Softabase
Microsoft Dynamics 365 logo
Acumatica logo
Migration Guide 2026

Migrate from Microsoft Dynamics 365 to Acumatica

Complete guide to switching from Microsoft Dynamics 365 to Acumatica. Step-by-step instructions, data migration tips, and best practices for a smooth transition.

Quick Comparison

Microsoft Dynamics 365 logo
Migrating From
Microsoft Dynamics 365

Modular cloud ERP and CRM platform integrated with Microsoft 365, Azure, and Power Platform.

8.1(3,500 reviews)
Starting at$70/mo
Acumatica logo
Migrating To
Acumatica

Cloud ERP with unlimited users for growing mid-market companies, particularly strong in distribution and manufacturing.

8.4(1,200 reviews)
Starting atContact Sales

Why Migrate from Microsoft Dynamics 365 to Acumatica?

Teams often switch software for various reasons. Here are common motivations for migrating from Microsoft Dynamics 365 to Acumatica:

Better pricing or value for money
Missing features in current tool
Poor customer support experience
Need for better integrations
Company growth requiring more scalability
Consolidating tools and reducing tech stack
Better user interface and experience
Compliance or security requirements

Migration Checklist

Follow this step-by-step checklist to ensure a smooth migration

1
Pre-Migration
Audit your current data and usage in Microsoft Dynamics 365
Identify critical workflows and customizations
Export all important data and backups
Review Acumatica features and pricing
Set up your Acumatica account
Plan your migration timeline
2
Data Migration
Export data from Microsoft Dynamics 365
Clean and prepare data for import
Map fields between systems
Import data to Acumatica
Verify data integrity
Set up integrations
3
Post-Migration
Train your team on Acumatica
Run parallel systems for testing
Migrate remaining users
Cancel Microsoft Dynamics 365 subscription
Archive old data backups
Document new processes

Data Migration Tips

Exporting from Microsoft Dynamics 365

Before migrating, export all your data from Microsoft Dynamics 365:

  • Look for export options in Settings or Admin
  • Export data in CSV or JSON format
  • Include all records, attachments, and history
  • Verify export completeness before proceeding
Microsoft Dynamics 365 Details
Importing to Acumatica

Set up your data import in Acumatica:

  • Check import tools and supported formats
  • Map source fields to Acumatica fields
  • Test with a small batch first
  • Verify data after full import
Acumatica Details

Timeline & Cost Considerations

Typical Timeline

2-8 weeks

Depending on data volume and complexity

Team Training

1-2 weeks

Getting your team up to speed

Overlap Period

1 month

Running both tools simultaneously

Important Considerations

  • • Plan for potential downtime and have a rollback strategy
  • • Budget for temporary dual subscriptions during transition
  • • Consider hiring migration consultants for complex setups
  • • Don't underestimate the time needed for team training

Frequently Asked Questions

Ready to Make the Switch?

Compare Microsoft Dynamics 365 and Acumatica side-by-side, or explore other alternatives.