Skip to content

Free ERP Resources

Expert guides and checklists from 20+ years of Microsoft Dynamics consulting. Download instantly — no commitment required.

D365 Finance Readiness Checklist

Evaluate your organization’s readiness for a Dynamics 365 Finance implementation across 8 critical areas.

What's inside

47 assessment items across 8 dimensions
Scoring framework with 3 readiness levels
Econix expert tips per section
Printable worksheet format

ERP Rescue Playbook

A structured recovery guide for organizations whose ERP implementation has stalled, failed, or isn’t delivering expected value.

What's inside

5-phase rescue methodology
Root cause diagnostic checklist
Triage priority framework
Recovery timeline benchmarks

Business Central Migration Guide

Everything you need to plan a migration from Dynamics GP, NAV, or SL to Microsoft Dynamics 365 Business Central.

What's inside

Migration path comparison table
Data migration strategy and tools
14-item risk mitigation checklist
Partner evaluation criteria

Dynamics 365 for Manufacturing — Process vs Discrete Fit & Readiness Guide

A practical guide to running discrete and process manufacturing on Dynamics 365 — what good looks like across production, MRP, warehouse, transportation, 3PL/EDI, and costing, with a platform-fit matrix and readiness checklist.

What's inside

Capability-by-capability "what good looks like"
Process vs discrete + Business Central fit matrix
Production, MRP, warehouse, transportation, 3PL/EDI, costing
Manufacturing readiness checklist

Dynamics 365 for Distribution & Wholesale — Fit & Readiness Guide

A practical guide to running distribution and wholesale on Dynamics 365 — what good looks like across order management, purchasing, inventory, warehouse, transportation, EDI/3PL, returns and pricing, with a platform-fit matrix and readiness checklist.

What's inside

Capability-by-capability "what good looks like"
Business Central vs D365 Supply Chain fit matrix
Order management, inventory, warehouse, transportation, EDI/3PL
Distribution readiness checklist

Hospitality & Tourism on Business Central + LS Central — Fit & Readiness Guide

A practical guide to running hospitality on Dynamics 365 Business Central + LS Central (LS Retail) — what good looks like across POS, restaurant & F&B, inventory, loyalty, multi-property and finance, plus how the two run as one platform.

What's inside

Capability-by-capability "what good looks like"
LS Central + Business Central: one platform
POS, F&B, inventory, loyalty, multi-property, finance
Hospitality readiness checklist

Dynamics 365 for Professional & Engineering Services — Fit & Readiness Guide

A practical guide to running a services or engineering firm on Dynamics 365 — what good looks like across Project Operations, resourcing, billing & revenue, finance, customer service, field service and CRM, with a platform-fit matrix.

What's inside

Capability-by-capability "what good looks like"
Business Central vs D365 Finance fit matrix
Project Operations, Customer Service, Field Service, Sales
Services readiness checklist

Public Sector on RevoraSphere + Dynamics 365 — Fit & Readiness Guide

A practical guide to running municipal operations on RevoraSphere with Dynamics 365 Finance or Business Central as the financial system of record — property tax, utility billing, licensing, citizen services and payments, plus Microsoft licensing.

What's inside

Capability-by-capability "what good looks like"
RevoraSphere + Dynamics 365 integration (system of record)
D365 Finance vs Business Central by municipality size
Municipal readiness checklist

ERP ROI Calculator

Estimate the potential savings from migrating to Dynamics 365 or Business Central with our free interactive calculator.

Try the ROI Calculator

Need personalized guidance?

Our resources give you a starting point. A conversation with Econix gives you a clear path forward tailored to your specific situation.

Microsoft Solutions Partner
Senior-Led Delivery
Canada & USA Coverage