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Upgrading Dynamics AX to Dynamics 365: The Ultimate 2022 Guide

Make your business and trade more efficient and secure by upgrading Dynamics AX to Dynamics 365
What is the future of Microsoft Dynamics AX in Australia

Microsoft AX is an ERP software that helps businesses organize and automate business processes. However, with Microsoft discontinuing support for Dynamics AX in 2021, you may want to migrate your ERP services to Dynamics 365.

Yes, DHRP continues to provide assistance, and you can always contact our specialists for advice. However, we still urge that you consider upgrading to Dynamics 365.

But where to begin? Allow us to assist you!

The procedure for upgrading Microsoft AX to Dynamics 365 differs depending on the current version. DHRP can assist you in transitioning your operations from Microsoft AX to Dynamics 365. So, connect for further assistance.

But you must know more about Dynamics 365 before you take any steps.

Why should you upgrade from AX to Microsoft Dynamics 365?

The Total Economic Impact of Migrating to D365 report, published by the renowned research and advisory firm Forrester, recommended that clients should switch from Microsoft Dynamics AX 2012 to Dynamics 365 finance and operations. Forrester also spoke with these clients to learn more about the change’s effects on their businesses.

Forrester’s survey revealed a 3.4% decrease in the total ownership costs for ERP and other expenses, including infrastructure, IT staff, and licenses.

After moving from Dynamics AX to 365, operational efficiency and staff productivity increased by up to 50%. The improved adaptability of the organizations made it simpler for them to shift along with the environment. Financial results for businesses utilizing Dynamics 365 are usually better than those using on-premises business platforms like AX.

With the use of artificial intelligence, Microsoft Dynamics 365 delivers an upgraded interface and infrastructure, as well as simplicity of use and superior business intelligence (AI). For instance, the available power BI or Business Central capabilities enable the creation of countless premium reports, dashboards, and detailed insights.

Since switching to a continuous release cycle, Microsoft Dynamics 365 provides important updates in two waves to its online clients each year (April and October). Thanks to these routine, scheduled updates, your team will always be using the most recent software version and have access to the newest tools and features. 

Microsoft’s cutting-edge data centers, which are extremely secure, house your crucial company data. Your data will always be accessible when you need it, thanks to a 99.9% uptime service-level agreement (SLA).

Re-implementation vs. Upgrade - what do they entail?

So, you’ve decided to switch to Dynamics 365 for Operations. In this situation, you’ve probably heard that there are two basic approaches: upgrade and re-implementation. So, which one do you have to pick?

Reimplementation

Re-implementing mainly entails starting Dynamics 365 from scratch and migrating the necessary data and adjustments.

You know what to expect if you’re used to system implementations. And rest assured that moving data and updates between AX systems is significantly simpler than doing so while using an entirely different ERP.

Microsoft also offers several innovative and practical tools. You can examine, organize, and purge your data during reimplementation to ensure that you are just bringing over the information you require.

However, moving transactional data is difficult; therefore, the new version will not contain your history. Your initial balances will transfer over exactly as they did during your initial deployment. Reporting can close the gap between the old and new data, but this needs to be planned for and considered. Just be aware that reporting using old and new data won’t be seamless.

Upgrade

The procedure of upgrading is more technical. The information, code upgrade, and adjustments in your present Dynamics AX system are transferred using several tools and scripts.

There are multiple practice sessions before the actual conversion, which only takes one weekend. You must perform comprehensive regression testing because nothing can be taken for granted.

Although the conversion tools are quite intelligent, they cannot accommodate every Dynamics AX environment configuration. Each business process needs user acceptability testing to ensure the data and customizations are functioning. A strong Dynamics 365 partner can differentiate success and failure in this situation since they can help identify and fix problems where the scripts haven’t operated as intended.

Dynamics AX to Dynamics 365 checklist :

FAQs 

Most users of Dynamics AX 2009 or AX 2012 will discover that their infrastructure lacks the requisite technology for on-premises Dynamics 365. It is preferable to upgrade to Dynamics 365’s cloud deployment.

The Cloud offers other benefits, including a new cross-platform UI when utilizing any device, including mobile and any browser, in addition to removing the need to invest in new hardware. Real-time BI, simple access, minimal or no IT maintenance costs, and automated upgrades are all features of Dynamics 365 Cloud ERP.

It is true that Dynamics 365 seamlessly integrates with external applications utilizing well-known authorization techniques like OAuth2 and data formats like JSON, XML, etc.

Dynamics 365 includes finance, supply chain, sales, and marketing functions. You can decide to subscribe solely to the features you intend to utilize.

Data Entities is a user-friendly data format used by Dynamics 365. With Power BI, you may easily create reports and alter visualizations thanks to its framework.

Depending on the complexity of your changes and integrations and their impact on your core operations, it could be able to reuse some of the existing functions, reports, and integration components.

However, Dynamics 365 now has a lot of capabilities and enhancements depending on various industry requests. It’s possible that not all of your changes from the previous version need to be transferred. If you’d like, you can create customized innovations for Dynamics 365.

Many processes have functional improvements and improved capabilities thanks to Microsoft’s continual research and design. Real-time BI (Business Intelligence), an in-memory BI solution offering a real-time snapshot of your company’s performance, is a feature of Dynamics 365. Your entire team is updated with new Power BI and personalized dashboards for specific tasks.

Dynamics 365 has an on-premises variant. Utilizing your current data center investment while fulfilling regulatory and compliance requirements and observing data sovereignty laws is possible with the on-premise implementation.

Although updates will be made possible through Microsoft Dynamics Lifecycle Services (LCS), a cloud-based application lifecycle management service, some connectivity is necessary for system management.

If you choose on-premises deployment, you must set up sandbox environments, manage your infrastructure, schedule operating system updates, and set up your disaster recovery plan.

Your present AX system customizations, together with any third-party integrations and integrated modules, etc., will affect the price and schedule.

It is advisable to conduct a complete analysis before deciding whether to upgrade dynamics ax, including carefully examining your current procedures, reporting needs, and application integrations. With that, too, we can assist you.

Start Your Upgrade Journey with DHRP

Are all plans set to migrate dynamics ax to dynamics 365, or do you still have doubts and concerns? DHRP has the top certified Dynamics 365 experts ready to help you embark on your automation and digital transformation journey. 

Let’s get in touch to discuss your business plans and learn about upgrade process.

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