why upgrade microsoft dynamics ax 2012 to...
TRANSCRIPT
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Why Upgrade Microsoft
Dynamics AX 2012 to
Microsoft Dynamics 365
September 21, 2017
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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
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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
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UPGRADE WEBINAR SERIES
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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
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UPGRADE AVAILABILITY
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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
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Code Upgrade Tool in LCS
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CLOUD + CLOUD SERVICES
Why Upgrade?
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Cloud Deployments
• Microsoft deploys the server topology needed for D365FO
• Microsoft manages code deployments and environment
upgrades for Production environment
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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)
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Microsoft Flow
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Microsoft Flow
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Microsoft Flow D365 Template Examples
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Logic Apps
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UI CHANGES
Why Upgrade?
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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
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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.)
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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
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UI DEMO
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CODE MANAGEMENT
Why Upgrade?
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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
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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
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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/
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Roadmap Website
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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
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BI
Why Upgrade?
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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
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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
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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
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Data Management Workspace
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Power BI
• Embedded directly in workspaces
– Ready to use content packs
• PowerBI.com also available after extracting data from
D365FO
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Power BI Content Packs
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FUNCTIONAL IMPROVEMENTS
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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
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ADVANTEDGE
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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 ([email protected] | +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