Looking to upgrade your Microsoft solution to a more unified, flexible, cloud-based solution? We have sourced five of the most commonly asked questions and their answers from the most popular Microsoft forums to help you navigate your upgrade path.
If you are currently going through the consideration stage on whether to migrate from an older, on-premise version of Dynamics, such as Dynamics AX or Dynamics CRM to Dynamics 365, this is a great place to start to understand scope, time-frames, and process.
1. Do I have to move to the cloud?
No. D365 is available on three different deployment models:
Cloud – Azure hosted by Microsoft
Cloud is the flagship deployment option for D365. Subscription-based SAAS, allowing fully automated updates through Lifecycle Services (LCS) potentially reducing costs for hardware, infrastructure maintenance and implementation.
Cloud & Edge – Hybrid
Cloud & Edge allows data to be stored locally for those vital processes that need the fastest responses while taking advantage of the Cloud services like automatic updates. Data synchronisation options are available to synchronise local data to the Cloud.
Local Business Data – On-premise
Local Business Data is particularly attractive to businesses who need to ensure, for geographical or political reasons that their data is stored entirely locally and within their control.
2. How much time will it take to upgrade to D365?
The time-frame will vary from customer to customer. No one implementation will be the same. That said, there are some general timescales you can apply based on evaluating your current solution as indicated below. These ballpark timelines can be ratified by working with your implementation partner on an Analyse project.
Vanilla AX2012 to Vanilla D365 (a handful of cosmetic changes at most)
Following the Microsoft approved upgrade process, this should take between 8 and 12 weeks.
Medium modification AX2012 solution to D365 (like for like)
Depending on the true size and need for the modifications between 12 and 24 weeks.
Significant modification AX2012 solution to D365 (like for like)
You should evaluate the need for the quantity and type of modifications you have and should be pushing for standard solution wherever possible. This project starts at 36 weeks.
3. What do I do if I am on an older version of Dynamics AX?
It should be noted that the upgrade routines, as standard, work from the latest versions of the software (with a couple of exceptions). There are upgrade paths available from both AX2009 & AX2012. The ability and completeness of these paths are directly related to which of the type of previous implementation you have gone through based on the options listed in the answer above.
The key here is to talk to your partner.
There is such a wealth of additional functionality between older solutions and D365 that you should take an Analyse phase to assess your true requirement. Upgrade models will then become clearer, whether that be a code upgrade or a recommendation for a re-implementation.
4. How do I prepare for my D365 upgrade?
The more preparation you can do the smoother and simpler the upgrade will be. Key considerations should be:
Understand and map your business processes
Using a business process modelling tool such as Columbus Rapid Value will give you a real head start on understanding your key business processes, how they link and areas where you will be able to take standard solution rather than modifications.
Know your data
How much data cleansing do you need to carry out?
What data do you want to carry forward to your new solution?
How many users do I really need and what type?
Your partner should work with you to help you see how your current licence will transition across versions.
Get buy-in from your key stakeholders
You will need their support throughout the process, ensure they are on board and supportive from the very beginning. Awareness workshops work wonders.
5. What could the upgrade process look like?
There are 4 phases to any upgrade plan; Analyse, Execute, Validate and Go Live, with key stages to each phase.
Every Columbus upgrade has its own project plan and team. Each customer’s requirements will vary therefore the size of each phase will flex.
Want to know more?
The best way to do upgrade and implement a new solution is through the right partnership.
We know how to make your investment in Microsoft Dynamics 365 work for you, today and tomorrow, whichever version you choose.
5 Tips to Improve Your E-Commerce Website Design Effective e-commerce website design boosts conversions and helps contribute to your overall online success. However, if you're not the most creative person and don't have an in-house designer or a lot of time to spend on your design, you can still achieve a web store design that is optimised for conversions. In this blog post, I'll be sharing 5 easy tips that can help you improve your e-commerce customer experience (CE), content and website design.
As a wholesaler, distributor or manufacturer, you want customers to order from you. Not only that, but you also want them to continue ordering from you. How can you ensure that buyers choose your company during the B2B buying process? Is this even something you can influence? Fortunately, you can. Using statistics and insights from Sana's B2B Buying Process 2019 Report, this blog will explain how. Sana commissioned an independent research agency Sapio Research for this report. They asked them to investigate the expectations B2B buyers have across each phase of the B2B buying process and the study involved 560 professional buyers who purchase from wholesalers, distributors, and suppliers.
Every business has a core management reporting pack produced on a monthly basis that becomes the foundation for reporting requirement. Then there are the operational reports users need to fulfil their roles, for example, a credit controller’s aged debt report.
It is a question of survival when your industry is digitised, and you are lagging behind if you do not know how to handle or actively use your data to ensure continued growth and increased market share.
It can be hard to truly understand how your company is functioning. Having masses of data, information can easily be overlooked making it difficult to accurately analyse how effective your business activities are. However, innovative Microsoft stack solutions can support you in overcoming such obstacles, helping you enrich your company’s growth and enhancing business efficiency from the inside out…