Assess the upgrade readiness of your business and quantify the time, effort, and cost required to move from Microsoft Dynamics AX to Microsoft Dynamics 365 for Finance and Operations with our Upgrade365 2-Day (Remote or On-Site) Assessment.

The goal of the 2-Day Microsoft Dynamics 365 upgrade assessment is to provide your team with all the information you need to evaluate and plan your organization's path to Microsoft's next generation business platform.

(Note: This infographic lists the Top 10 Reasons Why You Should Move to Dynamics 365.)

Day 1 of the assessment is a joint working session to uncover all of the critical factors with the existing system in order to then spend Day 2 working on the summary, recommendations and estimate for proceeding with a Microsoft Dynamics 365 upgrade.

Day 1 – Functional and Technical Assessment

  • Functional Assessment
    • Review company culture and implementation background
      • What does the company make / offer / sell? How do they make it?
      • What is the history of your AX system?
      • What is the organization structure?
      • Who owns AX – IT, Finance, other?
      • Why was AX initially implemented? Have those goals been met?
    • Review existing business uses of Microsoft Dynamics AX:
      • What work streams and corresponding AX modules are in scope?
      • What major customizations / integrations exist?
      • What are the critical outputs (reports, printed forms, etc…)?
      • What manual processes currently exist outside the system?
      • What compliance mandates exist (SOX, FDA, etc…)?
      • What data retention requirements exist?

Day 2 – Summary, Analysis, and Recommendations

  • Summary of collected assessment information provided.
  • Licensing and Pricing Analysis provided.
  • Assumptions and recommendation approach document provided.
  • Estimates and Assumptions provided:
    • Includes Azure Cloud Infrastructure, Data Migration, Code Migration, Integrations and 3rd Party Solutions, Security/Compliance, and BI considerations.

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