Solution-specific insights

Is your organization evaluating whether to transition your Dynamics AX solution to Dynamics 365 online or stay on-premises? Please review the specific product pages listed below for more information.

Talk to your Microsoft representative or partner today to see if you qualify for various migration offers, including the AIM migration assessment, to determine whether this is the right move.

Dynamics AX

AX Code Upgrade Analysis Tool (LCS)

An LCS service to upgrade custom AX 2012 code and metadata to finance and operations apps format. Provides the Migration summary report, where you will find the code analysis summary, including customization information to review high-level estimates for the efforts required to convert over layering to extensions.

Upgrade Analysis Tool (SQL Script) for AX

Scripts to gather data on customers’ AX environment and system usage, spotlighting new features and improvements. Automated recommendations and resources based on module and functionality used.

For more information about this product, please learn more here.

Dynamics NAV

For more information about this product, please learn more here.

Dynamics GP

For more information about this product, please learn more here.

Dynamics SL

For more information about this product, please learn more here.

Dynamics CRM

To determine whether this is the right move, please learn more here.

CRM platform assessment tool

The CRM platform assessment tool is used to collect relevant technical information about your CRM deployment and assist Microsoft with requisite data in performing your assessment.

Download the platform assessment tool.

The tool queries the metadata within an on-premises CRM instance and extracts relevant information used to determine the risks and effort involved with moving online. A companion tool renders the output of this tool and can populate predefined templates for use in the standard migration assessment.

The tool is run by your Microsoft solution architect or database administrator via a desktop sharing session, or by a staff member of your choosing who has sysadmin and public roles access to your CRM SQL database. Once connected to your CRM SQL database, the Collect Data feature of the tool runs a series of SQL queries that generate output files that Microsoft will collect for the purpose of running our analysis.

The CRM platform assessment tool supports Dynamics CRM 2015 and later.

Why are we running the tool?

  • Migration readiness: Identifying your organization's readiness for a migration.
  • Cloud platform readiness: Identifying your organization's readiness for life in the cloud.
  • Customization readiness: Identifying customizations that will need attention after your Dynamics 365 upgrade.
  • Your CRM overview: An executive-level overview of your CRM system.

Prerequisites for running the tool

Prior to running the platform assessment tool, we advise the client to do the following:

  • Read the instructions prior to unzipping the downloaded package file.
  • Run the tool as a local administrator on a computer that can browse to your SQL Server.
  • Run the tool as a user that has sysadmin and public roles on your CRM database, or provide SQL credentials for a SQL user with the required credentials.

Important

To successfully run the platform assessment tool, we advise the client not to stop the tool while it’s running.