AX 2012 R3 to Dynamics 365 Finance and Supply Chain Management (Dynamics 365 Finance and Supply Chain Management) Upgrade Assessment

Engagement Length:

3–4 Weeks (Based on scope and environment complexity)

Overview

Unlock the value of the cloud and modern ERP by upgrading from Microsoft Dynamics AX 2012 R3 to Dynamics 365 Finance and Supply Chain Management. Our structured Upgrade Assessment offering helps organizations understand the technical, functional, and strategic roadmap for a successful upgrade.

This engagement provides a tailored plan covering system readiness, data migration, code analysis, licensing, and business process alignment—empowering you to make informed decisions in your transition to Dynamics 365.

Key Deliverables

Upgrade Readiness Report
Code & Customization Impact Analysis
Functional Fit/Gap Analysis
Data Migration Strategy
Licensing & Cloud Readiness Evaluation
High-Level Project Plan & Cost Estimate
Recommendations: Upgrade vs Re-implementation

What We Assess

Current State Review

AX 2012 R3 modules in use
Customizations & ISV solutions
Data volume & historical data considerations
Integrations & third-party systems

Technical Assessment

Use of Lifecycle Services (LCS) tools
Code upgrade analysis (deprecated APIs, X++ code)
Data upgrade feasibility

Functional Assessment

Business process mapping to Dynamics 365 capabilities
Reporting & analytics transition (MR to Power BI)
Feature replacement for custom logic

Infrastructure & Licensing

Cloud readiness and Azure migration options
Licensing model transition (From AX to Dynamics 365 apps/users)

Change Management Readiness

Training needs by department
Testing and validation scope
Organizational change planning

Outcomes

You will receive a comprehensive roadmap that includes:

Recommendation: Upgrade vs Re-implementation
project scope & estimated timeline.
Risk and mitigation assessment.
Clear next steps for moving to Dynamics 365 Finance and Supply Chain Management

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