Everything you need to know if you’re running Microsoft Dynamics AX

by | May 2, 2024 | Data Management, Inventory Management, Order Management

With Microsoft’s decision to sunset AX, many companies are struggling to decide what they need to do next to plan a successful migration. Here’s what you need to know when you’re planning a migration, whether you’re looking for more capabilities or just need more support:

My company has been using Microsoft AX. When will my ERP stop working?

  • AX is no longer officially supported by Microsoft. Though there are third-party support providers, they may not be able to update security and other critical aspects of your ERP. Consider this if you’re feeling hesitant to migrate to your next system.

Okay, so I don’t have ERP support anymore. What are my options now?

  • You can continue using AX, but you’ll risk facing serious operational issues without the promise of support. To avoid these risks, consider upgrading to a modernized cloud ERP platform such as Dynamics 365 F&O or another ERP. If you’re leaning more in this direction, there are a variety of ERP options that could work for you.

What are the most important considerations when I start a migration?

  • There are multiple aspects that you’ll want to focus on when it comes to ERP migration, like timing, technical details and trading partners. Plus, you’ll want to ensure your system is optimized for your business-specific needs. We’ll take a deeper dive into these steps later on in this blog.

I’m just looking to migrate to a new cloud-based ERP for the enhanced capabilities and latest technology. Is there something I should know?

  • When upgrading one of your systems, it’s a great time to evaluate other technologies you’re using, like your WMS or EDI solutions. Often, these systems work together to optimize your entire supply chain, saving you time and money while allowing you to focus on business growth.

The Microsoft AX migration toolkit

Let’s talk about what you need to consider when facing an ERP migration.

  1. You’re about to gain a ton of capabilities when you upgrade.
    1. With a cloud ERP, you’ll leverage new insights to increase efficiency and automate previously manual tasks. This is a great time to evaluate additional IT or supply chain needs that can be integrated directly into your new system.
  2. Timing is everything.
    1. If you’re currently relying on Microsoft AX as your ERP, this consideration is simple: without support, you’ll likely need to migrate sooner rather than later. If you’re looking to upgrade but still have support for your current ERP, you have more flexibility. For a successful migration, make sure you assemble a team, including IT and supply chain staff who understand any additional timing obstacles or needs.
  3. Choose your implementation partner carefully.
    1. An ERP migration is not a small undertaking by any means. You’ll want to ensure you have a dedicated team to help you through the process. They need to understand your existing system and capabilities as well as areas you’re looking to improve to help you meet future needs.
  4. Clarify your budget before you get started.
    1. While ERP upgrades will certainly help you operate more efficiently, there are upfront costs that you need to be aware of. Working closely with your ERP partners can give you a clear idea of a migration project’s cost.
  5. Keep your trading partners in mind.
    1. You’re deciding how you want your system to work for you, but be sure to keep your trading partners top of mind as well. When integrating an EDI solution directly into your ERP, for example, you’ll want to pick a solution that your customers are familiar with—and bonus points for you if they’re already in the existing network.
  6. Your Independent Software Vendors (ISVs) play a role in migration.
    1. Your eCommerce platform, EDI solution and WMS each play a role when you’re migrating. Ensure each can still be implemented and optimized in your new ERP, but take the extra step to think about what you are looking for to continue building growth. Does each solution provide the capabilities that you will want in a few years?

How EDI fits into your ERP migration

When it comes to ERP migration, EDI is one piece of the puzzle. It can fit into your existing process in a few different ways, depending on your unique business needs. However, if you’re looking to integrate EDI directly into your backend system, there are a few things that you may want to consider.

  • If you operate in the retail space, EDI is a critical component of your business and should be a priority during your cloud migration. It’s a crucial step to complete supply chain optimization, and without factoring in automated document exchange, you may be left behind and without the support you need.
  • There are a lot of EDI solutions out there, many of which are integrated directly into your existing or upgraded ERP. However, you want to look for one that is cloud-based and fully scalable. This way, you can access your data from anywhere and can adjust your processes easily as your business needs change.
  • A full-service solution is more than just EDI. SPS Commerce, for example, helps companies like yours see true digital transformation, simplifying and automating manual processes to save you time and money.
  • Your solution should be customized and scalable. Your business grows each year, meaning your needs and customer demands shift. With the right EDI solution, you can make adjustments to your processes to ensure nothing falls through the cracks as you expand your business.

We meet you where you are in your journey

No matter which step of the process you’re in, we can help you. If you’ve recently moved over to a different Microsoft system or other ERP, we can get you started with EDI implementation. If you’re in the process of a multi-year rollout, a full-service provider like SPS can connect to your existing ERP. That way, when you eventually transition, we can make it super easy to implement within your new ERP. Even if you’re over a year away, it’s worth planning for now.

Contact us today to see what SPS can do for your business as you make the decisions that help you reach new levels of success.

SPS Commerce Blog Team