As you transition from Dynamics AX to Dynamics 365, there are several steps to take in order to determine your most efficient and successful upgrade path. This is the third video in a six part series diving into how you upgrade to Dynamics 365.

This video discusses requirements for business process evaluation in more detail, as well as tips for ongoing success with Dynamics 365 that start in this step of your upgrade. During this phase, you’ll get a good look at your business processes by setting up a Dynamics 365 environment in order to start learning the solution and looking at the out of the box functionality. To setup for this phase you’ll want to work with your partner to

- Setup a Dynamics 365 environment

- Install ISV solutions

- Setup relevant sample data

Continue learning more about upgrading to Dynamics 365 in this series. Next up: Examining Code (https://stoneridgesoftware.wistia.com/medias/p6xstkmhnu)

Ready to talk to an expert about your upgrade path? Reach out to the professionals at Stoneridge Software.  (https://stoneridgesoftware.com/contact-us/)