Dynamics 365 Finance and Operations is the best choice for businesses due to its progressive functionality and a single-source application. Furthermore, it has multi-site, multi-country, and multi-lingual capabilities. Here, we have outlined the detailed end-to-end process of upgrading from AX 2012 to Dynamics 365 F&O. So, Upgrade Dynamics AX 2012 to Dynamics 365 Finance and Operations involves many stages. You must have a trustworthy Dynamics 365 Gold Partner, such as Evincible Solutions, that can make all the difference. Hence, this blog will explore the Upgrade process from Microsoft AX 2012 to Dynamics 365 Finance and Operations.
What is Dynamics AX 2012?
Dynamics AX ERP solution can streamline a business’s financial and operational activities. It can optimize all processes to offer improved efficiency along with a maximum ROI. Microsoft Dynamics AX understands the core business processes to deliver better visibility and smooth scalability, with lower operational costs. Moreover, it comes with numerous modules, comprising financial management, supply chain management, project accounting, and manufacturing management.
What is Microsoft Dynamics 365 Finance & Operations?
Dynamics 365 Finance and Operations is an upgraded version of Dynamics AX. It features up-to-the-minute abilities designed to address contemporary business challenges. In 2016, AX was transformed into Dynamics 365 Finance and Operations and later divided into two distinct solutions: Microsoft Dynamics 365 Finance and Dynamics 365 Supply Chain Management.
Microsoft Dynamics 365 Finance & Operations is a cloud-based ERP solution suitable for established businesses with advanced business management needs. It can impeccably accomplish the multifaceted operations of finance and operations departments without any disturbance.
Comprehensive Guide for AX 2012 Upgrade to Dynamics 365
Code Running to Upgrade Estimation Tools
We will modify your code from Dynamics AX 2012 to the new format. Also, provide feedback on any conflicts that may arise. Thus, you can resolve them with your developer.
Demo Environment Deploying
Demo environments can be deployed in Azure or downloaded as VMs. You can run it on your hardware. Therefore, these demo environments assess new features and conduct a critical fit-gap analysis of the standard procedures used in Dynamics AX 2012 and Dynamics 365 Finance and Operations.
 Project Planning
The project planning involves analyzing the phases that will be occupied with all the testing particulars, including functional test pass repetitions, data upgrade testing, and facts on resource assignments for all tasks. Thus, our experts will execute the project plan.
 LCS Implementation Project Sign-Up
The public preview project is being utilized for the Analyze phase. It will be discarded at this phase. You will now need to sign up for a new LCS project as an Implementation project. It will be your new perpetual LCS project till your subscription lasts.
 Project Identification as an AX 2012 Upgrade
You need to first sign in to your LCS implementation project in the Project Onboarding wizard. Afterwards, the project will be acknowledged as a Dynamics AX upgrade. It’s a significant step that confirms that the deployed sandbox infrastructure is well-matched with the upgrade procedure. Thus, the Dynamics AX 2012 preparation tasks are exposed by the upgrade analyzer tool and predictable in your upgrade project plan.
Code Upgradation
The developers will carry out the tasks related to the code upgrade approximation and the suitable gap analysis. Therefore, they should note that no code fluctuations, excluding emergency changes, shall be allowed in Dynamics AX 2012.
Database Upgradation and Validation
After code upgradation, we will upgrade your Database. The preliminary upgrade will be completed in a development environment to facilitate easy identification and debugging of any issues. After finishing it once, the upgrade will be run in a sandbox atmosphere. Here, both the functional team members and the business users. Therefore, they can test the business processes using the upgraded Microsoft Dynamics AX 2012 data and code. Thus, the upgraded Database will be authenticated and verified to check its pragmatism.
Cutover Planning and Testing
Hence, it is the final step in taking the new system online. It’s a phase that guarantees that everyone involved in the actual cutover to go live has a smooth experience. The technical workstream supports fine-tuning the data upgrade process to meet your business’s interruption limit.
After the data upgrade, the practical workstream will assist in documenting and quantifying various configuration tasks in the Microsoft Dynamics 365 Finance and Operations environment, providing resources to ensure they align with technical functions within the downtime limit of your business.
 Pre-go-live Specification
A pre-go-live checklist helps decrease the probability of any errors during the phases between cutover and go-live. We confirm that we will check all items on the list, and only then will we make the project live.
 Go live
After completing the upgrade testing in a Premier or Standard Acceptance Test environment, effectively execute a test cutover in the production environment, and go live.
Benefits of Upgrading from Microsoft Dynamics AX to Dynamics 365
The Upgrade from Dynamics AX to Dynamics 365 platform can provide enormous benefits for your business as follows:
Cost-Effectiveness
The D365 platform can also meaningfully contribute to the company’s savings. This is because Microsoft initiates the task of improving the platform and its applications, thereby eliminating the costs associated with on-premises servers.
Better Compatibility
AX to Dynamics 365 migration will also be exceedingly convenient as it is compatible with any device. Therefore, notwithstanding the browser or operating system a business uses, staff can access all apps effortlessly. Accessing apps is made even more available, as they need only a single sign-on.
Advanced Features
The platform’s functionality is fantastic, as everything from CRM to AI resources exists on a single platform. This platform enables employees to integrate their ERP system, eliminating the need for modifications or third-party software.
All-embracing Security Measures
The cloud-based infrastructure of the Microsoft D365 platform comprises its built-in security features. This includes role-based application authentication and other identity management features that significantly reduce threats to a business’s privacy.
How Evincible Solutions Can Help You in the Upgradation of Dynamics AX to Dynamics 365 Finance and Operations?
Evincible Solutions is a prominent name in offering smooth implementation, upgrade, and support services for Microsoft Dynamics 365 solutions. With numerous clients and technical consultants, we have established ourselves as a leading name in the industry. As a Certified Microsoft partner for AX to FO, our innovative solutions empower businesses to maximize growth while simplifying operations.
When businesses come to us for an Upgrade from Dynamics AX to Dynamics 365 Finance and Operations, we first understand their business requirements and forecast future demands with a tailored solution. Therefore, the business solutions we implement will significantly improve the business’s efficiency. To exploit AX to FO migration, please don’t hesitate to contact us.
Final Words
Finally, the AX to Finance & Operations upgrade may differ from project to project. Nevertheless, the benefits of moving from an on-premises system to a cloud platform will hugely change the way you do business. If you are still using AX 2012, we recommend upgrading to Microsoft Dynamics 365 for enhanced productivity and excellence in your growing business. We have promoted plenty of our customers’ AX versions to D365. They have experienced the unparalleled outcome from the AX upgrade services we provided, as we are the most trusted AX to D365 migration Partner.
