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Microsoft Dynamics AX (Dynamics 365 for Finance and Operations), discontinued

Microsoft Dynamics AX (Dynamics 365 for Finance and Operations), discontinued


What is Microsoft Dynamics AX (Dynamics 365 for Finance and Operations), discontinued?

Microsoft Dynamics 365 for Finance and Operations (or Dynamics AX) was an ERP product in the Dynamics family. It has been split into separate Dynamics 365 products to provide more flexibility to customers, allowing users to pay only for the…

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What is Microsoft Dynamics AX (Dynamics 365 for Finance and Operations), discontinued?

Microsoft Dynamics 365 for Finance and Operations (or Dynamics AX) was an ERP product in the Dynamics family. It has been split into separate Dynamics 365 products to provide more flexibility to customers, allowing users to pay only for the functionality they need. Microsoft Dynamics AX will reach…

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Payroll Management

Provides for pay calculation and benefit plan administration, in addition to managing direct deposit, salary revisions and payroll tracking.

Avg 7.3


This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Avg 7.2


This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Avg 8.1

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

Avg 6.9

General Ledger and Configurable Accounting

Financial management solution, including capabilities for general ledger and configurable accounting

Avg 7.6

Inventory Management

The ability to track and manage the flow of goods or materials into and out of an inventory.

Avg 7.9

Order Management

The ability to process orders, and track them from quote to cash.

Avg 7.8

Subledger and Financial Process

Revenue management solution including capabilities for subledgers and financial processes

Avg 7.4

Project Financial Management

Project financial management solution including capabilities for project budgeting, cost control, billing and contract management.

Avg 7.6

Project Execution Management

Project execution management solution including capabilities for project scheduling, resource management, and team member task management.

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Grants Management

Grants management solution for higher education, public sector, or non-profits with capabilities for managing financial awards for program and project funding

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Procurement management solution with capabilities for sourcing, contracting, procure-to-pay and supplier management

Avg 7.0

Risk Management

Risk management solution with capabilities for managing controls, assessing control effectiveness, certifying controls, and addressing deficiencies

Avg 6.5


Logistics solution with capabilities for transportation planning, transportation execution, trade compliance, customs management, warehouse management and warehouse workforce management.

Avg 6.8


Manufacturing solution for managing manufacturing processes and costs.

Avg 7.6

Supply Chain

Supply Chain Planning solution with capabilities for planning, performance monitoring, change responses and execution.

Avg 7.4

Product Lifecycle Management

Product Lifecycle Management solution with capabilities for innovation management, product development

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Product Details

What is Microsoft Dynamics AX (Dynamics 365 for Finance and Operations), discontinued?

Microsoft Dynamics 365 for Finance and Operations (or Dynamics AX) was an ERP product in the Dynamics family. It has been split into separate Dynamics 365 products to provide more flexibility to customers, allowing users to pay only for the functionality they need. Microsoft Dynamics AX will reach end of support in 2021, and end of extended support in 2023.

Financial tracking and budgeting features are now found in the newly launched Dynamics 365 Finance product.

Supply chain management functionality is now supplied by the newly launched Dynamics 365 Supply Chain Management product.

Microsoft Dynamics AX (Dynamics 365 for Finance and Operations), discontinued Integrations

Microsoft Dynamics AX (Dynamics 365 for Finance and Operations), discontinued Competitors

Microsoft Dynamics AX (Dynamics 365 for Finance and Operations), discontinued Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

Infor CRM, NetSuite ERP, and Sage 500 ERP are common alternatives for Microsoft Dynamics AX (Dynamics 365 for Finance and Operations), discontinued.

Reviewers rate Warehouse Workforce Management highest, with a score of 10.

The most common users of Microsoft Dynamics AX (Dynamics 365 for Finance and Operations), discontinued are from Enterprises (1,001+ employees).
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Reviews and Ratings


Attribute Ratings


(1-19 of 19)
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Bradley Carpenter | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
D365 is utilized as the backbone of the business. We run all of our production, Customer Service, Quality System, warehouse management and Finance through the system. It allows us to see the overall picture of work to produce, work in progress and inventory status. Tracking of customer information and orders is easily accessible. Also, data analysis through embedded Power Bi reports makes tracking current capacity and financial information easily accessible and readable.
  • User setup is easy when tied to an Azure AD.
  • Task recordings create wonderful training tools for new hires.
  • Integrated Power Bi reports fit seamlessly into the environment.
  • Out of the box Data Entities are easy to connect to.
  • End user tasks are pretty straightforward.
  • Integrations for not included functionality can be expensive.
  • Sorting and searching Work Orders for starting and tracking can be cumbersome.
  • Error Reporting on transactions is awful and requires development to be of any use.
  • Speed can be inconsistent.
  • Cost.
Due to its cost I am not sure a company much smaller than us, 200+ employees, would be cost-effective. The user costs combined with break fix problems on top of tweaking the system to work for "YOU" are no small sum. It really does require development to make it work for each company. However, for larger companies, its integration with other MS products makes it very attractive.
Ali Kazempour | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
It combines CRM and ERP in one software suite. Dynamics 365 for Finance and Operations is used in finance and sales development departments, as well as in our subsidiaries and partners throughout the organization so that all offices are connected in an integrated and orderly manner in terms of coordination and data management. The first aid that this platform has given us is to create an access level for each employee. The manager of each department sets a daily to-do list for each person and the person can see it in their daily work dashboard. Each user can only see and access the sections assigned to him. There is coordination in sales, finance, accounting and order, and logistics, and this is a great help in managing services.
  • Ability to use the cloud and use Microsoft resources and tools in a managed way
  • Integration and agility features in data transformation
  • Workplace automation, live access to all financial reports and outcome forecasting
  • The design and construction of the dashboard are more suitable for desktops and laptops, and no attention has been paid to users who want to work through tablets or mobile phones, and UI and UX designers should pay attention to this issue.
  • The number of modules and plugins is very large and this is good, but several comprehensive and professional modules should be designed for daily tasks that do not require the installation of several modules for a simple process.
It integrates fully with the other Microsoft software we use daily, and this coordination speeds up our work and gives us the agility to run easily. For example, in a purchase inquiry, the customer, after submitting a request, identifies the teams that should work on the project, and if they need further review by other people, they are added to the process, and everything is managed seamlessly rather than the sales process. Get the result as fast as possible.
Janis Cehovs | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Microsoft Dynamics AX (the new version--Microsoft Dynamics 365 for Finance and Operations--is being implemented now) is our main ERP system used for monthly billing, accounting, payment management, and more.
  • ERP
  • Accounting
  • Product management
  • Service agreement / service order management
  • Warehousing
  • Large data volume processing
  • Mobile sites / apps
  • Complicated deployment
Dynamics AX is certainly a good fit for mid-sized companies that ideally could use the standard functionality out-of-the-box as much as possible.

It is not very good when processing a large volume of transactions, but presumably, it is also not made for that.

The latest version of Dynamics AX--Microsoft Dynamics 365 for Finance and Operations--has proven to be more complicated in terms of customization.
Score 7 out of 10
Vetted Review
Verified User
This system is used organization-wide as the financial system of record. All employees enter project time sheets, expenses, and the finance team uses it for all AP, AR, tax and project accounting and reporting. We had an older platform and upgrade to take advantage of the continuous updates offered by Microsoft.
  • Platform stability.
  • Support.
  • Continuous updates.
  • Life cycles services for deploying and managing environments.
  • Complexity of the system - most things require coding.
  • Mobile workspaces aren’t great and while usable aren’t that intuitive.
  • Cloud hosted development environments take a long time to configure and deploy databases to.
This product is well suited to all Microsoft enterprise clients as it can be bundled with other apps. For smaller organizations this may not be the right application due to complexity and the support team and developers required but may be more applicable to mid to larger sized organizations.
Score 8 out of 10
Vetted Review
Verified User
Microsoft Dynamics AX is being used in our Asia region for logistics and used across multiple departments in the region for sales. The application is robust enough to serve the users even with high latency connection and low bandwidth while achieving high availability and stability that our users need in the region. It is also compliant with various ASEAN countries regulations for data access and integrity and provide secure access to our team members in the region.
  • Microsoft Dynamics AX's scalability to meet our regional office needs provide flexibility to the team's requirements.
  • Combined with Citrix Xenapp, the application offers seamless access for users on high latency unreliable network connection to the application.
  • Application maintenance and updates are easy which makes it possible for us to manage remotely considering the servers are located in a remote Asia site.
  • Application version upgrade could be simpler to provide easy way to backup config and settings and allow in-place upgrade.
  • Support of newer and latest operating systems could use improvement in matching the roadmap of other Microsoft products.
  • Better support of mobile devices and non-Microsoft operating systems without reliance on third-party platforms such as VMware or Citrix products.
  • Users mention desire for wider support of printing devices and ease of formatting printouts.
Microsoft Dynamics AX is well suited for medium to smaller branch offices or operations where SAP products are not suitable due to lack of resources. It interfaces well with SAP for data configuration to have seamless transactions with our main ERP and BI teams, yet still allow smaller branch and satellite offices to do their job. For larger facilities (500 or more employees) we find Microsoft Dynamics AX to be limiting in features and robust role assignments as well as granular workflow to cover the entire operations in manufacturing and refining.
Score 8 out of 10
Vetted Review
Verified User
We use AX as our main system to manage logistics, purchasing, sales, accounting, reporting, controlling, production and quality. AX is our main system because all the company processes are traced inside. We create orders, trace production; accept material for quality point of view and we generate invoices and manage general accounting transactions.
  • Has an easy interface for users so training and learning is fast
  • The module organization allows an easy integration between processes
  • It's easy to be customized both on the interface and in adapting the processes to business needs
  • Self-reporting for users - the available report seldom fits the users need and often needs to be customized
  • Definition of standard process workflows - this implies there is too much flexibility
  • The available documentation, manuals or instructions are very rare and not well designed
  • MRP run time is too high
Well suited in an organization with a clear set of internal processes already mapped and consolidated. You cannot count on the well-defined preset processes in the system. AX is flexible and if a company doesn't have clear processes there is a risk of losing control.
Score 8 out of 10
Vetted Review
Verified User
Microsoft Dynamics AX is being used as our ERP system by order entry, production, finance, procurement and other departments across the whole organization.
  • It is a stable software that generally performs well.
  • It is integrated well with Microsoft Excel with relative ease of downloading tables, reports, and queries into Excel.
  • Adaptable to meet business needs.
  • Item master is comprehensive.
  • Our current version (2009) has a complex security setup.
  • Our older version lacks some in innovation and features.
  • Our older version cannot share reports and queries across companies.
Microsoft Dynamics AX is well suited for a comprehensive ERP system for a small to mid-size organization. It is a solid, base core system with well-designed architecture. From the overview of the upgrade, it contains additional functionality and features. It may be less appropriate for very large, complex organizations. I would not recommend for use as a reporting and/or analysis software.
Caleb Unruh | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Our organization is using Microsoft Dynamics AX across our entire organization. As a wholesale distributor, we are using AX as an ERP to manage inventory, sales, accounting, procurement, and more. AX gives us a single solution to manage our organization and create more efficiencies in our business processes.
  • Pricing: Microsoft Dynamics AX gives us good flexibility in how we price our products.
  • UX: Microsoft Dynamics AX has a good user interface to put valuable information on the screen for users.
  • Inventory Management: Microsoft Dynamics AX does a great job at giving us insight into our inventory.
  • Call center does not easily support orders taken from multiple locations.
  • Payment integration has been challenging, but ultimately doable.
  • There are several minor bugs that pop up from time to time.
Microsoft Dynamics AX is suitable for medium to large organizations that are looking for an Enterprise Resource Planning solution that provides a single solution for managing multiple business processes and reporting and transaction requirements. Dynamics AX has proven to be a good solution for our wholesale business.
Felix Adusei Tuffour | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Microsoft Dynamics is used across the whole organisation. It assists in the recruitment and selection process of new employees. It also helps streamline payroll processes by feeding off information from the HR module in the system. Stock management is also streamlined as purchases and issues of items from store are easily managed through the purchase ledger module. Finally, the use of the "Port call module" addresses the issues relating to vessels calling to the Port to ensure that the proper information relating to the vessel is capture which will eventually translate into proper charges.
  • Managing employees from Hiring to retiring. Through the HR module, a recruitment project could be initiated and followed through to receiving applications, conducting interviews, hiring and retiring.
  • Stock Management. Items can be managed to ensure that re-order levels are always updated. When re-order level is low, the Microsoft Dynamics Ax allows for a purchase request to be initiated on those items, goes through a workflow of approvals, a request for quote is sent to vendors and then a purchase order sent to chosen vendor.
  • Management of payroll system. Employees are created through the HR Module and set up for payroll. Any additional earnings or deduction are applied on the same employee's details to complete the pay structure and this is made possible through the inter module relations in Microsoft Dynamics.
  • Sales Ledger. Currently, the idea behind the sales ledger module is that the company prepares a sales order for another company. I would prefer the developers consider the scenario where a sales order is prepared for the same company but for another branch or unit.
  • Postings of issues items are currently possible but none of the modules caters to "departmental material or item request". Further tweaks have been done on our Project Module to cater for this but it's not entirely perfect. This will enable aid in cost allocation per departmental request of materials or items.
  • Challenges with the bank module - does not allow for easily reconciliation as the statement from the banks can not be uploaded except for specific format.
[Microsoft Dynamics AX is well suited] In the set up of an employee from the HR module through to the payroll system. An employee is created with all of his compensations, benefits and basic pay details. Information is upgraded through the payroll system by applying all necessary earning and deductions to ensure the right payslip is generated on payment. General ledger is used to record all payment vouchers referencing such transaction before bank details of employee is credited.
Score 7 out of 10
Vetted Review
Verified User

This is the main ERP system of the company.

All departments of the company use Microsoft Dynamics AX, including Sales, Sales Operations, Sales Planning, Logistics, Accounting, Finance, Production.

  • Microsoft Dynamics AX can export data directly from the system to an Excel spreadsheet just by a click.
  • Microsoft Dynamics AX allows us to switch entity while still keeping our customized view of display.
  • Microsoft Dynamics AX is easier for FX conversion.
  • Microsoft Dynamics AX has all data, however, converting data to a report needs to go through via another solution. We used Sales Cube (very slow and not user friendly in settings), then we switched to Anaplan.
  • Bringing new fields into the current data set is sometimes confusing.
  • It would be better if we could schedule some daily refresh data saved automatically from Microsoft Dynamics AX to the public drive by end-users themselves.

In the past we used ADS as the company's ERP system, the data extract was super complicated.

It is saved on a public drive, as a txt file, and then needs to be cut manually.

With the implementation of Microsoft Dynamics AX, it is so easy for us to get the raw data extracted just by clicking Ctrl+G.

Score 8 out of 10
Vetted Review
Verified User
Dynamics AX is used by our entire organization as our enterprise ERP solution.
  • Excellent visual representation of data
  • Overwhelming amount of information available at most at a click
  • Data is interconnected between departments and business processes very well
  • Lots of extra fields and data that is unneeded
  • Performance can be slow
Good for growing companies that are looking for a thorough solution at a decent price. Probably not the best for very small or very large companies.
Score 7 out of 10
Vetted Review
Verified User
We recently just switched over to this software for our accounting and invoicing system. Getting used to it has been rough but it gets better after a lot of repetition. There are definitely areas that Microsoft Dynamics AX could majorly improve on. Generally, the feedback I've given and gotten across departments is that this system is not user-friendly or intuitive and there is a lot of extra clicking around.
  • Great for splitting invoices amoung multiple department cost centers
  • Good for security reasons since you can only see the invoices you have keyed in
  • Not intuitive or user-friendly
  • A lot of extra clicking around to do simple tasks
  • Limit the amount of information you can give in descriptions and doesn't auto populate all information it should
  • Annoying that you can't see the status of invoices of when they were paid or when they will be paid
  • Annoying that you can't see invoices from others on your team because you didn't input the invoice
Great if you have a lot of interconnection between departments and need to break up invoices amoung several cost centers. It's not helpful if you have multiple people on a team who track a budget because only one person can access the information.
Score 8 out of 10
Vetted Review
Verified User
We use Dynamics AX across the entire enterprise as our only ERP system. We have it integrated with our PLM system (Windchill), and this works very well. We use AX for managing resources, inventories, planning, purchasing, scheduling, and production. Dynamics AX is a modern ERP system that does well communicating real-time information to every department that uses it. This addresses the problem of our departments working together seamlessly.
  • Dynamics AX is reasonably intuitive and easy to learn and use, even for workers who aren't extremely computer savvy.
  • Dynamics AX integrates and communicates well with our PLM system in real time.
  • Dynamics AX ties the information and data created and used by various departments together immediately, making needed data available to the people who need it.
  • Dynamics AX could be a little more visual. It's very text-based.
Microsoft Dynamics AX is best suited for medium to large manufacturers and allows communication between various departments in the company, as well as different locations globally. Data is integrated in real time where it can be accessed across the enterprise. I think it is not well suited for small companies. It would be too expensive in that regard, so would not be cost effective. It's also more power than most small companies would need.
September 06, 2016

Why I love MS AX

Geomar Morales | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We use AX from the very beginning of an order all the way to the end. Our sales reps use AX to enter orders (As well as check order status, inventory, etc.). We use it to track production, produce goods and ship/invoice orders.
  • Work Flow
  • Order Entry
  • Invoicing
  • Shipping Logistics
  • Inventory Managment
  • Inventory managment
  • User functinality
Its an awesome A to Z solution
Mark S. Sanders | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
As my capacity as a consultant, I've overseen Dynamics AX deployments for five organizations in industries such as distribution, manufacturing and professional services. Four of these involved international operations. In all cases there was a requirement to convert to a more powerful ERP solution.
  • AX has powerful financials including use of dimensions ideal for reporting
  • AX now has a mature projects module ideal for professional services organizations
  • AX has also matured into a viable product to support global and multi-national organizations
  • AX report writing tools are not intuitive and almost always require external resources to write them - improvement in this regard is needed.
  • While AX 2012 R2 was a nice save from the original release I have a long memory - greater care and attention to alpha and beta testing is in order to minimize issues with a release that should have never gone out the door.
Dynamics AX is well suited for most industries in its current state; however, it has limited capacity to support multi-conglomerate operations on an international level compared to Oracle and SAP.
March 30, 2015

AX Architect and User

Jay Omdahl | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Microsoft Dynamics AX is used across various departments with our customers. In some cases there are separate systems for inventory, A/R and the integration and management of bi-directional data is easy to setup and maintain. It addresses costing of inventory, speeds the time to close for the finance teams, and with inter-operability with Office (Word, Excel, Visio) it is fast to train new users.
  • GL and use of dimensions allows for a 'lighter' chart of accounts and dynamic use of data categorizations for reporting and budget control.
  • The entire ERP system is integrated, so Inventory in particular is straight forward to create (items can be inventory, service or BOMs) and the costing options are flexible enough to offer different costing (FIFO, LIFO, Standard...) for different groups of inventory and pricing (cost and/or sales) can be different based on site/WH designation.
  • Cash and Bank management is now an independent module and offers better tools to manage cash flow. This is true for Budgeting as well as this functionality makes setting, managing and updating budgets easy as it works seamlessly with Excel.
  • Data and ERP system updates at the transactional level is less complex as you can export and then import data via Excel into AX as long as your security rights give you access to the tables/data in question.
  • Project service and project accounting is deep in functions as it will work with Project Server, Invoice with time and material or fixed fee projects and works great for projects internal or external in managing/capturing all time for a specific initiative.
  • MRP can be slow to adapt to changes in actual production or supply chain transactions.
  • Setting up number sequences seems a trivial matter, but these numbers ID transactions once they are in the ledger and are key--easy to miss this point in the implementation process.
  • Bank rec being easily automated and able to quickly plug into a bank back end to get data is not the best.
  • Payment processing can be 'clunky' based on checks, ACH, some of these items are not triggered out of the box in AX, bur are easily added --talking ACH and Wires specifically.

It is strong tool for manufacturing, supply chain, project services and retail. I would say highly engineered businesses where CAD and unique billing/project types are demanded are tougher to have AX baseline functions work as customers need.

I have seen AX work well in a 'hub and spoke' model where it operates certain business divisions but not all. The integrations and interfaces are easy to set and manage/monitor.

Score 10 out of 10
Vetted Review
Verified User
My company implements Microsoft Dynamics, and I have seen how this tools helps them to address different needs, from the product design, to procurement, planning, manufacturing execution, sales and shipping.
  • Managing Lean Manufacturing works well in DAX, because it can help to control a lean manufacturing process for several types of orders, runners, repeaters, and strangers. It can also work with mix models, discrete manufacturing with lean manufacturing.
  • Intercompany transactions is a very useful functionality that automates and simplifies transactions between companies of the same enterprise group.
  • User friendly and integration with Microsoft tools such as Excel, SSAS, SSRS
  • Easily integrates with other software
  • Quality Management there is a lot of functionality needed from quality reporting and control, action follow up and sampling.
  • Fixed Assed service management, there is much to develop for maintenance control.
  • Discrete manufacturing scheduling utilities, for example scheduling production orders by the sales order they are pegged.
  • Enterprise portal need a lot of improvement
  • Integration with Microsoft office has a lot of space for improvement.
  • Lean manufacturing has several opportunities to expand on scheduling and floor execution
  • Product life cycle management
  • Integration with Microsoft CRM
  • Integration with other ERP systems
Appropriate: For small and medium companies, for enterprises that are a cluster of small or medium companies, for companies that are using lean manufacturing. Less Appropriate: For big enterprises.
July 28, 2014

AX at a glance.

Score 7 out of 10
Vetted Review
Verified User
I am in the middle of a full implementation of most modules offered by Microsoft Dynamics AX. The system infrastructure of the system seems to be very robust in comparisons with earlier versions. Auto-posting of batch jobs run smoother over a larger number of legal entities where previous versions struggled. Many aspects of the previous versions have been simplified to provide a more logical and intuitive approach.
  • The CU7 release has some great additional functionality in Human resources allowing flexibility of transferring and terminating workers.
  • Previous dimension hierarchy setup has been replaced by accounting structures that are far more intuitive to use.
  • Workflow setup is still not an out-of-the-box function in HR. Approvals are a key part of the business process in HR and this is a large effort to modify.
  • Separation of line level costs and revenue are still problematic. Configured lines do not have distribution capabilities.
  • We still do not see a release with a place to house product warranty information. A real miss a one the customer asks for.
  • The email template tool is limited to applicants and really should be leveraged for use across the system.
It is probably less appropriate for service based companies that have real time resources in the field that update throughout the day. Intelligent scheduling pieces are often required to be added.
Score 9 out of 10
Vetted Review
Verified User
  • Lean and job shop manufacturing for non-integrated facilities, with emphasis on domestic logistics.
  • Integrate facilities, export logistics, complex product configuration manufacturing management
Dynamics AX MES does not appear to be built for large enterprise needs, but more small and medium, possibly large single facility, manufacturing. The price and capabilities against large enterprise competitor products reflect the same. It is a good Lean Manufacturing product.
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