Reducing In-House IT Infrastructure Costs
Legacy versions of AX require ongoing investment in servers, backups, and system administrators. Migrating to the cloud converts these capital expenditures into predictable monthly licensing costs.
ERP Infrastructure Modernization Without Operational Risks
Migration from Axapta to Microsoft Dynamics 365 Finance
Planning to reengineer your legacy Dynamics AX (Axapta) system? The CBPM Service team will migrate it to Dynamics 365 Finance. We ensure clean code architecture, preserve historical data for analysis in Power BI, and deliver the project iteratively through Agile sprints.
Official Microsoft Partner
25 Years
of ERP Automation Experience
200+
Completed Projects Across 12 Industries
Hybrid Expertise
BAS and Microsoft Dynamics 365 Business Central
What Drives Ukrainian Businesses to Seek New ERP Solutions
Outdated tools significantly hinder business growth, while modern ERP technologies provide management with complete and transparent control over the company’s finances and resources. This eliminates management delays and accelerates decision-making.
Problem
Balance consolidation takes weeks because bank statements are reconciled manually and data is spread across separate spreadsheets. Management doesn’t see the actual cash-flow position until 10–15 days later, after some decisions have already been made.
What Business Central Provides
Automated bank statement imports, instant cost calculation, and a complete financial period close within three days.
Problem
Inventory discrepancies, delays in order picking, and a lack of up-to-date data lead to downtime and financial losses. Stocktaking takes weeks, while shortages are often discovered only after a shipment has already been disrupted.
What Business Central Provides
WMS-enabled bin management, automated picking route optimization, and real-time tracking of goods in transit.
Problem
When data is transferred manually between Excel spreadsheets, it can be lost or duplicated. No department can be certain that it is working with up-to-date information.
What Business Central Provides
A single source of truth where creating a sales order automatically reserves inventory in the warehouse and generates an invoice without any manual data duplication.
Problem
The business owner is forced to personally approve minor payments because the process can’t be trusted. Delegating financial decisions without a reliable control system creates a risk of misuse or errors.
What Business Central Provides
A configurable approval matrix in the Workflow module based on transaction amounts, financial responsibility centers, and expense categories.
Problem
Managers spend up to 40% of their working day manually completing repetitive documents. Day-to-day operational tasks consume resources that should be directed toward strategic priorities.
What Business Central Provides
Document templates, automated recurring invoicing, and automatic order creation.
Problem
Collecting source documents creates chaos and stress for the accounting team. Data is scattered, some documents are missing, and every audit turns into a stressful project lasting several weeks.
What Business Central Provides
The system is designed from the outset around strict principles of transparent and easy-to-understand financial auditing. Every transaction is fully traceable, and a complete audit trail is generated automatically.
Problem
The on-premises database is not designed for large-scale operations. Multi-currency accounting, the simultaneous operation of multiple legal entities, and high transaction volumes lead to system failures and reduced performance.
What Business Central Provides
Automatic horizontal scaling of Azure cloud resources during peak workloads, without performance degradation or intervention from the IT team.
Migration of Core Axapta Modules to D365 Finance
Migration of core financial, manufacturing, and logistics modules from the legacy Microsoft Dynamics Axapta system to a modern cloud platform. The project is delivered with a clean architecture, isolated customizations, and seamless import of the holding company’s opening balances to prevent operational downtime.
Finance and Accounting
General ledger, consolidated reporting for the holding company, multi-currency accounting, and tax process automation.
Procurement Management
Supplier relationship management, purchase order automation, invoice verification, and supplier reliability analysis.
Sales and Customer Management
Order management, flexible price list configuration, accounts receivable control, and shipment management.
Warehouse and Inventory Management
Location-based product storage, inventory level optimization, end-to-end batch tracking, and stockout risk minimization.
Manufacturing and Resource Planning
MRP-based capacity planning, bill of materials management, and task allocation across production workshops.
Logistics and Supply Chain Management
Internal transfer coordination, delivery route planning, and complete control over the movement of every shipment.
Project Management
Real-time budgeting and cost control, labor tracking, project phase planning, and profitability monitoring.
Human Resources Management
Management of the holding company’s organizational structure, administration of employee records, and tracking of team performance appraisals.
How Implementation Begins: Two Pre-Project Assessment Formats
Rapid Assessment
Process: Conducted through two to three meetings with the client, during which we interview stakeholders and identify the key business pain points. Based on our expert assessment, we prepare a list of the required work and present it to the client.
Primary Purpose: Provides a high-level understanding of the project scope needed for the initial decision: which platform to choose and whether to proceed.
Outcome: We provide a preliminary estimate of the project scope, timeline, and budget. At this stage, the figures are indicative, and the actual costs and timelines may differ significantly from the initial forecast.
Duration and Cost: Takes from one day to two weeks and is provided free of charge.
Pre-Project Discovery
Process:
- A series of user interviews covers every area requiring automation, and each meeting is formally documented;
- We develop and present the target operating model using the client’s real-life examples, mapping existing business processes against the standard functionality of Dynamics Axapta and the planned future subsystems;
- We conduct a Fit-Gap analysis to identify areas where the standard functionality does not meet the business requirements;
- We prepare a technical specification for each required customization;
- We produce the final project estimate.
Primary Purpose: Provides a clear understanding of the project’s actual scope before implementation begins.
Outcome: The estimate has a margin of error of up to 10%, while project costs remain under control. The client receives a validated model of the future system, technical specifications, a project estimate, an implementation schedule, and a roadmap.
Duration and Cost: This is a separate phase completed before the main project. Its cost ranges from 5% to 30% of the overall project budget, depending on the project’s level of complexity and uniqueness.
Dynamics AX Implementation Methodology and Stages
Challenges in Microsoft Dynamics AX ERP projects are usually related not to the system itself, but to how the implementation process is structured. We have refined this methodology over 25 years and more than 200 completed projects. Here is how it works.
1. Pre-Project Discovery
We conduct a series of interviews with users across all areas subject to automation and document the processes and requirements in formal meeting records. We model these processes within the standard system configuration and validate their accurate representation with the client. Based on the Fit-Gap analysis, we identify gaps between business needs and standard functionality, prepare technical specifications, and assess the feasibility of each customization.
2. Project Schedule and Roadmap
After the Discovery phase is completed, CBPM Service specialists present the client with the future system model, technical specifications, project estimate, and implementation approach. We agree on the project schedule and roadmap with the client and the project team before any work begins.
3. Migration Scope Alignment
CBPM Service analysts define the list of data objects, migration formats, and transfer sequence, and then align them with the client.
4. Configuration and Development
We implement Microsoft Dynamics AX ERP using a sprint-based methodology, with coordination meetings held every two weeks and a mandatory monthly meeting with the project sponsor. This approach ensures effective project control and transparent status reporting at every stage. We develop all customizations in accordance with the approved technical specifications and demonstrate the completed functionality to the client.
5. Initial Training
We provide initial training for the client’s team so that users can work with the system and test it using their own business processes.
6. Migration to the Test Database
We process master data and product catalogs separately from opening balances, including inventory, cash balances, customer and supplier settlements, and payroll. Before migration, we map the data and remove outdated records. We export the data as of a specified date using dedicated scripts and transfer the agreed scope of data to the test database.
7. User Acceptance Testing and Refinement
The client works in the new system during the user acceptance testing phase. Based on the results, we either proceed directly to production or document a list of required refinements.
8. Production Launch and Support
We complete the agreed customizations and confirm the system’s readiness for production, after which we switch the operational environment to the new system. CBPM Service consultants work alongside the client’s team during the first reporting period close, identify any issues, and resolve them promptly. We then provide ongoing support and maintenance in accordance with the agreed SLA.
Tell Us About Your Project
Frequently Asked Questions
The legacy code cannot be copied directly because the system architectures are fundamentally different. However, we conduct a detailed audit to recreate all valuable business logic. We rebuild every necessary customization previously used in your Axapta or Dynamics AX system from scratch as a clean, isolated extension.
The project timeline always depends on the size of the holding company and the number of modules involved. Using the Agile methodology, we divide the work into clear two-week sprints. This allows the client’s team to review completed results gradually while minimizing the overall cloud implementation timeline.
Before signing the agreement, we conduct a thorough business analysis and define a clear scope of work. A fixed price means that we assume responsibility for any additional internal costs or technical complexities. You pay only the budget approved at the beginning of the project.
No. Your business will continue operating as usual. The main preparation, including duplicate removal from master data and integration configuration, is completed in parallel within a test environment. We perform the final migration of current balances over the weekend, allowing the team to begin working in the new ERP system on Monday.
We fully preserve all accumulated information. We connect Power BI directly to the archived Microsoft Dynamics Axapta database, providing convenient access to all historical reports and transactions without overloading the new cloud system.