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    AX To D365 Feature Comparison - EDITED-KB

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    Nipun Saxena
    This document provides a comparison of functionality between different versions of Dynamics AX and Dynamics 365. It includes graphical representations of the level of functionality for various features across financials, procurement, manufacturing, sales, warehouse management, and more. The document also discusses reasons for customers to upgrade, including a new user experience, reduced customizations, code and data migration tools, lower IT costs, flexibility, security, mobility, and built-in business intelligence tools.

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    AX To D365 Feature Comparison - EDITED-KB

    Uploaded by

    Nipun Saxena
    105 views13 pages
    This document provides a comparison of functionality between different versions of Dynamics AX and Dynamics 365. It includes graphical representations of the level of functionality for various features across financials, procurement, manufacturing, sales, warehouse management, and more. The document also discusses reasons for customers to upgrade, including a new user experience, reduced customizations, code and data migration tools, lower IT costs, flexibility, security, mobility, and built-in business intelligence tools.

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    AX to D365 feature comparison - EDITED-KB

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    This document provides a comparison of functionality between different versions of Dynamics AX and Dynamics 365. It includes graphical representations of the level of functionality for various features across financials, procurement, manufacturing, sales, warehouse management, and more. The document also discusses reasons for customers to upgrade, including a new user experience, reduced customizations, code and data migration tools, lower IT costs, flexibility, security, mobility, and built-in business intelligence tools.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    105 views13 pages

    AX To D365 Feature Comparison - EDITED-KB

    Uploaded by

    Nipun Saxena
    This document provides a comparison of functionality between different versions of Dynamics AX and Dynamics 365. It includes graphical representations of the level of functionality for various features across financials, procurement, manufacturing, sales, warehouse management, and more. The document also discusses reasons for customers to upgrade, including a new user experience, reduced customizations, code and data migration tools, lower IT costs, flexibility, security, mobility, and built-in business intelligence tools.

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    Dynamics AX to

    Dynamics 365
    Feature Comparison

    Apply to receive a no-charge, no-


    obligation assessment at
    www.bkd.com/erp-upgrade-
    resource-center
    User Interface – Dynamics 2009 vs. Dynamics 365
    Industry Functionality – Financials
    Functionality, Services, and Tools AX 2009 and 4.0 AX 2012 AX 2012 R2 AX 2012 R3 Dynamics 365

    Shared currencies, fiscal periods, and


    chart of accounts
    Unlimited number of dimensions, standard tables
    could be used as dimension values and
    accounting structure to define postings rules to
    general ledger
    Bank statements import and advanced bank
    reconciliation

    SEPA direct debit

    Electronic reporting

    Requiring free text invoices, free text invoices line


    and priority payment settlement

    Collection management

    Budget control

    Budget planning

    Enterprise credit management

    Note: This table provides only a graphical representation.


    MOST LEAST
    For detailed functionality please refer to the product guide
    Industry Functionality – Financials
    Functionality, Services, and Tools AX 2009 and 4.0 AX 2012 AX 2012 R2 AX 2012 R3 Dynamics 365

    Public sector and commitment accounting

    Cost accounting

    Financial period close management

    Using grants in Project management

    Project budgeting

    Projects and timesheets online experience

    Book workers as resources on projects

    Human resources management

    Manager serf service

    Note: This table provides only a graphical representation.


    MOST LEAST
    For detailed functionality please refer to the product guide
    Industry Functionality – Organizationwide
    Functionality, Services, and Tools AX 2009 and 4.0 AX 2012 AX 2012 R2 AX 2012 R3 Dynamics 365

    Role based security

    Organization hierarchy to manage financial


    reporting, employee position related security,
    centralized payments

    Global address book to manage organization


    wide contacts and relations

    Workflows for process management

    Task recorder integrated with Help on demand

    Microsoft office integration

    Case management

    Note: This table provides only a graphical representation.


    MOST LEAST
    For detailed functionality please refer to the product guide
    Industry Functionality – Procurement Management
    Functionality, Services, and Tools AX 2009 and 4.0 AX 2012 AX 2012 R2 AX 2012 R3 Dynamics 365

    Procurement hierarchies and accounting


    distribution

    Purchase agreements

    Purchase requisition

    Procurement policies

    Change management on purchase orders

    Rebates and royalties

    eProcurement and vendor collaboration

    Supplier relationship management and vendor


    self-service portal

    Note: This table provides only a graphical representation.


    MOST LEAST
    For detailed functionality please refer to the product guide
    Industry Functionality – Manufacturing
    Functionality, Services, and Tools AX 2009 and 4.0 AX 2012 AX 2012 R2 AX 2012 R3 Dynamics 365

    Manufacturing resources and capability-based


    operation scheduling

    Process manufacturing

    Product configurator

    Lean manufacturing

    Project budgeting

    Projects and timesheets online experience

    Book workers as resources on projects

    Human resources management

    Manager serf service

    Asset management

    Near real-time demand planning

    Note: This table provides only a graphical representation.


    MOST LEAST
    For detailed functionality please refer to the product guide
    Industry Functionality – Sales Management & Retail
    Functionality, Services, and Tools AX 2009 and 4.0 AX 2012 AX 2012 R2 AX 2012 R3 Dynamics 365

    Point of Sale, assisted sales, and centralized


    store management

    Cloud POS and Retail IT workspace

    Omni-channel management

    Order management, processing, and payment

    Merchandizing and catalog management

    Rebates, royalties, and trade allowance


    management

    Sales agreements

    An attribute-based pricing formula

    E-Commerce

    D365 app integration using dual-write

    Note: This table provides only a graphical representation.


    MOST LEAST
    For detailed functionality please refer to the product guide
    Industry Functionality – Warehouse Management & Transportation
    Functionality, Services, and Tools AX 2009 and 4.0 AX 2012 AX 2012 R2 AX 2012 R3 Dynamics 365

    Inventory management and demand forecasting

    Multisite advanced warehouse management

    Order promising

    Distribution planning

    Transportation management

    Product change management

    Master data management

    Note: This table provides only a graphical representation.


    MOST LEAST
    For detailed functionality please refer to the product guide
    Why Customers Should Care
    Functionality, Services, and Tools AX 2009 and 4.0 AX 2012 AX 2012 R2 AX 2012 R3 Dynamics 365

    New end-user experience with enhanced UI

    Reduce customizations (up to 40%) due


    to added functionality. e.g. WMS, TSM, Retail

    Code* and data migration tools n/a

    Reduce hardware upgrade costs and IT


    maintenance
    Predictable and repeatable implementations
    across your organization

    Platform flexibility and elasticity

    Intrusion security, high availability, and


    disaster recovery
    Mobile-ready and access anywhere with cross-
    platform UI support

    Seamless integration with productivity tools

    Built in BI tools with real-time data insights

    Note: This table provides only a graphical representation.


    For detailed functionality please refer to the product guide* Code update only available for AX2012 deployments
    MOST LEAST
    Why Make the Move to Dynamics 365?
    Reduce your IT
    Security Flexibility
    maintenance
    Leverage Microsoft’s billion- Gain benefits with monthly Reduce costs on company’s
    dollar investment in data center subscription model, including: server maintenance, including:
    security. Create robust security • Flexibility on operational cost • Eliminate buying servers and
    and access controls for apps vs. capital costs required licenses supporting
    and data with built-in features • Potential cost savings as you on-premise solution
    included in Dynamics 365 only buy what you need • Avoid server room
    Finance & Supply Chain maintenance, monitor and
    • Elasticity to scale and grow
    Management including: update the underlying
    based on needs
    • Physical data center, network platform (Windows, SQL
    connectivity, and service Server) and the application
    hosting platform itself
    • Capabilities of Microsoft Azure • Reduce IT staff ERP system
    – the built-in disaster recovery maintenance hours
    and 24/7 technical support to
    help ensure cybersecurity
    Why Make the Move to Dynamics 365?
    Stay up to date with new
    Cross-platform support Business intelligence
    functional enhancements
    Streamline business operations Take full advantage of Dynamics Access real-time insights with
    with easy, consistent access 365 evolving features and newest Dynamics 365 with built-in
    through Dynamics 365 functionality: predictive analytics – powered
    – powered by a native HTML5 • Seamless application updates by Microsoft Power BI:
    browser-based user interface that: to all customers • Simplify data analysis that can
    • New Dynamics platform lead to valuable business
    • Provides access on virtually
    updates to improve insights
    any device (PC, tablet, phone)
    with any browser (IE, Chrome, performance and user • Consolidate the view of your
    Safari, Firefox, etc.) or platform experience data with customizable, user-
    (Windows, Mac, etc.) friendly, convenient
    dashboards and reports
    • Removes need to rely on
    remote desktop or enterprise
    portals
    Get started
    today!
    Migrate with Microsoft & BKD

    Apply to receive a no-charge, no-


    obligation assessment at
    www.bkd.com/erp-upgrade-
    resource-center

    bkd.com/erp-upgrade-resource-center
    © Copyright Microsoft Corporation. All rights reserved.

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