Dynamics AX to Dynamics 365 Upgrade Services

Future-proof your operations with our comprehensive Microsoft Dynamics Upgrade services, unlocking new capabilities to scale and innovate for the future.

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Speed up digital transformation with Dynamics 365 Upgrade services

Choosing to upgrade from AX 2012 to Dynamics 365 for Finance and Operations is a strategic decision. With Microsoft discontinuing support for Dynamics AX, now is the opportune moment to upgrade to Microsoft Dynamics 365 for improved agility, task automation, and digital transformation.

At Confiz, we specialize in facilitating a smooth and effective migration process. Our approach minimizes disruptions and maximizes the advantages of transitioning from legacy systems, ensuring a seamless upgrade from AX 2012 to Dynamics 365.

Upgrade Services

Migrate Dynamics AX 2012 or older versions to Microsoft Dynamics 365

Migration assessment

Our Dynamics 365 consultants evaluate your system, identify issues, and create an upgrade plan. We then define the migration scope, resources, timeline, and contingency plan to ensure a successful upgrade.

Planning and design

Our experts outline the upgrade strategy, scope, application upgrades, hardware requirements, and configuration. We also define the timeline, testing plan, user training, and communication plan for the project.

Data migration

We manage the entire migration journey, including data mapping, cleansing, extraction, validation, and reconciliation. Our experts use advanced tools to ensure smooth data migration, minimizing disruptions.


We seamlessly integrate your Dynamics 365 environment with other systems, including Microsoft tech stack, third-party applications and data sources, using industry best practices for secure, scalable, and flexible solutions.

Customization and configuration

Our customization and configuration services tailor your Dynamics 365 system to meet your business needs. We align the system with your processes and goals, creating custom workflows, rules, and reports to maximize system value.

Testing and go-live

Testing and go-live ensure system effectiveness and correct data migration. We expertly transition to production and ensure the upgraded system is fully functional and aligns with your business objectives during the go-live phase.

User training

We prioritize user education for efficient system use. Our experts create personalized training plans, including in-person, virtual, or self-paced sessions, ensuring users are equipped to boost productivity and achieve 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.

Why Upgrade: Comparing Dynamics AX versions with Dynamics 365

Dynamics 365 comes with several new and improved functionalities, services and tools. Wondering why upgrade to Dynamics 365? Explore the comparison chart below to see the value Dynamics 365 brings compared to previous versions.

Functionality, Services & Tools AX 2012 AX 2012 R2 AX 2012 R3 Dynamics 365
New end-user experience and enhanced UI hollow-circle hollow-circle hollow-circle filled-circle
Reduce customization (up to 40% due to added functionality) half-filled-circle.svg thee-fourth-filled-circle.svg filled-circle filled-circle
Code and data migration tools filled-circle filled-circle filled-circle n/a
Reduce hardware upgrade costs & IT maintenance hollow-circle one-fourth-filled-circle.svg thee-fourth-filled-circle.svg filled-circle
Predictable & repeatable implements across your organization one-fourth-filled-circle.svg half-filled-circle.svg thee-fourth-filled-circle.svg filled-circle
Platform flexibility and elasticity hollow-circle hollow-circle half-filled-circle.svg filled-circle
Instruction security, high availability & disaster recovery hollow-circle hollow-circle half-filled-circle.svg filled-circle
Mobile-ready and access anywhere with cross-platform UI support hollow-circle hollow-circle one-fourth-filled-circle.svg filled-circle
Seamless integration with productivity tools one-fourth-filled-circle.svg one-fourth-filled-circle.svg thee-fourth-filled-circle.svg filled-circle
Built-in BI tools and real-time data insights one-fourth-filled-circle.svg one-fourth-filled-circle.svg half-filled-circle.svg filled-circle

Benefits of migrating to Dynamics 365
Finance and Operations

Optimized business operations

Streamline your operations, improve efficiency, and make data-driven decisions with a highly customizable solution tailored to your business needs. Upgrade from AX 2012 to Dynamics 365 and accelerate your digital transformation with Confiz’s comprehensive 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. Integrate D365 F&O with powerful sales, customer insights, and customer service apps to engage with your customers across multiple channels and touchpoints.

Advanced insights and analytics

Upgrade AX 2012 to Dynamics 365 for Finance and Operations for advanced analytics, delivering real-time insights into operations, customers, and performance. Use robust reporting tools to make data-driven decisions, identify trends and seize opportunities.

Future-proof technology

Foolproof 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 customer-centric approach to the Dynamics 365 Upgrade process

Expert consultation

Let us guide you through the best migration approach. If you’re uncertain about your migration journey and exploring its feasibility, consider test-driving D365 Finance and Operations with our complimentary one-week migration offer. We’ll help you define a risk-free path to migration.

Expert consultation

Assessment and strategic evaluation

The process involves a detailed functional review to understand your business processes and a technical code upgrade evaluation. This forms the basis for a comprehensive migration plan that addresses your organization’s needs, setting the stage for a smooth transition.

Assessment and strategic evaluation

Project delivery

Once the project scope is defined, the transition involves data cleansing and migration, customization and integrations tailored to business needs, establishment of workflows, and thorough testing of your system and environment before going live.

Training and guidance

Our D365 consultants ensure successful user adoption by delivering comprehensive training to your team. Tailored to prepare employees for the go-live phase, we empower your team to effortlessly explore the features of Dynamics 365 and benefit from this solution.

Training and guidance


During the go-live phase, we ensure that your upgraded system is fully operational, marking a successful transition to live production. We meticulously assess the readiness, completeness, and quality of your solution, ensuring a smooth transition.


Continuous assistance

We are with you every step of the journey. Our continuous support guarantees your team receives exceptional service, making necessary updates as needed and ensuring your system runs smoothly. This allows you to focus on your core business activities with confidence.

Continuous assistance
Scale and grow

Start your migration journey to the cloud
and transform digitally!

Learn the best practices to seamlessly migrate from Dynamics AX to Dynamics 365​

Learn the best practices to seamlessly migrate from Dynamics AX to Dynamics 365

Confiz helped a leading footwear and tyre tube manufacturer unlock its business potential

Discover how Confiz helped a top footwear & tyre tube manufacturer transform its business with Dynamics 365.

Choose Dynamics 365

Migrate and modernize your legacy system for success

Besides migrating from AX to Dynamics 365, we specialize in upgrading any legacy system to Dynamics 365. Unlock new business opportunities with our expert migration and upgrade services, paving the way for business excellence and growth.

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Got more questions?

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.

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.

For more details, explore our Microsoft Dynamics AX 2012 upgrade guide.

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.

Upgrading from CRM 2016 to Dynamics 365 involves several steps. The Dynamics 365 Upgrade 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.

The decision to upgrade AX to 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.

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.

Yes. With Microsoft discontinuing support for Dynamics AX, migrating to Dynamics 365 becomes imperative to ensure ongoing security, compliance, and access to new features. Upgrading now will future-proof your operations and safeguard against potential risks associated with unsupported software.

Some of the high-level Dynamics 365 upgrade benefits include:


  • Dynamics 365 provides a more modern and intuitive user interface, enhancing user adoption and productivity.
  • Dynamics 365 operates in the cloud, enabling scalability, accessibility, and flexibility for businesses to adapt to changing needs and market demands.
  • With built-in analytics and reporting capabilities, Dynamics 365 empowers businesses to gain actionable insights from their data, enabling better decision-making and strategic planning.
  • Dynamics 365 seamlessly integrates with other Microsoft products and third-party applications.

The cost to upgrade from Microsoft AX to Dynamics 365 can vary significantly depending on several factors, including licensing model, deployment options, customizations and integrations, complexity of the migration and any additional costs associated with the upgrade.

Choosing to upgrade AX 2012 to Dynamics 365 isn’t just about having the latest features; it’s an investment in growth. Newer versions offer improved functionalities like automation and advanced analytics, leading to increased efficiency and valuable business insights. Upgrading also ensures access to the latest security features and ongoing support, keeping your data protected and your system functioning smoothly. By staying up to the minute, businesses can adapt to evolving market demands, streamline operations, and make data-driven decisions that drive sustainable growth.

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