AX 2012 to Dynamics 365 F&O Migration (Value’s optimisation guide)

It might seem challenging, but upgrading the ERP is significant for your good.

As a result of Microsoft discontinuing support for dynamics ax in October 2021, many businesses are currently rushing to switch from their on-premises ERP to a new cloud-based platform.

Many businesses still hesitate when considering switching from Dynamics AX or another ERP to Microsoft Dynamics 365. Customers of Dynamics AX must act quickly. However, if you are unsure about your decision, we can help you through this thorough article about migrating from AX 2012 to Dynamics 365 F&O.

Why Migrating from AX 2012 to Dynamics 365 F&O

Migrating from AX 2012 to Dynamics F&O offers many benefits for all kinds of businesses. Most importantly, licensing has made a huge difference, and many consumers find it more appealing.

The Impact of Migration on Reporting

Business Intelligence (BI) ToolsDue to their daily influence on the entire firm, reports are a very visible and user-tangible upgrading component.

The ability of a company to stay ahead through communication and quick decision-making is facilitated by effective reporting. Thankfully, D365 Finance and Operations (F&O) offers a large selection of out-of-the-box reporting solutions that probably cover up to 80% of business reporting requirements.

Hence, when looking into reporting options, starting with the built-in reporting features is a good idea.

Additional methods for customization include:

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Hopefully, you can now easily get dynamics 365 for the unified operations data upgrade checklist. 

Having the perfect planning for the ax 2012 to dynamics 365 F&O migration can help you achieve a lot in your business. With the latest reporting features, it is even more beneficial for the businesses trying to scale their company after 2022. We at DFSM have the most amazing team working around the clock to assist businesses in meeting their needs for Dynamics 365.

customer support

Why should you consider moving your Dynamics AX support to DFSM?

It is time for the Dynamics AX 2012 end-of-life support to finally end. So, what is now? Most of you are probably feeling pressured to upgrade. But you’re wondering if you really need an upgrade. Is your company ready for the upgrade or not? Probably not!

This is exactly where DFSM has got your back.

When mainstream support for Microsoft Dynamics AX ends, Microsoft will no longer release hotfixes or patches to repair issues or handle legislative changes (for example, taxation). If you continue to use Dynamics AX without help, you risk running into software issues as well as legal and regulatory issues, all of which will disrupt your processes and frustrate your employees.

If you decide to keep using Dynamics AX after the support period expires, we propose collaborating with a Microsoft reseller, such as DFSM, who will give limited assistance for Ax 2012 extended support.

dfsm team

What does it mean to stay on Dynamics AX for now?

You don’t have to stop using AX just because Microsoft will no longer provide mainstream support for it.

Here are a few circumstances where deferring an upgrade might be a good idea.

  • Dynamics AX matches your current business requirements, and you may assist either internally, through a trusted partner, or a combination of the two.
  • You just upgraded to AX and aren’t financially or logistically prepared for another upgrade right now (but you do need a support plan).
  • You intend to upgrade to Dynamics 365 Finance, but you are not yet ready, and you may want interim support and services to help you transition and upgrade.

Is it time to make the switch from AX to Dynamics 365?

Although much of the capability in AX and Dynamics 365 Finance is the same, there have been numerous enhancements in Dynamics 365 that may be worth investigating further to see if an update is worthwhile. This is where a partner with extensive knowledge in both systems can assist you in mapping out your requirements and comparing staying vs. upgrading, allowing you to make an informed decision. We’re not only an extension of your IT staff at DFSM we’re also an important element of your strategic team.

Check out the businesses that trust DFSM for AX support

Shine-Wing Australia

Basically, Shine-wing is the accounting and advisory firm of Australia that was actively looking for the solution to manage their clients and payments by balancing the processes of operations. Our challenge was to keep the business and its marketing transformation in the right direction while proposing the solution. We had meetings to understand their latest challenges, and then after understanding finance operations, we offered them the ERP solution that has features of reporting, analytics and a lot more. To date, Shine wing is consulting DFSM for Microsoft Dynamics 365 support. 

Shine-Wing Australia
Breville

Breville

Breville is a kitchen appliance manufacturing firm. They had already hired a global Microsoft Dynamics implementation partner to help them roll out Microsoft Dynamics 365 for Finance and Operations in various locations. But they needed a second set of hands to help with the Finance modules to help them roll out Microsoft Dynamics 365 in different countries and regions. As the AX 2012 r3 end of life support strikes, Breville also required a specialist partner to assist with the Finance parts of its legacy system, Microsoft Dynamics AX 2012. As a result, DFSM is providing them with complete Dynamics AX 2012 team support.

How can DFSM help you?

Our aim is to serve you in getting the most out of your AX investment today while also planning for future growth and developing a viable strategy. This is the primary goal of our application management and support services, so you’ll never have to worry about your system being managed, updated, or optimized, no matter what platform you’re on. If you are searching for the right Microsoft partner, let the DFSM be of your assistance. Be its consultancy services for Microsoft Dynamics AX support timelines or the implementation of ERP; our team is here to help! We will assist you in the whole process of AX 2012 to dynamics 365 upgrade.

Microsoft Dynamics Professionals

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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Compare Microsoft Dynamics AX & Dynamics 365

Organizations that are currently using Microsoft Dynamics AX are considering an upgrade to Microsoft Dynamics 365 for Finance and Operations . It Maybe wise to learn more about the differences between these two systems before you commit to an ERP implementation or upgrade

The  two solutions may have similarities, but they also share some of the major differences. And we are going to discuss all the points that somehow make both tools different or similar. By the end of the blog, you can get an idea about the one to choose from.

ERP cost

Dynamics AX Vs Dynamics 365

1. Infrastructure

 

The major difference between the Dynamics 365 cloud and dynamics AX is about the infrastructure.  Satya Nadella in 2014 changed the structure by shifting Dynamics products on the cloud.(Read the full story)

However, Dynamics AX 2012 is still running on-premise making customers get the servers on-site and host the applications locally.

Initially companies using Dynamics AX 2012 were reluctant for the cloud-based infrastructure, but now they have accepted it. In fact, many people prefer it for ERP requirements or systems now.

Also, the on-premise hosting of applications can cost you a lot for purchasing the compatible hardware and making it accessible for the employees.

2.Custom applications

 

Dynamics AX has the over-layering method for custom development. It is the method where core product, customer code, and any value-added reseller (VAR) code are separated by the layers. This way code needs to be adjusted before the deployment as it can cause a problem.

On the contrary, Dynamics 365 uses the extensibility model and that means the core code of ERP systems is locked – not allowing any customizations. Therefore, developers must customize the software during a built-in phase.

Companies can take wise steps and little more careful about the customizations and they must have them only if necessary.

3.      Upgrade

 

Upgrading from Dynamics AX 2009 to dynamics AX 2012, you may need a completely new implementation. Whereas, upgrading from Dynamics AX 2012 to Dynamics 365 may require no or fewer implementation changes.

Microsoft also improved the upgrade model as they moved to the cloud and it is quite similar to the modern upgrade model used for applications.

4.      UI experience

 

With the dynamics AX, a user can simply launch the application from desktop and can work within the program. Whereas the Dynamics 365 makes a user launches a web browser and enter a URL. It can be launched from both desktop and mobile devices.

If teams have issues dealing with the user-interface of ERP projects, they can always seek help from the ERP consultants.

 

ax-vs-365-difference

Switch Today!

The wise decision and any expert’s advises will recommend s switch from Dynamics AX to the Dynamics 365.

wether your decison is continuing your business on Dynamics AX we still offer a full support, or or switching from Dynamics AX to Microsoft dynamics 365 for finance and operations – you have DFSM experts for the full-time assistance as your ERP vendor.

 

AX 2012 to Dynamics 365 Upgrade

AX 2012 to Dynamics 365 Upgrade

Are you considering upgrading from your current Microsoft Dynamics  Version? There are a couple of considerations you will need to make before making a well-informed decision. Hopefully, this article will help you determine if it is the right time to upgrade to Dynamics 365.

Support Lifecycle

Support Lifecycle may be the deciding factor for your change, depending on what version of AX you currently have. You may or may not still have support from Microsoft. If your software support has expired or expiring soon then upgrading to Dynamics 365 soon would be a smart business decision regardless if you have MS Dynamics 2012 or Dynamics AX 2012 R3.

There may be a benefit to improving as current MS Dynamics AX 2012 clients who are current on their annual enhancement and have a version still supported with have access to pricing discounts until November 1st 2019. You may need to check your current plan against what level of support Microsoft is offering.

Version Mainstream Support End  Extended Support End
Dynamics AX 2012 9th October 2018 12th October 2021
Dynamics AX 2012 R2 9th October 2018 12th October 2021
Dynamics AX 2012 R3 12th October 2021 10th January 2023

 

Planning Required

When your organisation plans to upgrade to Dynamics 365 Finance & Operations, you will need to assemble a wide range of stakeholders, including business owners, department experts, IT staff, and ensure that you engage as many people as possible. 

Allowing your organisation to better understand what everyone requires and what will be required of your staff to ensure that your upgrade goes smoothly. By ensuring that you have the appropriate resources and plans in place, you will significantly increase the chance of a successful implementation.

With the introduction of Microsoft Dynamics 365, they now offer three license levels, dependant on the access required. Dynamics 365’s applications have three, plus a dedicated license for devices. 

Full Users: Gives full access to all features.

Operations Activity: Users can perform transactional tasks but cannot access all features.

Team Member: For users that don’t require all features, allows users to view & analyse data while giving them the ability to carry out minor tasks like time entry.

Hopefully, this information gives you a better understanding of the upgrade from AX 2012 to D365. If your software support has expired, and you are not considering an upgrade to Dynamics 365 Finance & Operations.

 

Feel free to contact us about Dynamics AX Support. Unlike other Microsoft Dynamics 365 consultants, we prioritize customer support regardless of the software version. DFSM Consulting focuses on providing you with the support you deserve to keep your system up and running. 

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