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Upgrading Your ERP: Dynamics AX to Dynamics 365 Finance

March 12, 2024 Register Today
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Upgrading from Microsoft Dynamics AX to Microsoft Dynamics 365 Finance & Supply Chain Management is an exciting move for businesses using AX today. While not a simple process, upgrading provides an opportunity to leverage new features and functionality for improved business agility. In this interactive webinar, we’ll outline the key steps for upgrading and highlight the many benefits you can realize with Dynamics 365 Finance & Supply Chain Management. Attendees can come away with a plan for seamlessly transitioning their ERP while enhancing operations.

Learning Objectives

Upon completion of this program, participants will be able to:

  • Explain the reasons for upgrading from AX to Dynamics 365 Finance & Supply Chain Management.
  • Describe the new features and functionality available in Dynamics 365 Finance & Supply Chain Management to enhance capabilities.
  • Discuss the step-by-step process for transitioning data and configurations from AX to Dynamics 365 Finance & Supply Chain Management.
  • Identify strategies for integrating enhanced business intelligence and insights into business operations after upgrading platforms.

CPE Information

1.00 CPE Credit (pending approval)

One CPE credit (pending approval) in the Information Technology field of study may be awarded upon verification of participant attendance, during live broadcast.

Fields of Study

Who's This For

Dynamics AX users, CFOs, COOs, CIOs, and accounting and IT professionals



Delivery Method

Group internet-based. Each attendee must be logged in and answer the poll questions in order to receive CPE credit.

Refund Policy

There is no fee associated with this event.

Program Level


Advanced Preparation



If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at

FORVIS, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:


Kellen Wise, Jeffrey Lewis