Dynamics 365 Upgrade Assessment - 4 week Assessment


An in-depth review of your Dynamics AX AX-2009 / AX-2012 Environment to Prepare for an Upgrade to Dynamics 365 Finance & Operations

Microsoft support for the AX 2012 R3 solution ends January 2023. Many organizations will be forced to move to the cloud or operate without Microsoft support. To ensure access to the latest functionalities and available Microsoft support, organizations need to migrate to Microsoft Dynamics 365 Finance & Operations. Protiviti’s Dynamics 365 experts can migrate your environment, while supporting your organization leveraging workshops and training.

We help our clients realize the opportunity change brings when upgrading from AX-2009 / AX-2012 to Microsoft Dynamics 365 Finance & Operations. Our 4-week, in-depth review of your Dynamics AX deployment includes discovery workshops – functional, technical, architecture assessment with additional review of licenses and system performance.

Timeline of Assessment:

  1. Week 1: Discovery - Upgrade assessment • Discovery workshop • Architecture assessment • Functional assessment • Technical assessment • Integrations & Customizations • Data health

  2. Week 2: Analysis - Resources, templates • Upgrade readiness check • Assessment questionnaire • LCS upgrade analysis tool • Assessment checklist • What goes, what stays • Code migration assessment

  3. Week 3: Assessment - Assess alternatives • Business process user stories validating analysis • Functional assessment report • Technical assessment report • Upgrade strategy

  4. Executive Report • Executive readout • Strategy roadmap • Upgrade vs implementation • Advisory: data health, user security optimization

Pricing is based on size of the environment

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