4 Strategies That Would Pave-Way for Your Customers to New Microsoft Dynamics AX Adaptation


In a not so long distant future, it is expected from Microsoft to come out with the already available Dynamics AX Azure to be made available on private cloud and On-premise version. Give the recent developments in Microsoft approach and focus on cloud technology, shows us the long term strategy, which will be adapted for Dynamics AX as a product.

Thus from a service provider point of view it becomes even more important to advocate Dynamics users to consider upgrading from the current version being used. Here we are going to discussing some possible approach which can be adopted moving customers to the newest version of Dynamics AX. Four strategies or upgrade scenarios and beneficial tactics will be discussed, which would help in a seamless migration from the existing AX to New versions of AX.

1. For AX 2012 R3 Users, Choice between Cloud and On-Premise:

It is no secret that when it comes to business logic and Data Models of Dynamics AX 2012 R3 version and new Dynamics AX are similar. So making the upgrade from the AX 2012 R3 to new version would be fairly straight-forward. Thus a more standard approach is all that is needed. But the question which would linger around with both the client and the service provider is to either host the AX on the public cloud, private cloud or to choose On-premise.

The hosting in the initial stages of public cloud deployments of new Dynamics AX will be handled by Microsoft’s Dynamics Lifecycle Services (LCS) Deployment Services. For a better approach suggestion, it would be important for service providers to familiarise with the new Dynamics AX on Microsoft Azure, this can be achieved by gathering knowledge on LCS tools in order to estimate licensing cost and evaluate potential upgraded project risks, such as recognizing solution areas with the highest number of merge conflicts, etc.

When it comes to integration with any third party application the new version of Dynamics AX should be easier to implement when compared to AX 2012 and earlier versions. But at this point-of-time you can only perform code upgrades as data upgrade won’t be available until Fall 2016 at the earliest. In addition, new Dynamics AX does not have any data upgrade scripts yet. And data migration scripts have to be created during the upgrade.

2. For AX 2009 Users, Upgrade to AX 2012 then new AX Version Transition Approach:

A larger number of enterprise takes time to migrate to new versions of Dynamics AX for a number of reasons such as time, resource, budget and on most occasions their familiarity to the existing system. Thus on many occasions enterprise skips versions. Even Microsoft has mentioned that for AX 2009 extended support will be provided till 2018, hinting Microsoft’s intent of wanting the AX 2009 users to upgrade at their own pace.

Transition of customers or users thus becomes an integral part of any upgradation activity. For a seamless transition it is better advised to transition the customers Dynamics AX solution to AX 2013 R3 CU8 on the first place. This might be the most secure and cost effective strategy while planning to move to new Dynamics AX from a version such as AX 2009. As mentioned earlier the new Dynamics AX is similar to AX 2012 R3 CU8 in terms of business logic and data model. So the exposure to the AX 2012 environment will help both the enterprise and individual users from the organization to adapt the AX environment, so making the transition straightforward when new Dynamics AX is adapted.

There are few reasons which has to be taken into account as a service provider to consider upgrade suggestion of AX 2012 R3 to be carried out in 2016 and later upgrade them to the new AX version at a later point of time.

    • Dispersal of Upgrade Costs & Risks Over Time – It has to be noted that jumping few versions to new Dynamics AX substantially increase upgrade costs and risks associated with upgrade project exponentially. So it becomes a more conducive approach to have smaller, well-planned, iterative upgrade steps.
    • Subsiding Upgrade Project Risk- one of the main reasons why an upgrade project is stalled or delayed is because of underestimating the project. There are many factors such as accumulation of unexpected cost and increased error rate. Not taking such factors into consideration would result in the migration project over shooting the project cost and leaves an unsatisfied customer.
    • Avoid the Big Leap- When an organization is running AX 2009 and migrating directly to latest version of Dynamics AX would refer to a big leap when it comes to user’s interface and processes of the system. This sudden change will create unnecessary strain, unease and confusion for users.

3. Full Upgrade or Re-implementation or A Mix Approach:

There are scenarios where as a service provider you might come across unsupported upgrade paths. During these situations we are left with a number of choices such as re-implementation or a combination of upgrade & re-implementation, these approach tends to be more efficient solution provided to the clients than a full solution upgrade.

Few notable situations when the suggestion of re-implementation has to be suggested are,

      • Level of customization which has been implemented in the current system. In case of customizations having conflicts with the new version of standard AX, would make the upgrade complex and costly.
      • Consistency of customer’s data in the existing Dynamics AX solution also determines the strategy to be followed.
      • The use of ISV or any third party integration tool which is not supported by the new version plays a role too.

Similarly, the situation when a mixed upgrade strategy for the customer needs to be suggested.

      • When the requirement for upgrade from the customer is to re-implement only specific Dynamics AX modules.
      • In situations when the customization is actually part of the new version of AX and those customizations needs to be removed, thus only migrates data.
      • If the need is full data migration and code re-implementation. This scenario mainly arises when there are multiple Dynamics AX version used for different businesses and wants to transition/merge them to one corporate solution.

In short to fix the implementation strategy a deep analysis of each specific case should be performed to determine which option is best for your customer. Cost efficient and time efficient options depends on data and customization in the current customers AX version that needs to be upgraded. To plan your upgrade strategy, service provider and the customer should deliberate a variety of factors such as,

      • Source System Version
      • Database Size and Quality
      • Customization and New Functionality
      • ISV Solutions and Integrations with Third Party Application
      • Budget, Timeline, Downtime Limitation and Resources

Thus an initial assessment to identify the discussed factors and in-turn helps in identifying which strategy to be followed for customer’s unique situations.

4. Small Customer, how about Going for NAV Instead

The situation completely changes when the customer or users of older versions of AX such as the AX 4.0 or older, seem to be struck and do not see an efficient means of migrating their existing solution to a new version. The less the 50 users the new version is not available since the limitation is a minimum of 50 users, making the new Dynamics AX too big.

In such situation rather than struggling with the approach or strategy, the simplest of solution are to migrate the existing AX system to Dynamics NAV. Migration to NAV from the existing AX is also made easy with number tools available which make migration easy.

KARYA Technologies’ Microsoft Dynamics AX Service Offerings

KARYA Technologies’ Microsoft Dynamics AX Services are aimed at helping our clients exploit all relevant base functionalities, scale-to growing business needs, integrate AX effectively with internal and external systems such as CRM, Legacy Systems, Mobile Applications and EDI Frameworks and enhance the BI/Reporting capabilities.

KARYA Technologies is a Microsoft Dynamics Certified Partner with a large resource base of experienced and Certified AX Professionals on board.

      • We have a proven record of excellence in Implementation / Upgrades and Production Support.
      • We help AX integrate seamlessly with other Enterprise Systems (like CRM), Web Portals, Trading Partners (like EDI), Microsoft Office Suite.
      • We practice and preach sure-step methodology.
      • We have experience with Localization and Globalization aspects of AX.
      • We can recommend and implement suitable Industry Vertical Add-on Solutions.
      • We have a strong Infrastructure team to support AX implementations.
      • We provide 24x7x365 Operational Maintenance and Production Support for your AX Environment.
      • We have an efficient Global Delivery Model.

To learn more about KARYA Technologies’ Microsoft Dynamics AX.

Position your Construction business on a platform for growth with Karya’s Dynamics AX solutions!

Microsoft Dynamics AX, one of the fastest growing ERP solutions globally, provides a scalable enterprise solution capable of handling operations even for the largest construction firms. Karya’s advanced Project Management for Dynamics AX integrates directly with the ERP platform to help manage projects competently and ensure that complex change management and customized requirements do not result in inflating the costs. Enterprise reporting and comprehensive service capabilities are designed specifically for construction firms to make a powerful solution capable of evolving with your growing firm.

In a tough economy, competition in the construction industry can be extreme. After a contractor successfully wins a bid, the profit to control project costs and scheduling depends on the ability and also to respond quickly to changing workplace conditions and keep up with customer demands.

Dynamics AX for Construction

With a rigid competition and the pressure to decrease the margins, you need the ability to calculate margins, costs, and risks quickly as well as precisely. You also need the dexterity to respond quickly to new developments and maintain your competitive edge, without being limited by system constraint. Karya’s Construction Solution for Microsoft Dynamics AX offers proven capabilities that meet highly specific industry needs.

Karya’s – Dynamics AX – Advanced Project Management enables you to:

  • Plan and run projects with proficiency, profitable margins and balance margins across labor, equipment, subcontracts, materials, and expenses.
  • Retain and re-use experience and information to respond quickly to requests for quotes while improving the quality of your bids and the profitability of projects.
  • Leverage the project progress, value, and costs, and align them easily with cost code structures, customer requirements, and industry standards.
  • Reconcile materials resource planning (MRP) and project planning, so that products and components are available on time.
  • Track and manage workers’ project time.
  • Handle equipment usage for best cost upturn.

Karya’s Project guidelines to deliver best in class competency:

  • Estimation & Budget Management
  • Project Scheduling
  • Project Resource Management
  • Collaboration
  • Subcontract Management
  • Project Costing
  • Project & Portfolio Analytics
  • Project Fundamentals

Use case:

A leading construction company executes complex and large-scale construction projects to shore up mining, agricultural, fisheries, oil drilling, public-sector, and other clientele across the globe. The company also manufactures many of the workings and resources it uses in its projects, which includes tubing, erosion controls, drainage systems, road layers, ventilation systems, flexible tanks, and much more. This company decided to get hold of a new business management system to replace its legacy software tools and it proceeded with a competitive review of technology providers.

It eliminated several ERP systems and chose the Microsoft Dynamics AX to integrate their legacy system. The result of this implementation gained a complete business management system that controls all facet of the business right from management of construction projects to financial operations. Construction Solution helped them to manage projects within planned margins, budgets, and timelines. It also ensured the quality and cost-efficiency of subcontracted work to strongly win a new business and serve clients across the continent with enhanced agility.

Explore your industry-specific solution at your fingertips. There are boat loads of solutions at Karya, get in touch with us to truly transform your business outcomes.  If you have any questions or need more information, feel free to email us at info@karyatech.com or visit our website www.karyatech.com

Muddle through your manufacturing business with Karya’s Dynamics AX practice!

Enhance your business by addressing constantly growing customer needs. By innovating the technical processes, we can redevelop an engine that will position the team to succeed.

With the globalization of supply chain and increase in the customer demand for innovation and low cost, manufacturers are in need of a comprehensible, flexible solution to effectively manage the business. Microsoft Dynamics addresses these needs with a powerful design process and exclusive manufacturing solutions.

Karya can help you outgrow your capabilities to compete in the global market, respond rapidly to growing customer demands, and also lowering your operational costs.

MS Dynamics AX Services

Rationalize the process and adapt quickly to changing demands

Using Microsoft Dynamics solution, you can enhance operational competency and efficiently manage production. We offer flexible processes with various planning options, tracking and interactive messaging enabling you to handle orders, make exceptions and respond quickly to any requests and changes.

Some of the benefits that Karya can offer to manufacturers include:

  • Oversee production in a demand-driven situation. View real time, integrated work in progress with real time expenses; comply to stay away from potential delays or additional expenses; and streamline stock administration focused around demand and forecast.
  • Foresee and reduce bottlenecks. Manage every aspect of the production floor with a tailback planning. Rapidly view methodologies and work utilization overall using the graph to minimize delays.
  • Profound understanding over the supply chain. With deep insight through the whole production network, you can streamline business procedures, utilize resources, minimize lead times, and distinguish exact delivery date
  • Perk up the production process. Characterize the manufacturing resources, which includes machines, manpower and tools, and finally divide them to work groups. Control plans by utilizing limited or unlimited competency scheduling for greater flexibility.

Use Case:

One of the leading manufacturers of natural stone and concrete hard landscaping products was looking for a solution that would fit better with its business strategy. This company largely grew through acquisitions and wanted a scalable solution to accommodate new businesses and their systems quickly and efficiently into their model. It is basically to ensure a smooth transition, and to realize the financial benefit of the acquisition more rapidly. The integration of AX was made easy due to its familiar interface and interoperability with other Microsoft products.

One of the major advantages of Dynamics AX is that it is intuitive, which makes it easy to use, and this encouraged the employees to make use of the full potentials. In addition, the organization was able to see a tangible difference in costs, efficiency, productivity, and customer service.

With Karya’s fully integrated ERP solution and our specialization in your industrial vertical our expert teams can help you optimize your business processes. As a worldwide dynamic IT partner, we offer a full range of services like consulting, development, implementation, with training and multilingual support for Microsoft Dynamics AX.

We also offer a wide range of services covering all aspects of technology operations. For more information visit our website www.karyatech.com or you may even drop in an email to info@karyatech.com

Karya Dynamics AX Support Services – Make the most out of your Dynamics AX investments

Microsoft Dynamics AX is highly adaptable, customizable and scalable business management software suitable for organizations of all sizes across geographies. This solution is a complete ERP solution with industry specific and extendable solutions for companies across industry verticals.

Dynamics AX Support

After Microsoft Dynamics AX is implemented, the real deal is to champion the Dynamics AX support services. All that investment wouldn’t make sense if the support is lacking, untimely, delayed, inappropriate, or always reactive. Karya pays special attention to support services to ensure that the support is not only reactive and transactional, but also proactive and eliminates any uncertainties in the post implementation phases.

With support services, the key is to get away from the culture of ‘quick fixes’, because ‘quick fixes’ have repercussion, sometimes costly, irreversible repercussions. To avoid this, it is important to ensure the solutions address tomorrow’s issues equally well as today’s issues. This can be accomplished only with a well-defined customer support structure and a highly refined client engagement model.

Our Dynamics AX support services can be in the form of:

  • Technical Support
  • Application Support
    • Modules – Incident, Problem and Incident Management
    • Development – Custom Development
  • Administration Support
    • Daily activities and monitoring
    • User and role set-up
    • Dynamics AX Service stack , Hot fixes
    • Database Version Upgrade, Patching
  • Integration Support
    • Monitoring Scheduled jobs for various interfaces
  • Reporting/BI environment support
  • Functional Support – Product and Domain experts
  • Mix of Onsite and Off shore
  • All of the above.

Karya MS Dynamics AX Support Services – Structure

Karya enjoys several decades of combined experience in the areas of software implementation support. Our Microsoft Dynamics implementation and post implementation support structure is designed to address every possible and foreseeable incident and problem areas in a timely and efficient manner.

Our customer engagement model is worked out to ensure end to end support. Karya Dynamics AX support services focus on:

  • Productivity
    • Fast response as per SLA’s
    • Continuous collaboration monitoring and reporting
    • Productive diagnostics and recommendations
  • Efficiency
    • Eliminate unnecessary costs
    • Optimal utilization of resources – HR/HW/SW/licenses
    • Service Scalability – upwards/downwards
    • SME’s for problem solving

Being a Microsoft partner and with a host of global client implementations, Karya has gained the highest level of expertise in Microsoft Dynamics AX implementation and support. This allows us to see problem areas with at most clarity and to offer advanced solutions to complex issues in each industry. The result is lower total cost of ownership and a totally ‘managed environment’.

If you have any questions about the post, please contact us by sending a mail to info@karyatech.com