Dynamics 365 Migration Program:
Standard Migration Assessment
Start your journey to the cloud
A migration assessment is the first step to help you
understand the value of and steps to cloud migration
OBJECTIVES Assessment
A migration assessment is the first step on your cloud journey, which will Microsoft-managed
help to: assessment delivered
• Understand the benefits of moving from on-premises to the cloud virtually, typically
requiring 4 to 8 hours of a
• Identify business objectives and tie these into the functionality of
customer’s time
Dynamics 365
• Optimize the migration process by reducing effort and costs Workload
• Determine your next steps toward cloud transformation Dynamics AX
ASSESSMENT WORKSHOPS MAIN COMPONENTS: Geography
Globally available
1. Functional / business assessment
Content/Deliverables
Customer estimated time commitment: two to three hours
Upgrade assessment
This component examines your current business processes and assesses report
how you may be able to benefit from new capabilities and enhancements • Review state of current
by moving to the cloud. This assessment includes: solution
• Preliminary run of code
• High-level business process and functional review: Understand your
through LCS upgrade
current business processes that are being managed in your on- tool or migration
premises version of Dynamics AX and map that to the capabilities of approach for Dynamics
Dynamics 365 AX 2009 version
• Customization, ISV and interface assessment: High level assessment • Assessment and joint
of Dynamics AX customizations and ISV-implemented solutions in your review of upgrade tool
current environment. The primary goal of this step is to assess the results
expected effort and identify the business dependencies involved when • High level estimation
ranges for migration
migrating to Dynamics 365
project
• Dynamics 365 system review: Get a summary and high level roadmap • Q&A time for your
of new Dynamics 365 functionality questions around
Dynamics 365 upgrade
methodology
2. Technical assessment and tools
Customer estimated time commitment: About one hour
To initiate the technical assessment, you simply permit our migration assessor Dynamics AX system access to
help them identify your current technical architecture. This information will then be used to develop an analysis
of your current code and determine how it can best be leveraged in Dynamics 365. Microsoft will not access –
nor should you provide access – to Personally Identifiable Information (PII) that is housed within your current
Dynamics AX on-premises solution.
Examples from Dynamics AX 2012 technical assessment reports
Upgrade Analysis Report Upgrade Analysis Tasks
Migration summary and task list report
Contains code analysis summary, including
customization information and task list report. Task
represents rough estimates of development effort
© 2021 Microsoft Corporation. All rights reserved.
This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED, OR STATUTORY, AS TO THE
INFORMATION IN THIS DOCUMENT. Some examples are for illustration only and are fictitious. No real association is intended or inferred.
3. High-level migration summary
Customer estimated time commitment: One to two hours
The Standard Migration Assessment will reveal options based on time, effort, and resources needed to migrate
from Dynamics AX to Dynamics 365. The assessment and migration report includes:
• Review of both the functional and technical assessment review
• How to best handle existing customizations
• Recommended upgrade approach
• Next steps in the migration journey
Timeline and expected resource engagement
While the Microsoft-managed assessment will be performed over the course of two days, your total time
commitment should fall between four and eight hours. See below for further details of what is expected
from start to finish.
For more information about the Dynamics 365 Migration Program please visit aka.ms/d365migrate.
• Kick-off and • Technical connect • Functional • Finalize and
business • Technical assessment distribute upgrade
introduction assessment presentation of the assessment findings
findings overview
Focus area • Upgrade presentation
process/planning/ • Recommendations
vision/risk and next steps
discussion
• ERP owner / IT • ERP owner / IT • CXO, ERP owner / IT • ERP owner / IT
Customer manager manager manager, business manager
participants department leads
• Participate on the • Assist the Partner to • Assist the Partner to • Participate on the
Kick-off call access customer gather information final presentation
environment about the business • Provide feedback
Level of
• Fill in Microsoft process and share
customer
Dynamics 365 expectations on
engagement
upgrade next steps
questionnaire
N/A • Prerequisite files • Prerequisite files N/A
provided by the provided by the
Prerequisites
Partner Partner
© 2021 Microsoft Corporation. All rights reserved.
This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED, OR STATUTORY, AS TO THE
INFORMATION IN THIS DOCUMENT. Some examples are for illustration only and are fictitious. No real association is intended or inferred.
MIGRATION ASSESSMENT COMPONENTS
Assessment initiation Functional Review Technical Review Upgrade Assessment
Initial meeting with Assessment of the new Customizations Summary
customer on scope capabilities and How to start the migration
Standard over layering
enhancements against process
Share assessment goals Code refactoring
existing features
System access, Model Interfaces Customer current
High-level business deployment analysis
store export
process review Report modifications
Initiate migration data migration Recommended best
approach for earlier Recommendation transition approach based on
Technical assessment the customers’ current
versions of Dynamics Functional assessment
report solution
AX 2009 report
Proposed timeline
What resources the customer
will need
Standard migration tools
offered
Benefits of One Version
Recommendations for a
more detailed assessment
Standard Migration
© 2021 Microsoft Corporation. All rights reserved.
Assessment
This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED, OR STATUTORY, AS TO THE
INFORMATION IN THIS DOCUMENT. Some examples are for illustration only and are fictitious. No real association is intended or inferred.
