Why NOW Is the Time to Upgrade Your Dynamics AX

By Donald Hilton, AX Practice Manager

Upgrading your ERP system has always been a task unto itself.  I have met very few companies after implementing a new ERP system who have set out a plan to keep it updated with the latest features.  They often were just happy about surviving the implementation and keeping the status quo.

That is not true either, because for many, the Status Quo means customizing all of the parts of the system that they did not like or automating processes to save time and money.

Microsoft has released its 90-day notice of a price increase for Dynamics AX and change in licensing.  That is not a monumental announcement but it is worth noting a few items in the announcement.

  1. There will be an on-premise version of Dynamics 365 coming out in June.
  2. There will also be a price increase starting in July for current AX 2012 over 10%.
  3. There will not be an upgrade path from AX 2009 to AX 2012.

The reason why the third announcement is important now is that there is no way to upgrade your current AX 2009 to Dynamics 365 and move the transactional history you have created over the last 4-10 years.  I am not always sure that moving that transactional history is important, but if your company thinks that it is, you have to first upgrade to AX 2012 and then to D365.  However, that will not be an option after July 1, 2017.

You must upgrade to AX 2012.   The reason for the upgrade has to do with the database structure of AX 2012.  There is one database that holds transactions and another that holds the code.  We are in the process of upgrading a very early version of AX 2012 before R1 when the database was still a single repository.  The two-step process allows for the code to upgrade and leave the data behind or bring it forward.

Now is the time to plan your long-term goals and strategies for your upgrade path.  Is it important that you take your transactional data with you? Can you load it in a data warehouse and access it for reporting?  The decision you make now will affect your cost of doing business over the continued life of AX 2009.  Mainstream support will be ending in 4/10/2018 and only Extended support until 10/21/2021.  That is paid support except for security hot fixes, which would include your upgrade should you wait another 4 years.

If you would like assistance in reviewing your current installation or you have a goal to find the ROI for moving to a perpetually updated platform like Dynamics 365, contact us today and one of our Business Analysts will be glad to work with you.


Customer Success Story : Physician Partners of America

Physician Partners of America (PPOA) is a multi-faceted healthcare group that focuses on building strategic alliances and partnerships with private-practice and multi-specialty physicians. PPOA allows its partners to remain focused on delivering superior healthcare and building stronger doctor-patient relationships, without the economic pressures associated with a rapidly changing healthcare environment.

Rather than working with multiple disparate vendors, Physician Partners of America (PPOA) was in need of finding one partner that was going to quickly, and easily help them cover all areas of business. They were also looking for a tier one product that would complement the organization’s fast-growing initiatives.

Pain management is a unique silo in the healthcare field so PPOA was also in need of a partner that was going to be willing to work with their team and understand the vision of where the organization was trying to go.

Capture3“We chose to work with InterDyn BMI simply because they already had a strong practice in place,” says Roger Safont, Chief Information Officer of PPOA. “They helped us get from point A to point B really fast, especially considering all of the financial, marketing and reporting components that we had to manage.”

PPOA decided the right solution for their organization was ERP4Health powered by Microsoft Dynamics AX. “When it came down to flushing out the solutions of HIPPA from a marketing and compliance perspective, it was really the relationship with InterDyn BMI that helped me understand everything I had to be involved with,” explains Safont. “There are a lot of organizations out there that are good at AX or CRM, but I needed the one solution that I could completely have trust in which is why we chose InterDyn BMI’s ERP4Health, powered by AX.”

One of PPOA’s primary focuses today is to drive down the cost of its healthcare, which can be achieved by actively using Business Intelligence and by leveraging all of the Microsoft tools. Safont strongly believes that having one consolidated system and not having to worry about different byproducts and vendor applications saves the organization a lot of money.

“Microsoft is very economical in terms of the total cost of ownership,” he says. “I can hold multiple databases on one server which means that I don’t have to worry about additional licenses. I only have to worry about having the enterprise infrastructure tied to it.”

7 Reasons to Attend Microsoft Convergence 2015

If you have interest in taking your business to new heights or you have a desire to participate in the year’s most talked about Microsoft gathering, Convergence is the place you need to be. Starting on March 16th in Atlanta, Georgia, this four-day, jam-packed event can truly be viewed as an investment rather than an expense.

Here are 7 reasons why you need to attend Microsoft Convergence 2015:

Convergence 2015

1. Learn how to improve your processes.

You will get up close and personal with the latest Microsoft solution innovations and technologies, helping your business eliminate inefficiencies and surpass competition to the technology forefront. You will see how Microsoft Dynamics software is taking businesses to the next level and will learn the explicit ways that you can be taking full advantage of your specific solution.

2. Expand your connections.

Developing and maintaining professional relationships is an important aspect of any organization, especially in today’s technology-driven world. Convergence is the perfect place to network and build a stronger community with your clients, partners, Microsoft representatives and other passionate individuals in the industry.

3. Explore the booths.

Vendors and partners worldwide will be in attendance to showcase their business solutions, which means that you will see exclusive product demonstrations and will hear about new add-on products and promo deals that they have to offer. Plus, there will be plenty of chances to receive loads of free giveaways and prizes on the expo floor.

4. Be a part of something huge.

Convergence is the premier event for the Microsoft Dynamics community, bringing people together from around the world to engage in the latest and greatest solutions, technologies and services. If you attend this year’s expo, you will be opening a door for a rare opportunity unlike anything else.

5. Hear from the best.

With Microsoft CEO, Satya Nadella and Executive Vice President of the Microsoft Business Solutions Group, Kirill Tatarinov as the keynote speakers this year, you will gain the highest insight from key Microsoft executives and visionary leaders about the future of your Microsoft Dynamics software. Plus, the expo floor will be filled with Microsoft product experts, giving you the chance to ask all the questions you have about your business solutions. Get ready to leave inspired.

6. Relax and have fun.

While Convergence is a place to learn, network and expand your knowledge of Microsoft solutions, it’s also an event filled with fun nights and great entertainment. With a delicious dinner reception, an exciting St. Patrick’s Day celebration at Meehan’s Public house and a private show from One Republic, each evening of Convergence 2015 will be one for the books.

Click here to reserve your spot at the ShamRockin’ St. Patrick’s Day Celebration.

7. Discover the future of Microsoft Dynamics.

Attendees of Convergence get an exclusive look into what lies ahead for Microsoft, including sneak peeks of new products and innovative features that are underway.

Lets Connect - Convergence 2015

Learn more about this exciting event and
Register for Convergence 2015 today!

March 16th -29th, 2015
Georgia World Congress Center
Atlanta, GA

Step-by-Step instructions for creating case categories in Microsoft Dynamics AX

Step-by-Step instructions for creating case categories in Microsoft Dynamics AX By Donald Hilton, AX Product Manager

Creating case categories in Microsoft Dynamics AX really saves time.

1. Click on FCMP>Sales and marketing>Setup>Cases


2. Click the New button arrow and Select Case Category


3. In the top section enter a case category. This field has a 10 character limit but you may include additional details in the description.


4. Select the Category type, you cannot change these. This is the 1st level in the hierarchy.


5. Use the Ctrl + S keys to Save the Category. Above is the information window that
will come up when you save the category. Those fields are all that are required to create a Case Category.


6. In the next section you can add additional functionality.


7. Workers are a drop down of all employees and are the person this case will go to 1st. If left blank you would select this person at the time the case is entered.

8. Department is a financial dimension that would allocate any associated cost to that department.


9. Activities- These are also optional fields to be filled in.
Task: predefined listing that will create entry’s in the CRM.


Type: user defined listing of what for further reporting.


– Phase: user defined listing for organization of Case work


 Purpose: is just a free text note field.


10. All of these fields are option and can be set when you create the case.  The purpose to set them here is so they will default when a case is created.

Click here to learn more about Microsoft Dynamics AX, contact us or visit our website at http://www.interdynbmi.com/.

How to use the Task Recorder feature in Microsoft Dynamics AX 2012

The Microsoft Dynamics AX 2012 task recorder is a tool that will aide in the documentation process. This documentation can provide the step by step instruction for completion of the process as required. Once generated and verified, can be accessed online by users or provided as a hardcopy for work instructions. The task recorder is also a great tool to record a process issue or record the steps needed to duplicate an error or software bug.

To use the Task recorder go to File > Tools > Task Recorder

The Task recorder button will appear:

To record, click the RED button

From this point forward, any click / selection within the application will be recorded. This includes screen shots and movement through modules.

When completed with the process > Click the BLUE button:

A prompt will appear asking if you wish to ‘Save this task?

If you are done recording, click on Yes and then enter additional task notes as desired.

Once the task is saved, the Task recorder buttons will re-appear. To generate the Microsoft Word document of the recording, click the ARROW button.

The recorded tasks form will open.

The Generate document prompt will appear. Normally, the task recordings are generated in Microsoft Word (default).

The following is an example of a Microsoft Word document created (Click to enlarge).

If you have any questions or would like to learn more about Microsoft Dynamics AX, please contact one of our representatives through our contact form.

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