1. This is a customer facing presentation that you can use to present the your assessment findings, recommendations, options, benefits and requirements. This assessment report is a required deliverable for DYDPS Planning Services Engagement –Microsoft Dynamics AX Cloud Assessment. You are required to submit a completed report, after it was delivered to the customer, as an attachment to your engagement completion report. You can use your own template as a deliverable, as long as it capture similar information to that listed on the slides in this presentation. Slides in this presentation report are meant to be customized and completed with information relevant to the specific customer engagement you delivered. Please consider the content as an example and a template for the information to be included in your assessment report. Please Read This First Presentation Guidance

2. Microsoft Dynamics AX Cloud Assessment Assessment Report Summary of Business, Fit and Data Assessments Microsoft Dynamics Planning Services

3. Agenda Introduction Overview of the Offering Business Assessment summary Fit Gap Summary Data Migration Assessment Summary Migration Recommendations Next Steps Summary

4. Envisioning and Assessment Phase Provide an overview of Microsoft Dynamics AX on Azure Discuss benefits of Microsoft Dynamics AX on Azure architecture, including database components, server components, business intelligence components, client architecture and integration components Assess customer’s business requirements and processes Evaluate suitability of suggested solution and data migration considerations Describe and discuss the most suitable solution and migration path for your organization and what it takes to realize this vision Provide thought leadership and recommend industry best practices to minimize project risks Validate quality, maximize performance, optimize delivery Potential benefits of the Solution Architecture Assessment: Ensure optimal solution fit through understanding of your top considerations and uncovering any potential technical complications Improve the predictability and success of the implementation Maximize return on investment (ROI) Minimize risk

5. Offering Services and Delivery Cadence Next StepsData AssessmentEnvisioningBusiness Assessment Degree of Fit Cloud Readiness Business Requirement Assessment AX on Azure Envisioning Workshop Data migration and architecture assessment Recommendations

6. Purpose Evaluate overall business objectives, top processes, considerations, benefits of Microsoft Dynamics AX on Azure, other migration paths Analyze fit of suggested solution architecture for customer business vision and processes Estimate needed configuration & customization considering x version and cloud migration Explore Implementation and integration options, their benefits, ROI and limitations Assess requirements to migrate customer’s AX solution to the cloud and Azure sizing

7. Envisioning and Cloud Readiness Workshop findings Key outcomes Uncover potential impact and benefits of moving Microsoft Dynamics AX workloads to the Azure cloud. Define high level approach for the Microsoft Dynamics AX Cloud Adoption covering deployment options and approach Assessment of the readiness of the organization to deploy cloud solution How you can optimize your business with Microsoft Dynamics AX on Azure and what’s the best path to migrate there?

8. Business Assessment Key outcomes Uncover potential technical complications and provide recommendations throughout implementation lifecycle, ensuring optimal quality as a result Improve predictability and success of delivery Minimize risk Maximize ROI What are your requirements and process that can benefit from Microsoft Dynamics AX on Azure?

9. Cloud Maturity Gaps Identification Recommendations Sample Finding Report Cloud Readiness Assessment Findings

10. Process Review findings Update according to engagement

11. Sample Update according to engagement

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16. Degree of Fit of cloud solution Key outcomes Define the degree of fit to the business requirements and customer’s business processes Identify gaps between current and proposed solutions: Suggested path to migration: > Degree of Fit of Microsoft Dynamics AX on Azure to Your Requirements and Business Processes

17. Impact of Selected New Features Expect more efficient with: [ADD] Investigate specific change with: [ADD] Except less efficient with: [ADD]

18. High-Level Data Migration Assessment Key outcomes Recommended migration path – [Add – rip and replace with cloud or upgrade through on premises…] Recommended implementation – [Add – SaaS/IaaS/PaaS/On-premises] What It Will Take to Migrate to Microsoft Dynamics AX and Why It Is Beneficial?

19. Recommended Migration Approach Upgrade approach must be migration Solution will not support an in-place upgrade Reuse of platform not favorable in actual outsourced environment and change management Migrate by rip and replace, migrating directly to Microsoft Dynamics AX on Azure Supporting Factors: Minimal downtime lower risk allow for new version in minimal time Update according to engagement

20. Recommended Migration/ Upgrade Process Expect 3 or 4 iterations of this process Source VersionSupported Upgrade Path Microsoft Dynamics AX 4.0 SP 2 Direct upgrade by using the source-to-target model. Microsoft Dynamics AX 2009 SP1 (without Retail components) Direct upgrade by using the source-to-target model. Microsoft Dynamics AX 2009 for Retail R1 and Microsoft Dynamics AX 2009 for Retail R2 Indirect upgrade. You must first upgrade to Microsoft Dynamics AX 2009 for Retail R2 Refresh. Microsoft Dynamics AX 2009 for Retail R2 Refresh Direct upgrade by using the source-to-target model. Microsoft Dynamics AX 2012 (without Retail components) In-place upgrade on a single system. No source-to-target workflow is used. Microsoft Dynamics AX 2012 Feature Pack In-place upgrade on a single system. No source-to-target workflow is used. Microsoft Dynamics AX 2012 R2 In-place upgrade on a single system. No source-to-target workflow is used. Update according to engagement

21. Migration Path Choosing Criteria Path Considered Degree of Fit to Business Requirements Degree of Fit to Data Requirements ComplexityRanking HighLowMedium1 LowMediumLow5 MediumLowHigh2 LowHighMedium3 HighLow 4 Update according to engagement

22. Cloud-ready Design for Dynamics CRM AreaValue to bizValue to ITCostRisk / Caveats∑ Supported approach only-HighMediumLow Plug-ins-MediumLow Custom Web code-LowHigh Interfacing ERP-Medium Low Custom Web Services-MediumHighMedium JavaScript librariesLowHighLow Filtered Views-Medium Reports-Medium Configuration-Low? Logging-LowMedium Update according to engagement Summary of other considerations

23. Next Steps Suggested actions: Timing: Effort: Benefits Resources:

24. Effort, Cost and Duration Update according to engagement

25. Where Your Going What It Will Take How You Will Benefit [Add - PoC] TBD [Add] TBD Additional planning Timing/budget/resources [Add top benefits of suggested path] [Migration Path] [Implementation Option] TBD Update according to engagement Summary

26. Questions and Answers ?