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What Is Dynamics AX to Dynamics 365 Migration?
Dynamics AX to Dynamics 365 migration is the process of moving ERP data, processes, integrations, customizations, and users from Microsoft Dynamics AX to Dynamics 365 Finance & Supply Chain Management.
Depending on your AX environment, the move may involve a technical upgrade, upgrade with optimization, or strategic reimplementation.
Korcomptenz helps assess your AX landscape, recommend the right modernization path, rationalize customizations and integrations, migrate critical data, and support the move through testing, cutover, and stabilization.
Why Should You Move from Dynamics AX to Dynamics 365?
Customization Debt Has Grown
Years of AX modifications can increase maintenance effort and make future changes harder.
Business Processes Have Changed
Processes designed around an older AX implementation may no longer fit how the business operates today.
Infrastructure Requires More Effort
On-premises environments bring ongoing requirements around servers, backup, disaster recovery, capacity, and maintenance.
Reporting Remains Fragmented
Manual reporting, spreadsheets, and disconnected analytics can slow decision-making.
Future Innovation Needs a Modern Foundation
Dynamics 365 can connect ERP with Power Platform, Fabric, Copilot, AI agents, analytics, and the broader Microsoft ecosystem.
Which AX Modernization Path Is Right for You?
| Path | Best When | Primary Goal |
|---|---|---|
Technical Upgrade | Existing processes still fit and customizations remain manageable | Move to Dynamics 365 with limited business change |
Upgrade + Optimize | Technical debt has grown and processes need improvement | Simplify code, processes, and integrations while modernizing |
Strategic Reimplementation | Processes or business requirements have changed significantly | Redesign ERP around current and future needs |
What Should You Retain, Refactor, Replace, or Retire?
Keep functionality that still supports the business.
Modernize customizations that remain necessary.
Use standard Dynamics 365, Power Platform, or other Microsoft capabilities where custom solutions are no longer needed.
Remove redundant code, reports, integrations, data, and technical debt.
What Is the Business Case for Moving from AX to Dynamics 365?
Compare the current and future state across:
Infrastructure
Hosting, backup, disaster recovery, capacity, and refresh cycles.
Customization & Support
Development, maintenance, testing, specialist skills, and upgrade effort.
Integrations
Middleware, EDI, point-to-point interfaces, and ongoing maintenance.
Reporting & Data
Manual reporting, legacy BI tools, spreadsheets, and data dependencies.
Process Efficiency
Workarounds, manual approvals, duplicate effort, and exception-driven processes.
Future Innovation
Readiness for automation, Copilot, AI agents, analytics, and future business change.
What Can Move from Dynamics AX to Dynamics 365?
Financial and transactional data
Products, inventory, and pricing
Open sales and purchase orders
Manufacturing and supply chain data
Configurations and business rules
Integrations and reports
Required custom functionality
Relevant historical data
Dynamics AX to Dynamics 365 Migration Services
Assessment & Strategy
Assess the AX landscape, processes, code, data, integrations, and modernization path.
Customization Modernization
Rationalize and refactor required AX code while reducing unnecessary technical debt.
Data Migration
Cleanse, map, migrate, reconcile, and validate critical ERP data.
Integration Modernization
Redesign legacy interfaces across ERP, CRM, EDI, warehouse, commerce, and third-party systems.
Dynamics 365 Configuration
Configure Dynamics 365 around future-state business processes.
Testing & Cutover
Validate, deploy, stabilize, and support the new environment.
How Does an AX-to-Dynamics 365 Migration Work?
Assess
Understand your AX environment, business requirements, code, data, integrations, and dependencies.
Choose the Path
Determine whether technical upgrade, optimization, or strategic reimplementation creates the strongest fit.
Rationalize
Decide what should stay, change, move, or be retired.
Build & Migrate
Configure Dynamics 365, modernize required functionality, and migrate approved data.
Validate & Launch
Test end-to-end processes, integrations, security, reporting, and data before cutover.
Optimize
Improve adoption, performance, automation, analytics, and AI capabilities after go-live.
What Are the Biggest AX Migration Risks?
What Do You Gain by Moving Beyond Dynamics AX?
Cloud ERP
Reduce reliance on aging infrastructure and simplify the technology foundation.
Power Platform
Extend ERP with workflows, low-code applications, and automation.
Power BI & Microsoft Fabric
Connect ERP data with broader enterprise reporting, analytics, and intelligence.
Copilot & AI Agents
Assist users, monitor exceptions, surface risks, recommend actions, and automate selected workflows.
Microsoft Ecosystem
Connect ERP more closely with CRM, Microsoft 365, Azure, data, and automation.
AX Modernization Assessment
Identify the right path before you commit.
We Assess
- AX version and infrastructure
- Business processes and customizations
- ISVs, integrations, and data
- Reporting, security, and support costs
- Microsoft, automation, and AI opportunities
You Receive
- Recommended modernization path
- Customization and integration strategy
- Target Dynamics 365 architecture
- Migration scope, risks, and dependencies
- TCO considerations
- Prioritized roadmap, effort, and timeline
Frequently Asked Questions About AX to Dynamics 365 Migration
It is the process of moving ERP data, processes, integrations, customizations, and users from Dynamics AX to Dynamics 365 Finance & Supply Chain Management.
It depends on the AX version, customizations, integrations, and target environment. Some organizations can upgrade directly; others benefit from optimization or reimplementation.
Upgrade when existing processes still fit. Reimplement when processes, customizations, or business requirements have changed significantly.
When you upgrade AX to D365, there are two primary dashboard types within the system: user dashboards and system dashboards. Additionally, you have the flexibility to create personalized dashboards within your specific work zone, such as Marketing, Service, or Sales.
Furthermore, Microsoft Dynamics 365 offers Product Insights, an extension of Dynamics 365 Customer Insights. This empowers you to analyze customer interactions across your business website, applications, and connected products.
Let’s delve into key navigation concepts, including:
- Dashboard
- Navigation pane
- Workspaces
- Tiles
- Navigation Search
While the dashboard introduces a novel concept, the navigation pane and workspaces refine existing concepts. Implementing these navigation concepts involves various standard page types within the UI model. To ensure a coherent user experience, it’s essential to adhere to these page rules while developing applications.
They can be retained, refactored, replaced, or retired based on future requirements.
Master data, transactional data, products, inventory, financial information, open orders, and relevant historical data can potentially be migrated.
Timelines depend on AX version, modernization path, data, customizations, integrations, business scope, testing, and readiness.
Cost depends on scope, data, customizations, integrations, process redesign, licensing, testing, training, and support.
Some can be reconnected while others may need to be redesigned using Dynamics 365, Power Platform, Azure, or other technologies.
Use migration rehearsals, data validation, integration testing, controlled cutover, and business continuity planning.
Organizations can explore Copilot, Power Platform automation, AI agents, Fabric, and other Microsoft data and AI capabilities.
