AX 2012 to D365 Migration step by step

 

1. Pre-Migration Assessment

• Inventory Analysis:
  • List all customizations, ISV solutions, integrations, and reports in AX 2012.
• Environment Setup:
  • Prepare a D365FO development environment.
• Upgrade Path:
  • Only AX 2012 R2/R3 can be upgraded directly. AX 2009 or older requires reimplementation.

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✅ 2. Code Upgrade

• Use the Code Upgrade Tool in Lifecycle Services (LCS):
  • Upload AX 2012 model store to LCS.
  • Analyze and convert to D365FO-compatible models.
• Resolve Conflicts:
  • Refactor deprecated APIs and adapt to D365FO extensions model (no over-layering).
• Compile & Validate:
  • Ensure all customizations compile successfully in D365FO.

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✅ 3. Data Upgrade

• Upgrade Data in Two Stages:
  • Stage 1: AX 2012 → D365FO Data Upgrade Package
    • Use Data Upgrade scripts provided by Microsoft.
  • Stage 2: Apply Data Upgrade in Sandbox
    • Validate migrated data (ledger, customers, vendors, assets, etc.).
• Data Entities:
  • Use Data Management Framework (DMF) for additional imports/exports.

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✅ 4. Functional Upgrade

• Validate Business Processes:
  • Test workflows, security roles, and configurations.
• Reconfigure Features:
  • Some AX 2012 features are deprecated or redesigned in D365FO.
• Train Users:
  • Prepare training for new UI and functionality.

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✅ 5. Integrations & Reports

• Rebuild Integrations:
  • Move from AIF to OData/Custom Services.
• Reports:
  • Convert SSRS reports and adapt to D365FO standards.

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✅ 6. Testing & Go-Live

• Perform UAT:
  • Validate all migrated data and processes.
• Cutover Plan:
  • Freeze AX 2012 transactions before final migration.
• Go-Live:
  • Deploy to production and monitor.

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✅ Tools & Resources

• Lifecycle Services (LCS) for upgrade analysis.
• Code Upgrade Tool for model conversion.
• Data Upgrade Scripts from Microsoft.
• Regression Suite Automation Tool (RSAT) for testing.