1. Dynamics AX Upgrades Microsoft Dynamics AX 2009
Microsoft Dynamics 365 for Finance and Operations
Version 1.0

2. Upgrade Process and Output
Enavate and the client typically perform the process in the red boxes before a decision about the upgrade is made. The only exception is Discovery Analysis that Enavate offers to prepare
The Business Review includes an assessment of new functionality available in the new solution that the customer can take advantage of and deprecate custom code
Enavate performs the process in the dark and light blue boxes
The processes in yellow boxes can be performed by Enavate, but will require active participation from the partner and/or end customer
The diagram depicts the processes and output products a typical Microsoft Dynamics upgrade project

3. BUSINESS REVIEW: discovery analysis
IDENTIFICATION
- Functional areas that require Fit-Gap analysis and Re-configuration due to low effectiveness or issues with business flow
- Functional areas modified due to changes between AX versions
Deprecated functionality
Modified functionality
Newly added functionality
ADDRESSING
- Business flow analysis
- Requirements collection
- Fit-Gap analysis
* Output document providing suggested setup and flow changes
* Review with a client
IMPLEMENTATION
- AX setup considering approved changes
- Customizations if business flows requires
- Guide documentation with step-by-step description of the new setup and flow
- Trainings with users who are affected
- Final setup and flow testing by users
- Applying changes to a client production environment

4. Pre-Requisites Access to Partner’s Dynamics AX source environment
Administrative rights (AD, SQL and AX)
Dynamics AX Model file or access to AX code
Product information: Which areas will be deprecated
Layer information: Identify suitable code locations
ISV Solutions installed: Deprecate or upgrade information
Documentation of integration channels
Project documentation: Analysis, Designs, FDDs, TDDs etc.

5. Supported upgrade paths
Source version
Target version
Supported upgrade path
AX 2009
AX 2012 R3
Code: Direct upgrade using the Source-to-Target model
Data: Data migration tool (DMF)
AX 2012 RTM/R2
Code: In-Place upgrade on a single system
Data: Standard Data migration scripts
AX 2012 R2/R3
Dynamics 365 for Finance and Operations
Code: LCS Migration Service
Data: SQL DB Upgrade
AX 2009​
Code: Re-implementation​
Data: Data migration tool + Data entities

6. Key features offered by Enavate
Upgrade Types
Model
Key features offered by Enavate
Source-to-target
AX2009 -> AX2012
Bulk copy program (BCP)
~2600 target scripts
Can upgrade into multiple partitions
Fast database synchronization
In-Place
AX2012RTM/R2 -> AX2012R3
No bulk copy program (i.e. In Place)
~110 upgrade scripts
Only upgrade into a single partition
Longer database synchronization
LCS Migration Service
AX2012 -> Dynamics 365
Manually migrate solution via structured methodology

7. assessment points: Functional analysis
Source-to-target
Upgrade in place
LCS Migration Service
List of modified functionalities Ѵ
Functional customization analysis
Functional company analysis -
Workflow usage
Security redesign

8. UPGRADE assessment points
Source-to-target
Upgrade in place
LCS Migration Service
Overall system review Ѵ
3rd party solution analysis
Code review BUS/ISV, VAR, CUS, USR
BP errors removal assessment
Application integration framework -
Reports reimplementation
Software requirements
Infrastructure analysis
EP changes
GUI best practice conversion
EDT relation upgrade
Document Management Reimplementation​
PrintMgt Reimplementation​
DMF* Reimplementation​
SysSec* Reimplementation​
SysBPCheck, SysAbout Reimplementation​
Dialog engine Reimplementation​
Batch reimplementation​
SysVerisonControl Reimplementation​
RunBase, ClassFactory, Dialog, Global, SysSetupForm, Infolog​
Model split - directory reimplementation​
Model split - dimensions reimplementation​
Reimplement Application changes in standard models to extensions

9. Data upgrade analysis – assessment points
Source-to-target
Upgrade in place
LCS Migration Service
Functional data analysis Ѵ
Database size
Top tables -
Purging analysis
Data health check

10. Upgrade quality assurance
Assessment of the functionality to be upgraded
Testing
Documentation
Documentation review
Original solution review
Fit/Gap analysis
Test case creation:
full coverage of all business processes/functionality available in upgraded solution
Test case execution
Integrational testing
Performance testing
Security testing
Regression testing
Pre Go-Live Smoke testing
Data upgrade testing
Instructions
Guides
Task recordings
Ad-hoc user documentation
Etc.
Upgraded solution functional sign off

11. CODE Over layering VS Extensions
AX2009/AX2012
AX365
Extensibility is the only customization framework
Less intrusive customization model
Cloud:
Agile servicing/Frequent updates
Overlayering of the application code
Highly customized