Migrating from Dynamics AX to Dynamics 365 can provide your organization with an array of benefits, including enhanced functionality, better integration, and access to cutting-edge technologies. However, transitioning from one platform to another can be a complex and challenging process.
To help you navigate this journey, we have compiled a list of dos and don’ts to migrate from Dynamics AX to Dynamics 365 successfully.
Do: Conduct a thorough assessment of your current system
Before embarking on the migration process, assessing your current Dynamics AX system, including its functionality, data quality, and customizations is crucial. This assessment will help you identify any gaps, inefficiencies, or opportunities for improvement that can be addressed during the migration to Dynamics 365.
Don’t: Skip the assessment stage and jump straight into the migration process. This can lead to unforeseen challenges and complications that could have been avoided with proper planning and analysis.
Do: Develop a comprehensive migration plan
A well-defined migration plan is essential to transition from Dynamics AX to Dynamics 365 successfully. Outline the goals and objectives of your migration, identify the necessary resources, and establish a realistic timeline for the project. This plan should also address data migration, customizations, integrations, and user training.
Don’t: Proceed without a clear plan in place. This can lead to confusion, delays, and potential issues during the migration process. Instead, choose professional Microsoft Dynamics 365 Upgrade services to develop a successful migration plan.
Do: Engage key stakeholders throughout the process
Involving key stakeholders from across your organization, such as IT, finance, sales, customer service, and operations, is essential for ensuring buy-in and alignment with your migration plan. In addition, engaging these stakeholders early in the process can help identify potential challenges, gather valuable input, and facilitate a smoother transition.
Don’t: Exclude important stakeholders from the process. This can lead to a lack of buy-in, resistance to change, and potential issues during implementation.
