• Upgrade to Microsoft Dynamics 365

    Now is an excellent time to upgrade
    to Microsoft Dynamics 365

    Leverage your existing investments in AX, CRM, GP, NAV or SL by upgrading to a unified
    cloud ERP+CRM platform and enjoy the benefits of cloud by partnering with sa.global

    Frequently Asked Questions (FAQs)

    Now is an excellent time to upgrade to Microsoft Dynamics 365

    Leverage your existing investments in AX, CRM, GP, NAV or SL by upgrading to a unified cloud ERP+CRM platform and enjoy the benefits of cloud by partnering with sa.global

    Frequently Asked Questions (FAQs

Upgrading Dynamics AX to Dynamics 365 for Finance and Operations (AX7)

Frequently Asked Questions (FAQs)

Do I have to upgrade to Dynamics 365 in the cloud?

What are the benefits of upgrading to Dynamics 365?

If I migrate to the cloud, can I move back to an on-premise deployment in the future?

Can I still customize the application and interface to 3rd party systems in the cloud?

Can I still have access to my data in the cloud?

What happens to my Dynamics AX customizations when I move to Dynamics 365?

What is the general process of upgrading my system to Dynamics 365?

What happens to my existing Dynamics AX licenses when I move to Dynamics 365?

What happens to my existing reports and BI content when I move to Dynamics 365?

What happens to my existing reports and BI content when I move to Dynamics 365?
This also depends on your current Dynamics AX version. More details are provided below.

The answer to this question will depend on the version of Dynamics AX you’re currently on, and the specific reporting and BI tool(s) that you’re using. Microsoft's code upgrade tools for AX2012 R3 customers may upgrade some SSRS reports, and Microsoft is providing a tool to convert BI cubes to the new BI technology. However, the completeness of these upgrades will need to be evaluated on a case-by-base basis.

As a general statement, there will minimally be some work to refactor reports and BI content as you move to Dynamics 365 from any prior version of Dynamics AX.

This will be even more pronounced for clients on older iterations of Dynamics AX 2012 and AX 2009 where the tools and data structure have changed significantly from these versions. Determining the best path for reporting and BI in Dynamics 365 is an important part of the Upgrade Analysis engagement.

What happens to my interfaces to other systems when I upgrade to Dynamics 365?

How long will a typical upgrade to Dynamics 365 take?

How do we ensure that our employees are ready to use Dynamics 365 at cutover?

How do we ensure that our employees are ready to use Dynamics 365 at cutover?
SAGlobal can help you craft a complete training strategy to help your users master the new system.

Ensuring that your user population is prepared to use Dynamics 365 is an important element of any upgrade project. SAGlobal can assist with various levels of training, ranging from a train-the-trainer model that begins very early in the upgrade process, all the way to more hands-on end user training during the Readiness phase prior to go-live. An important tool that Microsoft provides for training users on Dynamics 365 is an updated version of the Task Recorder tool. The Task Recorder can still be used to record processes and generate Word documents with training instructions, however the new generation of Task Recorder provides much better usability (ability to edit recordings) and a great new feature for producing “task guides” that live within the Dynamics 365 user interface and provide step-by-step instructions for completing your business processes. This is a great new tool for training your users how to work within Dynamics 365.

How much will the upgrade to Dynamics 365 cost our organization?

What if my organization can’t, or doesn’t want to, move to the cloud?

 

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