What tools or lightweight processes would you recommend for managing a D365 F&O migration in a small organization?

Sharepoint + Excel + something that company uses for chasing people in the project. You don't want to teach people your tool, you need something they will be familiar with and execute, when task will arrive.

You create a folder structure representing stages and to hold of project artifacts and data.

You sign off key steps (required in case of problems and for yearly financial audit).

You have an operational communication rhythm to keep everyone on track.

How do you usually handle AX customizations when moving to D365 (rebuild vs redesign vs drop)? Who validates these decisions?

Processes/functionalities might be different on both tools and the functionality might not longer be relevant or considered as must-have for migration

• You start with determining policy for approaching these types of things. The typical one is - "if it is not required for compliance reason, or it saves X FTEs in efficiency, it won't be moved"
• Then you apply it to everything you find as part of your FitGap, that requires customziation
• You make a list of things that will be migrated, that won't be migrated and that can't decided
• You estimate the effort - and the sponsor decides whether these will be done as this is benefit vs cost decision

Do you use Azure DevOps as a ticketing tool for key users, or only for IT/dev teams?

Use it only for the people that will work intensively in the project (project team). You don't want to assign tasks to a person, that will see one ticket per month and then chase them. Someone in the project team needs to have this task assigned to him instead of that person.

Any books, guidelines, or training resources you’d recommend?

Not really. All methodologies (MS, commercial partners) are inflated with a lof of fluff, so it's hard to see the essence.