Assessment for migration from Dynamics AX to Dynamics 365 Finance and Supply Chain Management

Advaiya Solutions Inc.

Facilitate a frictionless upgrade from Dynamics AX to Dynamics 365 Finance and Supply Chain Management, set of strategic recommendations to future-proof your business operations.

Are you considering upgrading from Dynamics AX to Dynamics 365 Finance and Supply Chain Management?

Our comprehensive assessment service is designed to help you understand the scope, benefits, and approach for a successful migration. We analyze your current Dynamics AX setup, identify potential challenges, and provide a clear roadmap for the transition to Dynamics 365, ensuring minimal disruption to your business operations.

Features and benefits:

  • Comprehensive system analysis: In-depth review of your existing Dynamics AX environment to understand customizations, integrations, and data structures.
  • Migration feasibility study: Evaluate the technical and functional feasibility of migrating to Dynamics 365, including identifying gaps and areas needing reconfiguration.
  • Cost-benefit analysis: Detailed analysis of the costs involved versus the benefits you will gain post-migration, helping you make an informed decision.
  • Tailored migration strategy: Customized migration plan designed to meet your specific business needs and minimize downtime.
  • Risk assessment and mitigation: Identify potential risks and develop strategies to mitigate them, ensuring a smooth transition.
  • Future-proof solutions: Recommendations for leveraging new features and capabilities in Dynamics 365 to enhance your business processes.

Assessment plan
Week 1: Discovery and envisioning

  • Kickoff meeting with stakeholders: introduction and agenda overview.
  • Understanding overall business model: business taxonomy, legal entities, organizational structure, and business functions.
  • Identification of current challenges, pain points, and desired outcomes from the migration.
  • Assessment of existing IT infrastructure
  • Overview of current Dynamics AX setup - servers, networks, and hardware, etc.
  • Evaluation of data volume and complexity within the current AX system.

Week 2: Functional assessment
  • Analysis of business processes currently supported by Dynamics AX.
  • Identification of key user personas, their roles, licenses etc.
  • Identification of gaps and areas of improvement.
  • Identification of data required for migration, considering volume and relevance.

Week 3: Technical assessment
  • Analysis of current customizations in Dynamics AX and their relevance in Dynamics 365.
  • Evaluation of how customizations can be migrated or re-implemented in Dynamics 365.
  • Review of integrations with other systems and applications.
  • Evaluation of current data structures, entities, and reporting needs.
  • Preliminary strategy for data migration, including data cleansing and preparation.
  • Analysis of data volume, including historical data, active records, and transactional data.

Week 4: Findings analysis, presentation, and recommendations
  • Comprehensive assessment report including assessment findings, recommendations, and action plan.
  • Presentation of findings and recommendations to stakeholders.
  • Delivery of assessment report including the migration roadmap, action plan, high-level cost estimates, and timelines.


  • Current state assessment report: Detailed documentation of your current Dynamics AX environment, including customizations and integrations.
  • Migration readiness report: Analysis of your system's readiness for migration and identification of key areas needing attention.
  • Migration roadmap: Step-by-step plan outlining the migration process, timelines, and resource requirements.
  • Cost-benefit analysis report: Comprehensive report detailing the expected costs and benefits of the migration.
  • Risk mitigation plan: Strategies to address potential challenges and ensure a successful migration.

Pricing: The current offer costs $999. Pricing for the assessment service is subject to change based on the complexity and size of your Dynamics AX environment. Contact us for a detailed quote tailored to your specific needs.

Duration: The typical duration for the assessment is 4 weeks, depending on the complexity of your existing setup and specific requirements.

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