Drive innovation with a modern ERP through our Dynamics 365 Upgrade Services
Move beyond the limitations of legacy systems. Our Dynamics 365 upgrade services help you transition from Dynamics AX to Dynamics 365 Finance and Operations with minimal disruption – enabling better performance, real-time insights, and scalability for future growth.
Why upgrade to Dynamics 365?
Still on Dynamics AX 2012 or earlier? It may be time to reconsider. Microsoft Dynamics AX 2012 and its earlier versions are no longer supported with mainstream updates, which can introduce challenges in maintaining compliance, security, and scalability. As the business landscape continues to evolve, relying on legacy systems may limit your ability to adapt quickly or make data-driven decisions.
Microsoft Dynamics 365 offers a modern path forward. Upgrading to Dynamics 365 brings your ERP to the cloud, offering greater flexibility, improved performance, and enhanced security. With built-in intelligence and seamless integration with other Microsoft tools, Dynamics 365 helps your organization streamline operations, respond to change with confidence, and lay the foundation for future growth.
AX 2012 upgrade to Dynamics 365: Seamless migration
Upgrading from AX 2012 or earlier to Dynamics 365 Finance and Operations is a timely move, especially as Microsoft phases out mainstream support for Dynamics AX. This transition offers an opportunity to modernize operations, automate key processes, and drive digital transformation. Despite Dynamics AX 2012 to Dynamics 365 upgrade being a complex process, we at Confiz provide an end-to-end approach to minimize disruption.
Migrate Dynamics AX 2012 or older versions to Microsoft Dynamics 365
Migration assessment
Our Dynamics 365 consultants assess your current system and determine the right Dynamics AX 2012 to Dynamics 365 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 for Dynamics AX 2012 to Dynamics 365 Upgrade 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.
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 |  |
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| Reduce customization (up to 40% due to added functionality) |  |
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| Code and data migration tools | |
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| Reduce hardware upgrade costs & IT maintenance | |
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| Predictable & repeatable implements across your organization | |
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| Platform flexibility and elasticity | |
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| Instruction security, high availability & disaster recovery | |
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| Mobile-ready and access anywhere with cross-platform UI support | |
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| Seamless integration with productivity tools | |
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| Built-in BI tools and real-time data insights | |
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Benefits of upgrading from Dynamics AX to Dynamics 365
Experience the multitude of advantages that our seasoned consultants can bring to the table as you upgrade to Microsoft Dynamics 365!
Optimized business 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 Dynamics 365 Upgrade Services.
Enhanced customer engagement
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
Advanced insights and analytics Dynamics AX 2012 to Dynamics 365 Upgrade provides you 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 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.
Why Choose Confiz as your
Dynamics 365 Upgrade Partner?
Industry prowess
As a trusted Dynamics 365 Finance and Operations partner, our certified Microsoft Dynamics consultants bring extensive industry experience, successfully deploying over 100 complex upgrade projects across sectors like retail, CPG, and manufacturing. We specialize in driving growth for both emerging businesses and large enterprises.
Customer-first approach
Customer satisfaction is central to our approach. We follow a structured project management methodology tailored to your business complexity, ensuring transparent communication and 24/7 support throughout the engagement process. Our focus is on building lasting relationships based on trust and success.
D365 Finance and Operations implementation experts
With a skilled team of 150+ Microsoft Dynamics certified developers, Confiz offers deep expertise in Dynamics 365 Finance and Operations implementation. From integration and customization to migration and consulting, we provide end-to-end services that align with your unique business needs on a global scale.
Proven industry solutions
Confiz delivers industry-specific, ready-to-use solutions built on Dynamics 365 to accelerate your digital transformation journey. Led by our certified Dynamics 365 Finance and Operations implementation guides and experts, we address core industry challenges to help you achieve operational excellence and sustainable growth.
Ready to upgrade from Dynamics AX?
Modernize your operations with a smooth, future-ready transition to Dynamics 365.
Upgrade with confidence: Explore our range of Dynamics 365 Upgrade Services
Dynamics AX to Dynamics 365 Upgrade
Seamlessly migrate from AX 2012 or earlier versions to Dynamics 365 Finance and Operations. We help you preserve business logic while modernizing your processes, enhancing system performance, and reducing technical debt.
Dynamics CRM Upgrade
Transform your legacy CRM into a connected, AI-powered customer engagement platform. We ensure your data, workflows, and customizations carry forward for better customer insights and sales efficiency.
Dynamics ERP Upgrade
Upgrade from Dynamics GP to Dynamics 365 Finance and Operations, depending on your business needs. We guide you through data migration, process alignment, and cloud enablement for greater agility.
Dynamics GP Upgrade
Empower your teams to manage sales, service, and customer interactions across every touchpoint. With our managed solution for Dynamics 365 Customer Engagement, streamline modules like Sales, Customer Service, Field Service, and Customer Insights to deliver personalized experiences, strengthen relationships, and scale engagement strategies.
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.
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.
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.
Go-live
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.
Start your migration journey to the cloud
and transform digitally!
Learn the best practices to seamlessly migrate from Dynamics AX to Dynamics 365
Discover how Confiz helped a top footwear & tyre tube manufacturer transform its business with 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.
How to upgrade from AX 2012 to Dynamics 365?
Upgrading from AX 2012 to Dynamics 365 Finance and Operations follows a structured methodology involving data migration, code upgrade, and validation using Microsoft’s Lifecycle Services (LCS). A partner-led upgrade assessment helps identify gaps, estimate efforts, and ensure a smooth transition.
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.
How to upgrade CRM 2016 to Dynamics 365?
Upgrading from CRM 2016 to Dynamics 365 involves several steps. The process includes the following steps:
- Review the system requirements: Check if the current hardware and software environment meets the requirements for Dynamics 365.
- Review customizations: Identify and review any customizations in the current CRM 2016 system that may need to be updated or migrated to Dynamics 365.
- 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.
- Upgrade to the latest version of CRM 2016: Before upgrading to Dynamics 365, upgrade the current CRM 2016 system to the latest version available.
- Test the upgrade: Test the upgrade to the latest version of CRM 2016 to ensure that all functionality is working as expected.
- Upgrade to Dynamics 365: Upgrade from CRM 2016 to Dynamics 365 using the upgrade tool provided by Microsoft.
- 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.
- Train users: Train users on any new features and functionality in Dynamics 365.
- Go live: Once all testing and training is complete, go live with the upgraded system.
Why upgrade to Dynamics 365?
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.
Give us your details.
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Mohammed Reza
Director Business Development, UAE | KSA
Qaisar Iqbal
Global Vice President Industry Solutions
