Transitioning to Dynamics 365 Upgrade vs ReImplementation Update
- Slides: 30
Transitioning to Dynamics 365 Upgrade vs. Re-Implementation • Update – August 30, 2018 • Ellipse Solutions – Gregor Newland
Agenda • Code upgrade options and tools • Evaluating your code • Extensions development • Data upgrade options from AX 2009 & AX 2012 • Open items & tables vs. historical transactions • BYOD – Data Warehouse • Upgrade vs. Re-Implementation • Examining your organization • Typical decision points • Benefits of Re-Implementing • User Licensing • Know your rights • Purchasing options
AX 2009 – Data & Code
Upgrade Considerations AX 2009 • • • Limited Data Migration No Direct Code Upgrade Tools Available (2 step) Promising GA of Data ‘Analyzer’ Tool in Calendar 2018 Re-examination of Code Modifications Required Code Modifications Must be Moved to Extensions Additional Functionality & Deprecation Gap Quite Extensive
AX 2012 – Data & Code
Upgrade Considerations AX 2012 • • • Data Migration Tool Available (including Historical Transactions) Run Code Conflict Reports in LCS Examine Time & Effort Move all code modifications to ‘extensions’ – no more ‘overlayering’ Rewrite all external integrations from AIF to ‘Data Entities’ New BI Strategy (combination of SSRS, Financial Reporting, Power BI, etc…)
Upgrade vs. Reimplementation
Strategy/ROI Upgrade Re-Implementation • When viewing the move to Dynamics 365 as a purely technical exercise without a desire to explore new functionality • When the Dynamics 365 project is utilized as an opportunity to advance the use of the system, discover new features, and achieve a true ROI
Customizations Upgrade Re-Implementation • When the volume of Dynamics AX customizations that will need to be preserved in Dynamics 365 is considerable • Even when the number of Dynamics AX customizations is not significant, yet most mods can be replaced by standard Dynamics 365 features
Custom Code Quality Upgrade Re-Implementation • When the original Dynamics AX implementation is welldocumented and followed best practices (processes and code) • When the prior customizations are not well defined without following patterns and best practices
Documentation Upgrade • When functional, technical, and user documentation is of high quality and can be relied upon Re-Implementation • When the documentation is lacking, and reliance on tribal knowledge is excessive
ISVs Upgrade Re-Implementation • When most add-on ISV products will continue to be in use • When significant number of Dynamics AX ISV solutions are not available in Dynamics 365, not curated by Microsoft, or can be replaced by out-of-the-box functionality
Data Upgrade • When expecting to utilize Microsoft data upgrade tools Re-Implementation • When planning to load the initial data for Dynamics 365 without the use of data upgrade tools
Integrations Upgrade Re-Implementation • When the number of external integrations is low • When dependency on deprecated tools (such as AIF) is substantial
New Features Upgrade • When the scope of Dynamics 365 is largely similar to the original Dynamics AX implementation Re-Implementation • When the reliance on deprecated features (for example, Product Builder) or heavily updated features (for instance, Advanced Warehouse Management post AX 2012 R 2) is changing the landscape of ERP usage
Licensing Update
Dynamics 365 Named Licensing Types Operations Team Members (~ AX 2012 Enterprise) (~ AX 2012 Task) Activity Device (~ AX 2012 Functional) (Multiple Log-Ins)
Two Steps Know Your Rights • Existing Customers Get Discounts EA – Enterprise Agreement CSP – Cloud Service Provider Decide How to Buy • On Premise? • EA or CSP?
Know Your Discount Rights – AX 2009 D 365 1 Full AM User 1 Operations User & 2 Activity Users 1 Light User 1 Activity User 1 Device 1 Server (On-Premise) Limited Upgrade Offer *1 Operations User *1 Activity User for every 10 Light Users
Know Your Discount Rights – AX 2012 D 365 1 Enterprise User 1 Operations User 1 Functional User 1 Operations User 1 Task User 1 Activity User 1 Self Service User 1 Team Member 1 Device 1 Server (On-Premise) Limited Upgrade Offer *1 Activity User for every 3 Task Users *1 Device for every 3 AX 2012 Devices
On Premise • Just continue to pay Annual Maintenance • Expect Increase in Infrastructure Cost • No Embedded Azure Offerings like Io. T & Power BI • No Constant Back Up & Restore (last 60 days – restore to the second) • No High Availability 24/7/365 SLA
In the Cloud • You will pay for every user in the Cloud, so only pay for the licenses you actually need • Minimum 20 Operations Users for deployment • Two levels of SKUs • One if you continue Annual Maintenance • One if you wrap Annual Maintenance into the monthly fee
CSP or EA? Run the Numbers CSP EA • Make sure it is Direct or Tier 1 • Offers specific licensing expertise • Month-to-month pricing on all offerings • Offer better pricing for small and mid sized customers • Can be DPOR • • LARs and LSPs No specific licensing expertise Multi-year commitments Offer better pricing for enterprise customers • Cannot be DPOR LAR – Large Account Reseller EA – Enterprise Agreement LSP – Licensing Solution Provider CSP – Cloud Service Provider DPOR – Digital Partner of Record
When to Use Both • Every customer can have multiple CSPs & LSPs • D 365 Cloud Provides • Production Environment • 1 Development Environment • 1 Test Environment • Consider CSP for • Additional Development Environments • Build Environment • Data Warehouse & Azure Services
Questions?
Gregor Newland - Ellipse Solutions gnewland@ellipsesolutions. com (937) 718 -3524
- Is an alternative of log based recovery
- Best practices in d365 finance and operations
- Dynamics 365 project resource hub
- Fast track microsoft
- Dynamics 365 portal security
- Dynamics 365 visualize relationships
- 7x365
- Dynamics 365 multiple files storage
- Dynamics 365 talent demo
- Selling dynamics 365
- Dynamics 365 lean manufacturing
- Dynamics 365 ecosystem
- Clone relationship dynamics 365
- Fast track dynamics 365
- Dynamics 365 on premise to cloud migration
- Veeam dynamics 365 backup
- Dynamics 365 industrial equipment manufacturing
- Microsoft dynamics 365 public sector
- Microsoft dynamics 365 real estate
- Dynamics 365 risk management
- Dynamics crm gamification solution
- Kanban card dynamics 365
- Microsoft dynamics 365 procurement
- Sod dynamics 365
- Azure service bus dynamics 365 integration
- Pictureprograms
- Cad integration for dynamics ax
- Dynamics 365 security best practices
- Connect power bi desktop to dynamics 365
- Office365 jira
- Dynamics 365 round robin lead assignment