A Dynamics AX to D365 upgrade is a significant undertaking. You need the services of an experienced Dynamics partner to help you take the least disruptive, most efficient path. Those services may include:
- Solution architecting
- Technical work & testing
- Ongoing guidance
At Encore, we’ve been ranked among the highest-achieving partners in the Microsoft ERP space for over 30 years, and we’d love to talk with you about your upgrade project. Contact us.
Note: The Dynamics solution that AX customers upgrade to is usually called Dynamics 365 Finance & Operations or D365FO. However, Microsoft now technically licenses it as Dynamics 365 Finance and Supply Chain Management.
Initial Assessment and Advice
To find your best process and timeline for moving from AX to Dynamics 365 Finance & Operations, we start by assessing your technical & business situation and best upgrade options.
We provide this service on a small contract, after which you’ll be better positioned to understand the costs, benefits, consequences, and options for upgrading your ERP.
In our experience, your best upgrade path will depend mainly on 3 factors:
- AX Version: As with any ERP, earlier versions will take more work to upgrade to the newest version.
- Customizations & Integrations: We’ll advise you on the best ways to handle your existing customizations and integrations. Depending on technical details, there are several options here, including Power Platform and custom dev work. See below.
- Your Business Needs: We tailor our upgrade services to the functionality crucial to your business. That could be international accounting and compliance, process manufacturing, multi-site warehousing, or something else.
For large projects of this nature to be successful, it’s essential for you and your partner to develop a shared “10,000-foot view” of how your business needs match up to the solution and the upgrade process.
Our solution architects provide that view, assessing your top-level business flow and requirements, determining how your current AX configuration can be translated into Dynamics 365, and advising on how long the upgrade will take.
Furthermore, having the architecting completed at the beginning gives us the wherewithal to know when corrections or tweaks may need to be made to the upgrade plan.
Technical Work and Testing
During the upgrade, we configure the system to support your business processes, create your users & assign security roles, and more.
Note that your team needs to dedicate time to testing and business process explanations, to ensure a successful upgrade.
For testing, we’ll guide you through best practices and testing scripts.
For data migration, depending on your AX version, you may need our assistance to match up your current data to the correct fields in D365. We’ll create an import template for you.
Some AX to D365 Finance & Operations upgrades also include the following:
Customizations and Integrations
Some custom development work is necessary in many upgrades from AX to D365.
But we won’t simply do every customization you request, then send you the bill. First, we’ll explain the possible alternatives and costs associated with those customizations.
We’ll also help you decide whether each of your existing customizations is best replaced by:
- New out-of-the-box functionality in D365
- Next-generation add-ons
- Power Platform apps or automations
- Business process changes
Power BI, Power Apps, and Power Automate
Power BI: Many, though not all, customers choose to enhance the reporting native to D365FO with Power BI, which lets you get insights from your data more easily and quickly.
Power BI reports can also be helpful during the upgrade process itself, because you can use them to monitor if data in the new system matches up properly to the old.
Power Apps and Power Automate: We can help you speed up repetitive processes and sometimes replace the need for customizations to fill gaps between the ERP and your business needs, using Power Apps and Power Automate. Learn more about Power Platform with D365FO.
Your people will need training to ensure full adoption of the solution. The D365FO interface and functionality have some significant differences from Dynamics AX. And you may have streamlined some of your business processes during the upgrade.
We often use a “train the trainer” methodology, because building up your power users and early adopters is a great investment for the future of your business. Those internal experts can then go on to help the rest of your company make the most of the upgraded system.
For introductory articles to many of the kinds of configuration and functionality you may want training in, see Encore’s D365FO Tips & Tricks articles.
Ongoing Guidance After Go-Live
Whether it’s for further training, technical support, product roadmapping, or future implementations (like Power BI), you need continued support from an experienced partner. That partner should understand your business and your ERP.
Why Get Upgrade Services with Encore
At Encore, we have the experience you need to help you through the upgrade process.
- We’ve performed over 2000 implementations.
- We have over 800 customers.
AX to D365 upgrade projects are complex, and often have surprises. We won’t always be able to tell you what you want to hear, but we will always tell you what you need to hear.
Learn more about us.
To discuss your upgrade project with our experts, contact us.