Switch My Books

Make the Move from Microsoft Dynamics Business to Sage with Switch My Books

Ready for a platform that’s easier to manage and built to grow with your business? If you’re moving from Microsoft Dynamics Business to Sage, Switch My Books is here to help. We handle your data migration with care and precision, so your financial records arrive in Sage safely and without hassle. Sage offers intuitive tools, smarter insights, and scalable features to help you do more—without the complexity. Let’s make the switch simple, secure, and stress-free.

Why Choose a Sage Migration?

Why Choose a Microsoft Dynamics Business to Sage Migration?

Switching from Microsoft Dynamics Business to Sage can set your business up for long-term efficiency and growth. While Dynamics offers solid ERP functionality, Sage—especially with solutions like Sage Intacct and Sage X3—delivers deeper financial insight, more flexible reporting, and features built for scaling with your industry’s needs.

At Switch My Books, we make the transition simple. Our team handles your data migration with care and accuracy, ensuring nothing is lost and your day-to-day operations stay on track. We tailor the process to your business, so you can get the most out of Sage’s powerful tools from day one.

Benefits of Choosing Sage Over Microsoft Dynamics Business

Migrating from Microsoft Dynamics Business to Sage can open the door to better flexibility, deeper insights, and tools that scale with your growth. Here’s why Sage could be the smarter choice:

Trusted Reputation

Trusted Reputation

Sage has a strong track record with businesses of all sizes, especially with financial leaders like Sage Intacct known for reliability and compliance.

Flexible, Scalable Pricing

Flexible, Scalable Pricing

Sage’s per-user pricing model is often more cost-effective and predictable than Dynamics’ licensing, especially as your team grows.

Industry-Focused Features

Industry-Focused Features

From finance to manufacturing, Sage offers purpose-built solutions—like Sage Intacct and Sage X3—that meet the specific needs of different industries.

User-Friendly Design
User-Friendly Design

Sage is often praised for its clean, intuitive interface—making it easier for teams to get up and running with less training time.

Powerful Reporting Tools
Powerful Reporting Tools

Sage stands out with features like unlimited reporting dimensions and Intelligent GL™, giving you faster, clearer insights compared to Dynamics' more rigid reporting setup.

Your business’s needs determine whether Sage or Microsoft Dynamics Business is the right fit. Our team can guide you through this decision and execute a precise migration.

Our Five-Step Migration Process

Switch My Books follows a structured, efficient process to ensure your Microsoft Dynamics Business to Sage migration is accurate, timely, and tailored to your business needs:

Sage Migration Process

This enhanced process minimizes disruptions, ensures data integrity, and helps your business operate effectively on Sage from day one.

Migrate to Sage

What’s Included in Your Sage Migration.

Our Microsoft Dynamics Business to Sage migration service covers all critical financial data, ensuring nothing is left behind:

Chart of Accounts

Chart of Accounts

Account structures, codes, and hierarchies from Microsoft Dynamics Business are fully mapped to Sage.

Customers & Suppliers

Customers & Suppliers

Contact details, addresses, tax settings, and payment terms are transferred accurately.

Invoices & Bills

Invoices & Bills

Historical and open transactions, including line-item details, are moved to Sage.

Payments & Credits
Payments & Credits

Applied and unapplied payments, credits, and refunds are included.

Bank Transactions
Bank Transactions

Historical and reconciled bank data are transferred to maintain continuity.

Journals & Adjustments
Journals & Adjustments

Manual entries and corrections from Microsoft Dynamics Business are preserved in Sage.

Payroll Data (if applicable)
Payroll Data (if applicable)

Employee profiles, salaries, and tax filings are migrated.

Attachments & Notes
Attachments & Notes

Supporting documents and notes are transferred where supported by Sage.

Why Businesses Trust Switch My Books

With over a decade of experience, Switch My Books is the trusted choice for Microsoft Dynamics Business to Sage migrations. Here’s what sets us apart:

Proven Expertise

Proven Expertise

Our team of certified accountants and migration specialists ensures a flawless transition to Sage, backed by years of experience.

Customized Approach

Customized Approach

We tailor each migration to your business’s unique needs, ensuring a perfect fit with Sage.

Zero Downtime

Zero Downtime

Our efficient process keeps your business running smoothly during the migration.

Dedicated Support

Dedicated Support

From planning to post-migration, our team provides ongoing assistance to ensure success.

Additional Benefits of Sage

Additional Benefits of Sage

Migrating to Sage offers long-term advantages for your business:

These benefits can drive up to 250% ROI and 65% productivity gains, as reported by businesses using Sage.

Take the Next Step

Don’t let migration worries stall your progress. Switching from Microsoft Dynamics Business to Sage with Switch My Books can lead to up to 250% ROI and a 65% boost in productivity. Book your free consultation today and see why so many businesses trust us to handle their ERP migrations with care and precision.

Frequently Asked Questions

Migrating from Microsoft Dynamics Business  to Sage is a significant decision, and we’re here to address your concerns. Below are answers to common questions:

Sage migration FAQ