Preparing Your Team for an Upgrade from Dynamics AX to Dynamics 365 Finance and Operations

by | February 14, 2019 | Dynamics 365 for Finance and Operations, Dynamics AX, Upgrade

The process of getting up to speed with D365 is going to vary based on your team and which version of Dynamics AX you were previously on. In this article, we’ll take a look at each role within your organization and best practices for getting that team ready for an upgrade to Dynamics 365 Finance and Operations.

Developers

Developers are one of the more highly impacted roles in the Dynamics 365 world. There is an entirely new architecture in place for them. The extension-based architecture will change the mindset of your developers so they’re going to want to get very familiar with it. At Stoneridge, we offer a development class quarterly that helps developers understand the new eco-system within Dynamics 365 Finance and Operations.

What was previously called Visual Studio Team Services is now called Azure DevOps and is the sole development environment for Finance and Operations. Developers that are traditional C# developers are going to be more comfortable out of the chute with the new architecture, new approach, and new tools.

Technical Team

The move to the cloud may be a big change for those managing infrastructure-related maintenance today. It’s important for this team to get comfortable with Azure DevOps for all your code deployment management and environment management. This team should also become familiar with Azure – specifically the SQL database and virtual machine management.

Business Analysts & Process Subject Matter Experts

Business analysts, process subject matter experts, and end users with AX experience will be familiar with most functionality within Financial and Operations. However, the user interface has been updated and current AX users can take advantage of the free trial or formal training to gain hands-on experience with Dynamics 365. There are new ways to navigate the system, new processes, and new features to discover.

Upcoming Finance and Operations training classes are listed on our website. If you’re interested in personalized training for your team on your specific system, please contact us.

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Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

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