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How to upgrade Microsoft Dynamics AX to Dynamics 365 Finance and Supply Chain Management - The complete guide

Is your organization currently using Microsoft Dynamics AX? So you probably know we are getting close to the end of Microsoft's support for Dynamics AX. Now Microsoft Dynamics 365, delivered entirely in the cloud, lets Microsoft offer an entirely new functional, licensing, and maintenance model with new capabilities and economic benefits for the users.

In a study by Forrester in 2020, almost all customers could reduce the total cost of ownership of their ERP by migrating from AX 2009 and/or AX 2012 to Dynamics 365 in the cloud. Forrester's model showed a typical TCO reduction of 3.4% as a result of migration to the cloud made up of the following forces:

  • Consolidation of licensing and on-premises support with cost savings of about 8%, and for global organizations with multiple deployments as high as 20%

  • Elimination of on-site infrastructure once migrated to Dynamics 365, leaving an average savings of $25 500 on server deployment and $13 950 on annual running costs

  • Reducing the workload of IT system administrators by half after migrating to the cloud solution.

Fill in the form below and get your copy. In 192 pages you will discover in detail the unique, easy and proven methodology of upgrading from MS Dynamics AX to MS Dynamics 365 Finance and Supply Chain Management.


They trusted us:

Vector 6

"This is a guide in which the upgrade process is presented in a nutshell.

Everything is explained step by step so this book is also recommended to those who are new to the subject."

Global Ambassador at WomenTech Network

What are the general reasons to upgrade your ERP system to the cloud?

Reduced costs due to the benefits of a transparent per-seat licensing

model and no need to maintain any on-site infrastructure.

Reduction of technical debt

by implementing new technologies and eliminating outdated, unreliable servers that can cause many problems, including downtime, disruption to end users, and data corruption.

Data security

in the Microsoft cloud with automatic backup and disaster recovery, you rest assured that your system is always available without shutdowns for recovery.

Massive data mining capabilities

with the ability to gain real-time insights through AI/ML technologies built into Power BI.

Meet the Authors

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Head of Consulting

Justyna started working at XPLUS in 2011. She has 18 years of experience in consulting and managing teams of consultants as well as 10 years in project management. As Head of Consulting, she manages a team of independent Dynamics AX and Dynamics 365 (ERP) consultants and functionality testers. She actively participates in commercial and marketing processes, both implementations and upgrades, including analyzing customer needs, preparing project appraisals and managing risk, and at the same time is responsible for the profitability of activities carried out by her department. Previously, she was the CEO at ITC Infologic and Implementation Department Manager at Syntea Business Solutions (Arcus Information Systems). Justyna is an author of scientific publications on IT system implementation.

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Head of Technology

Paweł joined XPLUS in 2012. He is a programmer with 25 years of experience, and for 18 years has been working with Dynamics AX and Dynamics 365 (ERP) systems. As Head of Technology, he manages Software Development and Programming teams – developing XPLUS technologies and participating in implementations and upgrades of Dynamics AX and Dynamics 365 (ERP) systems for large international and local companies. Among many tasks, Paweł specializes in database performance optimization and all processes closely related to upgrades. His previous experience includes Head of Development at Syntea Business Solutions (Arcus Information Systems), IGV Global Program and CSF Poland. He is a Microsoft Certified Professional, and for 10 years he conducted training as a Microsoft Certified Trainer.

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Chief Business Architect

Magdalena joined XPLUS in 2012. She has 15 years of experience in consulting, along with 10 years as an architect and designer of Dynamics AX and Dynamics 365 (ERP) solutions involving reengineering of business processes. In collaboration with clients, she develops an individual approach to processes and data transferred from MS Dynamics AX to Dynamics 365 (ERP), as well as applications development strategies and implementation programs for international companies. Magdalena participates in the design, construction, implementation and upgrade of Dynamics AX and Dynamics 365 (ERP). She is Microsoft Certified in Dynamics AX, Dynamics 365 (ERP) and holds Microsoft Solution Architect certificate.

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Chief Technical Architect

Rafał has been working at XPLUS since 2017. He is Chief Technical Architect specializing in Dynamics 365 Finance, Dynamics 365 Supply Chain Management, Power Platform, and database performance optimization. He deals with the digital transformation of XPLUS, adjusting tools to the company’s needs. It includes process optimization under the best practices, building technical competencies, and technical training.Rafał’s previous experiences include software development in Anegis Limited, Syntea Business Solutions (Arcus Information Systems). He is Microsoft Certified in Dynamics AX and Microsoft Azure Architect, Microsoft Certified Trainer and Microsoft Certified Professional.