Phase 1 · Sensibilisation Enterprise architecture and ecosystem integration

Legacy ERP migration: Dynamics AX, SAP and Dynamics GP to cloud-native Dynamics 365

A framework for moving from Dynamics AX, SAP, Dynamics GP or a bespoke system to Dynamics 365, with the cutover rehearsed until the downtime is a known, short window.

← All thought leadership

Migration framework For CIOs, CFOs, programme directors

La réponse courte

The route depends on where you start. Only Dynamics AX 2012 has an upgrade path into Finance and Operations. Everything else is a migration: design the new processes, then move masters and the open position, reconciled.

Stages

Five stages from legacy to live

1
Assess Inventory processes, customisations, integrations and data. Decide what is kept, retired or rebuilt.
2
Conception Design on standard Dynamics 365 first. Write the map of what moves, what is transformed and what stays behind.
3
Load and reconcile Run trial loads and reconcile to the source before every rehearsal.
4
Rehearse the cutover Run at least two full dress rehearsals and time every step.
5
Cut over and stabilise Freeze the source, load the delta, reconcile on the morning, and support the first close.

Decision points

Three questions that change the answer

Are you on Dynamics AX 2012?

YesA brownfield upgrade to Finance and Operations is available. Decide what customisation to keep.

NoThis is a migration. Design first, then move masters and open items.

Do you need the full history in the new system?

YesPlan a history load and reconcile it, accepting the cost and the clean-up.

NoKeep history readable in the old system and load opening balances only.

Can the business stop for a weekend?

YesPlan a single cutover window.

NoPlan a phased cutover by entity, with an intercompany bridge.

Milestones

What done looks like, and when

Month 0 to 2 Assessment complete, route chosen, data owners named.
Month 3 to 6 Design signed off, first trial load reconciled.
Month 7 to 9 Two dress rehearsals complete with timings.
Mise en direct Cutover window, reconciliation sign-off, hypercare begins.

Principles we hold to

Do not migrate a record you would not enter by hand.
Every opening balance ties back to the source.
Integrations are rebuilt against Dynamics 365, never pointed at the old database.
Rehearse until the window is boring.

Questions fréquemment posées

Can we upgrade SAP or Dynamics GP to Finance and Operations?

No. They are migrations: the design is rebuilt on Dynamics 365 and data is moved and reconciled.

How long does a migration cutover take?

It depends on volumes and the number of entities. The rehearsals produce the real number, which is why we run them before agreeing the window.

Connexe Dynamics 365 ERP project types → The core system stays, the books become Dynamics 365 → Implementation services →

Take this to your own programme. Tell us where you are. We will tell you plainly what this means for your estate and what we would do first. Prenez rendez-vous pour une consultation Next: Multi-country and multi-entity rollout: a playbook for cross-border Dynamics 365 →

Comment se déroule un engagement

Cela commence par une consultation de 45 minutes, puis une découverte et un atelier d’ajustement sur vos propres processus. Vous recevez un programme écrit d’ajustement et un plan par étapes avant qu’un programme ne soit approuvé. Quatre phases suivent, chacune avec un outil que vous pouvez utiliser et revoir.

Découvrir

Ateliers de procédés, audit des données, et un écart d’adéquation avec le produit standard.

Conception

Plan de solution, carte d’intégration, et les extensions dont nous aurons réellement besoin.

Déploiement

Configuration, répétitions de migration, formation basée sur les rôles, UAT et transition progressive.

Soutien

Hypercare, services managés, portail client, évaluations d’optimisation programmée.

Ce qui détermine le coût : utilisateurs, entités juridiques et devises, intégrations, migration des données et les lacunes rencontrées par rapport aux standards. Découvrez comment fonctionne la tarification, effectuez le score de préparation en trois minutes, ou prenez rendez-vous pour une consultation.