Part 3 – How to Plan a Microsoft Dynamics GP Upgrade

Understanding the nuances of planning and executing an upgrade comes with experience, and we’ve learned a lot along the way. Read below about the important things to know regarding the upgrade process. This is Part 3 of a 3 Part blog series on planning a Microsoft Dynamics GP Upgrade. Read Part 1 and Part 2.

The Upgrade Process and What you Need to Know

1. Give yourself and Encore Ample Time
   Contact Encore 3-4 months in advance (or more if you can) to ensure you’re guaranteed the dates you want.  Flexible? We always have open weeks, if you’re flexible, we would be happy to fit you in!

2. Know the Timeline
   Knowing the timeline will allow you to plan how best to use you and your user’s time while the live upgrade is in progress. Upgrade timelines vary depending on your Dynamics GP solution so the estimate presented to you will give you a good idea of how long the process will take.

3. Prepare for Hiccups
   Even the most successful upgrade can have a few hiccups.  We will collectively run preliminary testing, validating the success, and over the first few days, any hiccup found can be reported to us and we’ll certainly review and address.

4. Reap the Benefits
   We believe the most important reason to upgrade is that you and your users get to take advantage of the improvements that were built with you in mind, to help further automate and improve processes, build collaboration among users, and improve the work experience.  So be sure your business and your users reap all the benefits of the upgrade; it’s the best part of upgrading!

View the full Upgrade Planning Guide here.

If at any time, you need an expert to help walk through all the options to build out the optimal plan, Encore has the resources to help you, just reach out to clientengagement@encorebusiness.com.

Read more articles about upgrading with Microsoft Dynamics GP:

9 Points to Prepare for Your Dynamics GP Upgrade

Frequently Asked Questions About Upgrading to Dynamics GP 2015