Future-proof your operations and unleash the power of Dynamics 365 to scale and innovate like never before.
Accelerate business growth with Dynamics 365 Upgrade services
Opting for AX 2012 to Dynamics 365 upgrade and transitioning to the cloud is a smart move! With our Dynamics AX 2012 to Dynamics 365 Upgrade services, you’ll enhance agility, automate tasks, and drive digital transformation success..
At Confiz, we ensure a seamless and successful migration, minimizing disruptions and maximizing the benefits of transitioning from legacy systems as you upgrade to Microsoft Dynamics 365.
Migrate from legacy systems, including Dynamics AX 2012, to Dynamics 365.
Our Dynamics 365 consultants evaluate your system, identify issues, and create an upgrade plan. We then define the migration scope, resources, timeline, and contingency plan to ensure a successful upgrade.
Planning and design
Our experts outline the upgrade strategy, scope, application upgrades, hardware requirements, and configuration. We also define the timeline, testing plan, user training, and communication plan for the project.
We manage the entire migration journey, including data mapping, cleansing, extraction, validation, and reconciliation. Our experts use advanced tools to ensure smooth data migration, minimizing disruptions.
We seamlessly integrate your Dynamics 365 environment with other systems, including Microsoft tech stack, third-party applications and data sources, using industry best practices for secure, scalable, and flexible solutions.
Customization and configuration
Our customization and configuration services tailor your Dynamics 365 system to meet your business needs. We align the system with your processes and goals, creating custom workflows, rules, and reports to maximize system value.
Testing and go-live
Testing and go-live ensure system effectiveness and correct data migration. We expertly transition to production and ensure the upgraded system is fully functional and aligns with your business objectives during the go-live phase.
We prioritize user education for efficient system use. Our experts create personalized training plans, including in-person, virtual, or self-paced sessions, ensuring users are equipped to boost productivity and achieve business objectives.
Support and maintenance
Once the system is installed and users are trained, it’s crucial to provide continuous support and maintenance to ensure the smooth functioning of the system.
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Learn the best practices to seamlessly migrate from Dynamics AX to Dynamics 365
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Migrate your legacy system for success
Unlock new business opportunities by upgrading to Dynamics 365 with our expert migration and upgrade services for legacy systems and pave the way for business excellence.
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We are here with answers!
Migrating to Dynamics 365 involves several steps, and the exact process may vary depending on your current system and the level of customization needed. The best approach is to take on board a trusted Dynamics 365 migration services partner to plan out the steps for migration and help you prepare for this digital transformation journey.
Dynamics AX 2012 and Dynamics 365 are both ERP software solutions for managing business operations and finances. However, Dynamics 365 offers a more modern and feature-rich cloud-based solution with a web-based user interface, additional functionality in CRM and BI, and frequent updates. Dynamics AX 2012 follows a traditional release cycle.
Upgrading from CRM 2016 to Dynamics 365 involves several steps. The process includes the following steps:
- Review the system requirements: Check if the current hardware and software environment meets the requirements for Dynamics 365.
- Review customizations: Identify and review any customizations in the current CRM 2016 system that may need to be updated or migrated to Dynamics 365.
- Prepare for data migration: Creating a backup of the current system, exporting data to be migrated, and preparing the target Dynamics 365 system to receive the data.
- Upgrade to the latest version of CRM 2016: Before upgrading to Dynamics 365, upgrade the current CRM 2016 system to the latest version available.
- Test the upgrade: Test the upgrade to the latest version of CRM 2016 to ensure that all functionality is working as expected.
- Upgrade to Dynamics 365: Upgrade from CRM 2016 to Dynamics 365 using the upgrade tool provided by Microsoft.
- Verify the upgrade: Verify that the upgrade was successful by testing all functionality in Dynamics 365 and comparing data between the old and new systems.
- Train users: Train users on any new features and functionality in Dynamics 365.
- Go live: Once all testing and training is complete, go live with the upgraded system.
The decision to upgrade AX to Dynamics 365 can bring significant benefits to your business, such as operational agility, cost reduction, simplified integrations, AI-driven insights, and the ability to access your data and applications anytime, anywhere.
Dynamics AX, now known as Dynamics 365 Finance and Operations, is an enterprise resource planning (ERP) software designed to help enterprises automate, organize and optimize their operations on-premises, in the cloud, or via hybrid deployment. The software has built-in industry capabilities for manufacturing, distribution, services, retail, the public sector, and other verticals.
On the other hand, Dynamics 365 is a portfolio of cloud-based business applications that combines the components of customer relationship management (CRM) and enterprise resource planning (ERP). It seamlessly across several business units, such as sales, marketing, customer service, field service, and project operations. Dynamics 365 creates a hyperconnected business environment by linking data, people, and processes across your organization to help you adapt, innovate and drive operational excellence.