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

sunbridgeindiaSoftware and s/w Development

Jun 7, 2019 (8 days and 18 hours ago)

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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.


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, i
n the long run, due to our
steps: t
he 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. Lt
d
, 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 lo
ok 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 ot
her 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
opportunit
ies 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 peri
od.


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 th
en 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 acc
essible 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 former
ly 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
inform
ation 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 tes
ting. 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.

Softw
are for more information on the four Steps to
upgrade from Dynamics AX into Dynamics 365 for Finance and Operations or The Joint Process
Design.