It's Time to Upgrade from Dynamics AX to D365 Finance & Supply Chain Management
Upgrading from Microsoft Dynamics AX to Dynamics 365 Finance & Supply Chain Management (D365 F&O) is not just a technology upgrade—it’s a strategic move to transform your business. At Trident Information Systems, a trusted Microsoft Gold Partner, we specialize in Upgrade AX to D365 F&O implementations. With decades of ERP expertise, we ensure your migration journey is smooth, efficient, and delivers maximum ROI. Whether you’re transitioning from AX to D365 F&O, we are here to make your digital transformation seamless and impactful.
Whether you’re using AX 2009, 2012 R2, or R3, our team is here to help you unlock the advanced capabilities of D365 F&O, including AI-powered analytics, seamless integrations, and cloud flexibility, tailored to modern business demands.
Upgrade and Integrate to D365 Finance & Operation with 3 Steps Trident Approach
Evaluation of your Current Dynamics AX
The first step includes evaluating your currency Dynamics AX and seeing how far it compliments your business needs.
Dynamics 365 Road mapping
We create a comprehensive roadmap while ensuring your team can coordinate with Microsoft Dynamics 365 integration.
Ensuring Excellence
Once you have chosen Trident, you no longer must worry about upgradation. With a Microsoft Gold Partner, ensure a seamless and successful upgrade.
Trident’s Upgrade Methodologies
At Trident, we ensure a seamless Upgrade AX to D365 Finance & Supply Chain Management, maintaining time efficiency, data integrity, and productivity. Here’s a step-by-step overview of our meticulous approach:
Evaluation
We begin with a detailed analysis of your current system and business requirements. This step helps us identify gaps and propose the most suitable upgrade strategy tailored to your organization.
LCS Trial
Next, we register your upgrade project with Microsoft Lifecycle Services (LCS) to gain access to accurate project forecasting and implementation tools.
Tailor Upgrade Methodologies
Using an upgrade analyzer tool, we identify all necessary tasks for the transition. A comprehensive pre-upgrade checklist is then created, customized to fit your unique business environment.
Demo Environment Deployment
We deploy a demo environment on your existing infrastructure to: Evaluate new features of D365. Identify project gaps. This phase ensures that your upgrade roadmap is both practical and effective.
Planning and Execution
Our team creates a detailed project plan, including testing iterations, data validation, and resource assignments. This ensures the upgrade process is executed efficiently and without disruption.
AX 2012 Upgrade
The first step to Upgrade AX to D365 F&O involves upgrading your AX system to the AX 2012 version. This ensures that your sandbox infrastructure is prepared to support the Dynamics 365 transition.
Code Upgrade
Our expert developers perform a thorough code upgrade, including: Fit-gap analysis. Estimation and validation of customizations. The finalized code is optimized for the Dynamics 365 environment.
Database and Update Validation
We initiate an initial data upgrade to identify and resolve bugs. The upgraded system is then tested in a sandbox environment to validate business processes and ensure data integrity.
Cutover Test and Plan
We fine-tune the application’s performance to align with your business requirements. This ensures a smooth transition to the new system with minimal disruption.
Functional Test Passing
A thorough functional testing phase is conducted to identify and resolve any potential issues in D365 Finance & Supply Chain Management
Pre-Go-Live Checklist
Before going live, we perform an extensive pre-go-live review, addressing any discrepancies to eliminate errors during the cutover phase.
Go-Live
The final step involves launching the upgraded system and handing it over to your team for day-to-day operations. We ensure your application is fully functional and ready to drive your business forward.
Core Functions of Dynamics 365 Finance & Operations (D365 F&O)
Microsoft Dynamics 365 Finance & Supply Chain Management (D365 F&O) provides an integrated suite of tools designed to manage, optimize, and transform your business operations. Below are the key functional areas and capabilities of D365 F&O:
Financial Management
Streamline your financial operations and gain real-time visibility into your organization’s financial health.
- General Ledger: Comprehensive financial accounting for managing multiple currencies and legal entities.
- Accounts Payable/Receivable: Efficiently manage vendor payments and customer invoicing.
- Cash and Bank Management: Centralize cash flow management with tools for forecasting and reconciliation.
- Budgeting: Create, monitor, and control budgets for effective financial planning.
- Fixed Asset Management: Track, manage, and depreciate assets accurately.
- Regulatory Compliance: Stay compliant with tax laws and financial regulations globally.
Manufacturing
Support complex manufacturing operations with robust planning and execution tools.
- Discrete, Process, and Lean Manufacturing: Cater to various production methods.
- Shop Floor Management: Track production activities, manage resources, and ensure quality control.
- Bill of Materials (BOM): Define, manage, and track material requirements.
- Quality Management: Ensure product quality with inspections and compliance tracking.
Project Operations
Manage and deliver projects on time and within budget.
- Project Planning: Streamline task allocation, scheduling, and resource assignment.
- Time and Expense Tracking: Simplify tracking and approval workflows for better project cost management.
- Billing and Revenue Recognition: Automate invoicing and manage project finances.
Compliance and Risk Management
Mitigate risks and ensure adherence to global and regional regulations.
- Audit Trails: Maintain detailed logs for audits and compliance checks.
- Tax Management: Automate tax calculations for various jurisdictions.
- Security: Protect data with enterprise-grade security measures and access controls.
Supply Chain Management
Enhance supply chain visibility and streamline logistics to improve delivery efficiency and reduce costs.
- Inventory Management: Monitor stock levels, movement, and valuation in real time.
- Warehouse Management: Optimize storage, picking, and shipping operations.
- Procurement & Sourcing: Simplify vendor selection, procurement processes, and cost control.
- Production Planning: Manage production schedules, resources, and capacity planning effectively.
- Demand Forecasting: Use AI-driven insights to predict demand and plan inventory.
Human Resource Management
Optimize workforce planning and empower employees with modern HR tools.
- Talent Acquisition: Manage recruitment, onboarding, and talent retention.
- Employee Self-Service: Provide access to payroll, leave management, and other HR functions.
- Performance Management: Track and enhance employee performance with KPIs and reviews.
Retail and Commerce
Enable seamless customer experiences across all sales channels.
- Omnichannel Support: Integrate physical and online stores for a unified customer experience.
- POS and E-Commerce: Manage sales, inventory, and promotions effectively.
- Customer Insights: Use analytics to understand customer behavior and preferences.
Integration and Extensibility
Ensure seamless communication across all systems and applications.
- Microsoft Ecosystem: Integrate with Office 365, Power Apps, Power Automate, and Power BI.
- Third-Party Integrations: Connect with external applications for specific business needs.
- Custom Workflows: Create and modify processes to suit unique business requirements.
Scalability and Flexibility
Adapt and grow as your business evolves.
- Cloud-Based Solution: Leverage the power of Microsoft Azure for global scalability.
- Global Reach: Manage multiple locations, currencies, and legal entities effortlessly.
- Modular Design: Implement only the modules you need, with the ability to add more as your business grows.
Why Would you Upgrade from Dynamics AX to D365 Finance and Supply Chain?
Migrating to Dynamics 365 Finance & Supply Chain Management offers numerous benefits that redefine business operations:
Stay Compliant and Secure
- Legacy AX systems no longer receive regular updates, leaving your business vulnerable to compliance risks and security threats.
- D365 F&O offers built-in compliance features and regular updates, ensuring your data is secure and your business adheres to global standards.
2. Leverage Cloud Technology
- Say goodbye to expensive hardware maintenance and limited scalability.
- With Microsoft Azure, Dynamics 365 ensures high availability, disaster recovery, and access from anywhere.
3. Enhanced User Experience
- A modern, intuitive interface improves user productivity and reduces training efforts.
- Role-based dashboards and AI insights empower employees to make informed decisions.
4. Future-Ready Business Processes
- Advanced tools like IoT, machine learning, and predictive analytics optimize operations and enhance supply chain efficiency.
- Seamless integrations with Power Platform enable custom workflows and actionable insights.
5. Cost Efficiency
- Shift from capital expenditure to operational expenditure with a subscription-based pricing model.
- Scale your resources up or down based on your business needs.
What do you Get with Microsoft Dynamics 365 Finance and Supply Chain?
Microsoft Dynamics provides a single platform that comprises CRM and ERP applications eventually coupling intelligence and functionalities to provide a robust business environment.
- Dynamics 365 Sales CRM
- Customer Service
- Supply Chain
- Marketing
- Commerce
- Finance
- HR
- Project Operations
Why Choose Trident as an Upgrade Partner?
Successfully Predict Upcoming Challenges
We standardize processes with Microsoft Dynamics 365 solutions and improve operational efficiency.
Quality Support
Our dedicated team is ready to serve you 24/7. Trident goes beyond and rises above the limits to deliver quality services.
Certified Professionals
At Trident we have certified professionals who deliver innovative Dynamics 365 solutions while stimulating your business growth.
READY TO TAKE THE NEXT STEPS WITH TRIDENT’S FREE ASSESSMENT
Contact us today to schedule a quick chat about your project, or sign up for one of our monthly demos!
