Trident Support – Training, Implementation, Migration & Resources

Dynamics 365 Upgrade: 2-Day Assessment

Expert assessment of Dynamics 365 readiness to include business definitions, roll-out strategy as well as implementation estimate

Assess the upgrade readiness of your business and quantify the time, effort, and cost required to move from Microsoft Dynamics AX to Microsoft Dynamics 365 for Finance and Operations with our Upgrade365 2-Day (Remote or On-Site) Assessment.

The goal of the 2-Day Microsoft Dynamics 365 upgrade assessment is to provide your team with all the information you need to evaluate and plan your organization’s path to Microsoft’s next generation business platform.

Day 1 of the assessment is a joint working session to uncover all of the critical factors with the existing system in order to then spend Day 2 working on the summary, recommendations and estimate for proceeding with a Microsoft Dynamics 365 upgrade.

Day 1 – Functional and Technical Assessment

  • Functional Assessment
    • Review company culture and implementation background
      • What does the company make / offer / sell? How do they make it?
      • What is the history of your AX system?
      • What is the organization structure?
      • Who owns AX – IT, Finance, other?
      • Why was AX initially implemented? Have those goals been met?
    • Review existing business uses of Microsoft Dynamics AX:
      • What work streams and corresponding AX modules are in scope?
      • What major customizations / integrations exist?
      • What are the critical outputs (reports, printed forms, etc…)?
      • What manual processes currently exist outside the system?
      • What compliance mandates exist (SOX, FDA, etc…)?
      • What data retention requirements exist?

Day 2 – Summary, Analysis, and Recommendations

  • Summary of collected assessment information provided.
  • Licensing and Pricing Analysis provided.
  • Assumptions and recommendation approach document provided.
  • Estimates and Assumptions provided:
    • Includes Azure Cloud Infrastructure, Data Migration, Code Migration, Integrations and 3rd Party Solutions, Security/Compliance, and BI considerations.

An industry specific assessment, completed by Trident experts, to help your company define and achieve your goals through the implementation and customization of Dynamics 365.


  • Meet with Trident experts to define your company’s enterprise goals, objectives, and opportunities to leverage new technical and functional capabilities within Dynamics 365
  • Define scope by specifying processes and business functions to be covered by Dynamics 365
  • Review of Trident’s proven BLUEPRINT methodology for successful implementation within your industry
  • Discuss potential resources, teams, roles, and responsibilities for technical tasks
  • Define rollout and risk migration strategy
  • Deployment preferences and options around cloud, hosted, and on premises—production/stage/QA/test
  • Users and licensing


  • Estimation of the hour requirements to complete the upgrade project
  • Future-state application/integration map
  • Estimate of hours and scope for any additional or new phase functionality not previously implemented; for example, implementing new WMS for pre-AX2012 R3 users
  • Recommended upgrade rollout plan and phasing
  • Recommended customization and ISV product migration or replacement strategy
  • Recommended data migration strategy and scope, including converting legacy WMS warehouses and items to post AX2012 R3 WMS
  • Recommended license mapping to new user roles


Contact us today to schedule a quick chat about your project, or sign up for one of our monthly demos!