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Page 1: How to upgrade to - Microsoft...How to upgrade to 7.2 (July 2017 update) from 7.0 (RTW) / 7.1 (Release 1611) To walk through the process of upgrading v7.0/v7.1 to v7.2 a.k.a. July
Page 2: How to upgrade to - Microsoft...How to upgrade to 7.2 (July 2017 update) from 7.0 (RTW) / 7.1 (Release 1611) To walk through the process of upgrading v7.0/v7.1 to v7.2 a.k.a. July

How to upgrade to 7.2 (July 2017 update) from 7.0 (RTW) / 7.1 (Release 1611)

To walk through the process of upgrading v7.0/v7.1 to v7.2 a.k.a. July 2017 Edition

Format: 1 hour Skype call

Attendees: Key Stakeholders from Customer, Partner teams. Solution Architects, Functional and Technical Leads are mandatory.

• Upgrade overview (v7.0/v7.1 to v7.2 a.k.a. July 2017 update)

• Process for upgrading LIVE v7.0/v7.1 customers

• Process for upgrading ongoing v7.0/v7.1 projects (no Production deployed)

• Financial Reporting (MR) considerations

• Retail specific considerations

AGENDA

Page 3: How to upgrade to - Microsoft...How to upgrade to 7.2 (July 2017 update) from 7.0 (RTW) / 7.1 (Release 1611) To walk through the process of upgrading v7.0/v7.1 to v7.2 a.k.a. July

https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/get-started/whats-new-changed

Release Version Build number Availability Learn more

Microsoft Dynamics 365

for Finance and

Operations, Enterprise

edition

July 2017 update 7.2.11792.56024 June 2017

What’s new or changed in Dynamics

365 for Finance and Operations,

Enterprise edition July 2017 update

Microsoft Dynamics 365

for Operations1611 7.1.1541.3036 November 2016

What’s new or changed in Dynamics

365 for Operations version 1611

(November 2016)

Microsoft Dynamics AX 7.0.1 7.0.1265.23014 May 2016What’s new or changed in Dynamics AX

application version 7.0.1 (May 2016)

Microsoft Dynamics AX 7.0 7.0.1265.3015 February 2016What’s new or changed in Dynamics AX

7.0 (February 2016)

Page 4: How to upgrade to - Microsoft...How to upgrade to 7.2 (July 2017 update) from 7.0 (RTW) / 7.1 (Release 1611) To walk through the process of upgrading v7.0/v7.1 to v7.2 a.k.a. July

https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/migration-upgrade/upgrade-latest-update

Microsoft Dynamics 365, Enterprise Edition Licensing guide

CUSTOMER LIVE OR PROD DEPLOYED

Page 5: How to upgrade to - Microsoft...How to upgrade to 7.2 (July 2017 update) from 7.0 (RTW) / 7.1 (Release 1611) To walk through the process of upgrading v7.0/v7.1 to v7.2 a.k.a. July

https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/migration-upgrade/upgrade-data-to-latest-update

CUSTOMER LIVE OR PROD DEPLOYED

Page 6: How to upgrade to - Microsoft...How to upgrade to 7.2 (July 2017 update) from 7.0 (RTW) / 7.1 (Release 1611) To walk through the process of upgrading v7.0/v7.1 to v7.2 a.k.a. July

https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/migration-upgrade/upgrade-latest-update

https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/lifecycle-services/configure-execute-code-upgrade

CUSTOMER LIVE OR PROD DEPLOYED

Page 7: How to upgrade to - Microsoft...How to upgrade to 7.2 (July 2017 update) from 7.0 (RTW) / 7.1 (Release 1611) To walk through the process of upgrading v7.0/v7.1 to v7.2 a.k.a. July

https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/migration-upgrade/upgrade-data-to-latest-update

https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/database/copy-database-from-azure-sql-to-sql-server

CUSTOMER LIVE OR PROD DEPLOYED

Page 8: How to upgrade to - Microsoft...How to upgrade to 7.2 (July 2017 update) from 7.0 (RTW) / 7.1 (Release 1611) To walk through the process of upgrading v7.0/v7.1 to v7.2 a.k.a. July

https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/migration-upgrade/upgrade-data-to-latest-update

Documentation correction

Page 9: How to upgrade to - Microsoft...How to upgrade to 7.2 (July 2017 update) from 7.0 (RTW) / 7.1 (Release 1611) To walk through the process of upgrading v7.0/v7.1 to v7.2 a.k.a. July

ExecutionPreparation

Copy Prod db to dev box and run

upgrade

Fix errors, run a local build

Check in code & generate a

deployable package

Deploy to sandbox

Run upgrade

Deploy to prod

Run upgrade

User testing

Errors? Yes

No

Bugs?Yes

No

Start

End

Page 10: How to upgrade to - Microsoft...How to upgrade to 7.2 (July 2017 update) from 7.0 (RTW) / 7.1 (Release 1611) To walk through the process of upgrading v7.0/v7.1 to v7.2 a.k.a. July

https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/migration-upgrade/upgrade-latest-update

CUSTOMER LIVE OR PROD DEPLOYED

Page 11: How to upgrade to - Microsoft...How to upgrade to 7.2 (July 2017 update) from 7.0 (RTW) / 7.1 (Release 1611) To walk through the process of upgrading v7.0/v7.1 to v7.2 a.k.a. July

https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/migration-upgrade/upgrade-latest-update

Microsoft Dynamics 365, Enterprise Edition Licensing guide

CUSTOMER LIVE OR PROD DEPLOYED

Page 12: How to upgrade to - Microsoft...How to upgrade to 7.2 (July 2017 update) from 7.0 (RTW) / 7.1 (Release 1611) To walk through the process of upgrading v7.0/v7.1 to v7.2 a.k.a. July

CUSTOMER LIVE OR PROD DEPLOYED

Page 13: How to upgrade to - Microsoft...How to upgrade to 7.2 (July 2017 update) from 7.0 (RTW) / 7.1 (Release 1611) To walk through the process of upgrading v7.0/v7.1 to v7.2 a.k.a. July

CUSTOMER LIVE OR PROD DEPLOYED

Page 14: How to upgrade to - Microsoft...How to upgrade to 7.2 (July 2017 update) from 7.0 (RTW) / 7.1 (Release 1611) To walk through the process of upgrading v7.0/v7.1 to v7.2 a.k.a. July

CUSTOMER LIVE OR PROD DEPLOYEDSR: Failed

SR: Accepted SR: Signed offSR: CompletedSR: In-progress

Customer submits upgrade request for

an environment

Request appears in Service Health for

DSE to accept/reject

5 days before customer‘s

downtime start DSE create staging environment

At downtime start DSE swap staging in

DSE manually run DataUpgrade

DSE Mark upgrade complete

Customer has upgraded!

DSE approves Success Success Success Success

DSE rejects

DSE deallocates and deletes staging

environment and re-tries

Failure

DSE swap staging out (rollback)

Failure

Failure

Failure

Customer has original

environment back

SuccessCustomer signs off

SR

Failure

Page 15: How to upgrade to - Microsoft...How to upgrade to 7.2 (July 2017 update) from 7.0 (RTW) / 7.1 (Release 1611) To walk through the process of upgrading v7.0/v7.1 to v7.2 a.k.a. July

CUSTOMER LIVE OR PROD DEPLOYED

Downtime

Customer submits upgrade request for

an environment

Request appears in Service Health for

DSE to accept/reject

5 days before customer ‘s

downtime start DSE create staging environment

At downtime start DSE swap staging in

DSE manually run DataUpgrade

DSE Mark upgrade complete

Customer has upgraded!DSE approves Success Success Success Success

DSE rejects

DSE deallocates and deletes staging

environment and re-tries

Failure

DSE swap staging out (rollback)

Failure

Failure

Failure

Customer has original

environment back

SuccessCustomer signs off

SR

Failure

Page 16: How to upgrade to - Microsoft...How to upgrade to 7.2 (July 2017 update) from 7.0 (RTW) / 7.1 (Release 1611) To walk through the process of upgrading v7.0/v7.1 to v7.2 a.k.a. July

CUSTOMER LIVE OR PROD DEPLOYED

Page 17: How to upgrade to - Microsoft...How to upgrade to 7.2 (July 2017 update) from 7.0 (RTW) / 7.1 (Release 1611) To walk through the process of upgrading v7.0/v7.1 to v7.2 a.k.a. July

https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/migration-upgrade/upgrade-latest-update

CUSTOMER LIVE OR PROD DEPLOYED

Page 18: How to upgrade to - Microsoft...How to upgrade to 7.2 (July 2017 update) from 7.0 (RTW) / 7.1 (Release 1611) To walk through the process of upgrading v7.0/v7.1 to v7.2 a.k.a. July

Upgrade data in develop, demo or sandbox environments

CUSTOMER LIVE OR PROD DEPLOYED

Page 19: How to upgrade to - Microsoft...How to upgrade to 7.2 (July 2017 update) from 7.0 (RTW) / 7.1 (Release 1611) To walk through the process of upgrading v7.0/v7.1 to v7.2 a.k.a. July

https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/migration-upgrade/upgrade-latest-update

https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/migration-upgrade/upgrade-data-to-latest-update

Microsoft Dynamics 365, Enterprise Edition Licensing guide

CUSTOMER NOT LIVE AND NO PROD DEPLOYED

Page 20: How to upgrade to - Microsoft...How to upgrade to 7.2 (July 2017 update) from 7.0 (RTW) / 7.1 (Release 1611) To walk through the process of upgrading v7.0/v7.1 to v7.2 a.k.a. July

https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/migration-upgrade/upgrade-data-to-latest-update

CUSTOMER NOT LIVE AND NO PROD DEPLOYED

Page 21: How to upgrade to - Microsoft...How to upgrade to 7.2 (July 2017 update) from 7.0 (RTW) / 7.1 (Release 1611) To walk through the process of upgrading v7.0/v7.1 to v7.2 a.k.a. July

https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/migration-upgrade/upgrade-latest-update

https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/lifecycle-services/configure-execute-code-upgrade

CUSTOMER NOT LIVECUSTOMER NOT LIVE AND NO PROD DEPLOYED

Page 22: How to upgrade to - Microsoft...How to upgrade to 7.2 (July 2017 update) from 7.0 (RTW) / 7.1 (Release 1611) To walk through the process of upgrading v7.0/v7.1 to v7.2 a.k.a. July

https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/migration-upgrade/upgrade-data-to-latest-update

https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/database/copy-database-from-azure-sql-to-sql-server

CUSTOMER NOT LIVECUSTOMER NOT LIVE AND NO PROD DEPLOYED

Page 23: How to upgrade to - Microsoft...How to upgrade to 7.2 (July 2017 update) from 7.0 (RTW) / 7.1 (Release 1611) To walk through the process of upgrading v7.0/v7.1 to v7.2 a.k.a. July

Upgrade data in develop, demo or sandbox environments

https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/migration-upgrade/upgrade-sandbox-environment

Copy a Finance and Operations database from SQL Server to a production Azure SQL Database environment

CUSTOMER NOT LIVECUSTOMER NOT LIVE AND NO PROD DEPLOYED

Page 24: How to upgrade to - Microsoft...How to upgrade to 7.2 (July 2017 update) from 7.0 (RTW) / 7.1 (Release 1611) To walk through the process of upgrading v7.0/v7.1 to v7.2 a.k.a. July

https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/analytics/reset-financial-reporting-datamart-after-restore

Page 26: How to upgrade to - Microsoft...How to upgrade to 7.2 (July 2017 update) from 7.0 (RTW) / 7.1 (Release 1611) To walk through the process of upgrading v7.0/v7.1 to v7.2 a.k.a. July

>> Hotfix in progress

Retail blocking issue

Page 27: How to upgrade to - Microsoft...How to upgrade to 7.2 (July 2017 update) from 7.0 (RTW) / 7.1 (Release 1611) To walk through the process of upgrading v7.0/v7.1 to v7.2 a.k.a. July