Dynamics AX Migration to Dynamics 365 Challenges to Expect and Avoid
By now, most Dynamics AX customers are considering ERP options since Microsoft
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4 Challenges You Will Face with a Dynamics AX to Dynamics 365 Finance and Supply Chain Migration
1. New Software Infrastructure
Customers on Dynamics AX already know that this robust system will help your company manage finances, projects, manufacturing, and with some automated processes and reporting. However, upgrading Dynamics AX to a modern solution like Dynamics 365 Finance and Supply Chain (sometimes called Operations) is a huge leap forward. For instance, the underlying technology (or platform) on which the software is built is more flexible and scalable.
Moving to the new platform means the migration from AX to Dynamics 365 Operations isn’t as simple as upgrading from one version to the other or importing existing configurations. The good news is that you have a lot to look forward to with Dynamics 365 and the migration will be well
2. Legacy Customizations and Integrations
Since every company has unique requirements, Dynamics AX didn't always have the functionality out-of-the-box. Therefore, many companies relied on several (sometimes dozens) of one-off integrations and customizations. As a result, makes them even more tricky to port to your new software. Unfortunately, companies sometimes have no record of the customizations which can cause issues during the new system installation.
Ask the question of whether or not all those integrations and customizations still support the needs of your business. Are they working optimally? In some cases, you may not need the same customization as you did before. It may be that Dynamics 365 offers what you need with full-fledged integration capabilities and advanced features. Clients First objective is to use as much of the out of the box functionality as possible even though we have some of the best developers in the community.
3. Older Versions of Dynamics AX
Microsoft has a clear path for migration from AX 2012 R2 and R3 using tools within
4. Porting Over Existing Reports
Unfortunately, not all your reports that are built-in AX will be compatible with Dynamics 365, especially some of your custom reports. Here again, you’ll want to assess each report and the data it provides and ask yourself if it still serves your needs.
Dynamics 365 offers advanced reporting options, therefore, many customers choose to rebuild new reports. They get the power to utilize onboard intelligence and automated calculations. This type of visibility and visual reporting can empower your organization to become data-driven in its decision-making. Power BI and SQL Reports are the tools of choice for Dynamics 365, however, there are other options in the ISV marketplace, AppSource.
Work with a Trusted and Experienced Microsoft Partner
The easiest way to face any challenges related to your migration from Dynamics AX is to rely on an experienced partner that has walked this road and knows what to anticipate. Our typical projects are lean, however we can provide any level of service you desire. At Clients First, we conduct assessment workshops with our clients to help them plan the optimal migration path. We’ll help you define:
- Clear business goals
- Scenario and stakeholder alignment
- Organizational readiness
- Comprehensive project scope