Comprehensive Guide to Upgrading to Microsoft Dynamics GP

Feb 25
03:37

2024

Andrew Karasev

Andrew Karasev

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Upgrading from an older version of Great Plains to the latest Microsoft Dynamics GP can seem daunting, but with the right steps and considerations, it can be a smooth transition. This guide provides a detailed overview of the upgrade process, ensuring that your business can benefit from the enhanced features and improved functionality of Dynamics GP. Whether you're on an SQL Server, Pervasive SQL 2000/Btrieve, or Ctree, this guide will help you navigate the upgrade path to the current version of Dynamics GP.

Understanding the Upgrade Path

From Dynamics GP 9.0 or 8.0 to GP 10.0

Upgrading directly from Dynamics GP 9.0 or 8.0 to version 10.0 is typically a straightforward process. However,Comprehensive Guide to Upgrading to Microsoft Dynamics GP Articles there are several key areas to consider:

  • Modifications: Check for ReportWriter modified reports, Modifier with VBA scripts, and Dexterity customizations.
  • FRx Reports: Ensure that financial reports are upgraded correctly.
  • Integrations: Update any integrations managed by Dynamics GP Integration Manager.
  • Add-ons: Verify that add-ons from ISV Partners are compatible with the new version.

It's also recommended to bypass Dynamics GP Service Pack 3 and proceed directly to Service Pack 4, especially if using Extender, to avoid known issues.

From Dynamics GP 7.5 and Earlier Versions

For those on Dynamics GP 7.5 or earlier, a multi-step upgrade process is required. It's advisable to first upgrade to Dynamics GP 9.0, addressing the same considerations as above, before moving to version 10.0.

From Dynamics GP 6.0 and Earlier

For versions 6.0 and earlier, expect multiple upgrade steps, potentially starting from 6.0 to 7.5, then to 9.0, and finally to 10.0. This process will likely involve SQL scripting and fixes.

From Microsoft Small Business Financials

Users of Microsoft Small Business Financials, which is being phased out, should migrate to Dynamics GP Business Ready. The migration path typically goes from SBF 7.5 or 8.0 to 9.0, then to Dynamics GP 9.0 using a Migration Tool, and finally to GP 10.0.

From Great Plains Dynamics on Pervasive SQL 2000 or Ctree

For those on non-Microsoft DB platforms, the most reliable upgrade path is to migrate to Dynamics GP 7.5 on Microsoft SQL Server, as this was the last version supporting Ctree and Pervasive SQL 2000.

From Intellisol Advanced Purchase Order Processing

Users of Intellisol APOP 7.5 or earlier should migrate to Great Plains Dynamics PO 7.5 and then upgrade to Dynamics GP 10.0 or 11.0.

From Great Plains Accounting for DOS, Windows, and Mac

The recommended upgrade path for Great Plains Accounting is to first upgrade to version 9.5, which then allows for migration to Great Plains Dynamics 7.5.

Licensing Considerations

To obtain new Microsoft Dynamics GP licenses, ensure you are current with the Microsoft Business Solutions annual enhancement program. If you have lapsed in payments, contact your Microsoft Dynamics GP VAR for a reenrollment quote.

Alternative Solutions

If staying within the Microsoft Dynamics GP ecosystem is not feasible, consider alternatives like SAP Business One, which offers international localization and compliance.

Integration and Customization Support

  • Microsoft RMS Integration: Daily integration with Microsoft RMS can be set up for small retailers.
  • Dexterity Customization Recovery: Challenges may arise, but with the right source code dictionary, upgrades and recovery are possible.
  • Support in Central, Latin America, and the Caribbean: For businesses in these regions, web sessions and phone conferences can provide necessary support.

For additional technical details or assistance, please contact us via email at help@albaspectrum.com or by phone at 1-866-528-0577. International callers can reach us at 1-630-961-5918 or via Skype at albaspectrum.

Interesting stats and data about Dynamics GP upgrades are not commonly discussed in public forums, but according to some industry insiders, a significant number of businesses are still running older versions of the software. This can be attributed to the complexity of the upgrade process and the cost implications involved. However, with the end of mainstream support for Dynamics GP 2015 and 2016 by Microsoft, there is an increasing trend of businesses seeking to upgrade to newer versions to maintain support and compliance. For more information on the lifecycle of Dynamics GP versions, you can visit Microsoft's official support page.

Please note that the information provided in this article is based on the knowledge available as of the cutoff date in early 2023. For the most current details and guidance, it is always best to consult directly with Microsoft or a certified Microsoft Dynamics GP partner.