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dynamics gp migration to business central
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Dynamics GP Migration: Steps to Upgrade to Business Central

dynamics gp migration to business central

Migrating from Dynamics GP to Dynamics 365 Business Central is a significant step for businesses looking to leverage the advanced features and capabilities of the latter. However, the Dynamics GP migration process requires careful planning and execution to ensure a smooth transition. In this article, we will discuss the key steps involved in preparing for this migration, from assessing your current system to planning for post-migration support and optimization.

What is Dynamics GP?

Microsoft Dynamics GP is an enterprise resource planning (ERP) software designed to help businesses manage financials, supply chain, and operations. It has been widely used for years by small to mid-sized businesses to streamline accounting and business processes. However, with technological advancements, many organizations are now considering migrating from Dynamics GP to modern cloud-based solutions like Dynamics 365 Business Central.

Understand the Dynamics GP Migration Process

Before moving towards migration, it’s crucial to understand the process involved. This transition is more than just a software upgrade; it’s a strategic shift impacting operations, data management, and business processes. To ensure a successful migration, businesses must prepare thoroughly and understand the implications.

Dynamics GP to Dynamics 365 migration includes transferring data, customizations, and configurations to the new system. It also requires careful consideration of the differences between the two systems, such as data structures, functionalities, and user interfaces.

- Conduct a Comprehensive System Audit

To start, it’s important to conduct a thorough audit of your current Dynamics GP system. This audit should include identifying all data, processes, and functionalities that need to be migrated or reconfigured for Dynamics 365 Business Central. It’s also important to assess the quality and accuracy of your data to ensure a smooth migration process.

Consider engaging a Microsoft partner to conduct a Business Process Review (BPR) of your Dynamics GP 365 system. A BPR will provide valuable insights into your system’s usage patterns, identify redundant features, and evaluate performance, aiding in your migration planning.

- Elevate Data Clean-Up and Migration Requirements

After assessing your Dynamics GP system, evaluate your data clean-up and migration needs. Check the cleanliness and relevance of your data, cleaning up and organising your data to ensure that it is compatible with Dynamics 365 Business Central.

 

You may also need to map your data to the new system’s data structures and formats. There are various tools and resources available to assist with data clean-up and migration. Consider partnering with an experienced partner to identify and resolve data quality issues, maintaining data integrity during migration.

- Engage Key Stakeholders

Involving key stakeholders in the migration process is crucial for success. This includes communicating effectively with stakeholders and ensuring that their needs and concerns are addressed throughout the migration process. Stakeholders may include employees, customers, and suppliers who will be impacted by the migration.

 

Collaborate with a trusted advisor to streamline planning across your organization, ensuring alignment with diverse business needs.

- Assess Customization and Integration

Many Dynamics GP systems are customized to meet specific business needs. Before migrating, it’s important to assess these customizations and integrations to determine how the Dynamics GP to Business Central migration. This may involve working with a third-party provider or using migration tools provided by Microsoft.

 

Work with a partner who has industry expertise and technical knowledge of Business Central to understand its capabilities and limitations, avoiding unnecessary third-party solutions.

- Establish a Communication Plan

Communication is key during the migration process. Establishing a communication plan that outlines how and when stakeholders will be informed about the migration progress can help ensure a smooth transition. This plan should include regular updates, training sessions, and opportunities for feedback from stakeholders.

- Create a Backup and Contingency Plan

Creating a backup and contingency plan is essential to minimize risks during the migration process. This includes ensuring data security and having a plan in place to address any issues that may arise during the migration.

- Training and Change Management

Training your team on using Dynamics 365 Business Central is crucial for a successful migration. Additionally, implementing change management practices can help ensure that your team is prepared for the transition to the new system.

 

This may include providing training materials, conducting training sessions, and offering ongoing support to employees.

Test Dynamics GP Migration in Controlled Environment

Testing the migration process in a controlled environment is essential to identify and address any issues before the actual migration. This helps minimize downtime and disruptions during the migration process.

Evaluate Post-Migration Support and Optimization

After the migration is complete, it’s important to evaluate post-migration support and optimization options. This includes optimizing your ERP, Dynamics 365 Business Central setup for maximum efficiency and ensuring that you have the support you need to address any post-migration issues. This may involve working with a third-party provider or using Microsoft’s support services.

In Conclusion

Dynamics GP migration to Business Central is a complex process that requires careful planning and execution. By following the steps outlined in this article, you can ensure that your migration is successful and that your business is able to take full advantage of the advanced features and capabilities of Dynamics 365 Business Central. Start preparing for your migration today to ensure a smooth transition and continued business success.

Start your migration journey by partnering with Global Data 365 to ensure a smooth and successful transition from Dynamics GP to Dynamics 365 Business Central.

Get Started with Your Dynamics GP Migration Today!

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Microsoft 365 Copilot
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Microsoft 365 Copilot: Revolutionizing Your Productivity

Microsoft 365 Copilot

In the ever-evolving landscape of digital productivity tools, Microsoft 365 stands tall as a comprehensive suite that empowers businesses worldwide. Among its many offerings, Microsoft 365 Copilot emerges as a transformative solution, promising to revolutionize the way organizations manage their Microsoft 365 environment.

What is Microsoft 365 Copilot?

Microsoft 365 Copilot is a revolutionary management tool designed to simplify the administration of Microsoft 365 services including those crucial for customer relationship management (Microsoft Dynamics 365 CRM), finance and operations (Microsoft Dynamics 365 F&O), and business central management (Microsoft Dynamics 365 BC).

It comprises three main components: Microsoft 365 apps (like Word, Excel, Teams), Microsoft Graph (incorporating files and data across the M365 environments), and OpenAI models (including ChatGPT-3, ChatGPT-4, DALL-E, Codex, and Embedding), all hosted on Microsoft Azure. Unlike traditional management methods, Copilot offers a more efficient and streamlined approach, allowing organizations to focus on their core business activities.

Microsoft 365 Copilot Features:

The Copilot offers many features for vast business community such as;

  • Effortless Automation: Microsoft 365 Copilot improves productivity by automating repetitive tasks and workflows, allowing employees to focus on more strategic initiatives.
  • Reduced Cost and optimizing Resources: It helps organizations save costs and optimize resources by streamlining Microsoft 365 management processes.
  • AI-powered insights: It leverages AI to unlock valuable insights from your Dynamics 365 state. Gain real-time customer behavior trends in Dynamics 365 CRM or identity financial optimization opportunities in Dynamics 365 F&O.
  • Streamlined Collaboration: Microsoft 365 Copilot fosters seamless collaboration within Dynamics 365 applications. Imagine teams working together on sales proposals in Dynamics 365 CRM or project plans in Dynamics 365 Business Central with real-time edits and suggestions.
  • Enhanced Security: It empowers businesses to maintain robust security within Dynamics 365. Leverage advanced monitoring and threat detection to keep your data safe.

Microsoft 365 Copilot

How Much Does Microsoft 365 Copilot Cost?

Microsoft 365 Copilot is available as part of the Microsoft 365 Enterprise subscription, which offers a range of plans tailored to meet the needs of businesses of all sizes. The cost of Copilot varies depending on the specific plan chosen, with pricing starting at $30 per user per month for the basic plan. Find how Microsoft Dynamics transform your business with: Microsoft 365. Future plans include tailored Microsoft 365 Copilot for Dynamics 365, Power Platform, security suite, and Windows OS.

How many Modes of Interaction are in Copilot?

  • Microsoft 365 Copilot system offers two main interaction modes: Direct engagement within applications like Word and Teams, and accessibility through Microsoft 365 Chat in Teams
  • Within applications, users seamlessly integrate M365 Copilot for tasks like drafting documents and summarizing meetings in real-time.
  • The second method of interaction is through Microsoft 365 Chat, functioning as a chatbot within Teams. Microsoft 365 Chat serves as a versatile tool for natural language interactions, enabling users to search across diverse sources.
  • Microsoft 365 Copilot enhances productivity in Word by offering text suggestions, facilitates collaboration in Teams with real-time meeting summaries, and streamlines PowerPoint presentations.
  • In addition to automation, Microsoft 365 Copilot also provides advanced monitoring and reporting capabilities, allowing you to keep track of service health and performance metrics. This information can help you identify potential issues before they escalate, ensuring that your Microsoft 365 copilot environment remains stable and reliable.

In Conclusion

Copilot is a transformative tool that empowers businesses to unlock the full potential of Dynamics 365. With its innovative cutting-edge functionality and user-friendly interface, Copilot is empowering teams to collaborate more effectively and achieve their goals efficiently. To experience the benefits of Microsoft 365 Copilot for your business and drive growth, contact us at Global Data 365 today. Our team is ready to help you leverage this powerful tool to take your productivity to new heights.

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Management Reporter Jet Reports
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Management Reporter vs Jet Reports

Management Reporter Jet Reports

Importance of Reporting Tools in Business Management

In today’s dynamic business environment, the significance of robust reporting tools cannot be overstated. Efficient financial reporting software and business intelligence reporting play a pivotal role in business management; aiding organizations to make informed decisions, monitor performance, and strategize for the future. Two prominent players in the reporting tools arena are Management Reporter vs. Jet Reports. 

What Is Management Reporter?

Management reports are essential components of business intelligence, providing a comprehensive overview of an organization’s financial performance. Management Reporter, a powerful financial reporting tool, stands out with its versatile report designer, enabling the creation of dynamic reports tailored to specific needs. 

We are going to give you three scenarios where a user should consider switching to Jet Reports or Jet Analytics: 

What is Jet Reports?

Jet Reports, on the other hand, is a dynamic business intelligence tool that goes beyond conventional financial reporting. With its user-friendly interface and Jet Dashboard Designer, organizations can leverage its capabilities for comprehensive financial reporting and analysis. Jet Reports is known for its adaptability and ease of use, making it an asset for businesses aiming to enhance their reporting processes. 

We are going to give you three scenarios where a user should consider switching to Jet Reports or Jet Analytics: 

Management Reporter vs. Jet Reports: 7 Key differences

Management Reporter (MR) is a standalone application from Microsoft that pulls data from Dynamics GP, while Jet Reports is an Excel add-in that pulls data into Excel from Dynamics GP. Jet Reports works with Microsoft Dynamics GP 9 (November 2005 release) and later. Both tools were designed specifically for working with Microsoft Dynamics data and integrated seamlessly with Dynamics GP, but between Management Reports vs. Jet Reports there are several key differences. 

- Building reports

MR reports are built in components one-by-one, starting with defining rows, then defining columns and trees, while Jet Reports are built in whole, not in components, cutting in half or more the time it takes to create a report. 

- Adding new accounts

When a new account is added in Dynamics GP, it must be manually added to Management Reporter. Due to the way MR is structured, not all data changes in Dynamics GP will be tracked on the change tracker and do not update the data mart, which is the tool that syncs MR with Dynamics GP. At times there might be hard coding involved to change how the data mart pulls data from Dynamics GP. However, Jet Reports can refresh data from Dynamics GP at any time, and new accounts will show up, without any hard coding or manually checking for new accounts. 

- Previewing reports

You cannot preview reports in MR, unless you assign a row to an actual report. In Jet Reports, you can easily toggle between design mode and report mode to check and see if the formatting and formulas you used are working as desired. 

- Data extractions

MR connects directly to your instance of Dynamics GP, however you can only create reports in MR using that data – you cannot pull from any other source. In contrast, Jet Reports allows you to pull data from numerous sources and consolidate it together, rather than just pulling data from Dynamics GP for building reports. Jet Reports can extract any data from Dynamics GP into Excel, and when the data refreshes, so does your pivot table. 

- Working in Excel

When building reports in MR, you can link to an Excel spreadsheet as a reference and pull in data from a spreadsheet. MR users often find themselves switching between MR and Excel when building reports to pull in data from different sources that might have been exported into Excel. With Jet Reports, you’re working directly inside Excel and can pull data from a variety of locations in addition to from Dynamics GP. This creates a smoother workflow and reduces the need to switch between applications to find the necessary data for a report or dashboard. Additionally, with designing Jet Reports inside Excel, you can take advantage of formatting options, copying and pasting, and other functionalities you are used to in Excel.

- Compatibility

The most recent version of MR reporter is Management Reporter 2012, last updated in 2014, and is compatible with Dynamics AX 2009 and 2012, Dynamics GP 2013 to 2018, and Dynamics SL 2011 and 2015. Jet Reports is regularly updated by insightsoftware, and is compatible with all Microsoft ERPs including Dynamics 365 products, Dynamics NAV, Dynamics GP, Dynamics AX, Dynamics CRM, and Dynamics SL. 

- Migrating to a newer ERP system

Dynamics GP is no longer supported by Microsoft and many companies realize they will eventually need to migrate to a newer ERP such as Dynamics 365 or choose a new ERP altogether. MR is not supported by newer Microsoft products, and as such, none of your reports built inside MR will migrate with you to a new system. On the other hand, all work completed in Jet Reports carries over into any ERP you choose since it is an independent platform and can pull data from any source; all you would have to do is update the data connectors. 

In Conclusion

In conclusion, while both Management Reporter and Jet Reports serve essential roles in the realm of reporting tools, but in the comparison of Management Reporter vs. Jet Reports the latter stands out as a superior choice for businesses aiming to elevate their business management with efficient financial reporting and business intelligence capabilities. The decision ultimately hinges on the specific needs and priorities of each organization, but Jet Reports’ user-friendly features and comprehensive functionality position it as a strong contender in the reporting tools landscape. 

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data lake vs data warehouse
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Data Lake vs Data Warehouse: What's The Key Difference?

data lake vs data warehouse

With the rise of big data and the explosion of new data sources, traditional data warehousing approaches may not be sufficient to meet the needs of modern data management and analytics, creating confusions between Data Lake vs Data warehouse. This has led to the development of new approaches, including Data Lake and Data Warehouse. Each approach offers unique benefits and drawbacks, and understanding the differences between them is critical to making informed decisions about data management and analytics.

Data Lake

A Data Lake is a centralized repository that allows businesses to store vast amounts of raw, unstructured, or structured data at scale. It provides a flexible storage environment, enabling organizations to ingest diverse data types without the need for upfront structuring. This unrefined data can then be processed and analyzed for valuable insights, making Data Lakes ideal for handling large volumes of real-time and varied data.

Benefits and Use Cases of Data Lake

Data lakes provide scalable and cost-effective storage, accommodating diverse data types such as raw and unstructured data for flexible analysis. With a focus on real-time analytics and advanced capabilities like machine learning, they support innovation in algorithm development. Cost-efficient storage solutions, often leveraging scalable cloud storage, make data lakes economical for managing large datasets.

 

Use cases range from big data analytics, IoT data management, and ad hoc analysis to long-term data archiving and achieving a 360-degree customer view. In essence, data lakes offer dynamic repositories that empower organizations with flexibility, real-time insights, and comprehensive data management solutions.

Data Warehouse

On the other hand, a Data Warehouse is a structured, organized database optimized for analysis and reporting. It is designed to store structured data from various sources in a format that is easily query able and supports business intelligence reporting. Data Warehouses are characterized by their schema-on-write approach, requiring data to be structured before entering the system, ensuring a high level of consistency for analytical purposes.

Benefits and Use Cases of Data Warehouse

Data warehouses offer a multitude of benefits, including optimized structured data analysis for improved query performance and efficient reporting. They preserve historical data for time-series analysis and audit trails, enhance business intelligence through data consolidation and dashboard creation, ensure data quality and consistency through cleansing processes, and provide scalability to handle growing data volumes.

 

Common use cases encompass business performance analysis, customer relationship management, supply chain optimization, financial reporting and compliance, and human resources analytics.

Find the visual representation and difference between: Data Lake vs Data Warehouse.

Data Lake vs Datawarehouse: Key Differences

Features 

Data Lake

Data Warehouse 

Purpose 

 

Used for storing vast amounts of diverse data types for future analysis. 

Optimized for large-scale analytical queries, storing historical data for reporting and analysis. 

Data Type 

 

Stores raw, unprocessed data in its native format. 

Stores summarized, aggregated, and historical data. 

Data Structure 

Schema-on-read, allowing for flexibility in data storage. 

Optimized for read-heavy operations (OLAP – Online Analytical Processing). 

Users 

 

Primarily used by data engineers, data scientists, and machine learning teams. 

Mainly used by business analysts, data scientists, and decision-makers for insights and reporting. 

Data Volume 

Holds vast amounts of unstructured and structured data. 

Handles large volumes of historical data from various sources. 

Performance 

 

Performance can vary; optimized for large data ingestion rather than query speed. 

High performance for complex queries and large-scale data retrieval for analysis. 

Schema Design 

Uses a flexible schema design; data is often stored without a predefined schema. 

Denormalized schema (e.g., star or snowflake schema) for faster query performance. 

Data Processing 

 

Processes a wide variety of data types, including structured, semi-structured, and unstructured data. 

Processes complex  queries requiring significant data aggregation. 

Concurrency 

Supports high concurrency for data ingestion and retrieval.

 

Supports a lower number of users. 

Storage Cost 

 

Typically cheaper to store vast amounts of data due to lower storage costs. 

 

Higher storage costs due to large datasets and complex processing requirements. 

 

Example Use Cases 

 

Data exploration, machine learning, real-time analytics. 

Business intelligence reporting, trend analysis, forecasting, decision support. 

Data Source 

Captures data from various sources, including social media, IoT devices, and unstructured data. 

Aggregates data from multiple sources, including databases, external systems, and log files. 

  1. Data Type:
    Data Lake: Stores raw, unprocessed data in its native format.
    Data Warehouse: Stores summarized, aggregated, and historical data.
     
  2. Purpose:
    Data Lake: Used for storing vast amounts of diverse data types for future analysis.
    Data Warehouse: Optimized for large-scale analytical queries and historical data analysis.

  3. Data Structure: 
    Data Lake: Schema-on-read, allowing for flexibility in data storage.
    Data Warehouse: Optimized for read-heavy operations (OLAP – Online Analytical Processing).

  4. Users:
    Data Lake: Primarily used by data engineers, data scientists, and machine learning teams.
    Data Warehouse: Mainly used by business analysts, data scientists, and decision-makers for insights and reporting.

  5. Data Volume:
    Data Lake: Holds vast amounts of unstructured and structured data. 
    Data Warehouse: Handles large volumes of historical data from multiple sources.

  6. Performance: 
    Data Lake    : Performance can vary; optimized for large data ingestion rather than query speed. 
    Data Warehouse: High performance for complex queries and large-scale data retrieval.

  7. Schema Design:
    Data Lake: Uses a flexible schema design; data is often stored without a predefined schema. 
    Data Warehouse: Denormalized schema (e.g., star or snowflake schema) for faster query performance.

  8. Data Processing:
    Data Lake: Processes a wide variety of data types, including structured, semi-structured, and unstructured data. 
    Data Warehouse: Processes complex queries requiring significant data aggregation.

  9. Concurrency:
    Data Lake: Supports high concurrency for data ingestion and retrieval. 
    Data Warehouse: Supports a lower number of users.

  10. Storage Cost:
    Data Lake: Typically cheaper to store vast amounts of data due to lower storage costs.
    Data Warehouse: Higher storage costs due to large datasets and complex processing.

  11. Data Source:
    Data Lake: Captures data from various sources, including social media, IoT devices, and unstructured data. 
    Data Warehouse: Aggregates data from multiple sources, including databases, external systems, and log files.

  12. Example Use Cases: 
    Data Lake: Data exploration, machine learning, real-time analytics. 
    Data Warehouse: Business intelligence reporting, trend analysis, forecasting. 

Finding the Right Fit: data lake vs data warehouse

Is there room for both Data Lake and Data Warehouse in your data strategy? Explore the benefits of adopting a hybrid approach, seamlessly integrating the strengths of both solutions for comprehensive data management. Discover the factors to consider when choosing between Data Lake and Data Warehouse solutions. From cost considerations to scalability needs and varying data types and formats, find the perfect fit with Global Data 365 for your business’s unique requirements by contacting us now.

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Automate Reporting from Dynamics GP
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How To Automate Reporting From Dynamics GP?

Automate Reporting from Dynamics GP

If you do not fully understand the complex underlying data structure of over 1300+ tables and 22500+ fields, then automate reporting from Dynamics GP can prove to be a problem. Recently, Microsoft Dynamics ERP software has evolved to Dynamics 365 Business Central cloud, and it brings versatility and easy access for small businesses throughout the world. Reporting challenges are bound to arise due to the complex nature of the data structure field. All ERP solutions are made of back-ends that are hard to operate for anyone who is not a specialized expert or administrator.

 

 

ERP solutions, like Dynamics GP, are designed to optimize business processes and data storage. Its main focus is on storing data, not extracting it. Microsoft Dynamics GP has advanced and evolved in the ways users receive their reports. Management Reporter has advanced to the new setting providing an Excel-integrated tool known as Jet Basics; Smart List has for a long time provided the export-to-spreadsheet option, and Power BI is coming out as a great tool for data visualization. Similar to other Microsoft Dynamics solutions, Dynamics GP is evolving when it comes to providing built-in and extra tools for users to get data visualization.

 

 

According to the feedback received from thousands of users from across the globe, users complain about the reporting and analytics in Dynamics GP, as it fails to meet functional reporting requirements outside of financial reporting. The reason behind this could be the complex GP data structure or the unavailability of specialized experts. In any way, depending on these tools is costing users their time and money. Companies are forced to recruit Dynamics GP experts because of the lack of access to one organized, instant visualization of the data.

 

 

If you face limitations in your financial systems while regularly using Dynamics GP to optimize processes, then the main challenges that you may be facing in operational reporting are:

Challenges in reporting from Dynamics GP

The four main challenges faced by businesses in reporting from Dynamics GP are:

– SSRS Programming:
Programming in SSRS is costly and slow due to a large amount of data, intricate linking tools, and the programming skill needed to form a report.

– Managing Unorganized Data in Excel:
In a company, every person has their own spreadsheets, which can result in unreliable data and security risks. As every department has different approach in completing its operations.

– Power BI Views:
Power BI can be difficult to navigate for someone who is not a technical expert due to the compilation of data that results in a single view and the rewriting needed to change the views.

– Constructing OLAP Data Cubes:
Constructing OLAP data cubes can be hard and time-consuming as it requires a specialized expert who is familiar with both SSAS data cubes and Dynamics GP.

Keeping these challenges in mind, Global Data 365 has a solution to overcome your Dynamics GP users’ time, money, and effort, all the while creating better reports. It begins with Jet Analytics, the fundamental Dynamics GP data solution.

How Global Data 365 helps with Reporting in Dynamics GP?

Global Data 365 provides better services and implementation to address the obstacles using dynamics that lead your business to success. Without the need for developers and costly experts, Jet Analytics is a complete business intelligence solution designed to obtain quick, customizable reports and dashboards in Excel. And it is possible to do it yourself. Jet Analytics puts all the Dynamics GP data into one and organized it in one location using a pre-built data warehouse, OLAP data cubes, and dashboards to automate reporting in Dynamics GP.

If it is paired with a user-based front-end reporting tool, it makes it possible for users to view, assemble, and prepare the data, so you can benefit from the robust data visualization tools of Power BI and be more effective with operational reporting and analysis. The Jet Data Manager is used as a back-end tool by Jet Analytics to configure turnkey data warehouses and OLAP cubes to assist you monitor and organize your Dynamics GP data.

 

Jet Analytics provides users to use Excel for all your reporting requirements with one operating location for your reporting, but it offers one source and data management system to handle the delivery, security, business measures, calculations, and run-time of such reports. So, do not let your existing obstacles in operational reporting keep you from receiving immediate insight into your data. Companies can now improve the visibility of real-time data to help automate reporting from Dynamics GP users turn efficient and enjoy Jet Analytics full capabilities.

 

We, at Global Data 365, offers free one month license of Jet Analytics for you to test it with your Dynamics GP database and see the value it brings into your reporting process. Contact Us to order your trial license now.

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Jet Analytics Data Warehouse as a Future-Proof Business Solution
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Jet Analytics Data Warehouse

Jet Analytics Data Warehouse as a Future-Proof Business Solution

To remain competitive, a business needs to implement a jet Data Warehouse system that can keep with future requirements. Preparing to implement an ERP system can be a challenging task. Data storage technology’s future will be characterized by speed, convenience, and efficiency. Many of Microsoft’s legacy GP, NAV, and SL customers are likely to be considering a shift to the new platform now that the company’s latest ERP software version for small and midsize businesses has been released.

Microsoft Dynamics 365 (D365 BC) is the next version of the Microsoft Dynamics NAV code base. It is expanding it to a more cloud-friendly platform and incorporating it more deeply than before with the remainder of the Microsoft stack. The process of data transfer is never an easy task, no matter which ERP system you are moving from. Some particular problems related to data transfer are there. Surprisingly, many of them can be easily handled using a data warehouse.

Although data warehouses have been built for a different reason (i.e. to store data for big data analytics), they can provide tremendous value during an ERP transfer. That is because an entire data warehouse solution can pay itself from the savings generated by the process of migration itself. Enterprises have access to an increasing amount of data from all departments of their sector. Controlling how data travels through the enterprise becomes increasingly important as a company gathers data in different formats.

Data warehouse Obstacles during Data Transfer

Data warehouse technology has not changed much. However, the rise of Big Data and an excess demand for data has uncovered technical vulnerabilities that some legacy warehouses are not equipped to manage. One of the first questions asked from a project team when it comes to data transfer is which data is going to be moved from the old system to the new one? Firstly, all the data is going to be transferred. Secondly, many businesses have collected a large amount of historical data. Exporting data, filtering it, cleaning it, and reformatting it for the new system costs time and money.

Then the challenge arises of matching transactions. Bringing the list of the history of customer payments and invoices is a separate thing from recreating the history, providing the details of the payments made to certain invoices in certain amounts. On the other hand, the cloud model distinguishes storage from computing, resulting in a new level of cost and performance efficiency. Enabling IT to:

– Pay for only what is used.
– Gain total cost/performance leverage.
– Reduce duplication of data.
– Eliminating loading of data.
– Multiple platforms can access the same data.

If the company continues to retain the old system intact, it will cost them time and money. If only a single person knows how to operate the system leaves, or if the system update conflicts with the old ERP software. It will cost your company time on support and maintenance.

Jet analytics Data Warehouse as a Solution

Most ERP system manager fails to think of the alternative; a data warehouse solution that contains data from your old ERP system. It contains all of the data you require for historical reference. With a data warehouse, there is no need to handle transactions on the old system.

 

In comparison to the cost of maintenance of an old ERP system vs. a data warehouse, the data warehouse comes out on top every time. It not only solves the issue of historical ERP records but also serves an ongoing function as well. It significantly reduces security risks. The cloud has changed the way companies handle and store data for the better. To satisfy your existing and future business needs, cloud computing will help you create a new modern data infrastructure. Your organization now has the opportunity to harness its data’s potential, delivering unmatched productivity and ROI. You are finally ready to turn your data to reveal the deeper insights that will help you make better business decisions and produce higher-quality results.

Data Warehouse as a Migration Tool

By creating a standard data model for your old and new ERP systems within the data warehouse. You can utilize the data warehouse as a migration tool itself. You may proactively use the data harmonization process among the two platforms to clean and normalize data from the old system and prepare it for transfer to the new system.

Since most people think of a data warehouse primarily as a staging area for reports. This is a creative solution to the issue of data migration that is rarely suggested.

ERP Migration without Reformatting Reports

The future is hard to foresee, but one certain thing is that the most productive data warehouses are those that can use their data efficiently to optimize operations, anticipate market shifts, and boost availability. Similarly, Jet Analytics is a reporting platform from Global Data 365 that deals with the entire Microsoft Dynamics products, which include Microsoft Dynamics CRM, AX (Axapta), NAV (Navision), GP (Great Plains), SL (Solomon), BC, and Microsoft Dynamics 365 Finance and Supply Chain Management product.

 

The relation between Jet Analytics and the various products of Microsoft Dynamics operates independently. Users can extract data from the ERP system, which is integrated inside the data warehouse to a harmonized data structure. The customer records of both Microsoft Dynamics GP and Microsoft Dynamics 365 Business Central may appear the same in the data warehouse. Invoice records from various systems will also appear similar.

If you are thinking about transferring data from one system to another, particularly from Microsoft’s legacy ERP products to D365 BC, you can save time and money by implementing these approaches. Jet Analytics data warehouse can offer the following benefits:

– You can automate the removal and transfer of data that you intend to migrate by linking the Jet Analytics product to your old system, storing them in the data warehouse for import to the new system.

– You can tackle the issue of historical data by using Jet Analytics to provide unlimited access to data that is too difficult or costly to transfer. This decreases the probability of security breaches, saves recourses, and improves efficiency.

– If you have used Jet Analytics to develop reports for your previous Microsoft Dynamics ERP system. You can continue using the reports for data with little to no change from your new Microsoft Dynamics ERP system. This saves considerable time and money on implementation.

– You will have the most sturdy BI and reporting platform on the market after the migration, which will remove any potential reporting inefficacies.

A Detailed View over Time

The Jet Analytics data warehouse approach enables you to view both old and new data together as a single whole. Jet Analytics helps businesses to run comparative reports that look back through different years. Information is structure and interpreted by the data warehouse as if it originated from a single system.

 

Any level of compliance is involved in most ERP system implementations. One such compliance is the necessity of a complete break from the past. This particular problem is tackled effectively by the Jet Analytics data warehouse approach.

Jet Analytics Data warehouse as a Solution

For the success of any business, the present and future warehouse management systems need to embrace the incorporation of BI software solutions and visualization of insight. You can get started with Jet Analytics whether you have upgraded to the latest versions of Microsoft’s ERP system. There are many advantages to implementing a Jet Analytics data warehouse system.

– Jet Analytics can be deployed ahead of an ERP framework update to give you a head start, reduce risk, and lighten the overall implementation workload. When you finally introduce a new ERP system, report creation on Jet Analytics will continue to pay off.

– By acquainting yourself and your staff with the data warehouse setting, you can obtain an understanding of the benefits of implementing the Jet Analytics data warehouse system.

It is time to unlock the potential of your data to drive your business ahead. To learn more about how Jet Analytics can benefit your company or learn to improvise with Jet Analytics training.

Contact us to get more information.

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We are the authorized distributor of insightsoftware in Middle East. We have worked with 100+ companies in solving their reporting pain points and are committed to providing companies with fast and convenient data access methods from Microsoft Dynamics ERPs using insightsoftware's products and Microsoft Power BI.

insightsoftware partner
Microsoft Partner

Solutions

D356 Business Central
D356 Finance & Operations
D356 CRM
Jet Reports
Jet Analytics
Power BI
Power Apps
Power Automate

Resources

Blogs
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Help Center
Become a Partner

Training

Jet Training
Power BI Training

Contact Us

Office # 1912-16, The Binary by OMNIYAT, Business Bay, Dubai, UAE.

+971 52 843 3085

sales@globaldata365.com

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