1. Microsoft Dynamics AX Technical Conference 2013
4/17/ :45 PM
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

2. BRK444 How to approach your upgrade
4/17/ :45 PM
BRK444 How to approach your upgrade
Andrew Jewsbury
Senior Program Manager
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

3. Introduction
We are excited to share Microsoft Dynamics AX 2012 R3 with you…
This presentation contains Microsoft confidential information
Dynamics AX 2012 R3 is pre-release software and subject to change
Microsoft provides no license, express or implied, in this presentation
Please review and respect the disclaimer included in all printed and electronically distributed materials

4. Session objectives and takeaways
Why
Many customers are starting or have ‘in flight’ upgrade projects
Upgrade is not a one-click process! It is a true project with phases, budgets, risks and deadlines
Understand
How to upgrade to Microsoft Dynamics AX 2012 with reduced business disruption and cost
Learn
Key considerations for planning and executing a Microsoft Dynamics AX 2012 upgrade
Best practices for a successful upgrade
See
What’s new in Microsoft Dynamics AX 2012 R3 for Upgrade

5. Agenda Upgrade project overview Source-to-Target & In-Place
Upgrade best practices
What’s new in R3

6. Upgrade project overview
4/17/ :45 PM
Upgrade project overview
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

7. What is an Upgrade?

8. Supported Upgrade Paths
Source version
Supported Upgrade Path
Microsoft Dynamics AX 4.0 SP 2
Direct upgrade using the source-to-target model.
Microsoft Dynamics AX 2009 SP1 (without Retail components)
Microsoft Dynamics AX 2009 for Retail R1 &
Microsoft Dynamics AX 2009 for Retail R2
Indirect upgrade. You must first upgrade to Microsoft Dynamics AX 2009 for Retail R2 Refresh.
Microsoft Dynamics AX 2009 for Retail R2 Refresh
Microsoft Dynamics AX 2012 (without Retail components)
In-place upgrade on a single system.
No source-to-target workflow is used.
Microsoft Dynamics AX 2012 Feature Pack
Microsoft Dynamics AX 2012 R2

9. TechReady 16
4/17/2017
Planning
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

10. What is the upgrade project value?
TechReady 16
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Typical questions
What is the upgrade project value?
What are my goals?
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

11. Goals and functional analysis
Convergence 2013
4/17/2017
Goals and functional analysis
Goals
Define the customer’s benefits from the new version
Functional design must be approved by the customer
Functional data analysis
Upgrade all ERP data to Microsoft Dynamics AX 2012 or just a subset (master data and balances)?
What is the data volume and do you need it all?
Functional company analysis
How many virtual companies are there and what are the data sharing goals?
Independent companies or cross-company?
Do you want to merge AX implementations or companies?
Functional customization analysis
What are the number and types of customization? Are they replaced? Should you re-implement or upgrade?
What partner (ISV/VAR) involvement do you need?
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

12. Upgrade project development options
TechReady 16
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Upgrade project development options
Source-to-target upgrade model
Upgrade from Microsoft Dynamics AX 4.0 or Microsoft Dynamics AX 2009
Parallel execution of data copy, data transformations and sync-on-the-fly to the target Microsoft Dynamics AX 2012 system
Data transfer time limitation
In-place
Allows upgrade on existing source Microsoft Dynamics AX 2012 RTM system
Mostly technical upgrade
Restarting
Implementation with importing master data and balances
BRK400: Data Import/Export Framework for Microsoft Dynamics AX 2012
ILL 401 repeat; Tuesday Feb 4; 16: :00; evergreen B
Functional design becomes more standard
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

13. Upgrade project plan - Sure Step
TechReady 16
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Upgrade project plan - Sure Step
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

14. Source-to-target TechReady 16 4/17/2017
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

15. Main technical changes
Visual Studio 11
4/17/2017
Main technical changes
Database systems support
Microsoft® SQL Server® 2008R2/2012 is supported, Oracle is not supported anymore
Tables relations and inheritance
Relations are moved on table level, tables support inheritance
Partitions
Isolates a number of legal entities
Application Integration Framework and Enterprise Portal
Rebuilt, partial migration is possible
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

16. Main technical changes (continued)
Visual Studio 11
4/17/2017
Main technical changes (continued)
Security based on roles
Security setup migration is not supported
Report engine
SQL Server Reporting Services are used, X++ reports are not supported
Code storage
Code is migrated in separate database *_model
Infrastructure
Requirement has been changed significantly, with new components (Help Server, for example)
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

17. Significant functional changes
Visual Studio 11
4/17/2017
Significant functional changes
Organization structure
DataAreaID is still used but relationships and data sharing are different
General ledger and financial dimensions
Accounts and dimensions merging, resolving conflicts
Ledger transactions
There are six tables to substitute LedgerTrans
Products
InventTable was used differently, ecoRes* table family is used for products/items
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

18. Best Practices – Source-to-Target Planning - Code Upgrade
TechReady 16
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Best Practices – Source-to-Target Planning - Code Upgrade
Functional Analyst and Technical Engineers who understand the Upgrade Framework and AX 2012 are key!
Functional specifications for moving/deleting/changing of customizations (eg. Date Effectivity, Office Addin, Financial Dimensions)
Lifecycles Services for Project Estimation
Work with Business leaders to implement a Code Freeze strategy close to the end-game
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

19. Best Practices – Source-to-Target - Code upgrade
TechReady 16
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Best Practices – Source-to-Target - Code upgrade
Process
Always follow the checklist steps and upgrade Data Dictionary -> Code -> UI
Always upgrade layer-by-layer
Many Forms and Reports will be rewritten
Always use a Baseline Database
Gotcha’s
Never do preprocessing then import the AOD’s for code upgrade
If you use xpo export/import for upgrades make sure you keep IDs
Never delete Data Dictionary elements; use SYSDeletedObjects
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

20. Data: Source-to-target
AX6.0 Developer Conference January 17-20, 2011
4/17/2017
Data: Source-to-target
Before
Now
Production Active on AX 3/AX 4
Production active on AX AX2009/ Ax4
Preprocessing
Delta preprocessing
Data Copy
Single user processing
Post Processing
Production Active on AX 2009
Production active on AX 2012
Upgrade operations
100%
Production
Production
Do we have any limit here?
Upgrade operations
80%
Upgrade operations
20%
Live on production
Downtime
Downtime
© 2010 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

21. Best Practices: Source-to-Target Planning – Data Upgrade
TechReady 16
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Best Practices: Source-to-Target Planning – Data Upgrade
Merging companies / splitting data should be done separately before upgrade
Clearly Define downtime window requirements
Ensure appropriate Hardware is budgeted and purchased well in advance
Determine how much upgrade script development is required.
Consult with your VARs and ISVs to check if they have upgrade scripts in place
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

22. Best Practices: Source-to-Target – Data Upgrade
TechReady 16
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Best Practices: Source-to-Target – Data Upgrade
Always follow the checklist
Perform Upgrade Readiness in production AFTER a successful complete end to end test run
Use the State transfer tool to reuse work
Several cycles to update the data: scripts for customized tables, unique data tuning, and repeating until the required time window
Multiple iterations are required (including a least 2 successful iterations)
Run through cleanup routines in some Periodic menus and IDMF
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

23. Source-to-target versus in-place
TechReady 16
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Source-to-target versus in-place
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

24. Microsoft Dynamics® AX Technical Conference 2012
4/17/2017
Key differences
From Microsoft Dynamics AX 4.0/2009
Bulk copy program (BCP)
~2600 target scripts
Can upgrade into multiple partitions
Fast database synchronization
Upgrade In Place
From Microsoft Dynamics AX 2012
No BCP (ie. In Place)
~110 upgrade scripts
Only upgrade into a single partition
Longer database synchronization
Source-to-target
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

25. TechReady 16
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In-place
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

26. In-place Create test system Create development system
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In-place
Create test system
Create development system
Upgrade customer model
Test data upgrade
Upgrade production system
Duplicate existing production system to create the test system
Duplicate test system to create the development system
Upgrade the code in other models for each higher layer
Perform data upgrade on the test system
Back up the database
Run AX 2012 R3 setup on the test system and backup
Import prepared R3 ISV models into development system
Import upgraded model store into the test system
Upgrade the core production system
Upgrade other server components and clients
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

27. Best Practices: In-Place
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Best Practices: In-Place
Code Upgrade
Understand the bootstrapping steps
Load new Microsoft Dynamics AX 2012 R3 license
Have ~ 100 GB of temporary hard disk space spare
Data Upgrade
SYSDeletedObjects62 is for In-place upgrade
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

28. General Upgrade best practices
4/17/ :45 PM
General Upgrade best practices
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

29. Database Performance Analyzer for Dynamics Backups
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Database
Performance Analyzer for Dynamics
SQL Profiler and Microsoft Dynamics AX Performance Analyzer are useful for debugging performance slowdowns
Backups
Back up database after each step!
Data purging and archiving
Do not purge/leave behind companies, upgrade all companies at once
Purge and archive data via intelligent data management framework before upgrade
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

30. Test User acceptance test Trainings Security Multiple iterations
TechReady 16
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Test
User acceptance test
Core business processes and key scenarios on upgraded database with your data and custom code in place
Business scenarios that must be supported after the upgrade in order to make a go/no-go decision
Trainings
User trainings are very important steps and user acceptance tests can be used as part of that
Security
Additional time for designing and testing security setup
Multiple iterations
Plan at least two full test runs that are successful prior to running the live upgrade
Create a list of post-upgrade validation tasks and plan how they will be tested
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

31. Execute Post-upgrade tasks Data verification Freezing Troubleshooting
TechReady 16
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Execute
Post-upgrade tasks
Static post-upgrade data analysis
Rely on data upgrade test iterations to bring data forward to Microsoft Dynamics AX 2012 and test code upgrade
Data verification
Identify your key business processes/scenarios that must be supported by your Microsoft Dynamics AX 2012 instance
All tests should have a high level of data validation testing
Freezing
Freeze for existing master data for preprocessing period is required
Troubleshooting
Data consistency issues during upgrades:
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

32. What’s new in Microsoft Dynamics AX 2012 R3 Upgrade
4/17/ :45 PM
What’s new in Microsoft Dynamics AX 2012 R3 Upgrade
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

33. R3 Functional Upgrade Impact
Microsoft Dynamics® AX Technical Conference 2012
4/17/2017
R3 Functional Upgrade Impact
20% increase in application size from R2
Existing AX 2012 Customizations
Changes to Work Breakdown Structure and Resource Assignment (Project Management/Resource Management modules)
Changes to Warehouse and Transportation sets limitations that regular warehouses do not. Dimensions might not work with WAX items.
New Call Center Module impacted Order Management and Financials
Data Upgrade
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

34. What’s new in R3 Upgrade Framework
Microsoft Dynamics® AX Technical Conference 2012
4/17/2017
What’s new in R3 Upgrade Framework
Code Upgrade
Create Baseline DB by default
Auto Method Merge
Major Version Upgrade ~100 new scripts
Minor Version Upgrade ~60 new scripts
6.2 -> 6.3 ~60 scripts
Data Upgrade
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

35. Auto Method Merge FeatureB`
or //B conflict
Changed by partner B` B` C
Added by partner C C D A A
//B B
Changed by Microsoft D
Added by Microsoft
6.2
6.3

36. Baseline Database Read-only database
Used as a reference for code upgrade
Must have matching IDs between databases

37. Common FAQs How long does an upgrade take?
Should I upgrade or migrate?
I am currently in an ‘in flight’ upgrade. Should I continue or move to R3?
Can I upgrade earlier databases into an already upgraded DB?

38. Summary More information Check customer motivation
Tech Ready 15
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Summary
Check customer motivation
Plan your upgrade project
Analyze your source
Check functional requirements
Purge or archive historical data
Check and tune performance
Make backups for every step
Test the result
More information
Upgrade best practices:
Microsoft Dynamics AX 2012 Upgrade Guide:
Microsoft Dynamics AX support blog:
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

39. THANK YOU for attending!
4/17/ :45 PM
THANK YOU for attending!
Your feedback is extremely important, please complete an evaluation using one of the following options:
On the fly from the mobile event app
Communications Kiosks located in the Evergreen Foyer, Grand Ballroom Foyer and Regency Foyer
Via the Dynamics AX Technical Conference website:
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

40. Disclaimer
This presentation contains Microsoft Confidential Information. Microsoft may use any suggestions, comments, or other feedback that you provide for any purpose without obligation. This presentation is provided for informational and training purposes only. It represents Microsoft’s view as of the presentation date. Microsoft cannot guarantee the accuracy of any information after the presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted as a commitment on Microsoft’s part. This presentation is provided “as-is”.
Microsoft Dynamics AX 2012 R3 is pre-release software under development. All dates, features, and descriptions specified are preliminary, are based on current expectations, and are subject to change at any time without notice.
Sample code included in this presentation is made available AS IS.  THE ENTIRE RISK OF THE USE OR THE RESULTS FROM THE USE OF ANY SAMPLE CODE REMAINS WITH THE USER.
MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. NO LICENSE (EXPRESS OR IMPLIED, BY ESTOPPEL OR OTHERWISE) TO ANY INTELLECTUAL PROPERTY RIGHTS IS GRANTED BY THIS PRESENTATION.
© 2014 Microsoft Corporation. All rights reserved.

41. 4/17/ :45 PM
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.