Lessons from an energy firm's Dynamics AX 2009 to Dynamics 365 journey

Pattern Energy, a company that develops and operates wind and solar energy generation projects around the world, had many years invested into a Microsoft Dynamics AX 2009 ERP solution that was on-premises and highly customized. But by 2018 they knew that their aging system needed to be replaced.   On this episode, Nick Tavenier, the ERP systems analyst at Pattern Energy discusses some of the company's experiences in moving away from AX 2009 as they evaluated new options and eventually committed to Dynamics 365 Finance and Supply Chain Management in the cloud. He discusses his team's experiences planning and executing their migration project, work with third party solution vendors in areas like security, governance, and financial management, and how they have maintained an engaged core ERP team even after their go-live.   Show notes: 1:30 - Some history on Pattern Energy's operations and use of Dynamics AX 2009 3:00 - Comparing D365 with Tier 1 & 2 ERP options, as well as looking at AX 2012 as a full or temporary potion 5:00 - Planning to migrate from AX 2009 - Custom and ISV solution needs 7:00 - How Pattern envisioned processes with stock D365FO features and standard use patterns 9:00 - areas of D365FO that Pattern will use based on the complexities of their organization - multi-entity, multi-company, financial consolidation, etc. and new features Microsoft is adding or acquiring 12:30 - Making the decision of cloud vs on-prem D365 and how mindsets had to be changed 13:30 - Connecting with other AX to D365FO customers about the complications around implementation projects in areas like entity hierarchy, data management, and customization 16:30 - Training developers and IT experts on security management, customization techniques 18:45 - Adopting the "One Version" model from Microsoft, and where they have found challenges, including governance and regulatory compliance 22:30 - The importance of voicing concerns and starting a dialog with Microsoft, and why there seems to be a clean slate with the introduction of ERP in the cloud 25:00 - How Pattern uses an internal product manager and others to champion the solution 28:30 - Navigating the internal ownership and duties between the IT and the business 31:00 - How D365FO fits in alongside the organization's other Microsoft investments like Azure and Power BI 33:30 - Why record sharing between entities within D365FO has become a challenging matter from a technical and functional perspective