Move to Dynamics 365 – Upgrade or Re-implementation ?

Congratulations on your decision to switch to Dynamics 365 for Finance and Operations. But how are you going to get there? A technical update or a reimplementation is the two major approaches you can pursue. A technical upgrade converts your current Dynamics AX environment’s data and customizations into a new Dynamics 365 for Finance and Operations environment. Select data and any relevant dynamics 365 updates 2021 from your current Dynamics AX environment are moved to a new Dynamics 365 for Finance and Operations environment during a reimplementation. These are two extremely distinct ways. So, which one do you prefer?

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Consider your options

The first step is to establish whether or not an upgrade is even possible. Any version following Dynamics 365 for Finance and Operations should be safe because it was built on Dynamics AX R3 CU8. Microsoft has offered data migration tools for Dynamics AX 2009, but not code migration tools. Several other factors can help you narrow down your choices. Begin by thinking about the following:

Upgrade consideration

When considering the dynamics 365 upgrade process, you have three major elements to look for:

Because any code updates made through “over-layering” must be recast as “extensions,” it’s vital to enlist the help of a trustworthy partner for the code element of the Dynamics 365 for Finance and Operations upgrade. A report that indicates your current code updates and where they contradict the new Dynamics 365 feature can be provided. This report will show you where your adjustments should be kept and where they should be removed to make room for new features. Even if Dynamics AX hasn’t been extensively modified, don’t be frightened if there are hundreds of code conflicts.

This part of the upgrading takes a long time and involves two data tables: master and transactional. Master data (such as Vendor, Customer, and Item tables) is often more static, and open transactional data is typically included in the upgrade, but for historical transactional data, a data warehouse is a suggested path in most circumstances, among other possibilities.

Upgrades to Dynamics 365 for Finance and Operations may appear bewildering at first, but Microsoft offers many programs that can assist users in qualifying for additional licenses. Working closely with a partner is required once more since they will ensure that you receive the discounts for which you are eligible.

Re-Implementation consideration

Re-implementing Dynamics 365 for Finance and Operations entails installing a fresh copy of the software and moving the data and customizations you need. Migrating data and adjustments from one Dynamics AX system to another is far easier than migrating data and modifications from a whole different ERP. Microsoft also gives some creative and useful tools to help with the process.

Reimplementation allows you to evaluate, justify, and purify your data, ensuring that you only bring what you need across. However, shifting transactional data is impractical; the new version will not include your history.

A fresh start is provided by a reimplementation, which allows you to:

  • Internal processes should be reevaluated and modified.
  • Remove any alterations that are superfluous.
  • Take advantage of increased functionality.
  • Restructure data to represent business requirements better.
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Get in touch

So, whatever the option you choose whether dynamics 365 upgrade or dynamics 365 re-implementation plan, working along with the partner is significant. Therefore, DFSM is ready to help you figure out the insights of the business plans and then help you accordingly.

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