5 tips when considering an upgrade from Dynamics AX to Dynamics 365

The implications of a failed ERP update may be devastating to any company. But, due to Microsoft Dynamics AX 2012‘s extended support period is ending on October 12, 2021, the need to upgrade from Dynamics AX to Dynamics 365 has become necessary. 

Despite the urgency, a failed ERP upgrade can easily result in ineffective processes, disgruntled employees, data migration issues, and budget exhaustion, leaving a company with low user adoption and a system that fails to deliver what was promised. These risks are obviously alarming for firms planning to convert from AX 2012 to Microsoft Dynamics ERP, especially given the present economic context.

Here is our 5 critical tips for a successful dynamics AX to dynamics 365 migration if you’re planning an ERP upgrade:

Dynamics AX support

Review Dynamics 365 for Finance and Operations

Request a demonstration from your partner. While many of the fundamental features are the same, and end-users should be happy with them. Still, the program has so many new capabilities that this transfer could have a significant beneficial influence on your business. Mobile time and expense reporting, sales and marketing, and other functionality are among the new additions. When you move to D365FO, you get all of the modules.

Aged care software solutions

Review Dynamics 365 for Supply chain 

Ask for a little more and review dynamics 365 for the supply chain. You can go through all the features that will help you with the supply chain operations. 

Once you review Dynamics 365 for finance and operations and Dynamics 365 for the supply chain, decide which solution will fit your organization.

Supply-Chain-Management

Decide if you need your AX 2009 customizations

With all of the extra capabilities available in dynamics 365, we would advise you to remove all customizations immediately. 

It’s probably preferable to set up a test system first, then figure out which customizations you’ll need to carry over to the next version.

Extensions are the new name for customizations. Microsoft has modified the way modifications are handled now that the majority of Dynamics AX customers have moved to the cloud. With dynamics AX 2012 to dynamics 365 upgrade, fields can now be added without the need for a developer, but as of release 8.0, all further enhancements are handled through extensions.

Consider your historical data

 Many companies have problems transferring data from old systems into their new ERP solution while transitioning from Dynamics AX 2012 to Microsoft Dynamics ERP. That’s why having complete access to all of your data is vital.

Begin by reviewing and cleansing your AX ERP data, identifying which data should be moved and which should be retained in the old solution. While some upgrade partners may elect to move all data to their new Microsoft Dynamics ERP solution (seemingly the easier option), this strategy can lead to additional compliance concerns in the long run. Your audit firm, for example, will require unmodified source data in order to undertake an audit.

Review your licensing

Since 2009, licensing has changed, so talk to your partner about your current needs after reviewing the several types of users that are accessible. With the Unified Operations Plan (the plan that replaces AX functionality), you receive all the modules accessible.

Reach out

There are several challenges that you may have when upgrading from AX 2012 to Microsoft Dynamics ERP, especially if you aren’t fully informed of how to solve them. Upgrading to Dynamics 365 necessitates serious study and action in order to be successful. To avoid any issues, just get in touch with the Microsoft expert at DFSM. We can help you achieve the successful upgrade Dynamics AX 2009 to Dynamics 365. We will also explain the benefits of Microsoft dynamics 365 operations and AX and Dynamics CRM, to help you select the most suitable module as per your requirements.

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Why is the implementation of fake cloud ERP solutions dangerous for companies?

With the word fake in mind, disappointment, disruption and failure automatically come to mind, and it is quite obvious. Similarly, it happens with the fake cloud ERP when you implement it for your manufacturing business

Sales, order management, inventory, purchasing, production, and services—as well as accounting information—all, require real-time visibility. People looking for innovation, business speed, and visibility are inclined towards the use of cloud ERP for their own good. It is due to the benefit such as accessibility, automation, and reasonable prices. 

However, the quick adoption of cloud computing caught many traditional Enterprise Resource Planning – ERP providers off guard, forcing them to scramble to develop a “cloud” application to stay current. Unfortunately, these fake cloud apps don’t provide the benefit that actual cloud ERP does; therefore, it’s critical to know the difference.

Following are a few points to keep in mind while choosing cloud-based manufacturing software.

benefits_of_erp

Is ALL “cloud solutions” are equal?

No, many traditional vendors didn’t perceive the cloud as advantageous to organizations while knowing how beneficial it is. A decade ago, the “cloud” was thought to be a transitory trend, with traditional ERP companies mainly ignoring it. After a few years, the cloud was no longer just a method of delivering software; it had become the method of delivering software. Many of the ‘old guard’ merchants missed out on this chance, and by the mid-2010s, they had fallen behind.

In their eagerness to catch up, most traditional ERP providers did not modify their systems to be true cloud solutions. They relocated legacy software to a server in some cases, where it is “hosted” and accessed via the internet using adapter software. This is fake, not genuine cloud software.

These fake cloud-based manufacturing ERP software were marketed as the cloud. But, they required special software to use, did not allow for key personalization. Besides, it had limited integration possibilities. Unfortunately, some businesses fell for it. 

To avoid felling for it, understand what cloud manufacturing software is?

What is Cloud Manufacturing Software?

It’s critical to grasp what we’re talking about when we say “cloud.” A cloud is essentially an internet-based network that allows users to manage and store data. Manufacturers will save time and resources as a result of this if they choose the whole package with Microsoft dynamics for manufacturing. It’s also noted for being extremely durable and practical.

Cloud manufacturing (CMfg), on the other hand, is a new manufacturing style that combines traditional manufacturing methods with enterprise information technology such as cloud computing and other computer technologies to create a new manufacturing style.

Cloud manufacturing allows companies to unplug and achieve new heights faster than ever before. Some manufacturers are concerned about “unplugging” because if everyone in the firm can access data from anywhere, unauthorized eyes could be peering into important information. While this is a legitimate issue, cloud specialists believe the cloud is just as secure as an on-premises program. Administrators still have complete control over who can see what in the cloud, so anyone with authorization can see anything.

So, which solution is best? If you consider innovation and consistent updates, dynamics 365 supply chain management and manufacturing fill the criteria in the best way. 

How does Microsoft Dynamics 365 Solution fit in the Manufacturing industry?

Manufacturing is a process-intensive sector in general, but to compete, manufacturers must work harder than ever to improve their consumers’ experiences.

By striving to break down the typical silos seen incorporate software, Dynamics 365 is a comprehensive, cloud-based collection of apps that supports manufacturers. It helps in unifying their operations, obtaining better visibility of their processes, and communicating with their customers.

Dynamics 365 for Manufacturing Industry

Final Words

Cloud solutions like Dynamics 365 warehouse management or manufacturing can be beneficial, but only if they are designed properly. Take the time to learn what makes a legitimate cloud solution. And how it differs from the many fraudulent cloud options on the market before considering deploying a cloud manufacturing ERP system. If you have concerns, we at DFSM can help in choosing the true cloud ERP system and enterprise resource planning software anytime along with the custom solution!

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