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

Dynamics AX support

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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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