Dynamics 365 Finance Operations upgrade questionaire

#	Area	Question
1	Organization Structure	Explain the Organization structure and hierarchy - how many legal entities/companies are involved in the AX 2009(or Current Implemented AX Version) implementation and how the org structure has been configured in AX 2009(or Current Implemented AX Version)
2	Implemented Business Processes in AX 2009(or Current Implemented AX Version)	What does AX 2009(or Current Implemented AX Version)(or Current Implemented AX Version) do currently ? What is the main purpose of the current system for example for the supply chain management, only for material planning etc.
3	Business Criticality	Who or How does the current system impact business ? What are the business critical operations AX 2009(or Current Implemented AX Version) currently running? What is the primary reason to upgrade to AX 2012(or Target AX Version) now?
4	Modules	Is AX 2009(or Current Implemented AX Version) Retail and POS/MPOS currently used?
5	Modules	Is Enterprise Portal functionalities in AX deployed?
6	Modules	The number of modules used in the current system and list down the same
7	Modules	Which of the implemented modules has undergone major changes ?
8	Customizations Done in AX	Is there any specific customizations for your business done in the current system. List out the major customizations done
9	Coding & any other standards	Is there any specific coding standards following in the current system
10	Data Migration	What are the key data maintained in current system ? What are the critical transactional information available? Do you want to migrate all the transactions into AX 2012(or Target AX Version)
11	Integration Information	What information flow into AX from other systems and does AX provide information to other systems in your environment? Which systems are dependent on AX 2009(or Current Implemented AX Version) for their operations. Please provide a list of the integrating systems along with data being exchanged between AX and the other system
12	Reports	What are the reports which you use most frequently from AX 2009(or Current Implemented AX Version)? Provide a list of Custom Reports which were developed for Customer needs in AX 2009(or Current Implemented AX Version)
13	Deployment information	Are there region specific localizations deployed?
14	Deployment information	Are there remote users connecting to the central / distributed access point. Kindly indicate technologies used for remote connectivity
15	Deployment information	Information about the license, security roles and configuration keys used during the implementation
16	Deployment information	Is this a single site implementation or multi-site. Please provide with a detailed deployment document indicating geographies and technologies used.
17	Deployment information	What is the current volume of the Production database (in GB) ?
18	Deployment information	What platform does it run on? Database/OS used? Is it hosted in data center or is it on premise
19	Documents	Can you provide us with Documentation on the implemented system like - Functional Requirement Document (FRD) or the Business Process Analysis (BPA) document and Data Flow Diagram Document (DFD) that was prepared during the implementation
20	Documents	Can you provide us with the Solution Design Document & Technical Design Document for the customizations that are deployed in the current AX environment
21	ISV / Add On Solutions	If the requirement is to upgrade to AX 2012(or Target AX Version), will Customer liaison with ISV & Third Party Add On Solution providers for compatibility with AX 2012(or Target AX Version) and support issues ?
22	ISV / Add On Solutions	Please provide us with the documentation on ISV / Add On Solution like its functionality, data touch points with AX, integration method with AX.
23	ISV / Add On Solutions	What are the ISV / AX Add-on Solutions used . Kindly confirm.
24	IT Staff	Define the roles and responsibilities of the staff involved in maintaining the current application? E.g. ERP Manager, System Admin etc.
25	Testing	Are Test Cases used for Testing the AX 2009(or Current Implemented AX Version) system available with you?
26	User and User Roles	Who are the targeted users for the current system like only finance department, only supply chain users accountants etc.
27	User and User Roles	What are the total number of named and concurrent users on AX 2009(or Current Implemented AX Version)? What is the peak load of concurrent users
28	Support	Are you on an Active Support Plan for AX 2009(or Current Implemented AX Version) with Microsoft? Do you have an AX 2012(or Target AX Version) license or plan to upgrade in future?
29	Localization	Is the GLS Layer implemented for you in AX 2009(or Current Implemented AX Version)?
30	Partner	Is an AX Partner locally providing you day to day operations support ? Do you intend to use the same partner after AX 2012(or Target AX Version) upgrade?
31	Cloud Usage	Do you use Cloud Infrastructure for any of your IT systems?
32	Cloud Usage	Do you use Microsoft Azure for any application?
33	Cloud Usage	Do intend to use AX with Azure?

List customizations

Functional Area	Description of Customization	How is this Customization useful to business	Additional Comments

List integration

#	Integration Description	External System	Type	Direction	AX Module/ Table updated by this integration	Why is this integration useful to business?	Additional Comments from Customer
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