Migrate Dynamics AX subscriptions to Dynamics 365

Applies to

  • Partner Center

Microsoft introduces Dynamics 365, the next generation of intelligent business applications that enable your organization to grow, evolve and transform to meet the needs of your customers and capture new opportunities. As part of the new product, Microsoft introduced new Microsoft Dynamics subscription plans for customers on November 1st, 2016, that are similar but not identical to your current plans.

The instructions in this document describe how indirect providers can switch customers’ existing Microsoft Dynamics AX subscriptions and Microsoft Dymanics CRM Online subscriptions to Microsoft Dynamics 365. The instructions also apply to other Microsoft products that update to new versions, requiring providers to migrate customers’ subscriptions to a new SKU.

The Microsoft Dynamics CRM Online and AX plans are retired. Effective July 1, 2017, you can no longer renew into the legacy plans, also existing E4 subscriptions will not renew automatically when they expire.

When CRM Online and AX subscriptions end, they will be canceled. To ensure continuity for customers, plan to transition customers with expiring subscriptions to a supported SKU option, listed below. We recommend moving customers to new subscriptions before the subscription’s yearly end date to avoid any service outages for customers.

On the subscription's detail page, you will see that for these expiring subscriptions, the subscription status has changed to "Expires on [date]" from "Auto renews on [date]".

If you use the API (either CREST or Partner Center), you can discover expiring subscriptions by evaluating the end date of the subscription along with the auto renew = False property.The subscriptions were set to auto renew=False on July 1, 2017. You can move customers to a new plan at any time.

Microsoft Dynamics AX licensing changes

The Microsoft Dynamics AX product line was retired, effective November 1st, 2016. To learn more about the new licensing options for Dynamics 365, review the Licensing Guide.

Refer to the following table for details on license mapping:

Retired SKU Dynamics 365 SKU
Enterprise SKU Microsoft Dynamics 365 for Unified Operations or Microsoft Dynamics 365 Plan
Task Microsoft Dynamics 365 for Activity
Task/self service Microsoft Dynamics 365 for Team Members
Device Microsoft Dynamics 365 for Operations Device

Microsoft Dynamics CRM Online licensing changes

Microsoft Dynamics CRM Online

The current Microsoft Dynamics CRM Online plan was retired effective November 1, 2016. To learn more about the new licensing options for microsoft Dynaics 365, review the licensing guide. See Important information for CRM Online customers to find out more about new licensing options.

Refer to the following table for details on license mapping:

Retired SKU Dynamics 365 SKU
Enterprise Dynamics 365 Enterprise Customer Engagement Plan
Professional Dynamics 365 Enterprise Customer Engagement Plan, Dynamics 365 for Sales, or Dynamics 365 for Customer Service
Basic Dynamics 365 for Team Members, Dynamics 365 for Sales, Dynamics 365 for Customer Service, or Dynamics 365 Enterprise Customer Engagement Plan
Essential Dynamics 365 for Team Members
Field service add-on Dynamics 365 Enterprise Customer Engagement Plan or Dynamics 365 for Field Service
Project Service Authomation Add-on Dynamics 365 Customer Engagement Plan or Dynamics 365 for Project Service Automation

Transition customers to new product plans

Microsoft continuously offers new products and services to resellers and providers. In these cases, a reseller may need to upgrade customers to new services or migrate their subscriptions from SKUs that will eventually be shut down. Migrating customers from old SKUs to newer ones requires the following sequence:

In the following procedures, you move a customer from Microsoft Dynamics AX or CRM Online to Dynamics 365.

In this example, the reseller needs to move a customer with an existing subscription for Dynamics AX Enterprise to Dynamics 365 for Operations. Your first step is to purchase Dynamics 365 for Operations. Repeat these steps for a CRM Online customer moving to Microsoft Dynamics 365.

Purchase the new subscription

  1. From the Dashboard menu, select Customers, select the customer you wish to move, and choose Add Subscriptions.
  2. Select the subscription you want to purchase from the catalog (in this case, Dynamics 365 for Operations, Enterprise Edition), enter the number of licenses, and choose Submit.

    Your customer should now have both old and new subscriptions: in this example, the old Dynamics AX Enterprise, and the new ‘target’ subscription, Dynamics 365 for Operations, Enterprise Edition.

The next step is to reassign all existing user licenses to the new subscription.

Reassign user licenses

  1. From the Dashboard menu, select Customers, select the customer you wish to move, and choose Users and licenses. The customer’s Users and Licenses page opens.
  2. To re-assign user licenses, select the user to reassign and then select Manage licenses.
  3. On the Manage licenses page, clear the Dynamics AX Enterprise license check box and select the Dynamics 365 for Operations license.
  4. Select Submit. A confirmation page lists the new license assignments.
  5. Continue the same steps with any other customer users that need license reassignment.

After moving the user licenses to the new service, you can safely cancel the old subscription at the top Customer level.

Cancel the old subscription

  1. From the Dashboard menu, select Customers, select the customer you wish to move, and select the subscription you want to cancel.
  2. In the subscription details page, set the subscription Status to Suspended.
  3. Select Submit.

The old subscription is suspended, and the new subscription is active. The suspended subscription will automatically be de-provisioned after 120 days. The customer incurs no additional costs for the old subscription.

Additional considerations

If your customer is moving from the Open Channel to the Cloud Services Program for further subscription provisioning, you will also need to migrate their existing subscriptions:

  • If the customer received their old subscription through the Open Channel, moving to the CSP on the new SKU is straightforward.
  • If the customer is not yet established as your customer, you can invite them. For information, see the Request a relationship with a customer help topic.

After the customer accepts you as their indirect provider, the provisioning steps are mostly the same as described above: you purchase the new subscription, and then assign the user licenses. The only difference involves cancellation of old subscription(s). A new provider cannot cancel suspend/cancel subscriptions acquired via other channels. If the customer acquired prior subscriptions in another sales channel, such as the Open channel, the customer will need to cancel it themselves through that channel.