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AX to Dynamics 365

The journey from Microsoft Dynamics AX to Dynamics 365 Finance and Supply Chain is a significant upgrade, offering enhanced capabilities and modern features to streamline business operations.

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AX to Dynamics 365

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  1. Description: Explain the transition process from AX to Dynamics 365, including benefits and best practices. AX to Dynamics 365 The journey from Microsoft Dynamics AX to Dynamics 365 Finance and Supply Chain is a significant upgrade, offering enhanced capabilities and modern features to streamline business operations. The transition process varies depending on the version of AX currently in use. 1.Transition from AX 2009 Due to the architectural differences, there is no direct "upgrade" path from AX 2009 to Dynamics 365. Instead, Microsoft provides a data migration toolset, which: i. Installs in AX 2009 and backports Data Import/Export Framework. ii. Align data with the new Dynamics 365 schemas. iii. Supports custom fields but requires manual intervention for accurate migration. Key Consideration: This transition is an opportunity to evaluate existing customisations, retain only necessary ones, and explore out-of-the-box functionalities in Dynamics 365. 2.Transition from AX 2012 R2 The process involves a more direct upgrade path: i. Pre-upgrade Scripts: Run scripts in AX 2012 to prepare the database. ii. Database Migration: Move the AX 2012 database to a Dynamics 365 environment. iii. Upgrade Script: Transform the database schema with Dynamics 365. iv. Post-upgrade Configuration: Set up batch jobs, print management, and other configurations. Code migration requires running an Upgrade Analyzer in Lifecycle Services (LCS). This generates tasks in Azure DevOps to address required code changes and align customisations with modern development patterns. 3.Transition from AX 2012 R3 The AX 2012 R3 upgrade process is similar to AX 2012 R2 but more refined and reliable. The upgrade toolset demonstrates better stability and fewer issues, making it a smoother transition.

  2. Benefits of Upgrading to Dynamics 365 Upgrading to Dynamics 365 offers numerous benefits, enabling organisations to modernise and optimise their operations: 1.Enhanced Financial Management Dynamics 365 Finance provides tools to automate global financial processes, make data-driven decisions, and reduce operational expenses. Key benefits include: i. AI-driven financial insights. ii. Unified and automated financial workflows. iii. Simplified global financial operations. 2.Optimised Supply Chain Management Dynamics 365 Supply Chain Management leverages AI and IoT for predictive insights and efficient operations. Key features include: i. Real-time inventory and operations visibility. ii. Scalable warehouse management. iii. Enhanced productivity with mobile-enabled tools. 3.Continuous Updates

  3. Once on Dynamics 365, organisations benefit from a continuous update model, ensuring access to the latest features and improvements without major disruptions. Best Practices for a Successful Transition To maximise the benefits of transitioning from AX to Dynamics 365, follow these best practices: 1. Assess Current Customisations i. Evaluate existing customisations and determine their necessity in the new environment. ii. Leverage out-of-the-box features to minimise custom development. 2. Plan for Data Migration i. Use Microsoft's migration tools and ensure data alignment with Dynamics 365 schemas. ii. Allocate resources for manual adjustments where needed. 3. Leverage Upgrade Tools: i. Utilise tools like the Upgrade Analyser in LCS to streamline code transformation. ii. Address overlayered code by adopting extensions and modern development practices. 4. Engage Stakeholders: i. Involve key business and technical stakeholders to ensure alignment with organisational goals. ii. Provide training and change management support to facilitate user adoption. 5. Test Thoroughly: i. Perform rigorous testing in a sandbox environment to identify and resolve issues before going live. ii. Include end-to-end business process validation in the testing phase. 6. Contact a Microsoft Partner: i. Work with a certified Microsoft Partner to streamline the transition process. ii. Microsoft Partners bring expertise in managing complex migrations and can provide tailored guidance based on your organisation's unique needs. iii. They can help with project planning, troubleshooting, and ensuring compliance with best practices, reducing the risk of delays or unforeseen issues. Conclusion

  4. Transitioning from AX to Dynamics 365 is more than just an upgrade—it is an opportunity to modernise and streamline business processes. By leveraging Microsoft's tools and following best practices, organisations can ensure a smooth transition while unlocking the powerful capabilities of Dynamics 365 Finance and Supply Chain Management. Whether migrating data or evaluating customisations, this process sets the foundation for growth and operational excellence in a dynamic business landscape.

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