People might suggest upgrading or migrating if you are still using Dynamics AX. But no one will tell you what you need to do. Either migrate or upgrade from DAX to D365 Finance & Operations. Now, this seems a bit confusing. You don’t have to call out all the think tanks of your company. All you need is a consultant on your side and some information to differentiate between the upgrade of dynamics AX and the migration of it.
In this article, we will talk about the Upgrade vs. Migration in detail, helping you understand your needs.
Upgrading or Migrating From Dynamics AX to Dynamics 365 Finance & Operations?
What’s the difference? It is the first thing that comes to the mind of AX users. When transitioning from Dynamics AX to Dynamics 365 Finance & Operations, several key distinctions should be taken into account:
Upgrade:
- The entire database undergoes conversion to the new system.
- Tools are provided to facilitate the migration of existing custom application code from AX 2009 or AX 2012.
- Dynamics 365 Finance presents the most seamless upgrade pathway from AX 2009 or AX 2012.
- There is also the possibility of migrating Dynamics GP to Dynamics 365 Business Central.
Migration:
- A significant portion of historical data may be left behind during the migration process.
- Migrating to Dynamics 365 brings advantages such as data and process automation, enhanced financial visibility, and improved planning and analysis capabilities.
- Dynamics 365 Finance and Operations is considered the smoothest path for upgrading from AX 2009 or AX 2012.
- It is also possible to perform a migration from Dynamics GP to Dynamics 365 Business Central.
Why upgrade from Dynamics AX to Dynamics 365?
As dynamics ax customers, upgrading from Dynamics AX to Dynamics 365 Finance & Operations offers several compelling benefits:
Dynamics 365 Finance & Operations is highly scalable, allowing for deployment in both SaaS and on-premise environments, catering to varying business needs.
With its global capabilities, Dynamics 365 Finance & Operations simplifies the management of operations across multiple locations, ensuring efficient coordination.
One of the most significant advantages of upgrading is the incorporation of the Power Platform, enabling the creation of low/no-code applications. This integration encompasses Power BI, PowerApps, Power Automate, and Power Virtual Agents, enhancing productivity and customization.
Migrating to Dynamics 365 can lead to improved financial visibility, facilitating seamless tracking and analysis of financial data, which is vital for informed decision-making.
Dynamics 365 Finance & Operations includes robust automation capabilities that streamline business processes and reduce manual tasks, enhancing operational efficiency.
Leveraging advanced planning and analysis tools within Dynamics 365 Finance & Operations empowers businesses to make more informed and strategic decisions.
Dynamics 365 Finance & Operations provides specialized tools to effectively manage global risk and compliance, ensuring adherence to regulatory requirements.
Criteria for Upgrading vs. Migrating
The criteria for upgrading versus migrating from Dynamics AX to Dynamics 365 Finance & Operations can vary depending on the business’s specific needs. However, based on the search results, here are some general criteria to consider:
Upgrade:
- AX 2012 R2 or R3
- No or small customizations
- No or a single ISV module
- Database is small or medium
- Upgrading from AX 2009 or AX 2012
- Smoothest upgrade path from AX 2009 or AX 2012
Migration:
- Large database
- Significant customizations
- Multiple ISV modules
- Need to retain historical data
- Need to re-evaluate business processes
- Need for improved financial visibility, data and process automation, and planning and analysis
It’s important to note that these criteria are not exhaustive and that businesses should evaluate their specific needs before deciding whether to upgrade or migrate. Additionally, businesses should consider working with a Dynamics 365 partner to help guide them through the process.
Challenges of both migration and Upgrade
Here are some of the challenges businesses may encounter when upgrading or migrating from Dynamics AX to Dynamics 365 Finance & Operations, along with potential improvements:
Upgrade:
Significant customizations in the existing system can pose challenges in bringing them forward to Dynamics 365. Conducting a thorough analysis and prioritizing critical customizations for a smoother transition is essential.
Businesses relying on multiple ISV modules need to ensure their compatibility with Dynamics 365. Collaborating with ISV vendors and seeking updates or alternatives is vital to minimize disruptions.
The upgrade process might take longer for businesses with large databases and become more complex. Implementing data optimization strategies beforehand can expedite the upgrade and reduce complexities.
It’s crucial to note that the upgrade to the Microsoft cloud version of finance and operations apps is supported from AX 2012 R2 and AX 2012 R3, while the upgrade from Dynamics AX 2012 RTM is not currently supported. Planning and preparing for this requirement will ensure a successful upgrade.
Migration:
Migrating to Dynamics 365 often requires a new software infrastructure, which can be challenging to implement. Engaging experienced consultants and investing in a well-planned infrastructure upgrade can streamline migration.
Migrating to Dynamics 365 may necessitate re-evaluating business processes, legacy integrations, and customizations. Adopting best practices and involving stakeholders early on will enable the identification of the most efficient migration strategies.
Migrating data to Dynamics 365 entails mapping fields and tables, a complex process. Employing data migration tools and methodologies, as well as conducting comprehensive testing, can mitigate data mapping challenges.
Migrating to Dynamics 365 will require training employees on new processes and tools. Investing in comprehensive training programs and providing ongoing support during the transition will foster a smooth and successful adoption of the new system.
Why Dynamics 365 Finance?
Dynamics 365 Finance offers a range of capabilities and features to help businesses manage their financial operations and improve financial visibility. Here are some of the key features and benefits of upgrading to Dynamics 365 Finance based on the search results:
General ledger, accounts payable, accounts receivable, bank reconciliation, fixed asset management, month & year-end closing.
Advanced reporting and analytics for customer insights, trends, and opportunities.
Capabilities to manage projects and resources effectively.
Manages inventory, procurement, and logistics.
Customizable, user-friendly interface to meet business needs.
Streamlines financial operations and reduce manual work.
Handles financial operations across multiple locations.
Provides outstanding support for issue resolution and software optimization.
Get in touch
In conclusion, DHRP’s partnership offers seamless upgrade or migration from Dynamics AX to Dynamics 365 Finance and Operations. Our expertise handles technical and functional aspects, ensuring a smooth transition. Dynamics 365’s advantages over Dynamics AX include improved functionalities and integration capabilities.
