Not merely another industry-specific global Enterprise Resource Planning software product, but a sole package supporting the operational and administrative processes of organizations in manufacturing, retail, service industries and the public sector is Dynamics AX, in short!

Not static, the Microsoft-introduced ‘acronym’ has been growing since its evolution. It has certainly made significant changes in its path of upgrade; hence, upgrading to its latest versions needs a knack and here are certain tips that you should think of while opting for an upgrade or while in the process of upgrading.

Having decided to upgrade, you have to pick one of the following three types:

Standard – This is befitting when you have a low or no customization, few custom reports, clean data and are running on Dynamics AX V4 or Dynamics AX 2009.

Hybrid – If you may involve moderate customization with limited data consistency issues and if you are on Dynamics AX V4 or Dynamics AX 2009, this is the best fit. This Hybrid upgrade also allows you to clean your master data.

Re-implementation – Opt for this, if you may have heavy customization, many integration touch points, data consistency issues, and are on Dynamics AX V3 or Dynamics AX V4. With this, you can clean the master data and the transaction data.

A crucial step to be kept in mind while initially installing AX is to avoid primary tables! Doing so will help you save a lot of time when you plan for an upgrade. When it comes to upgrading, rely on the available tools, especially the data import and export tools, for they will help you experience a smoother upgrade.

Also get inputs from people who were ideally the original decision makers for choosing Dynamics AX system. This is sure to help you along the way! The next tip off while you do Dynamics AX upgrade is to have a check on the reports, data, workflows and processes’ relevancy, which will help you avoid upgrading the otherwise ‘not-so needed’ information.

Also take care to give users the least access while setting up the security, instead of blocking them thoroughly. They are for sure not going to access everything and so giving them little access will help them work from there.

A yet another tip is to import only your beginning balances and treat the old data the same way you would treat it out of a legacy system.

Helping you leap into newer capabilities and open up ventures in today’s competitive market is what CEM has been doing for over a decade now. Certified and experienced in all MS Dynamics platforms, CEM goes ahead in auditing a legacy system and determining if a simple upgrade will provide the necessary capability to meet all system objectives. It works very closely with the organization to map out the next apt business solution. It helps assess your needs and determine if it would be cost-effective to expand your system or take advantage of new functionality by upgrading to the current version.

Expanding and upgrading your Microsoft Dynamics solution periodically helps you to improve your business productivity, protect your investment and to maximize the value of Microsoft Dynamics. CEM offers the most cost-effective choice for Dynamics ERP upgrades at lowest risk with the aid of our experienced consultants, having 10+ years working experience in Microsoft Dynamics. Some of our prominent upgrades over the years include of NAV upgrade, CRM upgrade, AX upgrade, GP upgrade, among others. Maximize your solution value, Protect your investment and Fuel your business productivity by upgrading to the latest version of MS Dynamics AX.