Steps to Seamlessly Upgrade from Dynamics AX to Dynamics 365
Looking to upgrade from Dynamics AX to Dynamics 365? Here are six steps that can simplify the transition process for your organization.
1. Understand needs and outline Scope
Irrespective of the size of your organization, a Dynamics AX upgrade may require you to let go of redundant apps, clean and choose the data that should migrate, and decide on processes that help to navigate through bottlenecks. Having a clear understanding of your scope can help you narrow down and choose from the many multitudes of features offered by the Dynamics 365 suite. Decide if the features and solutions offered by Dynamics 365 meet your growth and scalability requirements. This will help you make a practical decision about your data migration plans, the need for additional bandwidth and other important aspects for the ERP upgrade.
2. Choose your MS Dynamics partner
The technology partner you choose to engage with must ideally be Microsoft Gold-certified partner. Irrespective of the complexity of the project, a qualified and experienced partner will have the knowledge and skills required to handle issues quickly and significantly cut down on the time required for the upgrade. This in turn will reduce cost and help you achieve your project goals on time.
3. Involve cross-functional teams
The efforts and cooperation of different departments and cross-functional teams are critical for the successful upgrade of your ERP. Conduct brainstorming sessions with teams whose work directly rely on the ERP to generate ideas that can make their work more effective in the long run. Some of the key areas that cross-functional teams can help during the upgrade are timely communication of quality control issues, identifying gaps, highlighting areas for process improvement and providing solutions to overcome unexpected bottlenecks. You can begin by building a team of experts from various verticals of your business to keep track of the time and cost involved in the upgrade task.
4. Clean your data
It is a good time to identify outdated and redundant data collected over the operations conducted by your business over years. Often the gathered data comes to millions of terabytes of duplicate customer data, erroneous price quotes, blank forms, cold product code documentation etc. Once segregated, you will be left with the highly valuable data that is of the right quality and quantity. You can cleanse your data first with Intelligent Data Management Framework (IDMF) against your Dynamics AX database and proceed with the upgrade. This will help you to expedite your upgrade process and work with data required to make critical business decisions.
5. Perform automated testing
ERP upgrade is a complex process and timely testing is an integral part of it. Regular testing ensures application quality, and also helps to identify areas of improvements. It is crucial to test and see how different upgrade tasks can affect the systems and overall business performance. Testing the solutions repetitively through automation ensures the upgrade progresses as intended, new applications meet business expectations and costs are lowered.
If you are looking for an experienced partner who can provide MS Dynamics 365 Solution, then Korcomptenz can provide you with all the essential support through data migration and upgrade. As a Microsoft Gold partner we can not only ensure a smooth upgrade, but also conduct automated testing and ensure you get the maximum benefit from the new solution. Visit here to know more about how we can help you with your Dynamics 365 upgrade needs.
