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Upgrading Dynamics AX 2012 to Dynamics 365 for Finance & Operations

Microsoft Dynamics 365 for Finance and Operations is a strong ERP solution constructed entirely from the cloud. It enables companies to better manage their financials and operations via smart applications which are simple to tailor, expand, and integrate.

If you are operating on Dynamics AX 2012 R2 or R3, then there’s an update procedure which may be carried to transition into Dynamics 365 for Finance and Operations. Even though you aren’t required to update, mainstream support for Dynamics AX 2012 and AX 2012 R2 will be finishing in October 2018, whilst R3 finishes in October 2021. It’s thus suggested to initiate the preparation process for your update.

For different variations of AX, a re-implementation alternative is available to migrate the information and alterations you need to a fresh version of Dynamics 365 Finance and Operations.

The update procedure encompasses three stages :

Analyze
Execute
Validate

Upgrading Dynamics AX 2012 Pt. 1: Analyze

The main aim of this analyze phase would be to estimate the work and resources necessary for the update to Dynamics 365 for Finance and Operations.

This will provide you access to this analysis tools which may be utilized to assess your present AX 2012 surroundings and custom code. The general public preview also enables you to deploy your personal presentation Finance and Operations surroundings. After enrolling in the LCS, then be certain that you choose the update methodology’update AX 2012 into Dynamics 365 for Finance and Operations’ to lead you through the update procedure and supply hyperlinks to all supporting files.

The next step is to conduct the update analyzer instrument from the AX 2012 environment. This tool will aid you in identifying information which may be cleaned up without sacrificing any functionality. Additionally, it reviews your current SQL configuration and urges optimization for performance development. Deprecated features which you’re using in AX is going to be emphasized to assist you find gaps in operation and options will be provided.

After getting reports from the update and code analysis tools, then you’re all set to set up a demonstration Dynamics 365 for Finance and Operations surroundings to assess new attributes and carry out a fundamental match gap analysis of conventional characteristics which might have changed in Finance and Operations.

The last step in the test phase would be to make a job plan utilizing the data gained from prior measures. A project plan template is given in the LCS update methodology.

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