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Organisations constantly seek ways to enhance efficiency, streamline operations, and stay ahead of the competition. 

One significant milestone in this journey involves migrating from Dynamics AX to Dynamics 365, a move that promises a range of benefits. 

This article will explore the advantages, best practices, and the step-by-step process of migrating from Dynamics AX 2012 to Dynamics 365.


Upgrading or migrating?

Transitioning from Dynamics AX to Dynamics 365 involves upgrading or migrating, each with distinct considerations. 

Upgrading via Microsoft's toolset is recommended for users on Dynamics AX 2012 R2 or R3 with minimal customisations. This seamlessly converts the entire database to Dynamics 365 Finance and Operations. To discuss the option of upgrading AX 2012 to Dynamics 365, get in touch with our team today.

However, Dynamics AX 2009 or AX 2012 (pre-R2) users must opt for migration, as the Microsoft toolset isn't compatible with these older versions. Migration becomes crucial when reducing or replacing extensive customisations and requiring significant configuration changes.

It's important to note that Microsoft's data migration framework only converts master data and open transactions. Historical data remains in Dynamics AX or can be transferred to a data warehouse using Azure database tools.