PROJECT EXPERIENCE

Dynamics AX 4.0 to Dynamics 365 F&O migration

Modernisation from Dynamics AX 4.0 to Dynamics 365 F&O, with historical data retained in Azure SQL, Finance / Supply Chain integration and Power BI reporting.

  • Dynamics 365 F&O
  • Migration
  • Azure SQL
  • Power BI
  • Supply Chain

The starting point

The organisation needed to modernise a legacy Dynamics AX 4.0 environment and move its operational ERP landscape towards Dynamics 365 F&O. Historical AX data was not reloaded into D365 F&O. Instead, it was extracted and retained in Azure SQL to remain accessible for consultation and reporting purposes.

SYSFLOW’s role: Consulting / Migration / Data / Integration

Key challenges

  • Move from a legacy Dynamics environment to Dynamics 365 F&O.

  • Preserve access to historical data outside the new ERP.

  • Connect Finance and Supply Chain processes.

  • Strengthen reporting and workflow automation.

Our involvement

  1. 01 Current-state assessment

    Review of the legacy AX environment and target requirements.

  2. 02 Target design

    Definition of the D365 F&O target and data approach.

  3. 03 Historical data

    Extraction and transformation of AX 4.0 history into Azure SQL.

  4. 04 Custom data entities

    Creation and validation of target entities.

  5. 05 Finance / Supply Chain integration

    Integration of operational and financial processes.

  6. 06 Reporting & automation

    Power BI reporting and selected Power Automate workflows.

Scope & environment

Dynamics 365 F&O is the target ERP. Historical AX 4.0 data is extracted and retained in Azure SQL outside D365 F&O; it is not reloaded into the new ERP. Power BI supports reporting, while Power Automate handles selected workflows around the target environment.

Country / scope
France
Organisation
Multi-entity
ERP / systems
Dynamics AX 4.0 · Dynamics 365 F&O
Functional areas
Finance · Supply Chain · Data migration · Reporting · Workflow · Azure SQL
Technologies / integration
Azure SQL · Custom data entities · Power BI · Power Automate
Engagement type
ERP migration · Data · Integration · Cloud

Key deliverables

  • Migration mapping
  • Azure SQL historical data model
  • Custom entities
  • Historical data validation controls
  • Power BI reports
  • Power Automate workflows
  • Validation plan

Testing & validation

  • AX 4.0 → Azure SQL historical data reconciliation
  • Completeness checks
  • D365 entity testing
  • Finance / Supply Chain integration validation
  • Power BI reporting controls

What the engagement delivered

  • Migration from Dynamics AX 4.0 to Dynamics 365 F&O.

  • Historical data retained in Azure SQL, without reloading it into D365 F&O.

  • Improved reporting and workflow automation around the new ERP environment.

Value delivered: ERP modernisation without losing access to legacy history, combined with improved reporting and workflow automation.

FACING A SIMILAR CHALLENGE?

Planning a move to Dynamics 365 F&O? Let’s discuss your migration.

Contact us

An initial conversation, with no commitment.