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Why Upgrade Microsoft
Dynamics AX 2012 to
Microsoft Dynamics 365
September 21, 2017
Introductions
• Jen Wisemore – Business Development Manager
– 19 years working with Dynamics AX/D365 (implementation and sales)
• Joel Leichty – Director of Product Management
– 15 years working with Dynamics AX/D365, both as an end-user and consultant
– Microsoft MVP since 2013
• Paramesh Rajan – Program Director, Partner & ISV Services
– 18 years working with GP/AX/D365, in development, delivery, and sales
Agenda
• Webinar Series on Upgrades (1 of 3 webinars)
• Availability of tools and code for upgrade work
• Why Upgrade?
– Cloud + Cloud Services
– UI Changes
– Code Management
– BI Platform
– Functional Improvements
UPGRADE WEBINAR SERIES
SAGlobal Upgrade Webinar Series
• Why Upgrade Microsoft Dynamics AX 2012 to Microsoft
Dynamics 365
– Today
• Estimate your Microsoft Dynamics 365 Upgrade Cost
– Next Thursday, September 28, 12:30 Eastern
• Upgrade Best Practices
– Early October
UPGRADE AVAILABILITY
Upgrade Availability
• Code upgrade tool is released and stable
– Access via LCS (Lifecycle Services)
• Database upgrade process is in preview
– Yammer group
– Classes/deployable package in application suite of latest D365FO
release
Code Upgrade Tool in LCS
CLOUD + CLOUD SERVICES
Why Upgrade?
Cloud Deployments
• Microsoft deploys the server topology needed for D365FO
• Microsoft manages code deployments and environment
upgrades for Production environment
Cloud Services
• New services available when in the cloud
– Microsoft Flow (super user workflows and notifications)
– Logic Apps (cloud enterprise integrations)
– Power Apps (rapidly develop and deploy business applications)
– Common Data Service (enterprise common data storage)
– Cortana Intelligence Suite (machine learning)
– Azure (data warehousing and cubes)
Microsoft Flow
Microsoft Flow
Microsoft Flow D365 Template Examples
Logic Apps
UI CHANGES
Why Upgrade?
Browser Accessible
• No more Terminal servers or Citrix to access application
• Accessible on any device with a web browser
• Ongoing platform upgrades for browser compatibility
• Smartphone mobile application with customizable
experiences
Death of Enterprise Portal
• One set of UI design tools
• Complicated Role center deployments are gone, replaced by
more efficient task based Workspaces
• Forms are modern HTML5 designed forms that feel like the
“Rich Client” in the browser
• Cross-platform support (PC, Mac, tablet, etc.)
Task Guides
• Create business process recordings seamlessly
• Auto generate application verification tests
• Add validations
• Add annotations to your recordings to provided guided user
experience
• Update task recordings to your BPMs in LCS
• Add dev validations where necessary
UI DEMO
CODE MANAGEMENT
Why Upgrade?
Extensibility
• Customize the application using Extension framework
• Extend functionality or customize without overlayering
• Eliminate intrusive customizations (must change mindset)
• Support “modern apps” continuous upgrade model
• Reduce cost of upgrade by avoiding metadata conflicts
• Improve quality of implementation
• Protect your IP
• http://advantedge.saglobal.com/events/extension-in-dynamics-365-operations-webinar.html
AX 2012 vs D365 Code Organization
AX 2012 Dynamics 365 for Operations
• Customer Model (Extensions,
New objects)Customer Package
• ISV Model (Extensions, New
objects)
• Customer Overlayer Model
ISV Package
• Application Suite Model
• ISV Overlayer Model
• Customer Overlayer Model
Application Suite,
Other Functional
Packages
• Application Model
• No Overlayering Allowed
Application
Platform,
Foundation
Packages
• Customer Model
• ISV Model
• Application Model
All AX 2012 Code
Roadmap and Predictable Releases
• Better roadmap visibility from Microsoft
– https://roadmap.dynamics.com/
• Somewhat predicable upgrade cadence
– Twice yearly application platform releases (spring and fall, kind of…)
– Monthly platform releases
• Feedback mechanism through Ideas site
– https://ideas.dynamics.com/
Roadmap Website
Future Upgradeability
• Extensibility, Predictable release schedules, and Roadmap
helps companies keep D365FO more current
• Extensibility – Lowers the cost of upgrading customizations
• Predictable release schedules – ISVs can more effectively plan
around upgrading their solutions quickly after a release
• Roadmap – Companies have visibility to future desired
features, and can plan upgrade cycles accordingly
BI
Why Upgrade?
Shift in Technology
• D365FO– Visual Studio
– X++ Development
– Data Entity Store
– Azure
• AX 2012 – SQL Server Tools
• SQL Server Integration Services
• SQL Server Analysis Services
– Analysis Services Cube
D365FO Production Databases and
Related Reports
Transactional
Database
Replicated
Database
(Read Only)
Entity Store
Power BI
Embedded
SSRS
Reports
Azure
Reporting
Database
(BYODB)
PowerBI.com
ReportsBusiness
Documents
Micro
soft A
zure
Fire
wall
Built-in Data Warehouse Tools
• Data Management Framework
– Data Entities
• Make data accessible outside in PowerBI.com or other third party reporting
tools
– Dimensions/Aggregate Measures
– Entity Store
• Ability to bring Aggregate Measurement / Data Entity Store Data into a
Microsoft managed Azure SQL Server
Data Management Workspace
Power BI
• Embedded directly in workspaces
– Ready to use content packs
• PowerBI.com also available after extracting data from
D365FO
Power BI Content Packs
FUNCTIONAL IMPROVEMENTS
Functional Improvements
• 4 application releases to-date– Microsoft Dynamics (7.0, February 2016)
– Microsoft Dynamics (7.0.1, May 2016)
– Microsoft Dynamics 365 for Operations (1611 or 7.1,November 2016)
– Microsoft Dynamics 365 for Finance & Operations, Enterprise Edition (7.2, July 2017)
• https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/get-started/whats-new-changed
• SAGlobal What’s New July Release Webinar:– http://advantedge.saglobal.com/events/dynamics-365-for-finance-and-
operations-enterprise-edition-whats-changed.html
ADVANTEDGE
Need help?• SAGlobal is an approved “Microsoft Development Center”
• We can assist in creating, upgrading, and maintaining your ISV, partner, or customer solution
• Contact Jen Wisemore for more details (JenW@SAGlobal.com | +1 425.444.0945)
Solution
Design
Code
Upgrades
End-User
Services
LCS Solution
/ AppSource
Curation
BI &
Reporting
Application
Lifecycle
ManagementDocumentation
Testing
Data
Management
Feature
Development
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