Migration is Not Just for Birds: 5 Reasons to Migrate from PeopleSoft to Dynamics 365

It’s hard to believe that it has been 14 years since Oracle acquired PeopleSoft. Since then, PeopleSoft customers made the choice to stay with Oracle or move to a competing cloud alternative – but some companies are still using PeopleSoft. Are you one of them?

Support Until 2020

The support extension provided by Oracle through 2020 cannot hide the fact that PeopleSoft is mainly based on an architecture developed a couple of decades ago. The majority of PeopleSoft customers will have to determine whether they are well served by a product whose data design harks back to the mainframe.

Sticky ERP

Why do companies stick with PeopleSoft or other legacy products? That’s a good question. It may be because enterprise software is particularly sticky. Companies don’t change their ERP systems because the number of enterprise users are in the thousands, requirements are complex, implementation takes longer and costs are much higher. Therefore, expecting hundreds of large global companies to switch overnight to a new ERP system was never realistic. One thing is clear: doing nothing will become increasingly costly and will adversely affect your business.

Oracle Difficult to Implement

PeopleSoft customers can migrate to an Oracle product, and there is a popular misconception that it’s easy for PeopleSoft customers to migrate, but it’s simply not true. PeopleSoft and Oracle are based on radically different architectures and deployment models, and implementation can be costly and time-consuming.

Five Reasons PeopleSoft Customers Should Migrate to Microsoft Dynamics 365

  1. Easy to Use and Maintain

    Microsoft Dynamics 365 for Finance and Operations, Enterprise, (formerly Microsoft Dynamics AX),  offers a rich array of functionality to serve the needs of a wide variety of enterprise companies in a variety of industries. Built using industry-standard tools and database, Microsoft Dynamics 365 is easy to implement and maintain.

  2. Price and Total Cost of Ownership

    PeopleSoft is costly to maintain. Microsoft Dynamics 365 is less expensive for initial licensing, implementation, and on-going maintenance. It is a better value proposition overall, and chances are it integrates with a lot of your other existing systems.

  3. Increased Productivity

    Dynamics 365 is designed to work like Excel and Outlook. With the vast array of open database tools from Microsoft and a host of other sources, Microsoft Dynamics 365 data can be readily queried, mined, extracted and interfaced with analytical applications, trading partner systems, third party applications, and productivity tools.

    The Microsoft Dynamics 365 user interface is role-based, meaning each user has a home screen that is tailored to provide easy access to the activities and functions that they use every day – boosting productivity.

  4. Cloud Services

    Microsoft Dynamics 365 allows you to take advantage of cloud services, scale globally, run agile operations and connect employees by enabling real-time access to insights on any device.

  5. You’ll love the Human Capital Management

    Fans of PeopleSoft love it’s human capital management (HCM) capabilities. Well, I’m here to tell you that the HCM functionality within Dynamics 365 is stellar, and getting better all of the time. Dynamics 365 for Talent enables exceptional experiences across employee attraction, engagement, development, and retention.

The time is now to migrate to a less expensive, easy to use system that will have your users singing its praises. Let me know if you have any questions about a migration to Microsoft Dynamics 365 from PeopleSoft or another legacy product.

Best regards,

Robbie Morrison
Chief Solution Strategist, SBS Group

About Robbie
Robbie Morrison has spent nearly 20 years helping customers build and deploy elegant technology and business solutions.  From start-ups to enterprise-class organizations worldwide, his knowledge of the Microsoft Dynamics ecosystem and Robbie-2017products helps SBS Group customers maximize ROI on technology investments.

Today, Robbie serves SBS Group customers in his role as Chief Solution Strategist where he provides thought leadership and manages the development of B2B solutions.  Robbie received his MBA from the University of Georgia, Terry College of Business.

Is the Cloud Right for You? Find Out with a Complimentary Cloud Assessment

You may be wondering if it’s time to move Microsoft Dynamics and other legacy systems to the cloud, and it’s a great question many business leaders are pondering at this very moment. Choosing the cloud over on-premises systems introduces many questions and the process can be overwhelming. Making a knee-jerk decision about your cloud options can lead to costly mistakes as noted in the infographic, 3 Painful Mistakes to Avoid When Moving Dynamics to the Cloud.

Make Decisions That Nurture Your Business, Not Hinder It

Business technology is advancing at a remarkable rate and the cloud offers so much promise for many businesses. Cloud solutions are in the headlines and on the minds of business leaders in nearly every industry. You have probably heard from vendors, suppliers or others within your own network that are considering moving legacy systems to the cloud. While there are plenty of success stories, there are also plenty of costly blunders.

Moving Dynamics to the cloud isn’t the right solution for every business. Just because the cloud worked for a vendor or colleague, doesn’t mean your company should take the same path. Choosing just any cloud package, rushing to make the move or making sweeping decisions could lead to costly mistakes. Make the decisions that will nurture your business, not hinder it.

Take A Closer Look at Your Cloud Options (and Business)

Moving Microsoft Dynamics to the cloud can be an overwhelming decision to make, even with a skilled IT department, and you shouldn’t make it alone. But before you look at cloud options, we want you to take a closer look at your business.

  1. Business requirements: First and foremost, outline your specific business operations, strategic plans and goals. Discuss the various departments, processes and data being generated across your organization. Document public and private data, workloads and the users of your business system.
  2. Approach: Determine whether you have private and proprietary data, customer data or other information requiring different levels of security. Do employees need mobile access or will you create secure portals to work closer with vendors, suppliers and customers? How you capture, assess and use your data will impact the cloud options you may choose to deploy or avoid.
  3. Value: Budget is always a consideration, and moving to the cloud often provides added value and reduces costs. You can alleviate many IT responsibilities and find increased overall productivity, among many benefits of moving to the cloud. Work with your cloud provider to talk through the pros and cons of moving to the cloud.
  4. IT function: Not all businesses have a skilled IT department or the time to tend to maintaining business technology. Even with experienced IT staff, you may choose to focus their attention on other business-critical technology and leave backup, security and other routine maintenance to your cloud partner.
  5. Support needs: With any change in business technology, you need to provide training and support to your employees. Training strengthens user adoption, which is necessary for a successful deployment whether on-premises or in the cloud. Ensure your cloud provider offers training and troubleshooting services.

Be Confident with Your Cloud Decision

Making the decision to move legacy systems into the cloud isn’t easy or straightforward. You must first look at your cloud options alongside business needs and goals. The process can be overwhelming, but you aren’t alone in the process.

The experts at SBS Group understand the unique licensing, support and ISV solutions within the Microsoft Dynamics 365 community. With our Stratos Cloud solutions, we know the cloud inside and out and how to provide seamless integrations and infrastructure management across multiple cloud and on-premises environments.

To get started, we invite you to take our complimentary Dynamics ERP Cloud Assessment survey and one of our cloud specialists will contact you to guide you through documenting your requirements to calculating the value and examining your support needs. Let’s work together to find the best cloud solution for your business.

3 Things You Must Know BEFORE Moving Microsoft Dynamics to the Cloud

Business management technology has made a giant leap into the cloud, including Microsoft Dynamics. Moving legacy systems to the cloud offers many advantages from time and cost savings to mobility to improved data security. However, it isn’t as straightforward as many vendors would have you believe. Before you move Dynamics to the cloud, download 3 Painful Mistakes to Avoid When Moving Dynamics to the Cloud and learn how you can avoid these 3 common, costly mistakes.

Modern business management systems are involved and require the insight and support of your skilled IT team and experienced providers. Even with Microsoft Dynamics already in place, moving to the cloud isn’t as simple as you may think. You must still carefully evaluate cloud services to ensure the cloud you choose will support your unique business needs and goals long-term. Rushing this decision can lead to any one of these mistakes:

  1. Taking the ‘standard’ cloud package: There is no cloud package that can support your exact business needs right out-of-the-box. There are many cloud providers and cloud options. From public and private clouds to hybrid cloud solutions, you need to weigh each option carefully and understand how your choices will impact your business.

Tip: Instead of taking a standard cloud package, ask an experienced cloud provider to show you the latest cloud technologies. Then, work together to choose the right cloud options for your specific business needs.

  1. Feeling pressure to decide fast: Sure, you want to boost productivity and find new ways to reduce waste while increasing profits. However, the cloud isn’t a full turnkey solution. Moving Microsoft Dynamics to the cloud must support strategic plans and business operations which is why this process takes time and deliberate planning. Don’t let promotions or unrealistic timeframes distract you from the goal at hand.

 Tip: Instead of being pressured to make quick decisions based on the latest-and-greatest technology, choose a provider that will take the time to understand your strategic goals and provide support as you begin your cloud journey. 

  1. Making across-the-board decisions: Your business generates a variety of data—some private, some proprietary and sensitive customer information. Each department, workload and dataset must to be evaluated separately. Consider compliance obligations, security measures and the ability for employees, vendors or customers that may need access to certain information.

Tip: Instead of making sweeping decisions, consider whether there are advantages to keeping certain data in a public cloud while using a private cloud for other workloads or sensitive data.

Plan A Successful Move to the Cloud

Moving Microsoft Dynamics to the cloud isn’t a simple decision or a one-size-fits-all solution. Evaluating your cloud options and how they will impact your business takes deliberate planning and careful consideration. Plan a successful move to the cloud by downloading the infographic and contact SBS Group for guidance and support as you move legacy systems to the cloud.

What the Heck is Microsoft Dynamics 365 for Project Service Automation?

One of the most common questions we’ve heard from professional services companies lately is: What the heck is Microsoft Dynamics 365 for Project Service Automation (PSA)?

Microsoft Dynamics 365 for Project Service Automation is a Microsoft Dynamics 365 for Sales (CRM) solution. It helps professional services companies run their business more productively by bringing people, processes, and automation technology together through a unified experience. PSA is a powerful addition to Dynamics 365 that enables project management capabilities in Dynamics 365.

Simply put, Microsoft Dynamics 365 for PSA unites opportunity management with project planning and management. After the sales and planning stage, Microsoft Dynamics 365 PSA excels at handling resource management, team collaboration, time and expense management, customer billing and service analytics.

Dyn 365 PSA

Microsoft Dynamics 365 Project Service Automation

I guess the first pertinent question might be, why do I need PSA? After all, we already have Microsoft Project which is an advanced project management tool! Microsoft Project is a great tool for project managers and in some circumstances, might be the only tool you need, Microsoft Dynamics 365 PSA won’t be for everyone! But you will find that Microsoft Dynamics 365 PSA has a slightly different focus, it is not “just” about project management. It is more focused on the engagement with the customer. By this I mean it covers the full life cycle of the project right from initial estimate to completion.

SBS Group has partnered with hundreds of professional services clients to help them utilize technology solutions that lower costs, improve visibility and enable efficient allocation of resources. Our solutions for project-driven firms are:

Microsoft Dynamics 365 PSA for companies with Microsoft Dynamics 365 for Sales (CRM)
Progressus for small to medium sized companies
AXIO for enterprise companies

All three products are based upon common data services, and interact seamlessly together, and with Microsoft Dynamics 365. Progressus and AXIO run on the back-office ERP side of the business, while Microsoft Dynamics 365 PSA is on the front-office CRM side of the business.

We cover this in more detail in our webcast, 5 Reasons Project Driven Firms Switch to Dynamics 365. Interested in learning which solution is right for your company? Start a discussion with one of our business technology experts today. Contact us for a free evaluation.

Best Regards


About Eric Forgo

Eric serves as the Director of Business Intelligence and CRM for SBS Group. He is responsible for developing and driving innovative solutions, overseeing related services and ensuring SBS Group customers derive maximum business value from their technology investments.

Eric has spent more than 20 years in the Microsoft ecosystem, holding executEric Forgo, SBS Group Directors BI and CRMive positions with leading ISVs and consulting firms where he led teams in the deployment of Microsoft ERP and CRM. In addition to his technology background, Eric spent the early part of his career in financial management. He is a CPA with a BS in Accounting from the University of Connecticut and an MBA from Boston University with a concentration in Finance.


Heads Up Salespeople! Microsoft Takes LinkedIn Integration to the Next Level

As usual, there were a lot of announcements at Microsoft’s Ignite customer conference this week. Microsoft CEO Satya Nadella’s keynote exemplified the broad swath of innovation Microsoft is targeting, touching on how everything from AI and mixed reality to quantum computing and data-ready cloud infrastructure are changing the way we do business.

Microsoft had several announcements around its LinkedIn integration, which is great news for salespeople. You may recall, Microsoft announced its LinkedIn Acquisition last June. Many of us wondered how this would play out in the Microsoft Dynamics 365 space.

Microsoft is updating the Dynamics 365 user experience (UX) from a standard LinkedIn widget to a fully configurable integration. LinkedIn InMails and messages will be able to be sent directly from within Dynamics 365 for Sales, and added directly to Relationship Insights as with any other sales interaction. As a result, Dynamics 365 relationship analytics will be expanded to include InMail and PointDrive interactions.

There will also be Relationship Assistant cards triggered with LinkedIn data, so salespeople will be able to natively render profile photos from contact records in LinkedIn. You will also be able to search across Office 365, SharePoint at Microsoft, and OneDrive at Microsoft for LinkedIn and Microsoft Dynamics 365 sales profile cards if all of the services are connected and integrated. What a timesaver this will be! And salespeople can now visit a prospect knowing all of the LinkedIn connections they have in common, all integrated on their mobile device with Microsoft Dynamics 365 for Sales (CRM).


The goal at Microsoft is to help salespeople create warm leads and relationship sales. With over 500 million members, LinkedIn is a gold mine of information.

You can identify the best way to reach and connect with prospects, including introductions from colleagues that they know and trust and:

  • Focus on the right people with predictive lead scoring
  • Find every member of the buying committee
  • Discover the best path to reach each buyer for a stronger response

Let us know if we can answer any questions about the integration, or Microsoft Dynamics 365 Relationship Sales.


Joe Gulino
Director, Enterprise Sales, SBS Group

About Joe
Joe Gulino has spent 30 years growing and running mid-sized ERP and CRM consulting organizations. Recently, he has focused his career on helping large and mid-sized services companies select, procure and implement ERP and CRM solutions. He has experience in several industries including manufacturing, distribution and professional services.
Today, Joe serves SBS Group customers in his role as Director of Corporate Account Sales where he helps customers solve business problems using Microsoft Dynamics 365 technology. Joe holds a B.A. in Business Administration and Computer Science from Rosary College, and is based in Naperville, Illinois.

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