Fit Your Business

Each QuickSwitch package offers a different level of coverage, ranging from Financials-only (Essentials) to comprehensive inventory and warehouse management (Pro Suite). You decide what fits best, and we will guide the rest.

Flexibility to Fit Your Business - Package comparison chart showing Essentials, Catalyst, and Pro Suite packages

From simple migrations to complex NAV environments with legacy add-ons, we support both upgrade and fresh implementation tracks, ensuring that the path forward is always aligned with your current state and future goals.

Post-implementation Support

Our partnership doesn't end at go-live. LevelShift offers hands-on hypercare support to help stabilize your environment and guide your team through early adoption.

After that, you can continue with our flexible Pay-As-You-Use On-Demand Service Model— a client-favorite that ensures you only pay for what you need, when you need it.

Unlike traditional Microsoft engagement models, our On-Demand approach is:

Affordable

Affordable

Flexible

Flexible

Scalable

Scalable

Available

Available

Whether it's enhancements, additional training, or day-to-day troubleshooting, we stay with you to make sure your Business Central environment continues to evolve with your business.

Why LevelShift?

We are a trusted Microsoft Solutions Partner with the following capabilities:

Migration Experience

Migration Experience

Deep expertise in NAV and D365 BC migrations.

Microsoft Alignment

Microsoft Alignment

Our approach aligns with Microsoft's latest roadmap and architecture.

Tailored Implementations

Tailored Solutions

Whether you are migrating a single entity or a large enterprise, we adapt the migration strategy to your business.

End-to-end ownership

End-to-end Ownership

From discovery to post-go-live support, we stay with you every step of the way.

Our Perspectives

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FAQs

It is a structured migration offering designed to transition companies from Dynamics NAV to Dynamics 365 Business Central using predefined packages.
Both upgrades (for newer NAV versions) and fresh implementations (for older or customized setups). Our team will guide you to the right approach.
Essentials (Financial Management), Catalyst (Financials + Sales & Purchase), and Pro Suite (Full suite including Inventory & Warehouse).
Depending on the package, timelines range from 6 to 11 weeks.
Each package comes with warranty support and optional steady-state support for future needs.
Yes. We provide templates for master data, assist in importing opening balances, and deliver structured training for super users and trainers.

Let's modernize your ERP system—start with NAV2BC QuickSwitch today!

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