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Microsoft Dynamics 365 for Finance and Operations: Upgrade from Dynamics AX 2012

Microsoft Dynamics 365 for Finance and Operations: Upgrade from Dynamics AX 2012. Lane Swenka, Program Manager (Platform) Gokul Ramesh, Principle Solution Architect (R&D). THR1099. Overview of the procedure. Analyze : Estimate and analyse upgrade tasks, Fit/Gap analysis, Create project plan

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Microsoft Dynamics 365 for Finance and Operations: Upgrade from Dynamics AX 2012

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  1. Microsoft Dynamics 365 for Finance and Operations: Upgrade from Dynamics AX 2012 Lane Swenka, Program Manager (Platform) Gokul Ramesh, Principle Solution Architect (R&D) THR1099

  2. Overview of the procedure Analyze: Estimate and analyse upgrade tasks, Fit/Gap analysis, Create project plan Execute: AX 2012 database preparation, Code upgrade, Data upgrade Validate: Upgrade validation, Functional test pass, cutover testing

  3. Overview of the procedure For more details https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/migration-upgrade/upgrade-overview-2012

  4. Analyze

  5. Analyze - Overview of the procedure

  6. Analyze – Upgrade analysis report

  7. Analyze – Upgrade analysis Example data cleanup tasks Helps in reducing cost and upgrade downtime Database storage is original allocated based on total users, over that limit each gigabyte has a subscription cost

  8. Analyze - Code upgrade – How to run it Sign up for Visual Studio Team Services (VSTS) Configure code upgrade in LCS Create code upgrade job, “Estimation Only” Upload model store to LCS Run “Analyze code” Review the report For more details: https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/migration-upgrade/analyze-code-upgrade Prepare to migrate code from AX 2012 https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/migration-upgrade/prepare-migration

  9. Analyze – Extensibility Requests Can it be done with existing extensibility features? How important is the requirement? Is it upgrade-friendly? For more details: https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/extensibility/extensibility-requests

  10. Analyze – Fit/gap analysis on sandbox Use LCS to deploy sandbox environments of Dynamics 365 for Finance and Operations In LCS preview project: Deploy a demo environment in your own subscription after setting up a Microsoft Azure connector. In LCS customer implementation project: Simply deploy Perform Fit/Gap analysis, especially around new and deprecated features For more details https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/migration-upgrade/analysis-sandbox?toc=dynamics365/unified-operations/fin-and-ops/toc.json

  11. Analyze – Create project plan Project template provided in LCS methodology Use output from: Upgrade analysis – estimate AX 2012 preparation effort Code upgrade – estimate development effort Sandbox environment – first fit-gap analysis – new customizations may be needed

  12. Execute

  13. Overview of the procedure - Execute In the Execute phase, you will be working in an LCS implementation project for Dynamics 365 for Finance and Operations To move to the Execute phase, you must purchase Finance and Operations

  14. Execute – AX 2012 preparation tasks Complete tasks identified by in the Analyze phase Data clean up tasks – Majority via Dynamics AX 2012 client SQL configuration – Database administrator Pre-upgrade checklist

  15. Execute – Pre-upgrade checklist Install a hotfix in AX2012 Introduces the new Dynamics 365 upgrade checklist Complete tasks which require data to be added For example – user mapping to AAD For more details https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/migration-upgrade/prepare-data-upgrade

  16. Execute – Code upgrade Get new versions of ISV solutions Quicker in the long run to get Dynamics 365 for Operations versions of ISVs before upgrading custom code Aim for a successful compile first Can’t open the application until it compiles – once you can open the work gets faster Start with the lowest model and work upwards Start with platform model, than foundation and continue upwards because they reference each other Refactor customizations (over-layering) to Extensions For more details: https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/migration-upgrade/prepare-migration

  17. Execute – Data upgrade Ensure the AX 2012 pre-upgrade checklist is completed Execute the data upgrade on development environment and validate Copy the AX 2012 database to SQL Azure Execute the data upgrade on a sandbox tier-2+ and validate For mode details: Data upgrade on development environment https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/migration-upgrade/data-upgrade-2012 Data upgrade on a sandbox (Tier2+) environment https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/migration-upgrade/upgrade-data-sandbox

  18. Validate

  19. Overview of the procedure - Validate

  20. Validate – data upgrade and application validation Smoke test to answer these questions Did all the services start? Are all application components accessible? Is the expected data there? Does general ledger reconcile to AX 2012? Does inventory reconcile to AX 2012? Application functional validation https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/user-interface/data-validation-workspace

  21. Validate – Final steps Perform cutover testing: Technical and functional https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/migration-upgrade/upgrade-cutover-testing https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/migration-upgrade/app-validation-process Complete functional testing https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/migration-upgrade/upgrade-functional-validation Create cutover plan Project template available in methodology Start pre-go-live preparation https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/migration-upgrade/upgrade-go-live-prep Code freeze Application configuration freeze Final cutover test?

  22. Go live For more details: https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/migration-upgrade/2012-upgrade-cutover

  23. Special considerations Document attachments DB Size Large tables Hotfixes Cutover

  24. More questions? https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/migration-upgrade/upgrade-overview-2012 Gokul.Ramesh@Microsoft.comLane.Swenka@Microsoft.com

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