Dynamics AX to Dynamics 365 Finance & Operations Upgrade

Considering the leap from Dynamics AX to Dynamics 365 Finance & Operations?

If you are still using Dynamics AX, you may be facing some challenges such as outdated features, lack of support, security risks, and high maintenance costs. Upgrading to Dynamics 365 Finance & Operations can help you overcome these challenges and gain many benefits such as cloud-based scalability, improved performance, enhanced functionality, and continuous updates.  

However, upgrading from Dynamics AX to Dynamics 365 Finance & Operations is not a simple process. It requires careful planning, preparation, and execution to ensure a successful outcome. You need to consider factors such as data migration, code conversion, customisations, integrations, testing, training, and change management.  

That’s why you need a reliable partner who can guide you through the upgrade project and ensure a smooth transition to the new platform, helping you achieve your business goals. 

Dynamics AX to Dynamics 365 Finance & Operations Upgrade

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What is Microsoft Dynamics AX?

Microsoft Dynamics AX is a comprehensive enterprise resource planning (ERP) solution that helps businesses streamline their operations, improve customer service, and increase profitability.

Dynamics AX is designed for mid-sized to large organisations that operate in multiple countries and regions. It supports various industries, such as manufacturing, retail, distribution, professional services, and public sector.

With Dynamics AX, businesses can manage their financials, supply chain, human resources, projects, and customer relationships in a single integrated system. 

What is Microsoft Dynamics 365 Finance & Operations? 

Microsoft Dynamics 365 Finance & Operations is the next generation of ERP solutions from Microsoft. It is the successor of Dynamics AX, but it has now been split into two separate applications: Finance and Supply Chain Management. 

Finance helps businesses automate and modernise their global financial operations, while Supply Chain Management helps them optimise their planning, production, inventory, and logistics. Both applications are cloud-based and work seamlessly with other Dynamics 365 products, such as Sales, Customer Service, and Marketing. By using Dynamics 365 Finance & Operations, businesses can gain real-time insights, improve agility, and drive growth.  

Why upgrade from Dynamics AX to Dynamics 365 Finance & Operations?

Cloud-based solution: Dynamics 365 Finance & Operations is a cloud-based solution that can be accessed anywhere, on any device. This means that you can access your data and applications from anywhere in the world, as long as you have an internet connection. 

Advanced reporting and analytics: Dynamics 365 Finance & Operations comes with advanced reporting and analytics capabilities that allow you to gain insights into your business operations. You can use these insights to make better decisions and improve your business processes. 

Continuous updates and support: Dynamics 365 Finance & Operations is continuously updated with new features and functionality. This means that you always have access to the latest tools and capabilities. Additionally, Microsoft provides ongoing support for Dynamics 365 Finance & Operations, so you can be sure that any issues you encounter will be resolved quickly. 

Improved user interface: Dynamics 365 Finance & Operations has a new, user-friendly interface that makes it easier to navigate and use. The interface is designed to be intuitive and easy to use, even for users who are not familiar with the system. 

Integration with other Microsoft products: Dynamics 365 Finance & Operations integrates seamlessly with other Microsoft products such as Office 365, Power BI, and PowerApps. This means that you can use your existing Microsoft tools to work with Dynamics 365 Finance & Operations. 

What to be aware of when upgrading your ERP solution

When upgrading your ERP, it’s important to be aware of the following: 

Data migration

You will need to migrate your data from Dynamics AX to Dynamics 365 Finance & Operations.

Customisations

Customisations made to Dynamics AX may not be compatible with Dynamics 365 Finance & Operations.

Training

Your employees will need to be trained on how to use Dynamics 365 Finance & Operations.

Key benefits of an ERP upgrade 

Upgrading your ERP offers several benefits, including: 

Supported upgrade paths to Dynamics 365 Finance & Operations

The following upgrade paths are supported: 

  • Dynamics AX 2012 R3 to Dynamics 365 Finance & Operations 
  • Dynamics AX 2012 R2 to Dynamics 365 Finance & Operations 
  • Dynamics AX 2012 to Dynamics 365 Finance & Operations 

For users of Dynamics AX 2009 please get in touch to discuss how we can assist with your upgrade to Dynamics 365 Finance & Operations. 

Understanding the upgrade process 

The general upgrade process involves installing the new software, configuring the new version, importing data from the old system, and performing necessary testing to ensure that the upgraded system is functioning correctly. Mercurius IT has extensive experience in upgrading ERP systems and can help you navigate the process. 

8 Step-by-Step Guide Upgrade Process

The steps involved in upgrading from Dynamics AX to Dynamics 365 Finance & Operations include: 

Dynamics AX to Finance and operations upgrade-process

Assessment

The first step is to assess your current system and determine if an upgrade is necessary. You should also identify the reasons for upgrading and the benefits you hope to achieve. 

Planning

Once you have decided to upgrade, you need to plan the upgrade process. This includes identifying the upgrade path, setting a timeline, and determining the resources required.

Preparation

Before upgrading, you need to prepare your system by backing up your data, reviewing customisations, and ensuring that your hardware and software meet the requirements for Dynamics 365 Finance & Operations.

Installation

The next step is to install Dynamics 365 Finance & Operations. This involves downloading the software and configuring it to meet your organisation’s needs.

Data migration

Seamless integration with Microsoft/Dynamics 365 applications fosters a connected and collaborative work environment.

Testing

After migrating your data, you need to test the new system to ensure that it is functioning correctly. This includes testing all of the features and functionality of Dynamics 365 Finance & Operations.

Training

Your employees will need to be trained on how to use Dynamics 365 Finance & Operations. This includes training on new features and functionality, as well as any changes to existing processes.

Go-live

Once you have completed testing and training, you can go live with Dynamics 365 Finance & Operations. This involves switching over from your old system to the new system.

Looking for the perfect Microsoft Dynamics 365 Migration Partner?

Why choose Mercurius IT for your upgrade project? 

Mercurius IT is a Microsoft Solution Partner with almost 20 years’ experience in optimising IT systems and supporting businesses with Microsoft Dynamics solutions. We have extensive experience in upgrading ERP systems can help you navigate the processOur team of experts will work closely with you to ensure a smooth transition to Dynamics 365 Finance & Operations with minimal disruption. Simply leave your details in the contact form below to get started with your digital transformation.  

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See what our customers say

Mercurius IT provided very competitive onshore and offshore rates for our Dynamics NAV implementation. In addition, they demonstrated flexibility and resourcefulness to meet our short implementation deadline successfully. Their functional consultants possess a high level of expertise in the product and were willing to go the extra mile to handhold our Finance team during the implementation. 

Ihsan Aljafri

HEAD OF SYSTEMS AND DEVELOPMENT, Human Appeal

The upgrade of NAV went perfectly thanks to the support of the Mercurius IT team present on our site. The numerous tests and various problems were resolved quickly in accordance with the announced schedule. 

Francois Dureau

PLANT MANAGER, Survitec SAS Chevanceaux

Not only did Mercurius beat our existing partner’s quote by a significant margin, they did it at a fixed price – removing our commercial risk. 

In the end, they guided us carefully through the process and also implemented some great improvements to our business using the new features. 

Nicholas Newitt

DIRECTOR, Newitts & Co. Ltd.

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