Thursday, September 23, 2021
Reading time: 5 minutes
Customers who are considering moving their solution to Microsoft Dynamics 365 Finance and Supply Chain Management are concerned that it might be risky, difficult, and time-consuming. Before considering the migration project, Microsoft Dynamics Partners usually have questions, such as:
- Where do we start?
- What is the best path for moving forward?
- What will the upgrade cost be?
- Is it even possible to upgrade?
- What’s in it for me?
What if we told you that the well-evaluated and thought-out decision to migrate your customer’s Dynamics AX version to Dynamics 365 Finance and Supply Chain Management could be much easier, cost-effective, and even life-changing?
Based on our vast experience, we know that migrating to Dynamics 365 Finance and Supply Chain Management makes sense, but once you decide to do so, you need to do it in the safest possible way.
In this blog, we are going to present a well-tested and efficient model that will help your customers every step of the way, from evaluating their existing Dynamics AX solution and offering the best way to move forward, to helping them with the newest Microsoft Dynamics 365 Finance and Supply Chain Management solution maintenance afterward, making sure that the system is secured and updated.
We have no doubt that Dynamics Partners want only what‘s best for their customers and their businesses. Dive deep into the Microsoft Dynamics 365 world full of endless opportunities, and keep your customer confident about their solution by taking advantage of our services: The BestPath Assessment, Upgrade Service and the Solution Maintenance.
Start your customer‘s migration journey by choosing the BestPath Assessment: Insightful Solution Analysis
Sometimes, Dynamics Partners do not know if upgrading their customer’s solution is even possible, or they doubt if upgrading would be the most beneficial option available to them. That is why the Dynamics 365 Finance and Supply Chain Management team at 1ClickFactory developed the BestPath Assessment service - to help identify the best path towards Dynamics 365 according to your customer’s current solution situation.
With the BestPath Assessment, we first investigate the customer‘s current solution. This investigation not only scans the solution and tracks the opportunities the new version can provide, but it also ensures that you and your customer are on the same page. This means that you can discuss the new technologies for the future, while at the same time the customer can provide insights about existing features and functions that they would expect to carry forward.
Upgrade or reimplementation, that‘s the question.
If your customer’s current solution is lightly customized and is compatible with a new version extensibility and/or the customer's solution contains customizations that are not relevant anymore, we can proceed with the proven upgrade path. If your customer’s solution is heavily customized or the customizations are incompatible with the new version extensibility and need to be re-designed, we recommend you consider a system reimplementation.
To identify the right option, we also need to have a real conversation about the customer’s needs, develop a strategy for the system to understand what the process should be, and determine which option will deliver the most value. During the BestPath Assessment, we evaluate the customer’s current solution and see which of the above options would be the most suitable and beneficial to proceed with.
When your customer‘s solution is evaluated – you‘re ready for the migration project execution
It is important to have a good approach for understanding what can be migrated from the customer‘s existing solution and what cannot. Done right, you can save money, time, and resources and get the best of the two worlds: the customer’s existing well-tested solutions, and the new version of Microsoft Dynamics 365 Finance and Supply Chain Management, providing endless opportunities.
After the BestPath Assessment workshop is done, 1ClickFactory can provide you with the solution migration proposal based on the information collected from the detailed solution analysis and discussions with you and your customer during the workshop. This will help you to:
- Understand the technical benefits of an upgrade.
- See the customization level of the solution and receive a precise list of changed objects.
- Create a detailed plan of the next steps that must be taken to complete the upgrade.
- Save time on analyzing technical upgrades and budgeting the upgrade costs for the customer.
With our high-quality upgrade service, we seek to help our Dynamics Partners offer better business value for their customers' solutions on-premises and in the cloud.
Stay securely updated on the Dynamics 365 Finance and Supply Chain Management without any hassle
Every Dynamics AX customer who has migrated their system to the Microsoft Dynamics 365 Finance and Supply Chain Management must perform 8 required Microsoft updates per year to gain access to the latest enhancements and security features. We take the same approach to these updates as Microsoft – every update must be tested thoroughly to ensure that Dynamics 365 Finance and Supply Chain Management remains secure, and that the system is working properly after installing these updates.
Why automated testing is needed?
Automated testing is required to validate that the customer‘s modifications are compatible with new features, and to ensure that their business processes are fully functional on the Dynamics 365 Finance and Supply Chain Management.
We offer our Dynamics Partners full end-to-end solution testing and maintenance service which aims to reduce the potential risks, and identify what‘s missing and what‘s needed to set up automated testing.
With the Solution Maintenance service, we guarantee:
- We will provide industry best practices as recommended by Microsoft, and apply these during the testing.
- Our experienced team will use reliable methodology and tools to perform testing for each update on time, and implement fixes if needed.
- We will provide reports with the results from testing and recommendations on whether fixes should be implemented to support new Microsoft changes.
Forget all the worries and doubts about whether or not it‘s worth moving your customer‘s solution to the Dynamics 365 Finance and Supply Chain Management.
Contact us and we will help you throughout the whole migration journey – we are with you every step of the way!