Upgrade from Dynamics AX to Dynamics Finance & Supply Chain Management

Solve your enterprise’s biggest challenges 

Is your business still relying on an outdated version of Dynamics AX? Are you facing challenges with inefficient processes, rising operational costs, or the complexity of managing a global enterprise? Upgrading to Microsoft Dynamics 365 Finance & Supply Chain Management can address these pain points and empower your organization to thrive in a fast-evolving business landscape. 

Why should you upgrade?

Tackling your business challenges

Here is why it is time to make the switch, how to prepare, and what the upgrade process looks like.

Solution: Unified cloud-based platform

One of the biggest frustrations with older systems is the lack of integration and visibility across departments.

Microsoft Dynamics 365 Finance & Supply Chain Management provides a unified, cloud-based platform that brings all your financial and operational data together in one place. This means streamlined processes and real-time insights that allow you to make faster, more informed decisions. 

Solution: Lower costs with cloud-based infrastructure

Maintaining outdated on-premises systems can be expensive, with ongoing hardware upgrades and IT support draining your budget.

Moving to a cloud-based system like Dynamics 365 Finance & Supply Chain Management eliminates these infrastructure costs and reduces the burden on your IT team. Instead of spending on maintenance, you can focus your resources on growth and innovation. 

Solution: Scalability and Flexibility

As your business grows, your system needs to scale without causing disruption.

Dynamics 365 Finance & Supply Chain Management is designed to adapt to your changing needs, whether expanding globally, entering new markets, or adding new business units. It is flexible enough to evolve with you, allowing you to stay agile in a dynamic business environment. and

Solution: Streamlined operations and process automation

Many organizations on older versions of Dynamics AX struggle with manual, time-consuming processes that slow down operations.

Dynamics 365 Finance & Supply Chain Management has advanced automation features that reduce administrative tasks, improve efficiency, and eliminate redundancies. With more intelligent workflows, you will get more done in less time without the bottlenecks. 

Solution: Built-in compliance and global capabilities

Compliance with various regulations constantly challenges businesses operating across different countries.

Dynamics 365 Finance & Supply Chain Management has built-in compliance features that automatically adapt to local regulations. Whether tax laws, financial reporting standards, or industry-specific requirements, the system helps ensure you’re always compliant, no matter where you operate. 

Solution: Enhanced financial reporting and analytics

If you are struggling with limited visibility into financial performance, Dynamics 365 Finance & Supply Chain Management can help. 

It offers advanced reporting tools that provide real-time financial data, customizable dashboards, and in-depth analytics. Access to clear and up-to-date information allows you to make strategic decisions faster, improve cash flow management, and optimize profitability. 

Simplifying the Transition

How to prepare

Upgrading from Dynamics AX to Dynamics 365 Finance & Supply Chain Management may feel daunting, but it does not have to be. Here is how we can help you prepare: 

  1. Initial assessment: We’ll evaluate your current AX system and identify your unique business needs and challenges. 
  2. Data Migration: Our team will seamlessly migrate your existing data, ensuring accuracy and integrity during the transition. 
  3. Customization and extensions: We’ll identify the specific customizations and extensions your business needs and help you configure the system for your unique requirements. 
  4. User training: Your team will receive training to ensure they’re ready to leverage the full power of Dynamics 365 so you can hit the ground running from day one. 
The upgrade process

What to expect

  • Planning and discovery: We start by mapping out your business goals and understanding your existing system’s configuration and pain points. 
  • Data Migration and testing: We will carefully migrate your data and perform rigorous testing to ensure a smooth transition with minimal disruption to your operations. 
  • System configuration and customization: We will help you configure the system and implement any necessary customizations or add-ons to meet your specific needs. 
  • Training and support: Comprehensive training for your team and ongoing support ensure that your new system is fully optimized for success. 
  • Post-go-live support: After implementation, we will provide continuous support to fine-tune the system and help you realize its full potential. 
the pipol model

Why working with one global partner matters

Upgrading a global business’s systems requires deep expertise, coordination, and a unified approach. Here is why choosing a single global partner is critical to your success: 

  • End-to-end project management: Having one partner manage your upgrade process ensures consistency, minimizes risk, and streamlines communication. You won’t have to juggle multiple vendors or deal with misaligned priorities. 
  • Coordinated global rollout: A global partner brings the expertise to manage complex, multi-site deployments, ensuring your upgrade is executed smoothly and uniformly across all regions. 
  • Long-term support and optimization: Post-upgrade, a global partner, provides the ongoing support needed to optimize your system and ensure that it continues to meet your evolving business needs. 

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