7 Pitfalls to Avoid as You Transition Business Software to the Cloud

Cloud ERP Guide

The cloud has come a long way over the past decade. Cautious business leaders waited for the model to prove itself before jumping on the bandwagon, but by now there is no doubt the cloud provides real benefits. It still represents change, though, and moving operations to the cloud should be approached with eyes wide open.

To help you steer clear of the problems that inevitably accompany change, we’ve collected stories based on the real experiences of companies like yours. On each page, you’ll find a cautionary tale founded on the hardearned experience of technology partners who are dedicated to helping businesses realize the promise of the cloud.

Each organization is unique, and our goal with this document is to help you recognize warning signs within your own company that could take you down a painful path. Your company may be ready for innovation and new ways of working and jump into the cloud without any issues. Or, like most companies, you may have some internal struggles that make moving to the cloud less straightforward.

We’ll help you prepare for potential challenges with best-practice tips that have helped companies like yours. Read on to make sure you avoid the “gotchas” on your journey to the cloud.

Don’t fall for these pitfalls such as:

1. It’s just like an upgrade, no problem

2. We’ll figure out data migration as we go

3. Customizations and integrations won’t be an issue

4. Employees, customers and business partners will just have to adapt

5. The cloud works pretty much the same as on-premises

6. We’ll redefine business processes later

7. As soon as we get up and running, we’ll tighten security

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7 Pitfalls to Avoid as You Transition Business Software to the Cloud

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Personalizing your Microsoft Dynamics 365 Business Central Role Center

Microsoft Dynamics 365 Business Central Personalization

Microsoft’s continued commitment and development of Enterprise Resource Planning Systems (ERP) has resulted in the release of Microsoft Dynamics 365 Business Central.

​​Business Central is a modern digital end-to-end robust business management solution designed to help organizations achieve greater efficiency, streamline business processes, and empower employees to react quickly to changing business needs with intelligent insights-anywhere and on any device.

With modern business solutions, it is extremely important to start quickly and have a system in place that can grow and adapt as your business needs change.  Dynamics 365 Business Central allows customers to tailor their business to their specific needs, get started quickly utilizing a new modern and refreshed user experience.

Business Central allows you to tailor your user experience to your particular personal work style and your particular needs.  In the system, there are many “pre-defined” roles which are already optimized for your particular job function in the organization such as Accountant, Business Manager, Project Manager, President, ect. Once in your determined Role Center, there is much information already displayed; however, you can boost productivity further through personalization.  This is easy to do in Business Central:

Go to Settings:

Then, look for the drop-down menu and click:


In “Personalization” Mode you can enhance and tailor your user experience by utilizing the following:

Drag and Drop Information:  You can “Drag and Drop” entire sections of information on the role center to fit your particular needs and how you would like things to look for your everyday work.  By having the ability to shuffle around and display the information that you would like to see that is the most relevant helps in getting to the task that are most helpful to your particular job.

Determining Freeze Pane:   Also, you can go into the “Items List” and make further changes such as determining where to set your “Freeze Pane” to make it easier to view information. This is done by simply clicking on “Set Freeze Pane”.  Another option is to hide the Freeze Pane as well.  You will find that there are many customization in Dynamics 365 Business Central to help you stay productive.

Adding Additional Information Fields:  In addition, you can add fields of information to enhance your user experience by clicking on “More” and then to the right select “Add Field To Page”.  There are several options here.  Simply select which information field of information you would like, such as Standard Cost for example, into the item list and select done.

These quick changes can greatly optimize your Business Central role center to bring about better productivity to an employee’s particular needs.  You can further personalize the solution by using the In-App Designer.

Go to Settings:

Then, look for the drop-down menu and click:


In-App Designer:  The Designer functionality allows you not to only create personalization for your personal needs, but to create customization for everyone across the organization. In the Designer Mode, for example on a customer card, you can drag around fields along with re-naming areas.  When you are done making the changes, Business Central will take these changes and convert them into an Extension. You can even take an Extension and perform code changes and integration work with the Extension.  Extension are important in Business Central as this is the way in which you can customize your business solution.  It is important to mention that this new Microsoft Dynamics 365 cloud solution is a modern business platform you can easily and quickly tailor, extend, and build applications so they fit your specific needs — with little to no code development.

Microsoft AppSource: 

With Microsoft Dynamics 365, there is an ever-growing availability of business apps which are Extensions that are professionally created by thousands of partners.  These Extensions can by integrated to the Microsoft “Power Suite” such as Power App for creating business applications across devices or Microsoft Power BI for robust business intelligence reporting and smart decision making. Another example is Microsoft Flow for creating workflows and integration across different systems.

Since it is possible to extend the solution with apps from Microsoft AppSource, customers can choose to work with the global network of partners that have deep industry knowledge and expertise and help customize the business solution individual organization needs.

Learn more about Microsoft Dynamics 365 Business Central

The Growth of Cloud ERP

The “Internet of Things”:

Phones aren’t the only “things” that are connected to the internet. There is a revolution under way connecting things—from weather sensors to vehicles to MRI machines—to the internet. The Internet of Things (IoT) refers to collecting and analyzing the data from these things to identify patterns, track trends, and even predict behaviors.

A new frontier:

Through the IoT, businesses use their data, often combined with public data, to better understand their products, customers, and markets. The challenge for each business is to understand what data is available and how it can apply to your operations.

Understanding your business:

Every business will be able to capitalize on the IoT in different ways. Cloud-based ERP allows you to connect to data sources (from vendors or public sources) that can help you understand your markets and how they interact with your products and services. For example:

  • A retailer can match revenue and weather data to predict sales on a rainy day.
  • A truck dealer can schedule maintenance based on historic engine performance of a specific model across the entire fleet.
  • A hospital can reduce MRI downtime with preventive maintenance based on cumulative machine data.

Better Control and Flexibility:

Cloud-based ERP provides the foundation plus the flexibility for you to take advantage of the new frontiers that the internet opens for every industry.   Since subscription fees are typically charged monthly based on per user, you can easily change the number of users every month to fit personnel situations and avoid the expenditure of unused licensing.

Global Availability:  

Through Internet, ERP  users to access their information anytime and anywhere. As long as there is Internet, businesses benefit from better business mobility and global availability, which lead to enhanced productivity and increased control of information.

Learn more about Cloud Enterprise Resource Planning