AX 2012 Upgrade to Dynamics 365: A Comprehensive End-to-End Guide for 2025

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As digital transformation is increasing across the entire industry and sectors, moving from Microsoft Dynamics AX 2012 to Dynamics 365 Finance and Operations (D365 F&O) is today more crucial than ever.  The business world demands flexibility in security, multi-sites, and multi-langu

If you're using AX 2012, moving from AX 2012 to Dynamics FO 365 is more than just an upgrade. It's an investment in improved capabilities, insights based on AI, and better adherence to the evolving standards of industry.

Step-by-Step Procedure to Upgrade From AX 2012 To Dynamics 365 FO

1. Code Upgrade Estimation Analysis

The existing AX 2012 codebase will be evaluated by Microsoft-provided tools that identify compatibility issues and obsolete elements as well as the required changes to D365.

2. Deploy a Demo Environment

For assessing feasibility and identifying the functional weaknesses, a demonstration setting is made to test the feasibility and identify functional gaps, a demo environment is set up in Microsoft Azure or through virtual machines. It allows businesses to compare their the processes of AX 2012 FO and D365 FO.

3. Planning Project Execution

A comprehensive roadmap for upgrading has been created that covers tests for functional and data migration Security configurations, as well as the integrations that are required.

4. Lifecycle Services (LCS) Implementation Project Setup

A brand new LCS Project has been launched to oversee the lifecycle of upgrades and replace the old AX 2012-based environment.

5. Identifying the Project as an AX 2012 Upgrade

Within the Project Onboarding Wizard, it is identified in the Project Onboarding Wizard as the update to AX 2012 to guarantee compatibility with the infrastructure.

6. Code Upgrade Customization Adjustments

Developers transfer modifications and extensions, as well as reports, to D365 FO and align the changes to Microsoft's best practices.

7. Database Upgrade Validation

The database is then upgraded and verified by using a sandbox system prior to the final data migration.  This ensures that the critical business information remains intact and functioning.

8. Cutover Testing Execution Plan

Final tests are conducted using live business transactions in real time, which ensures that the system upgraded meets the performance standards.

9. Full Functional User Acceptance Testing (UAT)

Testing of business processes from end-to-end is performed to confirm that the system is accurate, covering the operations and finance as well as processes for compliance.

10. Pre-Go-Live Checklist Final Validations

An organized checklist prior to going live makes sure that all crucial settings, security settings, and optimizations to performance are set up.

11. Go Live Post-Implementation Support

After validation is successful Following successful validation, the D365 FO upgrade is then deployed within the production system, which is followed by ongoing monitoring and assistance.

Why upgrade to Microsoft Dynamics AX 2012 to Dynamics 365?

  1. Cloud-Based Infrastructure Security

    • D365 FO operates on Microsoft Azure, providing integrated security as well as compliance and artificial intelligence-driven analysis.

  2. Reduced IT Costs Maintenance

    • Removes on-premise server maintenance and decreases IT expenses.

  3. Cross-Platform Compatibility

    • Access on any browser, device, and operating system that seamlessly integrates.

  4. AI Automation for Enhanced Productivity

    • Embedded AI machine learning and tools for automation improve operational and financial procedures.

  5. Unified ERP CRM Capabilities

    • Power Platform Integration lets businesses connect to ERP, CRM, and analytics to form a single system.

  6. Powerful BI Data-Driven Decision Making

    • Power BI dashboards give live data to improve business strategy.

  7. Flexible Licensing Scalability

    • Businesses are able to expand their business operations by using flexible applications that are tailored to the needs of their customers.

  8. Microsoft Upgrade Offers Incentives

    • Microsoft gives special upgrade deals to businesses to make them migrate from AX 2012 to AX.

Why Choose Dynamic Netsoft for Your AX 2012 to Dynamics 365 Upgrade?

In its capacity as a Microsoft ISV partner with a focus on Dynamics 365 FO SolutionsDynamic Netsoft provides a successful experience of successful upgrades to AX that include:

Deep Expertise in Dynamics 365 FO
Tailored Upgrade Strategies Roadmaps
Comprehensive Data Migration Testing Support
Post-Upgrade Assistance Continuous Optimization

Our 3-phased approach to structure guarantees a smooth change to Dynamics 360:

  1. AX 2012 Evaluation Readiness Assessment

  2. Strategic Roadmap for Dynamics 365 Implementation

  3. Full-Scale Execution, Testing Go-Live Support

Let us unlock the full potential that is Dynamics 365 with Dynamic Netsoft!

Call us now for a free upgrade assessment and learn the ways that we can improve your company using Dynamics 365 FO.

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