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MICROSOFT DYNAMICS AX MIGRATION CHALLENGES AND
SOLUTIONS
AN OVERVIEW OF THE CHALLENGES AND SOLUTIONS
DURING THE MIGRATION PROCESS
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Introduction to Microsoft Dynamics AX
ABOUT US

• Microsoft Dynamics AX is an enterprise resource
  planning (ERP) solution.
• It integrates various business functions like
  finance, supply chain, operations, and more.
• The evolution of Dynamics AX into Dynamics 365 is
  driving migration needs.

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REASONS FOR MIGRATING FROM DYNAMICS AX

• End of Support Microsoft has ended mainstream
  support for AX 2012.
• Improved Functionality Need for advanced
  features in Dynamics 365.
• Cloud Adoption Moving from on-premise to cloud
  solutions for better scalability.
• Cost Efficiency Reduced IT costs and maintenance

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OVERVIEW OF MIGRATION PROCESS

• Assessment Planning Define goals, scope, and
  timeline.
• Data Migration Transfer data from AX to the new
  platform.
• Customization Ensure customized solutions from
  AX work in Dynamics 365.
• Testing Deployment Test the system before
  going live.

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CHALLENGES OF MIGRATING FROM MICROSOFT DYNAMICS AX

• Data Migration Complexity Ensuring all data is
  accurately transferred.
• Customization Issues Custom solutions built in
  AX may not be directly compatible with Dynamics
  365.
• Downtime During Transition Managing operations
  while migrating to minimize disruptions.
• Cost of Migration High initial investment in
  both time and money.

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DATA MIGRATION CHALLENGES

• Data Integrity Ensuring that the migrated data
  remains accurate and consistent.
• Volume of Data Migrating large amounts of data
  without errors.
• Data Transformation Mapping old data structures
  to new ones in Dynamics 365

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CUSTOMIZATION COMPATIBILITY ISSUES

• Legacy Customizations Custom features in AX may
  not be compatible with Dynamics 365.
• Re-engineering Need to redesign or re-engineer
  customizations for the new platform.
• Testing Validation Ensuring that new
  customizations work as expected without breaking
  existing workflows

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MANAGING DOWNTIME

• System Outages Planning for system outages
  during migration.
• User Training Minimizing operational disruptions
  through user training during transition.
• Gradual Migration Consider phased migration to
  reduce downtime

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COST OF MIGRATION

• Initial Investment Upfront costs associated with
  migration planning, tools, and external support.
• Hidden Costs Expenses related to post-migration
  support, data cleanup, and customization.
• Return on Investment (ROI) Evaluate the
  long-term savings from reduced maintenance and
  increased functionality

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SOLUTIONS FOR OVERCOMING MIGRATION CHALLENGES

• Data Mapping Tools Utilize advanced tools for
  seamless data migration.
• Custom Development Engage in a thorough review
  of existing customizations for compatibility and
  refactoring.
• Staging Environment Test migration in a staging
  environment before going live.
• Experienced Migration Partners Partner with
  experts who have experience in AX to Dynamics 365
  migration

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DATA MIGRATION SOLUTIONS

• Automated Tools Leverage migration tools such as
  Data Migration Framework (DMF) in Dynamics 365.
• Data Cleansing Prioritize data quality and
  clean-up before migration.
• Data Mapping Align data from AX to Dynamics 365,
  ensuring no loss of vital information

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CUSTOMIZATION SOLUTIONSTION SOLUTIONS

• Re-architecting Custom Solutions Plan and
  redesign custom solutions to align with Dynamics
  365.
• Upgrade Legacy Code Rewrite or adjust legacy
  code to be compatible with the new environment.
• Use of ISV Solutions Consider third-party
  solutions that offer ready-to-use functionalities.

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BEST PRACTICES FOR SUCCESSFUL MIGRATION

• Detailed Planning Have a well-documented
  migration roadmap.
• Testing Validation Rigorously test every phase
  of the migration.
• Stakeholder Involvement Engage business
  stakeholders early in the process to ensure
  alignment with business goals.
• Post-Migration Support Ensure adequate support
  and resources for troubleshooting after
  migration.

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CONCLUSION
UNDERSTANDING THE CHALLENGESDATA MIGRATION,
CUSTOMIZATION, DOWNTIME, AND COSTSIS CRUCIAL.
MIGRATION FROM MICROSOFT DYNAMICS AX TO DYNAMICS
365 IS A COMPLEX PROCESS BUT CAN LEAD TO
SIGNIFICANT BUSINESS BENEFITS
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