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ERP Builders

Migration guide

Moving from Dynamics NAV, GP or Business Central to Odoo

Many Dynamics NAV and GP customers face a forced move as those products reach end of mainstream support. Odoo is a common alternative to upgrading to Business Central.

نظرة عامة

The short version

The main mapping work is turning Dynamics dimensions and posting groups into Odoo analytic plans, product categories and fiscal positions.

Why move

Why companies leave Microsoft Dynamics

01

End of NAV / GP

A move is needed anyway; compare options before choosing.

02

Broader suite

CRM, eCommerce and helpdesk without add-ons.

03

Simpler licensing

One per-user price for all apps on Enterprise.

Mapping

How Microsoft Dynamics maps onto Odoo

Microsoft DynamicsOdooNote
DimensionsAnalytic plans
Posting groupsProduct categories, accounts and fiscal positions
Items and locationsProducts and warehouses
Customers and vendorsContacts
Open customer and vendor ledger entriesOpen invoices and bills

What migrates

  • Chart of accounts and balances
  • Customers, vendors and items
  • Stock by location
  • Open ledger entries and orders

What usually stays behind

  • Closed transaction history (kept read-only in the old system or as an archive export)
  • Bank rules, report layouts and automations (rebuilt in Odoo)
  • Audit logs from the old system

المنهجية

Migration steps

  1. 01

    Scope and cut-over date

    Agree what moves from Dynamics, how much history, and a go-live date at a month, quarter or year boundary.

  2. 02

    Extract

    Extract through configuration packages (RapidStart), SQL access for on-premise NAV and GP, or APIs for Business Central.

  3. 03

    Clean and map

    Remove duplicates and inactive records, then map accounts, taxes, products and partners onto the Odoo configuration.

  4. 04

    Trial loads

    Load into a test Odoo database at least twice and reconcile trial balance, receivables, payables and stock each time.

  5. 05

    Cut-over

    Freeze Dynamics, load final balances and open items, reconcile, and go live. Keep Dynamics read-only for reference.

Watch out for

Common pitfalls

01

Posting group logic

Rebuild account determination carefully in Odoo.

02

Customisations

Old NAV customisations may no longer be needed.

ERP Builders is an independent Odoo services company and is not affiliated with or endorsed by Odoo S.A. “Odoo” is a trademark of Odoo S.A.

الأسئلة الشائعة

الأسئلة الشائعة

Should we upgrade to Business Central or move to Odoo?

Compare both against your processes and five-year cost. See our Odoo vs Dynamics 365 comparison.

الخطوة التالية

Moving off Microsoft Dynamics?

We will review your data and give you a migration plan with a fixed scope.