case studies · erp and hcm

ERP and HCM, move by move.

ERP and HCM moves touch payroll and the general ledger, so nobody gets a second try at cut-over weekend. S/4HANA, Workday and Oracle moves, planned around period close and pay runs.

4 case studies4 migrations14 platforms
featured case study

Dynamics AX 2012 to Dynamics 365 Finance & Operations

Told without the client's name or anything that could identify them.

what happened

A distributor's finance and operations team still ran Dynamics AX 2012 R3, which stopped getting Microsoft fixes in January 2023, so tax and e-invoicing changes were being patched in-house. Most customizations were overlayered changes to standard objects, and integrations ran through AIF services and file drops on Windows Server and SQL Server versions security wanted gone. We ran the upgrade analysis report and the Lifecycle Services code upgrade tool first, then froze AX 2012 code and moved overlayered X++ to extensions. After data clean-up and rehearsed data upgrades in development and sandbox, a mock cut-over was timed against the downtime limit before go-live on Dynamics 365 finance and operations apps.

what the client got
  • Microsoft ships tax and regulatory updates againThe business runs on Dynamics 365 finance and operations apps, on Microsoft's service update cadence. Regulatory changes come from Microsoft now. Nobody writes in-house patches for them.
  • Customizations are extensions in source controlOverlayered X++ now lives as extensions in source control. Service updates go on without anyone reworking standard objects by hand.
  • Integrations run on data entitiesThe AIF services are gone. In their place are data entities, OData and the Data Management Framework, with Dataverse linked through dual-write or virtual entities wherever a process called for it.
Read the full case study
after / dynamics-ax-to-d365-finance-operations delivered
beforeDynamics AX 2012 R2 / R3 (on-premises) afterDynamics 365 Finance & Operations (cloud)
01 · USERS AND PARTNERS 02 · INTEGRATION 03 · FINANCE AND OPERATIONS 04 · DATA AND APPS Finance and warehouse users: browser Finance andwarehouse users browser Trading partners: orders · invoices Trading partners orders · invoices Data entities and OData: Data Management Framework Data entities andOData Data ManagementFramework Dynamics 365 F&O: service update cadence Dynamics 365 F&O service update cadence X++ extensions: in source control X++ extensions in source control Attachments in Blob storage: carried by the upgrade Attachments in Blobstorage carried by the upgrade Dataverse: dual-write · virtual entities Dataverse dual-write · virtualentities Rebuilt reports: current tooling Rebuilt reports current tooling
01 · USERS AND PARTNERS02 · INTEGRATION03 · FINANCE AND OPERATIONS04 · DATA AND APPS Finance and warehouse users: browser Finance andwarehouse users browser Trading partners: orders · invoices Tradingpartners orders · invoices Data entities and OData: Data Management Framework Data entities and OData Data Management Framework Dynamics 365 F&O: service update cadence Dynamics 365F&O service updatecadence X++ extensions: in source control X++extensions in sourcecontrol Attachments in Blob storage: carried by the upgrade Attachmentsin Blobstorage carried by theupgrade Dataverse: dual-write · virtual entities Dataverse dual-write ·virtual entities Rebuilt reports: current tooling Rebuilt reports current tooling © Cohash · cohash.com
what goes wrong

Risks that keep coming up

One risk from each of these moves, and the case study that shows how we handled it when it hit.

  1. Blocked features

    Virtual companies and data partitions stop the upgrade path. If the analyzer finds them, the plan becomes a reimplementation with data migration, and that's better known early.

  2. Recreating EBS in the cloud

    Rebuilding every customization as an extension brings the old patching pain back. Each one needs a business owner who confirms it's still needed.

  3. History scope creep

    Converting every effective-dated row makes each load slower and harder to reconcile. Agree early what converts and what goes to an archive people can still query.

  4. Business partner conversion failures

    Bad or duplicated customer and vendor records stop the conversion. Data cleanup has to start months before the first mock run.

01Can Cohash support us after go-live?

Yes. We take on service update testing, extension development, integration support and Lifecycle Services administration, with onsite, nearshore or offshore engineers.

02We run Oracle EBS. How do you migrate from EBS to Fusion Cloud?

Start with the customization inventory, because it sets the size of everything after it. Then settle the ledger design, run mock conversions through FBDI and reconcile each one, and rebuild interfaces on REST APIs or Oracle Integration. Go live by ledger or business unit, and archive EBS history so auditors can still query it.

03We've signed with Workday. What part of the program would Cohash take on?

Usually data conversion, integrations, the identity feed, reporting moves and PeopleSoft decommissioning, working beside the team configuring Workday. We can also staff Workday integration developers and data analysts on contract or contract-to-hire.

04Do you also replace SAP Identity Management?

Yes. SAP IdM's maintenance ends in 2027 too, so moving provisioning to Microsoft Entra ID Governance or SailPoint goes in the same plan.

other areas

More case studies by area

The same approach, applied to other parts of the estate.

fact-checked Checked against vendor and official documentation last checked 2026-10-20 content fingerprint 53a6fb5d
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next step

Facing one of these moves?

Tell us what you're on now and where you need to be. We'll come back with how we'd run the move.

useful to bring
  • The platform and the version you're on
  • Where you need to get to, and by when
  • What's custom: rules, plugins, integrations
  • Any audit finding or deadline driving it