Microsoft Dynamics 365 (F&O) Tips & Tricks: Integrations

Microsoft Dynamics 365 (F&O) is the modern version of Dynamics AX. As it offers new features, it also has some tricks and tips that can help you with better software performance. So, while you are at the Microsoft dynamics 365 integration phase, check out the integration tricks and tips to apply and get through the processes smoothly.

Make your organisation more profitable with Dynamics 365 Finance—financial management software with embedded analytics and financial intelligence.

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This might be a bit tricky if you are not a developer. Therefore, we recommend you get in touch with the experts for better integration between finance and operations apps.

Now, if you are integrating with dynamics 365 and looking for a consultation with the experts, DFSM is ready to help. Just give us a call, and we will get back to you.

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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?

Dynamics 365 Finance And Operations Extensible Data Security 2

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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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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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.

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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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