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GUIDELINES FOR UPDATING FROM DYNAMICS AX 2009 TO DYNAMICS 365 Its time to seriously get a plan There are several areas to consider which will require some time and planning to ensure your company gets the most out of this migration. It is my hope that this suggestion list will help planning your upgrade just a little bit smoother. Review Dynamics 365 for Finance and Operations get in touch with your partner and inquire for a demonstration. Even though much of the core features are the same which should keep end customer happy there is so much new functionality in the software that this upgradation could really made a positive impact on your organization . Some of the new features are mobile time and expense reporting sales and marketing etc. When you migrate you get all the modules available with Microsoft Dynamic 365 Finance and Operation . Requirement for a professional Dynamics 365 for Finance and Operations consultant. · Assessing customizations and comparing with Microsoft Dynamics 365 may be time consuming. Here is a place that your Dynamics partner could be of help. Considering all the extra functionality available I would advise that you remove every customization directly off the bat with the exception of business-critical development. · It can be best to setup a test system then decide which customizations you want to deliver over to this new launch.

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· Customizations are now known as Invisible. With the bulk of the Microsoft Dynamics AX clients moving into the cloud Microsoft has altered the way customizations are handled. Now you can add fields without a developer but the rest of the improvements are handled with extensions as of release 8.0. Consider your historic data · Most clients on AX 2009 happen to be processing information in it for 8 to 10 years. Its time to purge and start over. Transferring data in the previous 8 to 10 years isnt ever a good idea however having the information available for reporting could be beneficial. As theres absolutely no transactional data migration for Microsoft Dynamic 365 AX 2009 Clients First includes a Data Archive took that were excited to provide our clients. · Purging inactive customers and sellers will give your upgrade a clean appearance and feel that your end users will appreciate. · Changes to a COA or master file naming may also occur during the migration. Ask your partner to setup a cross reference table to be certain your GL balances are mapped correctly.

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