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Finance | Project Operations, Human Resources, ...
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dynamics Ax 2009 upgrade to Dynamics 365

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Posted on by 12

Hi,

One of my client want to upgrade from dynamics Ax 2009 to Dynamics 365.

Anyone have done this before. Please guide me.

  • Blue Wang Profile Picture
    on at
    RE: dynamics Ax 2009 upgrade to Dynamics 365

    Hi Sir,

    There is no direct way to upgrade the Code from AX2009 to Dynamics365.

    You need code upgrade, data migration.

    -

    Share an experience blog:l

    https://www.linkedin.com/pulse/my-upgrade-experience-ax-2009-dynamics-365-finance-chandrasekar

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    293,112 Super User 2025 Season 1 on at
    RE: dynamics Ax 2009 upgrade to Dynamics 365

    Hi,

    I have worked on an implementation where the customer was upgraded from AX 2009 to Dynamics 365. There are two parts for the upgrade:

    - Code

    - Data

    For the coding part, you need to review if all customizations are still required or probably replaced with standard features. E.g. my customer was having customizations to send items to POS and websites and importing sales orders in return. This has been replaced with standard retail features. Also another way of working on several departments did reduce the need for customizations. Be aware that it is not possible to do overlayering anymore, so all customizations should be written as extension.

    Related to the data part, Microsoft does provide a tool which makes it possible to map AX2009 data to Dynamics 365. Then it can be exported as CSV files and imported as master, reference data and journals for open balances.

    In my case, the tool was not available at that time. Then we did create Excel files using ODBC queries on the AX2009 database. These Excel files were refresh-able, so master data could be cleaned up in AX2009 first. The column definitions were aligned with the data entity columns for Dynamics 365, so it was also very convenient for import using data management in Dynamics 365.

  • Suggested answer
    nmaenpaa Profile Picture
    101,156 Moderator on at
    RE: dynamics Ax 2009 upgrade to Dynamics 365

    There is no code upgrade tool, you need to manually reimplement your customizations as extensions. But the product itself has changed a lot, so you won't need all your customizations. And you might need some new ones.

    Data upgrade is available, but another option is to start from a clean slate and import only master data and opening balances from your old system.

  • Suggested answer
    Sukrut Parab Profile Picture
    71,682 Moderator on at
    RE: dynamics Ax 2009 upgrade to Dynamics 365

    You have to upgrade your code to  AX 2012 first and then to Dynamics 365 for operations.  But before doing that its worth to do analysis and decide between doing re implementation vs upgrade . For data migration you can follow link shared by Satish.

    I have written couple of blogs in the past , take a loo at them to get idea about few things to consider. Things are changed since then but these link would be helpful to you.

    us.hitachi-solutions.com/.../

    us.hitachi-solutions.com/.../

  • Suggested answer
    Satish Panwar Profile Picture
    14,651 Moderator on at
    RE: dynamics Ax 2009 upgrade to Dynamics 365

    Hello,

    Please see link below to get started from 2009 to D365. Data Migration Tool is only supported path.

    docs.microsoft.com/.../data-migration-tool

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