Digital Transformation: Upgrading from AX 2012 to D365 Finance and Operations

Architecture Diagram

Problem Statement

Our core objective was to modernize the client’s ERP system, addressing the limitations of AX 2012, enhancing scalability, integration, and functionality, and ensuring a smooth transition to a cloud-based solution.

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Lack of Cloud Integration: AX 2012's absence of native cloud integration made it challenging for the IT team to leverage cloud-based services efficiently.

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Security Complexity: As an on-premises system, AX 2012 required the client's IT team to implement complex and time-consuming security measures.

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Complex Upgrade Process: Frequent updates in AX 2012 necessitated a complicated upgrade process.

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Integration Challenges: AX 2012 had limited integration options, requiring custom development for many integrations.

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Limited Analytics: The system had limited capabilities for integrating with advanced analytics tools.

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Solution Overview

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Data Transition: The upgrading process has been successfully completed, ensuring a seamless migration of data from AX 2012 to D365 Finance and Operations. We utilized tools such as the Data Import/Export Framework (DIXF) and other data migration solutions to flawlessly transfer data to the new system. Accurate data mappings and transformations have been established, aligning perfectly with the new data model and schema in D365.

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Code Adaptation: In cases where customizations, modifications, or extensions were present in the AX 2012 environment, we have already reviewed and adapted them to seamlessly integrate with D365 Finance and Operations. This comprehensive effort included the evaluation and adjustment of X++ code, forms, reports, and other customizations, all of which now align harmoniously with the new platform's development model and framework.

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Functionality Alignment: Our team has conducted an exhaustive analysis of the existing functionalities and features in AX 2012, successfully mapping them to their equivalent counterparts in D365 Finance and Operations. We've taken into account any changes or enhancements in the new system, making the necessary adjustments and reconfigurations to perfectly match our existing processes.

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Business Process Optimization: Throughout the upgrade process, we carried out a meticulous assessment and optimization of our business processes. Leveraging the new features and capabilities offered by Dynamics 365 Finance and Operations, we have improved efficiency and productivity across various aspects of our operations. Our current processes have been fine-tuned, ensuring we make the most of these new functionalities.

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Validation and Testing: We have successfully executed a comprehensive testing plan, which has confirmed the flawless upgrade of the system. Our rigorous functional testing covered critical processes, integrations, and customizations, all of which are performing seamlessly as anticipated. We thoroughly tested a wide range of scenarios, including data integrity, integrations, reports, and user workflows, all of which have met or exceeded our expectations.

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Business Impact

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Modernized Platform: Leveraged cloud-based capabilities for scalability and accessibility.

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Continuous Innovation: Access to regular updates and new features ensured staying ahead in a dynamic business landscape.

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Improved User Experience: Enhanced, user-friendly interface boosted productivity.

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Enhanced Functionality: Expanded capabilities streamlined business processes.

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Integration and Collaboration: Seamless integration with Microsoft products improved collaboration.

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Testimonials of Our Happy Clients

Ken Kisner

Global Head of Digital R&D

My experience has been incredibly positive. They were incredibly easy to work with, even with changing requirements.

They are incredibly competitive, but are only a fraction of the cost of US companies.
They are definitely the most professional of the foreign companies that we were looking into.

Nyswyn K.

Director of Software Development

Our journey with OptiSol has been nothing short of remarkable. For over 7 years, we have partnered with them on our digital transformation, and the results have been truly transformative.

Over the years, we have come to trust OptiSol Business Solutions as a reliable and strategic partner.

Al Bagiro

CTO, Auto Insurance Company

The AI engine was completed on time and trained to 90% accuracy. Their eagerness to learn new knowledge impressed us.

Their team is large to handle multiple projects at once, and likes to resolve challenges as well as learn new things. They also welcome regular communications, and of course, needless to say, develop everything in sprints.

Dan Talken

Founder, CEO, & CTO, My Equipment Library, LLC

OptiSol Business Solutions has shown youthful skill and dedication to the projects. Moreover, they have been quick to implement their solutions without sacrificing the quality of each platform.

We’re constantly impressed with their speed and quality of the development that they achieve on a consistent basis.

Dr. A.K Pradeep

CEO MachineVantage

Exceptional Collaboration and Expertise - A Top-Notch Partner for AI, ML, and Digital Applications.

I have had the privilege of working with an exceptional team of professionals from India on numerous AI, ML, and digital application projects. Their expertise in these domains is remarkable, and they consistently impressed us with their knowledge, resources, and innovative approach.

Rick Tigges

CFO, Bemodo

They are very responsive and able to shift focus quickly as we have needed it for business reasons.

OptiSol Business Solutions has been great at documenting the timeline of the project. They were very responsive and were able to shift focus quickly, as well. They discuss what they’re working on without any issues. So far, there’s no need to improve their service.

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Our Award-Winning Team

A team of young, dynamic and curious minds recognized with global awards for making a significant impact on making human lives better

Awarded as Runner-up under Cloud Solutions Category at the Express IT Awards

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250+

Smart
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90+

Digital
Projects for
reputed Clients

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14 yrs

in Digital
Engineering

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Trusted and Proven Engagement Model

  • A nondisclosure agreement (NDA) is signed to not disclose any sensitive information revealed over the course of doing business together.
  • Our NDA-driven process is established to keep clients’ data and IP safe and secure.
  • The solution discovery phase is all about knowing your target audience, writing down requirements, and creating a full scope for the project.
  • This helps clarify the goals, and limitations, and deliver quality products & services.
  • Our engagement model defines the project size, project development plan, duration, concept, POC etc.
  • Based on these scenarios, clients may agree to a particular engagement model (Fixed Bid, T&M, Dedicated Team).
  • The SOW document shall list details on project requirements, project management tools, tech stacks, deliverables, milestones, timelines, team size, hourly/monthly rate cards, billable hours and invoice details.
  • On signing the SOW, an official project kick-off meeting shall be initiated.
  • Our implementation approach, ecosystem, tools, solutions modelling, sprint plan, etc. shall be discussed during this meeting.
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