MS Learn Highlights – 5/16/2025

Upgrade from AX 2012 to Dynamics 365 Finance - Training Summary

Upgrading from Microsoft Dynamics AX 2012 to Dynamics 365 Finance is a critical step in modernizing business systems. This training module outlines a structured approach to ensure a smooth upgrade, focusing on planning, preparation, testing, and execution with minimal downtime.

Key Steps for Upgrade

1. Planning Phase

   • Assess the current AX 2012 environment.
   • Define upgrade strategy and timeline.
   • Identify stakeholders and form an upgrade team.

2. Data and Code Preparation

   • Analyze data for quality and relevance.
   • Clean and prepare for migration to Dynamics 365.
   • Review and update custom code for compatibility.

3. Testing

   • Create a testing environment.
   • Perform a series of tests, including regression and user acceptance tests, to ensure all components function as expected.

4. Cutover Execution

   • Schedule the cutover time to minimize business disruption.
   • Migrate data and initiate the cutover.
   • Validate the upgrade post-migration, ensuring system integrity.

5. Post-Upgrade

   • Provide training for users on new features.
   • Monitor system performance and resolve any emerging issues.

Best Practices

• Leverage upgrade toolkits provided by Microsoft.
• Maintain clear documentation throughout the upgrade process.
• Engage with experienced partners or consultants if necessary.

Resources

• Best practices and toolkits for Dynamics 365 upgrades.

For more detailed guidance, reference the original article: Upgrade from AX 2012 to Dynamics 365 Finance - Training