Invasive roots: Code overlays vs. extensions in Dynamics AX

Invasive Roots

Overlays vs extensions in Microsoft Dynamics 365

Anyone who has ever visited the American South has probably encountered kudzu…how can you not? It’s EVERYWHERE.

If you aren’t familiar (lucky you), kudzu is a species of climbing vine native to Asia. Locally, it is known as “the vine that ate the South.” When it was first introduced to the United States in the late 1870s, it was considered a miracle plant with a wide variety of uses — as long as it was managed properly. However, decades of neglect have left the South engulfed in kudzu, which is estimated to spread at a rate of about 150,000 acres per year. On average, Southern communities spend about $6 million per year to combat this killer weed.

At this point, you may be thinking, “That’s fascinating, but has nothing to do with Dynamics AX or Dynamics 365.” Not true! Dynamics AX had its own problem with invasive activity in the form of overlaid code (which can impact the move to Dynamics 365). And like kudzu, it was initially viewed as a good thing.

Until the introduction of Dynamics 365, overlaying code was the only way partners and customers were able to offer customizations for industry requirements due to AX’s 3-tier infrastructure. By the sheer nature of the software, some invasive overwriting was bound to occur. However, the degree of invasiveness really boiled down to a fundamental split in philosophy about Dynamics AX.

Some partners (like Sunrise) celebrated what Microsoft Dynamics AX is at its core. Solutions offered by these types of partners offered additional functionality to the software while minimizing customizations to what came out-of-the-box (because the long term maintenance and upgradability was just as important as the added industry capabilities).

Other partners were not as satisfied with the core functionality of Dynamics AX and tried to force a different structure onto the software. These partners’ add-ons, while providing legitimate benefits, often overwrote key features standard to AX. The more customization that occurred, the more deeply these ‘roots’ become entwined with the source code. When it came time to upgrade, untangling everything became just like trying to get rid of kudzu — frustrating, time-consuming, and expensive.

With the introduction of Dynamics 365, developers are required to create extensions that interact with, but don’t alter, Dynamics 365’s source code. This way customers and partners can still incorporate industry-specific tweaks and still take advantage of the regular platform and application updates released by Microsoft. Another great benefit is that code extensions don’t break after you run an update. Dynamics 365 simply searches for the existing extension and picks up right where it left off.

(If you’re interested in the nitty-gritty details, this is a great article that dives into what overlays and extensions can and can’t do.)

So what does this mean for you? It depends. If you are new to Dynamics 365, this is great news because you can rest easy knowing that you can always take advantage of the latest and greatest in Dynamics 365 without having to worry about any customizations interfering with an update.

If you are planning to migrate or upgrade from an older version of Dynamics AX to Dynamics 365 you’ll need to plan to do a little homework. First, take a hard look at your customizations and see if you still need all of them, since new functionality is being added regularly. For those customizations you decide to keep, you need to check with the ISV developer to ensure that they have been converted to code extensions. If they have, make sure to ask how the ISV has adapted/plans to adapt to keep up with more frequent Microsoft releases. Also, depending on how invasive previously implemented customizations were, you may also need to allot additional time to untangle your data to prepare it for migration.

Unlike the South’s on going war with kudzu, Microsoft has managed to get to the “root” of invasive code overlays and has found a permanent solution to the problem. While legacy Dynamics customers may see the repercussions of code overlays for a few more years, the end is in sight!

Start Your Journey with Sunrise Today!

 Whether you’re exploring your options for new business platforms, or ready to get started, we are trusted business partners for some of the world’s most well-known brands. With over 25 years of experience with the Microsoft stack, we can help you understand all the capabilities Microsoft has to offer.

How much time do you spend chasing data?

How Much Time Do You Waste Chasing Data?

Do you have a single source or are you getting your data from different places? It is not uncommon to see businesses allowing local decision making to box them into a situation where they have lots of data but very little information. Businesses need to think about if they have a strategy for understanding their data, both locally and globally.

When your product is sold around the world do you have the information that you need? Are you having to chase down that data and sort it out? Businesses need an explicit strategy of how they are going to operate in a global model. That data needs to be streamlined so useful information can be gathered making it easier to make the best business decisions quickly.

A good place for a business to start is with Microsoft Dynamics AX (now known as the cloud based ERP and CRM solution called Microsoft Dynamics 365) and making sure they have an implementation and consulting team that knows their business. Microsoft Dynamics AX is an enterprise system that has a single source of data, that’s easy to use and allows for flexibility in your operations. Combine that with an industry expert that has a Microsoft Gold ERP Competency and you’re on the right track to getting the data you need and turning it into information you can use to make great business decisions.

Start Your Journey with Sunrise Today!

 Whether you’re exploring your options for new business platforms, or ready to get started, we are trusted business partners for some of the world’s most well-known brands. With over 25 years of experience with the Microsoft stack, we can help you understand all the capabilities Microsoft has to offer.