Migrate Dynamics AX to Dynamics 365

05.03.24

Organisations constantly seek ways to enhance efficiency, streamline operations, and stay ahead of the competition.

One significant milestone in this journey involves migrating from Dynamics AX to Dynamics 365, a move that promises a range of benefits.

This article will explore the advantages, best practices, and the step-by-step process of migrating from Dynamics AX 2012 to Dynamics 365.

Upgrading or migrating?

Transitioning from Dynamics AX to Dynamics 365 involves upgrading or migrating, each with distinct considerations.

Upgrading via Microsoft's toolset is recommended for users on Dynamics AX 2012 R2 or R3 with minimal customisations. This seamlessly converts the entire database to Dynamics 365 Finance and Operations. To discuss the option of upgrading AX 2012 to Dynamics 365, get in touch with our team today.

However, Dynamics AX 2009 or AX 2012 (pre-R2) users must opt for migration, as the Microsoft toolset isn't compatible with these older versions. Migration becomes crucial when reducing or replacing extensive customisations and requiring significant configuration changes.

It's important to note that Microsoft's data migration framework only converts master data and open transactions. Historical data remains in Dynamics AX or can be transferred to a data warehouse using Azure database tools.

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AX 2012 R2 or R3
Few or no customisations are required
Small or medium database
Single or no ISV module
No significant configuration changes required

Migrate

AX 2009 or 2012 (before R2)
Reduce/replace various customisations
A large database of over 1TB
Use more than one ISV module
A variety of changes are required
Changes to financial dimensions or chart of accounts
Costing method changes
Inventory dimensions need changing (site, warehouse, owner, plate, license, etc)
Require phasing in groups of legal entities

If your organisation falls into the migration category, keep reading to learn the benefits and best practices of AX migration.

Benefits of Dynamics AX to Dynamics 365 Migrations

Enhanced Agility and Flexibility

Dynamics 365 offers a cloud-based solution, enabling organisations to scale resources as needed, promoting flexibility in operations. From adding new users to branching out into new regions, or integrating additional functionalities through Microsoft App Source, this agility allows for quick adaptation to changing business environments, ensuring optimal performance.

+ Read: Dynamics 365 On-premise To Cloud Migration: What Are The Benefits?

Improved User Experience

The user interface of Dynamics 365 is more intuitive and user-friendly than its predecessor, Dynamics AX. This enhancement contributes to increased productivity, reduced user training time, and overall satisfaction among your workforce.

Personalised dashboards, role-based workspaces and mobile accessibility, and seamless integration with other familiar Microsoft products such as Office 365 offer your employees a much-improved user experience.

Advanced Analytics and Reporting

Dynamics 365 incorporates advanced analytics and reporting tools, providing deeper insights into your organisation's data, and improved visual data insights. This built-in BI (Business Intelligence) empowers decision-makers to identify trends and make informed choices, backed by comprehensive data analysis.

+ Read: Dynamics 365 AI Tools To Empower Your Business

Best Practices for a Smooth Migration

Thorough Planning and Assessment

Begin by conducting a detailed analysis of your existing Dynamics AX system. Identify customisations, third-party integrations, and any specific business processes unique to your organisation. This groundwork will facilitate a smoother transition.

Engage Stakeholders

Ensure active participation from key stakeholders throughout the migration process. Their insights are invaluable in understanding the specific requirements of different departments and tailoring the migration plan accordingly.

Data Cleansing and Migration Mapping

Before initiating the migration process, clean and organise existing data. Create a robust mapping strategy to seamlessly transition data from Dynamics AX 2012 to Dynamics 365, minimising the risk of data corruption or loss.

The Process: Migrate AX 2012 to Dynamics 365

At Syscom we believe that collaboration, regular communication and contingency planning are vital to ensure a successful and straightforward transition from AX to D365. Here is an overview of the process of a typical migration.

1. Assessment and Preparation

Begin by assessing the current Dynamics AX 2012 environment, identifying customisations, and evaluating system compatibility. Prepare a comprehensive migration plan, outlining timelines and resource requirements.

2. Data Migration

Execute the data migration plan by extracting, transforming, and loading (ETL) data from Dynamics AX 2012 to Dynamics 365. This process requires careful validation and verification to ensure data integrity.

3. Code and Customisation Upgrade

Upgrade customisations and code from AX 2012 to align with the Dynamics 365 framework. Perform thorough testing to identify and address any compatibility issues.

4. User Training and Acceptance Testing

Conduct user training sessions to familiarise stakeholders with the new Dynamics 365 interface. Execute acceptance testing to validate the system's functionality and ensure a smooth transition for end-users.

If you are thinking about a Dynamics AX to Dynamics 365 migration, it could be a good time to also consider a new Dynamics Partner, especially if you’re dissatisfied with the current levels of support you’re getting. We’ve helped many businesses with our specialist service – Dynamics Medic.

+ Read how Syscom supports First Line with Dynamics AX – building a solid foundation that makes the system suited to their specific business requirements.

Why Choose Syscom As Your Dynamics Partner?

Migrating from Dynamics AX 2012 to Dynamics 365 is a strategic move that brings about enhanced functionality, improved user experience, and better insights through advanced analytics.

If you are considering unlocking a new realm of possibilities in the world of ERP systems and are ready to embrace the future of enterprise resource planning with a well-executed Dynamics AX to Dynamics 365 migration, then contact Syscom today for a no-obligation chat on how this can be achieved. Call 01384 400 600, email info@syscom.co.uk or submit a contact form below.

Get in touch

Further Information

Dynamics 365

Syscom can help you transform the way you run your business using Microsoft’s suite of cloud-based, intelligent business applications - Dynamics 365.

Dynamics 365 Dynamics 365

Need a New Dynamics Partner?

Our 'Dynamics Medic' programme is designed to help businesses struggling to get their version of Dynamics AX, NAV or 365 working correctly and are paying for a system that's not serving its intended purpose.

Dynamics Partner Dynamics Partner

Dynamics Support

Whether you’re installing Dynamics 365 (or Business Central), moving your Dynamics install from another partner or looking to upgrade your system, we can assist you.

Dynamics Support Dynamics Support

Dynamics On-Premise to Cloud Migration

With the rise of remote and hybrid working environments, a cloud-hosted environment for Dynamics 365 is a must. By swapping hardware for internet access, your employees only need a device with an internet connection.

Dynamics Cloud Dynamics Cloud

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