Migration from Dynamics AX to D365
As experts in Dynamics AX solutions for all its versions and experts in Dynamics 365, we present this article with the aim of giving you a much simpler view than you can imagine about the advantages and the process to migrate to D365 in the cloud.
First of all, you will get direct and immediate access to your data, from anywhere. Simple, Immediate and Efficient, just by opening your favorite browser (Chrome, Edge, Opera, Firefox, etc…).
Migration from Dynamics AX to D365
This simple access implies a whole deployment of connection, availability and security technologies underlying the system. This entire system is transparent to the user and is directly managed by Microsoft. You will never again have to worry about your Dynamics AX infrastructure needs, communications, servers, opening VPN’s, remote desktop access, etc… Your data will be more secure than ever on Microsoft’s D365 platform and managed in the most optimal way possible, with no downtime.
It will avoid the entry into IT obsolescence. Until now, it was common to have to migrate Dynamics AX version every 4-6 years, acquire new servers and have to re-invest in infrastructure to upgrade to the latest versions of operating systems, Office, ERP’s CRM’s etc… D365 publishes periodic updates, two annual mandatory updates, through an exclusively technical, controlled and documented procedure that will involve a minimum investment of time. Nothing comparable to the complex process involved in a traditional version migration.
With D365 in the cloud, you will detach yourself from the traditional vision of technologies to have your accesses as a “commodity”, that is, as if it were the electricity or water of your establishment. You don’t need your IT staff to spend their time on the ERP infrastructure; Microsoft already does it for you. The TCO (Total Cost Owner) concept is obsolete, now we are talking about Pay Per Use. A more practical concept, directly included in the income statement and in the definition cost of each job or person. In short, a much simpler system, much less problematic and much safer than the traditional method of ownership based on management with own resources.
As a derivative, the implementation of D365 projects is also much more agile than in Dynamics AX. There is no need to provision or configure infrastructure (hardware, servers, disk arrays, communications, backups, etc…). In fact, the start-up is immediate, even faster than with Office 365. You don’t even need to download the program for local execution. Everything works directly in the browser, accessible from minute 1. This situation also greatly reduces costs, time, resources and the degree of possible complications in traditional ERP implementation and migration projects.
D365 offers you the same functionality that you have today in your Dynamics AX or CRM “on-premise”, even extended with the integration of the capabilities of Microsoft’s Power Platform. With Power Apps we put at your fingertips, whether on your smartphone, tablet or PC, applications specifically tailored to your users’ needs, to optimize access to your information. These users can then perform the specific functions they need to carry out, without having to access the D365 interface directly. This optimizes the consumption of access licenses and only has to customize the APP without having to interfere with the D365 application itself. All this, always accessing the same integrated D365 data, but from Power Platform.
You will work more “on-line”, with a more complete presentation and analysis of the information, with forms integrated in Excel that directly offer you groupings and/or counts of the records that you are visualizing in “table” format, with “Drill-Down” navigation possibilities, until you reach the last detail of each transaction.
Integration with Power BI
The integration with Power BI makes it possible to obtain compact analyses that are much more oriented towards the company’s efficiency, through the arrangement of indicators and dashboards. In any case, it is always possible to access the capillary detail of the information presented and export the results to Excel.
We can use the work areas to test the integration with Power BI reports and centralize in these areas the most commonly used options and operations. This avoids having to navigate through different menu options or even having to manage groupings by categories in the favorites menu.
In terms of customization, the D365 environment allows you maximum flexibility and the best adaptation and sharing of the view of controls, forms and screens that you create among the different users of your organization. Special mention should be made of the “views” section, which allows you to have different versions of the same entity, depending on the objective you want to achieve, hiding and/or highlighting more or less information with a single mouse click.
Migration from your previous version of Dynamics AX to D365
The migration process from your previous version of Dynamics AX to D365 requires very specific and perfectly measurable technical steps.
On the one hand, there is the migration/adaptation of the customizations that you have in your current version of Dynamics AX. This work is purely technical and it is decided whether to transfer each of the customizations or remove them in favor of the standard functionality in each case.
On the other hand, in REVERTIS we commit ourselves to migrate also all your current data. We understand that the information is patrimony of the company and we do not have to do without these historical data, unless the client considers more optimal and advisable to initiate a new installation with the minimal migration of teachers and alive balances. In the case of opting for a complete migration, we apply the procedures recommended by Microsoft and we guarantee that all your information will pass to the new environment correctly, as it can not be otherwise.
One of the most important aspects of the migration is the support we offer you from REVERTIS to make decisions about which customizations to keep and which customizations to discard. The goal is always to take full advantage of the new D365 standard functionalities. Going even further, REVERTIS can advise you on the possibility of using Power APP’s as a means of working with information by some of your employees, thus optimizing costs and access to use the Microsoft platform.
Finally, in your migration process, we consider in a very special way the training of your staff, as well as the different start-up simulations we perform, always with the aim of ensuring that the day of the implementation of the new platform, both the system and the information, as well as the users, are all perfectly prepared to ensure business continuity without interruptions.
And most importantly, once you are up and running on D365, you will never again have to worry and spend your time on Dynamics AX management, maintenance or investment in IT infrastructure, nor make additional investments or future migrations, thus avoiding technological obsolescence once and for all.
Do not hesitate to contact us to evaluate your migration from Dynamics AX to Microsoft’s definitive ERP platform: D365. We can give you access to a test environment or perform a demo and you will clearly see the advantages of migrating to this working model.
