Upgrade
Dynamics 365 upgrade services
Move from AX 2012 to Dynamics 365 Finance and Supply Chain Management with a clear plan and controlled risk. XPLUS upgrades cover data and code migration, process redesign, and release readiness, so you can modernize without disrupting the business.
AX to D365
Operational stability
Performance uplift
Features and benefits
Make Dynamics 365 ready for the work your business relies on
We upgrade AX to Dynamics 365 with a focus on outcomes, not just migration. We redesign the right processes, enable new capabilities, and prepare your environment for AI and automation, so the upgrade improves how the business runs.
Operational stability and risk reduction
Reduce upgrade risk with assessment-led planning, structured validation, and a controlled go-live transition designed to protect business continuity.
Modern ways of working
Give finance and supply chain teams a modern experience, with faster access to the information and workflows they need to work efficiently.
Ready for AI and automation
Prepare your data, processes, and environment so you can adopt Dynamics 365 AI and automation capabilities with confidence as your business evolves.
Why XPLUS
We upgrade to Dynamics 365 so the business runs better
We’ll move you from AX to Dynamics 365 with a clear plan and controlled risk. We start with an Upgrade Assessment to confirm the right route, then deliver with structured validation so you modernize how work gets done without disrupting critical processes.
Assessment-led recommendation
The Upgrade Assessment ensures decisions are based on evidence, not assumptions. You get a clear view of scope, risk, and what it will take before delivery begins.
The right route, not a pre-sold approach
Every environment is different. We help you choose the safest path, whether that is a technical upgrade, a reimplementation, or a hybrid approach, so effort goes into what will make the biggest difference.
Risks identified early
We quantify custom code, integrations, data complexity, and process change up front, so you are not discovering critical issues late when they are hardest to fix.
Data migration treated as a core workstream
Data migration is planned, rehearsed, and validated. We build reconciliation checks into the approach so finance and operations can trust the result at go-live.
Plans and costs before commitment
Our assessment outputs set scope boundaries, highlight hotspots, and produce a practical plan and cost view so delivery stays predictable.
Process and platform coverage
You get both technical and business perspectives, with support for process redesign, validation, change management, and go-live readiness to reduce disruption and accelerate adoption.
How it works
5 steps to a safe Dynamics 365 upgrade
Upgrading from AX to Dynamics 365 needs clarity and control. Our assessment-led approach reduces risk early, confirms the right route, and validates the change so critical processes keep running.
Diagnose
We start with a questionnaire and stakeholder interviews to understand your AX environment, constraints, and what is driving the change. This shapes the right assessment path from the outset.
Assess
Next, we run functional process analysis alongside a technical assessment of custom code, integrations, data complexity, and upgrade effort. You get an initial plan and cost view based on evidence, not assumptions.
Deep dive
Where risk is higher, we go deeper into areas like complex data migration, difficult components, deployment architecture, and new requirements, so nothing critical is missed.
Decide route
We run a findings workshop to agree the best approach: technical upgrade, reimplementation, or hybrid. You leave with a clear recommendation and next steps.
Deliver and validate
We execute the chosen path with code migration and data migration, process changes validated with the business, go-live support, and post go-live stabilization to protect business continuity.
Testimonials
“For many organizations, performance testing is critical for the successful execution of new application Go-lives, major deployment expansions or peak activity periods. Effective performance testing requires highly specialized tools to realistically simulate load. XPLUS provides a no-code/low-code solution, purpose built for performance testing and for Microsoft Dynamics 365, allowing customers to validate and more cost effectively tune the performance of their solution in the lab environment.”
Challenge/solution
How we guarantee success for your Dynamics 365 upgrade
Our responsibility is to move you to Dynamics 365 with clarity, control, and minimal disruption. Our assessment-led approach helps you avoid the most common upgrade concerns.
The challenge
“We do not know which upgrade route is right, and we cannot afford to choose wrong.”
The solution
Evidence-led decisions
Our upgrade Assessment confirms the right approach: technical upgrade, reimplementation, or hybrid, backed by functional and technical findings and a decision workshop.
The challenge
“We will carry old processes into a new system and miss the opportunity to improve.”
The solution
Process redesign built into the upgrade
We identify where process redesign will make the biggest impact, then validate the changes with the business so you upgrade what matters, not just what exists.
The challenge
“Our customizations and integrations will break, and we will only find out when it is too late.”
The solution
Risks identified early
We quantify customization scope up front, identify high-risk interfaces and components, and build an explicit remediation and validation plan before delivery starts.
The challenge
“Data migration is where upgrades fail. If it does not reconcile, we are stuck.”
The solution
Migration engineered and validated
We treat data migration as a primary workstream: define rules, run rehearsals, and validate reconciliation for critical finance and operational datasets.
The challenge
“We cannot risk downtime during transition. The business has to keep moving.”
The solution
Controlled go-live transition
We plan cutover early, validate critical business processes before the cutover window, and support stabilization immediately after go-live.
The challenge
“Even if the system works, our users may not be ready. Adoption risk is real.”
The solution
Adoption supported, not assumed
We include change management and training in the plan, align role impacts early, and support users through go-live and stabilization.
Dynamics 365 products supported:
Contact us
Your partner in all things Dynamics 365
XPLUS is the only organization to combine hands-on Dynamics 365 implementation projects with automated tools for testing, security, and observability. Contact our team to find out what we can do for you.
