Rev up your business growth and streamline operations with Dynamics 365 Upgrade services

Is your business struggling with outdated legacy systems? Do not let them hold you back from achieving your goals and staying competitive. Migrating to the cloud is the solution! With our Dynamics 365 Upgrade Services, you can streamline your operations, increase agility, and automate manual tasks to pave the way for a successful digital transformation.

At Confiz, we offer comprehensive Dynamics 365 Upgrade Services to businesses of all sizes and ensure a smooth and successful migration. Our expert consultants ensure you stay focused on your goals and provide guidance to optimize your migration journey, helping your business reach new heights of success.

Microsoft Dynamics 365 Optimization Servicesfor ERP and CRM

Enhance your system's performance through meticulous fine-tuning and customization. Gain a competitive edge in today's evolving business landscape by partnering with Confiz-your expert consultant and ensuring a smooth optimization journey.

Business process analysis

Business process analysis is a crucial step in improving business operations, identifying inefficiencies, and finding opportunities for improvement.

Our experts follow a systematic approach to thoroughly analyze your system to identify the pain points and highlight areas where Dynamics 365 can be optimized to improve efficiency and productivity.

System audit and health check

An audit and health check are essential for evaluating your system's overall health, performance, and security.

Our team of experts thoroughly assesses your Dynamics 365 environment to identify potential risks and areas that require optimization. We then follow a proactive approach to evaluate your system's performance, security, and compliance to ensure it meets your business requirements.

Data migration and integration

Data migration and integration are critical components of any Dynamics 365 implementation, as they ensure that data is accurately and seamlessly transferred between systems.

Migrating data from legacy systems and integrating third-party applications with Dynamics 365 requires specialized skills and expertise. Hence, our experts optimize your solution to ensure seamless data migration and integration for optimal business performance.

Customization and configuration

Tailor your solution with a wide range of customization and configuration options, such as setting up plugins, workflows, and business rules, to improve system performance and maintainability.

Our experts take extra care to ensure that your Dynamics 365 environment is customized to meet your business needs, ramping up productivity and increasing user adoption. We are here to help you improve your operations, increase efficiency, and achieve your goals more effectively.

Security and compliance

Ensure that your Dynamics 365 system has all the security protocols and measures in place to protect sensitive data and that employees understand their role in maintaining system security and compliance.

Our experts review and optimize security roles, permissions, and data access controls to protect sensitive information and maintain regulatory compliance.

Training and support

Equip your staff with the skills and knowledge they need to use the system effectively. Our customer-first approach involves conducting rigorous training sessions and offering ongoing support to address any issues that may arise.

We aim to help your users make the most of their Dynamics 365 solution and resolve any issues promptly. Comprehensive training and support can go a long way toward maximizing the potential of your investment, and we are dedicated to helping your staff succeed with your system.

Reporting and analytics

Leverage the reporting and analytics capabilities and analyze the performance of Dynamics 365 to drive informed decision-making, maximize system efficiency, and enhance the user experience.

Our team of experts can guide you through setting up and utilizing these capabilities to achieve your goals and optimize your investment in Dynamics 365.

Upgrades and updates

To ensure a smooth transition and minimize disruption to your business operations, our expert consultants work closely and implement all necessary upgrades or updates.

We have the right experience and expertise to identify potential issues and address them proactively, so your business can continue operating seamlessly. In addition, timely upgrades and updates are essential for ensuring your system's stability, security, and performance. Therefore, we are committed to helping you stay up to date.

Change management

Effective change management is critical to any optimization effort in Dynamics 365. Our change management process involves a systematic and collaborative approach to managing change, ensuring that all stakeholders are involved and informed throughout the process.

In short, we help you derive maximum value from your system by following a structured and well-defined change management approach.

Application lifecycle management

We take a comprehensive approach to application lifecycle management, ensuring your solution is designed, built, and maintained to meet your business needs. Our team of experts has the knowledge and experience to navigate the complexities of the application lifecycle.

Whether you need development, testing, deployment, or maintenance support, our experts ensure that your Dynamics 365 solution is optimized for your business needs.

Revitalize your business with Dynamics 365optimization services

Experience the multitude of advantages that our seasoned consultants for optimization services bring to the table and reinvigorate your business today!

Optimized business operations

Streamline your operations, improve efficiency, and make data-driven decisions with a highly customizable solution tailored to your business needs. Migrate from a legacy system to an advanced solution and accelerate your digital transformation with Dynamics 365 Upgrade Services.

Enhanced customer engagement

Get a 360-degree view of your customers, deliver personalized experiences, and build strong customer relationships with Dynamics 365. Leverage powerful sales, marketing, and customer service tools to engage with your customers across multiple channels and touchpoints.

Advanced insights and analytics

Upgrade to Dynamics 365 and get access to advanced analytics capabilities that provide organizations with real-time insights into their operations, customers, and business performance. Leverage powerful reporting and analytics tools to make data-driven decisions, identify trends, and seize new business opportunities.

Future-proof technology

Future-proof your organization's technology infrastructure with a scalable and flexible platform that can adapt to changing business needs. Since Microsoft Dynamics 365 is a cloud-based solution, your organization can easily scale up or down as the business evolves. Tap into the built-in security and compliance features for data protection and conformity to industry standards.

Our comprehensive Dynamics 365 optimizationphased approach

Enabling global companies

Trusted by some of the world’s largest and most exciting companies, we thrive on building strong relationships and an outstanding reputation. As a result, we have many things in common with our clients across the globe. However, what stands out the most is our aspiration to evolve, innovate and experiment.

Resources

News

May 30, 2023

Confiz partners with ECS to help them upgrade from Dynamics AX to Dynamics 365 Finance and Operations for improved efficiency, enhanced financial visibility, and optimization of key business processes.

News

May 16, 2023

Confiz empowered Hush Puppies with a successful digital transformation by implementing Microsoft Dynamics 365 Finance and Operations to achieve operational excellence, improve inventory management and boost customer satisfaction.

News

April 12, 2023

Confiz partnered with Google Cloud to accelerate digital transformation, offering expertise in data analytics and machine learning to reduce operational costs and enhance IT efficiency.

Events & Webinars

April 12, 2023

Get ready for a transformative retail experience that will elevate your brand and propel your business to new heights. Join Confiz and D.engage at our highly-anticipated retail conference in Lahore, Pakistan, on May 18th.

Events & Webinars

March 3, 2023

Watch this exclusive 45-min live webinar, where Microsoft and Confiz will share experience-driven insights into the tech-first strategy and solution for grocers to achieve operational excellence, boost productivity, and sustain business growth in the evolving grocery ecosystem.

Events & Webinars

December 28, 2022

Join us for an insightful webinar and learn how to sustain business growth in the evolving grocery ecosystem. Listen to our expert speakers, who will enlighten the audience about the future-ready solution for grocery retail.

Industry Certifications

Got more questions?

We are here with answers!

How can I improve my Dynamics 365 performance?

There are several ways to improve your Dynamics 365 performance. First, start optimizing your database performance by regularly defragmenting indexes and performing maintenance tasks. Second, prioritize traffic from Dynamics 365 in your network infrastructure to optimize network performance to reduce latency and improve response times. Additionally, you need to optimize your system configuration, minimize customizations, and upgrade your system regularly. The best way to enhance the performance of Dynamics 365 is to hire Dynamics 365 optimization services from a trusted implementation partner.

What are the three benefits of planning optimization in D365?

The three benefits of planning optimization in D365 are:

  1. Optimization can boost the efficiency of your business operations by streamlining planning processes and reducing the time required for manually planning the tasks.
  2. It can ensure the accuracy of your plans by leveraging advanced algorithms and data analytics to generate more accurate demand forecasts and supply plans. This can help optimize inventory levels, prevent stockouts, and improve customer service levels.
  3. With enhanced visibility into your supply chain, you can identify potential bottlenecks and risks before they occur. This can help you proactively manage your supply chain and ensure that you have the right products in the right place at the right time, improving overall business performance.

What are Dynamics 365 accelerators?

Dynamics 365 accelerators are pre-built solutions designed to help organizations implement Dynamics 365 quickly and efficiently. Microsoft typically creates these accelerators, which are available for free or at a low cost to Dynamics 365 customers.

Accelerators provide pre-built functional components and frameworks, such as data models, workflows, and user interfaces, that can be easily customized and integrated into an organization's Dynamics 365 environment. They are designed to streamline the implementation process and reduce the time and effort required to develop custom solutions from scratch.

How do I run planning optimization in D365?

To run the task of planning optimization Dynamics 365, follow these steps:

  1. Set up your planning optimization model: Dynamics 365 allows you to set up your planning optimization model by selecting the relevant planning optimization features for your business needs, such as demand forecasting, supply chain planning, and inventory optimization. You can also define your planning constraints and objectives
  2. Import data into Dynamics 365: Import relevant data into Dynamics 365, which includes sales history, inventory levels, and supplier data, to enable the planning optimization model to generate accurate forecasts and plans.
  3. Run the planning optimization process: Run the planning optimization process. This will involve selecting the relevant planning optimization features and specifying the input data, such as demand forecasts and inventory levels.
  4. Review the results: Review the results to see how your plans have been optimized based on the input data and planning constraints.
  5. Implement the optimized plans: Once you have reviewed the planning optimization results and made any necessary adjustments, implement the optimized plans by updating your production and supply chain processes accordingly.

Request a free consultation today

Ready to correct key operational and financial process within your organization? Let confiz help you with innovation, insights and technology.

Get in touch

Rev up your business growth and streamline operations with Dynamics 365 Upgrade services

Is your business struggling with outdated legacy systems? Do not let them hold you back from achieving your goals and staying competitive. Migrating to the cloud is the solution! With our Dynamics 365 Upgrade Services, you can streamline your operations, increase agility, and automate manual tasks to pave the way for a successful digital transformation.

At Confiz, we offer comprehensive Dynamics 365 Upgrade Services to businesses of all sizes and ensure a smooth and successful migration. Our expert consultants ensure you stay focused on your goals and provide guidance to optimize your migration journey, helping your business reach new heights of success.

Our value-added Microsoft Dynamics 365 Support services

Reach your business's full potential and soar to new heights with the unparalleled power of Microsoft Dynamics 365 managed support services.

Technical support

D365 technical support provides expert assistance to optimize business processes, diagnose and resolve technical issues, and configure advanced features to improve Dynamics 365 deployment. With timely and effective technical guidance and support, it helps organizations achieve optimal performance and ROI from their D365 investment.

Functional support

Our Dynamics 365 functional support helps improve business operations, providing guidance on best practices and configuring Dynamics 365 modules to align with business needs. We help organizations achieve their strategic objectives, improve user adoption, and maximize the value of their Dynamics 365 investment. Functional support also ensures the smooth and efficient functioning of Dynamics 365 applications by resolving functional issues and providing ongoing support.

System administration and monitoring

We offer comprehensive oversight of your D365 environment, ensuring it operates smoothly and securely at all times. Our experts manage all aspects of your system, including user account management, permissions, performance monitoring, security configuration, and installation of updates and patches. Through this service, businesses can proactively identify and address potential issues before they become major problems.

Customization and configuration support

We customize your Dynamics 365 ERP and CRM systems to meet your business needs. Our team of experts works with you to design custom workflows and business processes, configure integrations with other systems, and develop tailored solutions that help streamline your operations. Through careful planning and execution, Confiz enables businesses to achieve a highly customized D365 system that aligns with their business goals.

Training and knowledge transfer

Our Dynamics 365 training support services are designed to help businesses ensure their staff is equipped with the knowledge and skills needed to use the system effectively. Our support includes creating customized training materials and conducting training sessions tailored to each business's specific needs. Our experts also provide ongoing support to ensure that staff can access the information they need when they need it and stay up to date on new features and capabilities of the system.

Integration support

Our integration support services help you connect your Dynamics 365 solution seamlessly with Microsoft products such as Power BI, SharePoint, Azure, and other third-party applications. We work closely with our clients to understand their unique integration requirements and develop customized integration solutions that meet their needs. Effective integration can help businesses reduce manual data entry, improve data accuracy, and gain valuable business insights.

Performance optimization

Our team of experts works closely with you to identify and address performance bottlenecks, optimize system configurations, and tune the system for maximum performance. Effective performance optimization can help businesses improve system responsiveness, reduce downtime, and increase user productivity. With optimization services, businesses can achieve a high-performing D365 system that enables them to operate at peak efficiency and achieve their goals more effectively.

Data management support

Confiz’s data management support services for D365 help businesses effectively manage their data within the system. This includes data cleansing, migration, integration, and ongoing maintenance. Our experts work closely with clients to understand their unique datamanagement requirements and develop customized solutions that meet their needs. With effective data management, we help businesses improve data accuracy, reduce data redundancy, and ensure their data is properly structured and organized.

Achieve unparalleled business excellencewith Dynamics 365 Support partner

Achieve unparalleled business excellence Experience the multitude of advantages that our seasoned consultants for support services bring to the table and reinvigorate your business today!

Optimized business operations

Streamline your operations, improve efficiency, and make data-driven decisions with a highly customizable solution tailored to your business needs. Migrate from a legacy system to an advanced solution and accelerate your digital transformation with Dynamics 365 Upgrade Services.

Enhanced customer engagement

Get a 360-degree view of your customers, deliver personalized experiences, and build strong customer relationships with Dynamics 365. Leverage powerful sales, marketing, and customer service tools to engage with your customers across multiple channels and touchpoints.

Advanced insights and analytics

Upgrade to Dynamics 365 and get access to advanced analytics capabilities that provide organizations with real-time insights into their operations, customers, and business performance. Leverage powerful reporting and analytics tools to make data-driven decisions, identify trends, and seize new business opportunities.

Future-proof technology

Future-proof your organization's technology infrastructure with a scalable and flexible platform that can adapt to changing business needs. Since Microsoft Dynamics 365 is a cloud-based solution, your organization can easily scale up or down as the business evolves. Tap into the built-in security and compliance features for data protection and conformity to industry standards.

Enabling global companies

Trusted by some of the world’s largest and most exciting companies, we thrive on building strong relationships and an outstanding reputation. As a result, we have many things in common with our clients across the globe. However, what stands out the most is our aspiration to evolve, innovate and experiment.

Resources

News

May 30, 2023

Confiz partners with ECS to help them upgrade from Dynamics AX to Dynamics 365 Finance and Operations for improved efficiency, enhanced financial visibility, and optimization of key business processes.

News

May 16, 2023

Confiz empowered Hush Puppies with a successful digital transformation by implementing Microsoft Dynamics 365 Finance and Operations to achieve operational excellence, improve inventory management and boost customer satisfaction.

News

April 12, 2023

Confiz partnered with Google Cloud to accelerate digital transformation, offering expertise in data analytics and machine learning to reduce operational costs and enhance IT efficiency.

Events & Webinars

April 12, 2023

Get ready for a transformative retail experience that will elevate your brand and propel your business to new heights. Join Confiz and D.engage at our highly-anticipated retail conference in Lahore, Pakistan, on May 18th.

Events & Webinars

March 3, 2023

Watch this exclusive 45-min live webinar, where Microsoft and Confiz will share experience-driven insights into the tech-first strategy and solution for grocers to achieve operational excellence, boost productivity, and sustain business growth in the evolving grocery ecosystem.

Events & Webinars

December 28, 2022

Join us for an insightful webinar and learn how to sustain business growth in the evolving grocery ecosystem. Listen to our expert speakers, who will enlighten the audience about the future-ready solution for grocery retail.

Industry Certifications

Got more questions?

We are here with answers!

What is Microsoft Dynamics 365 Support?

Dynamics 365 Support services are the services provided to organizations using Dynamics 365 to ensure their business processes run smoothly and efficiently. These services help customers maximize the value of their investment in Dynamics 365 by providing technical and functional support.

How can I get the most value from a Dynamics 365 managed service?

To get the most value from a Dynamics 365 managed service, you should consider:

  1. Working with a Dynamics support services partner that can offer the services that meet your business needs.
  2. Developing a comprehensive plan for managing your Dynamics 365 environment. This plan should include regular maintenance, proactive monitoring, and ongoing support.
  3. Scheduling regular reviews to evaluate the performance of your Dynamics 365 environment.
  4. Keeping up to date with the latest updates and features of Dynamics 365 by attending training sessions and webinars.

What does Dynamics 365 Support cover?

Support services for Dynamics 365 cover a wide range of areas related to the functionality, performance, and stability of the Dynamics 365 software. These services include technical, functional, customization and development, migration and upgrade support, performance tuning, and optimization.

What are the benefits of using managed services to support Dynamics 365?

  1. Access to expertise: Managed service providers typically have a team of experts with in-depth knowledge of Dynamics 365. They can guide and support your environment, ensuring it is running at peak performance.
  2. Cost savings: Managed services can be more cost-effective than hiring and training an in-house team. You can save on the costs of recruiting, training, and retaining staff while still receiving high-quality support.
  3. Proactive monitoring: A trusted manager support partner monitors your Dynamics 365 environment proactively, identifying potential issues before they become major problems. This helps to minimize downtime and ensures that your D365 environment is always available.
  4. Flexibility: Managed services can be tailored to your specific needs, allowing you to scale up or down as your business needs change. You can adjust the level of support you receive based on your requirements, which can help you save money and resources.
  5. Improved security: Managed service providers can implement best practices and security protocols to ensure your Dynamics 365 environment is secure. They can also provide ongoing security assessments and recommend improvements as needed.
  6. Access to the latest technology: Expert support partners have access to stay up-to-date with the latest technologies and features of Dynamics 365, which can help you take advantage of new capabilities and remain competitive.

Request a free consultation today

Ready to correct key operational and financial process within your organization? Let confiz help you with innovation, insights and technology.

Get in touch

Rev up your business growth and streamline operations with Dynamics 365 Upgrade services

Is your business struggling with outdated legacy systems? Do not let them hold you back from achieving your goals and staying competitive. Migrating to the cloud is the solution! With our Dynamics 365 Upgrade Services, you can streamline your operations, increase agility, and automate manual tasks to pave the way for a successful digital transformation.

At Confiz, we offer comprehensive Dynamics 365 Upgrade Services to businesses of all sizes and ensure a smooth and successful migration. Our expert consultants ensure you stay focused on your goals and provide guidance to optimize your migration journey, helping your business reach new heights of success.

Microsoft Dynamics 365 Upgrade services

Our expert guidance ensures a smooth and secure migration journey from outdated legacy systems, including Dynamics AX 2012, to the powerful Dynamics 365.

Migration assessment

Our Dynamics 365 consultants assess your current system and determine the upgrade path. This process involves evaluating the current software and hardware environment, identifying potential issues or roadblocks, and creating a plan for a successful upgrade.

In the next stage, we develop a migration plan, defining the scope of the upgrade, resources needed for the upgrade, a timeline for the process, and a contingency plan in case of any issues or delays during the upgrade process.

Planning and design

Our experts define the upgrade strategy and its scope, outlining which applications need to be upgraded and integrated and which business processes will be impacted. Planning also includes evaluating hardware and infrastructure requirements for the upgraded system, alongside customization, and configuration required to meet your business needs.

Our team then defines the upgrade timeline, creates a testing plan, defines user training requirements, and creates a communication plan for the client.

Data migration

We understand that data migration is a critical process when moving from a legacy system to Dynamics 365. That's why we take care of every step of your migration journey, including data mapping, cleansing, extracting, loading, validating, and reconciling.

Our team of experts leverages advanced tools and techniques to extract and transform the data, ensuring it meets the required format and standards.  By doing this, we guarantee a smooth migration process for our clients, minimizing any disruptions to their business operations.

Integration

Our seamless integration services connect your Dynamics 365 environment with other systems and applications used by your organization, including Microsoft tech stack, third-party applications and data sources. Our team of experts works to develop integration components such as connectors, adapters, and APIs that ensure smooth and efficient data flow between systems.

We make sure to follow industry best practices to ensure that our integration solutions are secure, scalable, and flexible enough to meet your evolving business needs.

Customization and configuration

With our customization and configuration services, you can be confident that your upgraded Dynamics 365 system is tailored to your specific business needs, enabling you to streamline your operations, boost productivity, and achieve your business objectives.

We ensure that the upgraded system is aligned with your business processes and goals by creating customized workflows, business rules, and reports. Our consultants provide configuration services to enable or disable features, set up security roles, and personalize the user interface. Our services aim to enhance the user experience and maximize the value you can derive from the upgraded system.

Testing and go-live

Testing and go-live involve testing the upgraded system to ensure that it works effectively, and that all data has been migrated correctly. Once the system is thoroughly tested, we launch it into the production environment.

During the go-live phase, our experts work closely with your organization to ensure a smooth transition to the upgraded system. We also ensure the upgraded system is fully functional and meets your business objectives.

User training

We recognize the significance of educating users on the upgraded system's efficient and safe use. Therefore, our team of experts works closely with your organization to develop a personalized user training plan that caters to your specific needs. This could entail in-person, virtual, or self-paced training sessions.

Through comprehensive user training, we guarantee that end-users are adequately equipped to operate the new system and contribute toward enhancing productivity, reducing errors, and achieving their business objectives.

Support and maintenance

Once the system is installed and users are trained, it's crucial to provide continuous support and maintenance to ensure the smooth functioning of the system.

Our team of certified D365 experts delivers comprehensive support and maintenance services to guarantee that the upgraded system continues to fulfill the organization's requirements. This encompasses monitoring the system's performance, detecting and resolving problems, and assisting end-users.

Revitalize your business and drive efficiencywith Dynamics 365 Upgrade services

Revitalize your business and drive efficiency with Dynamics 365 Upgrade services Experience the multitude of advantages that our seasoned consultants can bring to the table as you upgrade to Microsoft Dynamics 365!

Optimized business operations

Streamline your operations, improve efficiency, and make data-driven decisions with a highly customizable solution tailored to your business needs. Migrate from a legacy system to an advanced solution and accelerate your digital transformation with Dynamics 365 Upgrade Services.

Enhanced customer engagement

Get a 360-degree view of your customers, deliver personalized experiences, and build strong customer relationships with Dynamics 365. Leverage powerful sales, marketing, and customer service tools to engage with your customers across multiple channels and touchpoints.

Advanced insights and analytics

Upgrade to Dynamics 365 and get access to advanced analytics capabilities that provide organizations with real-time insights into their operations, customers, and business performance. Leverage powerful reporting and analytics tools to make data-driven decisions, identify trends, and seize new business opportunities.

Future-proof technology

Future-proof your organization's technology infrastructure with a scalable and flexible platform that can adapt to changing business needs. Since Microsoft Dynamics 365 is a cloud-based solution, your organization can easily scale up or down as the business evolves. Tap into the built-in security and compliance features for data protection and conformity to industry standards.

Start your migration journey to thecloud and transform digitally!

Want to migrate from Dynamics AX to Dynamics 365 Finance and Operations? Allow our experts to review your architectural and functional needs, processes, and roadblocks for a risk-free migration.

Seamlessly migrate your legacy system toMicrosoft Dynamics 365

Unlock new business opportunities by upgrading to Dynamics 365 with our expert migration and upgrade services for legacy systems and pave the way for business excellence.

ERP Systems

CRM Systems

Enabling global companies

Trusted by some of the world’s largest and most exciting companies, we thrive on building strong relationships and an outstanding reputation. As a result, we have many things in common with our clients across the globe. However, what stands out the most is our aspiration to evolve, innovate and experiment.

Resources

News

May 30, 2023

Confiz partners with ECS to help them upgrade from Dynamics AX to Dynamics 365 Finance and Operations for improved efficiency, enhanced financial visibility, and optimization of key business processes.

News

May 16, 2023

Confiz empowered Hush Puppies with a successful digital transformation by implementing Microsoft Dynamics 365 Finance and Operations to achieve operational excellence, improve inventory management and boost customer satisfaction.

News

April 12, 2023

Confiz partnered with Google Cloud to accelerate digital transformation, offering expertise in data analytics and machine learning to reduce operational costs and enhance IT efficiency.

Events & Webinars

April 12, 2023

Get ready for a transformative retail experience that will elevate your brand and propel your business to new heights. Join Confiz and D.engage at our highly-anticipated retail conference in Lahore, Pakistan, on May 18th.

Events & Webinars

March 3, 2023

Watch this exclusive 45-min live webinar, where Microsoft and Confiz will share experience-driven insights into the tech-first strategy and solution for grocers to achieve operational excellence, boost productivity, and sustain business growth in the evolving grocery ecosystem.

Events & Webinars

December 28, 2022

Join us for an insightful webinar and learn how to sustain business growth in the evolving grocery ecosystem. Listen to our expert speakers, who will enlighten the audience about the future-ready solution for grocery retail.

Industry Certifications

Got more questions about Dynamics 365 upgrade?

We are here with answers!

How do I migrate to D365? 

Migrating to Dynamics 365 involves several steps, and the exact process may vary depending on your current system and the level of customization needed. The best approach is to take on board a trusted Dynamics 365 migration services partner to plan out the steps for migration and help you prepare for this digital transformation journey.

Why upgrade to Dynamics 365?

Upgrading to Microsoft Dynamics 365 can bring significant benefits to your business, such as operational agility, cost reduction, simplified integrations, AI-driven insights, and the ability to access your data and applications anytime, anywhere.

How to upgrade Dynamics AX 2012 to D365?

Upgrading from Dynamics AX 2012 to Dynamics 365 can be a complex process that requires careful planning and execution. Here are some general steps you can follow:

  1. Review the technical and functional requirements
  2. Evaluate your existing IT architecture
  3. Develop an upgrade plan
  4. Test the upgrade process and execute it
  5. Verify the upgraded system
  6. Train users
  7. Monitor and maintain the new system

What is the difference between AX 2012 and Dynamics 365?

Dynamics AX 2012 and Dynamics 365 are both ERP software solutions for managing business operations and finances. However, Dynamics 365 offers a more modern and feature-rich cloud-based solution with a web-based user interface, additional functionality in CRM and BI, and frequent updates. Dynamics AX 2012 follows a traditional release cycle.

What is the difference between Dynamics AX and Dynamics 365?

Dynamics AX, now known as Dynamics 365 Finance and Operations, is an enterprise resource planning (ERP) software designed to help enterprises automate, organize and optimize their operations on-premises, in the cloud, or via hybrid deployment. The software has built-in industry capabilities for manufacturing, distribution, services, retail, the public sector, and other verticals.

On the other hand, Dynamics 365 is a portfolio of cloud-based business applications that combines the components of customer relationship management (CRM) and enterprise resource planning (ERP). It seamlessly across several business units, such as sales, marketing, customer service, field service, and project operations. Dynamics 365 creates a hyperconnected business environment by linking data, people, and processes across your organization to help you adapt, innovate and drive operational excellence.

How to upgrade CRM 2016 to Dynamics 365?

Upgrading from CRM 2016 to Dynamics 365 involves several steps. The process includes the following steps:

  1. Review the system requirements: Check if the current hardware and software environment meets the requirements for Dynamics 365.
  2. Review customizations: Identify and review any customizations in the current CRM 2016 system that may need to be updated or migrated to Dynamics 365.
  3. Prepare for data migration: Creating a backup of the current system, exporting data to be migrated, and preparing the target Dynamics 365 system to receive the data.
  4. Upgrade to the latest version of CRM 2016: Before upgrading to Dynamics 365, upgrade the current CRM 2016 system to the latest version available.
  5. Test the upgrade: Test the upgrade to the latest version of CRM 2016 to ensure that all functionality is working as expected.
  6. Upgrade to Dynamics 365: Upgrade from CRM 2016 to Dynamics 365 using the upgrade tool provided by Microsoft.
  7. Verify the upgrade: Verify that the upgrade was successful by testing all functionality in Dynamics 365 and comparing data between the old and new systems.
  8. Train users: Train users on any new features and functionality in Dynamics 365.
  9. Go live: Once all testing and training is complete, go live with the upgraded system.

Request a free consultation today

Ready to correct key operational and financial process within your organization? Let confiz help you with innovation, insights and technology.

Get in touch