The Steps to Upgrade from Dynamics AX into Dynamics 365 Finance and Operations

Upgrading from Dynamics AX to Dynamics 365 Finance and Operations is a looming (and exciting) reality for many businesses using AX today. Mainstream support for even the latest version of AX (2012 R3) is ending in 2021. Upgrading is not a easy procedure, but it will be well worth it, in the long run, due to our steps: the brand new features and performance, modern user experience, integrated company operations, and enhanced business intelligence.

Evaluation and Scoping

The step is to get coordinated with All Your Company processes. At Sunbridge Software Services Pvt. Ltd, we like to experience an exercise that we call the enterprise process review (EPR). The main outcome of the enterprise process review activity is an summary of your key business processes and some documentation that describes each procedure and the way it is performed now. This catalogue becomes the foundation of the update project and is essential to knowing the work effort involved.

With all the improvements and additions that Microsoft has made In feature set and functionality, it'd be good to take look at any business processes not currently using Dynamics, since you might find benefits from bringing those into the Dynamics fold. More than likely, there's some new functionality that you could leverage and just get more ROI and potentially eliminate other third party systems which you are currently using.

Journey, you truly want to search for the areas that your business stakeholders or your own subject matter experts are suggesting some inefficiencies, whether it be overall complaints or any opportunities for advancement. The update might be a very good time to dig in and solve those issues.

Furthermore, You Might decide that an ISV You Have is Whether there are ISV solutions that you need to continue using, this is the opportunity to communicate with them to ensure they have a version of the product that's compatible with Dynamics 365. At this time, the vast majority of ISVs have made their own answers compatible with Dynamics 365 or perhaps enhanced their functionality.

Microsoft has a tool in Lifecycle Services that will recommend Data cleanup, such as database size decrease. This tool will also highlight some SQL configurations and other compatibility challenges that you are going to want to create or change to maximize upgrade processing period.

For AX 2009, the information upgrade that's available is limited. From A technology standpoint, this means you'll be using the data import/export framework to extract data from the AX 2009 surroundings into an Excel or CSV file format. That data is then imported into Dynamics 365 with the migration utility tool. The information import for AX 2009 is limited to entities such as clients and vendors. Transactional information is possible to import but not suggested.

There is no automatic code upgrade accessible from Microsoft if The best strategy to upgrade code from AX 2009 to Finance and Operations is by first upgrading to AX 2012 and then upgrading to Finance and Operations.

AX 2012 users may upgrade their complete code and data straight into Finance and Operations.

Updates, which means you'll see upgrades published more often. Because of this, they have introduced a less invasive customization approach that utilizes Extensions. This is a wholly new development architecture supplied in D365. The formerly available"Lift and Shift" upgrade approach is no longer a choice, and all updates will require moving to the Extension version.

Process Testing and Design

Next, I'd like to cover procedure design. So logically, you'll get Through the code and the information upgrades and have a well-established environment prior to getting into process redesign or new feature implementation. But you can find some of that started early and do a few multi-threading of job work streams, especially if you're minding some of the new features. If you're looking for a business process that isn't presently being used or isn't leveraging Dynamics AX and you want to roll out that, you can do a little proof-of-concept as another thread in the code and information upgrade work effort that is happening. You've got access to some trial case of Microsoft Dynamics 365 so before you even get seriously interested in doing the job, you should begin performing some proof-of-concept and assessing new capabilities.

Last, I want to emphasize testing. With upgrades, There's a The truth is that a lot of the processes will be similar. However, I want to promote a process we utilize called Joint Procedure Design. In this procedure, you're taking each of your procedures, functioning together, carrying out a proof-of-concept and hashing out any possible gaps or issues. You just don't wish to assume that everything is going to transfer exactly.

Training activity, especially for the project group, however we do also encourage stand-alone testing where you build out your test scripts, use case scenarios and be certain that you work through those thoroughly in the process of this update.

After fully testing the system, you are ready to deploy and go-live.

Contact Sunbridge Software Services Pvt. Ltd. Software for more information on the four Steps to upgrade from Dynamics AX into Dynamics 365 for Finance and Operations or The Joint Process Design.