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The Proper Device to Help Your Microsoft Dynamics Migration


Cloud migration is a frightening prospect, particularly contemplating the expense of set up, coaching and embedded new processes. However the advantages of enhanced performance, the ability of the cloud, and elevated ROI are purpose sufficient for organizations the world over to transform every single day. Cloud enterprise useful resource planning (ERP) software program is right for a wide range of purposes, together with managing a number of departments and CRM integration.

What to Anticipate When Migrating

Boasting over 15,000 clients on its SAAS platform, Microsoft Dynamics 365 is rising at a speedy price of 200% yearly. It’s the quickest rising ERP in the marketplace and will be run on premises or on the cloud. The platform allows customers to maneuver to the cloud rapidly and confidently to extend productiveness and enhance gross sales. In line with Gartner’s 2021 Core Monetary Magic Quadrant, over 50% of the ERP market is anticipated to be cloud-based by 2024.

When making the transfer, pre-planning is important. Figuring out your corporation’s present state and future wants earlier than upgrading will make sure the smoothest attainable transition. Questions to contemplate are:

  • How a lot knowledge do it is advisable to import?
  • What Customizations have to be transferred?
  • Are these customizations already supported by Dynamics 365?
  • What third-party providers have to be built-in?
  • How a lot storage will you want?

When migrating to Microsoft Dynamics 365 from AX, the period of time it takes to make the change varies. Should you’re simply seeking to set up out-of-the-box options, the method might take 8-12 weeks, whereas variations with larger customization can take between 12-24 weeks. Should you’re searching for a whole overhaul of your corporation processes, the transition may take as much as 9 months.

The Drawback with Handbook Reporting

Each ERP resolution comes with out-of-the-box reporting instruments, and Dynamics 365 provides an array of inventory stories to select from. However when month and year-end shut demand stories particularly tailor-made to your corporation, monetary professionals should depend on overtaxed IT departments and outdoors consultants to construct them. This results in a cumbersome, time-consuming course of that leaves customized report creation working into days and weeks.

Totally different Approaches to Migration

When migrating to the cloud, there are a selection of various approaches you’ll be able to take to keep up your knowledge technique. These choices embody:

  • Information lake or Azure Information Lake Companies (ADLS) is Microsoft’s new knowledge resolution, which gives unstructured date analytics by way of AI.
  • Information entities act as an middleman, offering a gatekeeping layer between the requester and the database.
  • Convey your personal database or BYOD, which is an actual copy of the dwell knowledge used to run your stories. They supply an additional layer of safety towards human error.

Deciding which route to make use of will be difficult, however a way that makes the method simpler is separating instruments into two brackets: report-based options and Information-led options.

Report-based options embody merchandise like Atlas by insightsoftware. Together with providing the bottom migration value, they supply an analogous ongoing report improvement atmosphere as your ERP, which permits for straightforward adoption.

Information-led options have a better licensing value for migration however present new and extra highly effective reporting options. Like Microsoft’s out-of-the-box choices, they nonetheless comprise an analogous reporting atmosphere with a brief studying curve. Information-led options, like insightsoftware’s Jet suite of merchandise, additionally present knowledge and reporting segments baked in.

Improve Your Dynamics 365 Expertise

When taking a report-based strategy, Atlas helps you streamline your operational and monetary reporting capabilities. Providing deep integration into Dynamics 365, the software program can learn and write from the ERP, permitting you to each obtain and add info with ease.

Atlas works by connecting to dwell knowledge from Microsoft Dynamics and different sources to provide the energy to provide correct monetary and operational stories. As soon as they’re constructed, your finance group can rapidly drill down into journals, balances, and sub-ledgers immediately in Excel.

Greater than Excel

With Atlas, you don’t have to alter the acquainted means of working in Excel as a result of it really works seamlessly with the identical spreadsheets you recognize and love. And when migrating to Microsoft Dynamics 365, Atlas is a perfect resolution as a result of it plugs into each software within the Microsoft Workplace suite, from Phrase to PowerPoint.

When delivering a presentation to management, stakeholders, and extra, Atlas means that you can import knowledge like monetary opinions from Dynamics 365 into PowerPoint. The very best half is it’s refreshable, permitting you to current key info in close to actual time.

Atlas additionally works seamlessly with Outlook. You may construct a question in Excel and for those who obtain an e-mail asking for numbers, from open balances for distributors to your high 10 clients, it can save you an Atlas question, then both drag and drop or insert. This lets you import knowledge into your emails with out requiring time-consuming handbook knowledge entry.

A Two-Lane Freeway

Atlas is a dynamic resolution that means that you can each obtain info from Dynamics 365 and add it. For instance, you’ll be able to create a journal entry utilizing an Atlas template in Excel. These entries, akin to these containing payroll info, will be advanced, typically having tens of hundreds of rows.

Atlas saves you time by permitting you to stick the info into an Atlas Excel template then add it simply into Dynamics. As soon as it’s uploaded, it leaves an in depth audit path, making certain the data any consumer uploaded is at all times tracked. That is important for sustaining safety of delicate monetary and accounting knowledge.

Changing from Microsoft Dynamics AX to Dynamics 365 requires monetary and accounting groups to regulate sure processes to completely reap the rewards. Use Atlas to streamline and optimize your Microsoft Dynamics 365 expertise with its easy-to-use Excel interface.

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