How to migrate from AX 2012 to Dynamics 365 so your trial balance, open items and history tie out: decide the history scope, run repeatable loads, reconcile at every run.

The Salesforce to Dynamics 365 integrations that work decide system ownership per field first, sync a short list of objects, and reconcile daily. Here is the short list and the reasons.

How payment and statement files move between Dynamics 365 Finance & Operations and your bank: Electronic Reporting formats, approval controls, secure transfer and the reconciliation that proves it worked.

Twelve questions that separate a Dynamics 365 partner who will deliver from one who will sell: who does the work, what is excluded, how testing works, and what happens after go-live.

Both are Dynamics 365 ERPs from Microsoft. Business Central fits smaller, simpler organisations; Finance & Operations fits multi-entity, manufacturing and advanced warehousing. Here is how to tell which is yours.

Dynamics 365 One Version updates arrive on Microsoft’s schedule. A small regression pack, a sandbox routine and a go/no-go rule let you take each release without days of manual testing.

Before you raise a ticket for a failing batch job in Dynamics 365 F&O, work through this checklist: history, overlap, parameters, data, batch groups, servers and recent changes.

Slow month-end in Dynamics 365 Finance & Operations is rarely one big problem. It is usually a few of these seven: batch jobs, posting profiles, open periods, FX, inventory close, workflows and reports.

The honest answer is ‘it depends on your customisations’, but here is what each phase of an AX 2012 to Dynamics 365 upgrade involves and what drives the duration.

Extended support for Dynamics AX 2012 ended in January 2023. Here are the four realistic paths forward, what each costs you in risk and effort, and how to choose.