Planning Your Upgrade from Dynamics AX 2009 to Dynamics 365 Finance and Operations

Your organization has determined it is time to explore an upgrade from Dynamics AX 2009 to Dynamics 365 for Finance and Operations, now what? From customizations and reports to business processes and the cloud vs. on-premises conundrum, the task of upgrading your system might seem daunting. In the recorded webinar we discuss navigating your upgrade path, including:

  • Licensing
  • Scoping
  • Planning
  • Execution

Watch the video to gain an understanding of the effort involved, the investment needed, and the best timeline to upgrade your system to Dynamics 365.

UPGRADE AX 2009 TO 365

The content is taken from Stoneridge Software 

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Dynamics 365 for Finance and Operations, Enterprise edition (on-premises) system requirements

Dynamics 365 for Finance and Operations, Enterprise edition (on-premises) system requirements

Microsoft Dynamics 365 for Finance and Operations, Enterprise edition, now supports running business processes in customer data centers with the on-premises, or local business Data (LBD), deployment option. With this deployment option, application servers and the Microsoft SQL Server database will run in the customer’s data center. Customers and partners will utilize Microsoft Dynamics Lifecycle Services (LCS) to manage their on-premises deployments.

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Dynamics 365 for Finance and Operations, Enterprise edition (on-premises) system requirements

Training Courses : Dynamics 365 Enterprise Edition (DAX 7, D365O)

DLP

Microsoft have been releasing new Dynamics 365 training material at a fast pace on the Dynamics Learning Portal. Many new courses and exam preparation guides have been made here is the new list of all the Dynamics 365 Enterprise training resources.

COURSE LIST 

80956AE: Retail Basic Architecture and Navigation in Microsoft Dynamics 365 for Operations
80957AE: Retail Organizational Modeling in Microsoft Dynamics 365 for Operations
80958AE: Retail Channels in Microsoft Dynamics 365 for Operations
80959AE: Retail Core Prerequisite Configuration and Parameters in Microsoft Dynamics 365 for Operations

80960AE: Retail Sales Tax in Microsoft Dynamics 365 for Operations
80961AE: Retail Payment Management in Microsoft Dynamics 365 for Operations
80962AE: Retail POS Setup in Microsoft Dynamics 365 for Operations
80963AE: Retail POS Design in Microsoft Dynamics 365 for Operations
80964AE: Retail Workers and Security in Microsoft Dynamics 365 for Operations
80965AE: Loyalty Management for Retail in Microsoft Dynamics 365 for Operations
80966AE: Retail Gift Cards in Microsoft Dynamics 365 for Operations
80967AE: Retail IT Functions and Configuration in Microsoft Dynamics 365 for Operations
80968AE: Retail Reporting in Microsoft Dynamics 365 for Operations and Inquiries
80969AE: End of Day Operations for Retail in Microsoft Dynamics 365 for Operations

80970AE: Workflow Configuration for Retail in Microsoft Dynamics 365 for Operations
80971AE: Retail Units of Measure in Microsoft Dynamics 365 for Operations
80972AE: Using Product Variants for Retail in Microsoft Dynamics 365 for Operations
80973AE: Retail Barcodes and Labels in Microsoft Dynamics 365 for Operations
80974AE: Retail Category Hierarchies in Microsoft Dynamics 365 for Operations
80975AE: Released Products and Catalogs in Microsoft Dynamics 365 for Operations
80976AE: Retail Assortments in Microsoft Dynamics 365 for Operations
80977AE: Modes of Delivery for Retail in Microsoft Dynamics 365 for Operations
80978AE: Retail Pricing and Discounts in Microsoft Dynamics 365 for Operations
80979AE: Retail Vendor Catalogs in Microsoft Dynamics 365 for Operations

80980AE: Replenishment Setup for Retail in Microsoft Dynamics 365 for Operations
80981AE: Replenishment Processing for Retail in Microsoft Dynamics 365 for Operations
80982AE: Retail Product Kits in Microsoft Dynamics 365 for Operations
80983AE: Periodic Functions for Retail Inventory Management in Microsoft Dynamics 365 for Operations
80984AE: POS Basic Navigation in Microsoft Dynamics 365 for Operations
80985AE: Day in the Life of a Cashier in Microsoft Dynamics 365 for Operations
80986AE: Day in the Life of a Store Manager in Microsoft Dynamics 365 for Operations
80987AE: Day in the Life of a Store Inventory Manager in Microsoft Dynamics 365 for Operations
80988AE: Call Center Configuration in Microsoft Dynamics 365 for Operations
80989AE: Basics of Catalogs for Call Centers in Microsoft Dynamics 365 for Operations

80990AE: Advanced Catalog Features for Call Centers in Microsoft Dynamics 365 for Operations
80991AE: Call Center Pricing and Discounts in Microsoft Dynamics 365 for Operations
80992AE: Customer Management for Retailers in Microsoft Dynamics 365 for Operations
80993AE: Retail Product Management in Microsoft Dynamics 365 for Operations
80994AE: Basic Sales Order Management for Call Centers in Microsoft Dynamics 365 for Operations
80995AE: Advanced Sales Order Management for Call Centers in Microsoft Dynamics 365 for Operations
80996AE: Payment Configuration for Call Centers in Microsoft Dynamics 365 for Operations
80997AE: Payment Workbenches for Call Centers in Microsoft Dynamics 365 for Operations
80998AE: Retail Installment Billing in Microsoft Dynamics 365 for Operations
80999AE: Returns and RMA Processing for Retailers in Microsoft Dynamics 365 for Operations

81000AE: Retail Continuity Configuration in Microsoft Dynamics 365 for Operations
81001AE: Retail Order Holds and Fraud Management in Microsoft Dynamics 365 for Operations

81023AE: Set Up Intercompany Ordering in Microsoft Dynamics 365 for Operations
81024AE: Process a Purchase Order-Initiated Intercompany Chain in Microsoft Dynamics 365 for Operations
81025AE: Process a Sales Order-Initiated Intercompany Chain in Microsoft Dynamics 365 for Operations
81026AE: Configure Intercompany Agreements in Microsoft Dynamics 365 for Operations
81027AE: Configure Direct Delivery for Intercompany Orders in Microsoft Dynamics 365 for Operations
81028AE: Update and Synchronize an Intercompany Order Chain in Microsoft Dynamics 365 for Operations
81029AE: Process Intercompany Return Orders in Microsoft Dynamics 365 for Operations

81030AE: Process Intercompany Orders Utilizing Serial and Batch Numbers in Microsoft Dynamics 365 for Operations
81033AE: Configure and Control Quality Management in Microsoft Dynamics 365 for Operations
81034AE: Process Inventory Journals in Microsoft Dynamics 365 for Operations
81035AE: Define Receipt and Delivery Terms in Microsoft Dynamics 365 for Operations
81036AE: Create and Manage Customer and Vendor Agreements in Microsoft Dynamics 365 for Operations
81037AE: Create Requests for Quotations in Microsoft Dynamics 365 for Operations
81038AE: Configure and Manage Item Reservations in Microsoft Dynamics 365 for Operations
81039AE: Pick Sales Orders in Microsoft Dynamics 365 for Operations

81040AE: Process Customer Returns in Microsoft Dynamics 365 for Operations
81041AE: Configure and Calculate Commissions in Microsoft Dynamics 365 for Operations
81042AE: Process Transfer Orders in Microsoft Dynamics 365 for Operations
81043AE: Configure, Run, and Review Inventory Reporting in Microsoft Dynamics 365 for Operations
81044AE: Commerce Data Exchange in Microsoft Dynamics 365 for Operations
81045AE: Retail Direct Delivery in Microsoft Dynamics 365 for Operations
81046AE: Retail Picking Workbench in Microsoft Dynamics 365 for Operations
81047AE: Set Up Expense Management in Microsoft Dynamics 365 for Operations
81048AE: Configure Workflows for Expense Management in Microsoft Dynamics 365 for Operations
81049AE: Set Up, Configure, and Use Additional Expense Options in Microsoft Dynamics 365 for Operations

81050AE: Configure Payment Processing for Retail in Microsoft Dynamics 365 for Operations
81051AE: Diagnostics and Monitoring for Retail in Microsoft Dynamics 365 for Operations
81052AE: Retail Architecture and Topology in Microsoft Dynamics 365 for Operations
81055AE: Relationship Management in Microsoft Dynamics 365 for Sales
81057AE: Agent Enablement in Microsoft Dynamics 365 for Customer Service
81058AE: Service Intelligence in Microsoft Dynamics 365 for Customer Service
81059AE: Customization in Microsoft Dynamics 365 for Sales and Customer Service

81060AE: Configuration in Microsoft Dynamics 365 for Sales and Customer Service
81061AE: Extending Functionality in Microsoft Dynamics 365 for Sales and Customer Service
81063AE: Voice of the Customer in Microsoft Dynamics 365 for Customer Service
81064AE: Unified Service Desk in Microsoft Dynamics 365 for Customer Service
81065AE: Microsoft Dynamics 365 for Field Service

81072AE: Navigating Microsoft Dynamics 365 for Operations
81073AE: Introduction to Microsoft Dynamics 365 for Operations
81074AE: The Task Recorder in Microsoft Dynamics 365 for Operations
81075AE: Retail POS Reports and Analytics in Microsoft Dynamics 365 for Operations

Dynamics 365 for Operation – Deployment Scenarios

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