Are you looking to streamline your business operations with innovation or cutting-edge technology? Then, considering the AX 2012 upgrade to Dynamic 365 can be an effective strategy for your business, as it provides a range of advanced functions that foster business performance with adequate scalability and efficiency.

However, the procedure of upgrading Dynamics AX 2012 to Dynamics 365 upgrade services requires organizations to rigorously plan, with an accurate approach, strategy, and guidance from Microsoft Partners like WMDyn365, to make a seamless transition.

While both platforms share common aspects such as data unification, process enhancement, and financial management across locations, Dynamics 365 stands out with its ability to address specific industry challenges through tailored solutions, comprehensive reporting, and advanced features.

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Sounds interesting? In this blog, we will explore more aspects to help you migrate Dynamics AX to Dynamics 365 effortlessly.

1) Microsoft Dynamic AX Vs Dynamics 365

Microsoft Dynamics AX 2012 and Dynamics 365 are 2 essential aspects of Enterprise Resource Planning (ERP) solutions. Dynamics AX 2012 is one of the considerable on-premises ERP systems, and Dynamics 365 is a cloud-based platform – known for offering comprehensive suite applications that include customer relationship management capability and robust ERP features.

However, one of the core differences between these systems includes their deployment models, flexibility, scalability, integration options, and more.

Before we delve deeper into the functionalities and the process of Dynamics AX to Dynamics 365 migration, let us know the primary differences between the two systems to support your decision-making process.

2) Dynamics AX 2012

Dynamics AX is one of the robust ERP systems capable of optimizing finance and other business operations. Additionally, it is known for automating, controlling, and streamlining overall business procedures, which can improve the organization’s productivity and drive better ROI over time.

Furthermore, Dynamics AX 2012 determines business needs as it focuses on aligning its main procedures to offer seamless visibility to managers and identify ways to scale the business while minimizing overall operational costs. This system provides several modules, including supply chain management, manufacturing or accounting management, and overall financial management.

However, Dynamics AX 2012 presents certain challenges to business performance due to its large, expensive calls, insufficient caching, and an unaligned or expensive database. These complexities can hinder your business’s ability to streamline processes, leading to increased operational costs. This is why many companies are opting to migrate Dynamics AX to Dynamics 365.

3) Dynamics 365

Dynamics 365 is an upgraded version that provides modern features and functionalities to cope with evolving business challenges. However, in 2016, AX was transformed into Dynamics 365, and both systems were segregated into separate solutions-Dynamics 365 and Dynamics 365 Supply Chain Management.

Moreover, Dynamics 365 is a cloud-based platform designed to meet businesses’ varied needs. It can effortlessly manage complicated operations like finance and other departments. In addition, businesses are moving to the AX 2012 upgrade to Dynamics 365 due to its range of advanced features. For instance, D365 has centralized cloud-based infrastructure, a user-friendly and intuitive interface, capability for easy integration, cloud-based products, and extensive business intelligence-backed functionalities to help organizations leverage solutions catered to specific industrial requirements

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4) Benefits of Transitioning Dynamics AX 2012 to Dynamics 365 Upgrade Services

Every business has a concern before investing in any system or platform: How can its features help in optimizing my business process, or how can I drive outcomes through this platform? We understand your concern; hence, we are listing below a few common benefits that you can expect from the Dynamics AX to Dynamics 365 migration.

  • Improved User Experience: The AX 2012 upgrade to Dynamics 365 offers a modern, user-friendly interface that enables users to utilize its features seamlessly. Additionally, your team members can customize this platform to make it effective and future-resilient for your operations.

  • Added Flexibility: Dynamics 365 (D 365) provides a range of advanced functions, including Life Cycle Services (LCS), a comprehensive portal that involves multiple services to manage app development and overall migration. This flexibility empowers you to automate the platform with a low-coded system and implement AI-infused workflows, giving you more control over your business operations.

  • Cloud-based Deployment: Dynamic 365 is a cloud-based ERP platform, which means you can access the system from anywhere and anytime through a strong and stable internet connection. This feature enables various organizations to operate, track, and update varied workflows anytime they are needed to improve work efficiency hassle-free.

  • Advanced Functions: You can leverage advanced functions of Dynamic 365, such as data-driven insights, to improve your business’s financial capabilities and gain visibility of diverse, complex procedures in real-time.

  • Automate Varied Updates: Microsoft often releases regular updates to meet the evolving requirements of diverse businesses. When you migrate Dynamics AX to Dynamics 365, you can consistently update the system without compromising the procedure of your current workflow.

  • Customizable Solutions: Dynamics 365 offers a range of tools to simplify data migration, flawless integrations, and overall procedure customizations. In addition, functionalities such as LCS and Data verse minimize the time and money usually spent crafting personalized apps or designing complex integrations, including third-party platforms.

  • Robust Data Security: Dynamics AX 2012 to Dynamics 365 upgrade services offer high data security without compromising the data flow. It is equipped with advanced features designed for potential threat detection, giving you the confidence that your data is safe and secure.

5) How Does Migration of Dynamics AX 2012 to Dynamics 365 Upgrade Services Take Place?

After understanding the benefits of migrating from Dynamics AX 2012 to Dynamics 365, it’s crucial to grasp the migration process. Whether you choose to migrate independently or with the support of a Microsoft Partner, the process involves analyzing your existing system, building a comprehensive upgrade plan, backing up and transferring data, and implementing Dynamics 365 features.

After understanding the benefits of migrating from Dynamics AX 2012 to Dynamics 365, it’s crucial to grasp the migration process. Whether you choose to migrate independently or with the support of a Microsoft Partner, the process involves analyzing your existing system, building a comprehensive upgrade plan, backing up and transferring data, and implementing Dynamics 365 features.

1. Analyze Your Existing System
To begin with, the process of migrating Dynamics AX 2012 to Dynamics 365 includes analyzing your system, determining its potential for further capabilities, and customizing it. Moreover, our experts would identify areas for improvement and existing challenges to cultivate a robust strategy.

2. Building an Upgrade Plan
Next, build a comprehensive upgrade plan to ensure the transition process’s success. Ideally, your plan must include a roadmap to current operations and list new upgrades. Moreover, focus on monitoring resources, creating specific timelines, and determining risk factors.

3. Backup and Data Transfer
Remember to back up your financial data, conduct system configurations, and save confidential data or files to ensure your company’s valuables are secured and mitigate data loss, failed transfers, and more. This means you need to back up your existing system, as it will aid in recovering information if any disruption occurs during the migration process.

4. Implement D 365 Features
As your Microsoft Dynamics 365 partner, we will help you manage the implementation procedure, from forecasting adequate requirements to improving your business operations capabilities.

5. Test the New System
After successfully implementing the functions of Dynamic 365, it is essential to perform a thorough test of your new system to check if it meets the needs of your business. In this step, we will typically check for potential challenges after implementation and adjust immediately before going live.

6. Code & Data Upgrade
The code upgrade utilizes intelligent algorithms to upgrade the new custom code for the system. Ideally, this step involves running code automatically to upgrade the process. However, by accessing a robust data management framework, you can upgrade old and new data into this system. This framework ensures that all data entities are covered effectively.

7. System Compatibility Checks
Compatibility checks are essential to ensure your current system is compatible with Dynamic 365. Our team checks for customizations, integrations, and third-party applications that can be upgraded or replaced seamlessly.

8. Verify Adequate System Requirements
After implementing and upgrading features, verify requirements and ensure all essential components of the new system are in place. Deeply checking various aspects will offer you a hassle-free experience of running various operations smoothly.

9. Utilize Robust Tools
Utilizing the Upgrade Analyzer tool, we identify irrelevant features and recommend ideal alternatives to help you enhance efficiency. This tool also aids in upgrading code and data effectively and ensures that the new system is equipped with accurate features and information.

10. Go Live & Access Consistent Support
After completing all the steps, it is time to go live and migrate from Microsoft Dynamics AX 2012 upgrade to Dynamics 365. However, the journey doesn’t stop here! Every business needs to track its operations continuously and upgrade its systems regularly to solve challenges.

To simplify the process, we help businesses troubleshoot issues that arise during the migration process or after the transition. With consistent support and maintenance services, you can quickly reduce workflow downtime and ensure smooth operational continuity.

6) Final Thoughts

With the support and guidance of WMDyn365’s experts, you can experience a swift and hassle-free journey of upgrading from AX 2012 upgrade to Dynamics 365. Depending on your business requirements, goals, and current system flaws, our team develops a robust strategy and plan to make a smooth transition and equip your operations with advanced features and a roadmap to drive better results seamlessly.

If you want to learn more about the migration process, its pricing, features, or other aspects, get in touch with us.