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Why Upgrade Microsoft Dynamics AX 2012 to Microsoft Dynamics 365 September 21, 2017

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Page 1: Why Upgrade Microsoft Dynamics AX 2012 to …advantedge.saglobal.com/downloads/Why-Upgrade-Microsoft-Dynamics...Why Upgrade Microsoft Dynamics AX 2012 to Microsoft Dynamics 365 September

Why Upgrade Microsoft

Dynamics AX 2012 to

Microsoft Dynamics 365

September 21, 2017

Page 2: Why Upgrade Microsoft Dynamics AX 2012 to …advantedge.saglobal.com/downloads/Why-Upgrade-Microsoft-Dynamics...Why Upgrade Microsoft Dynamics AX 2012 to Microsoft Dynamics 365 September

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

Page 9: Why Upgrade Microsoft Dynamics AX 2012 to …advantedge.saglobal.com/downloads/Why-Upgrade-Microsoft-Dynamics...Why Upgrade Microsoft Dynamics AX 2012 to Microsoft Dynamics 365 September

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

Page 14: Why Upgrade Microsoft Dynamics AX 2012 to …advantedge.saglobal.com/downloads/Why-Upgrade-Microsoft-Dynamics...Why Upgrade Microsoft Dynamics AX 2012 to Microsoft Dynamics 365 September

Microsoft Flow D365 Template Examples

Page 15: Why Upgrade Microsoft Dynamics AX 2012 to …advantedge.saglobal.com/downloads/Why-Upgrade-Microsoft-Dynamics...Why Upgrade Microsoft Dynamics AX 2012 to Microsoft Dynamics 365 September

Logic Apps

Page 16: Why Upgrade Microsoft Dynamics AX 2012 to …advantedge.saglobal.com/downloads/Why-Upgrade-Microsoft-Dynamics...Why Upgrade Microsoft Dynamics AX 2012 to Microsoft Dynamics 365 September

UI CHANGES

Why Upgrade?

Page 17: Why Upgrade Microsoft Dynamics AX 2012 to …advantedge.saglobal.com/downloads/Why-Upgrade-Microsoft-Dynamics...Why Upgrade Microsoft Dynamics AX 2012 to Microsoft Dynamics 365 September

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

Page 21: Why Upgrade Microsoft Dynamics AX 2012 to …advantedge.saglobal.com/downloads/Why-Upgrade-Microsoft-Dynamics...Why Upgrade Microsoft Dynamics AX 2012 to Microsoft Dynamics 365 September

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

Page 27: Why Upgrade Microsoft Dynamics AX 2012 to …advantedge.saglobal.com/downloads/Why-Upgrade-Microsoft-Dynamics...Why Upgrade Microsoft Dynamics AX 2012 to Microsoft Dynamics 365 September

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

Page 30: Why Upgrade Microsoft Dynamics AX 2012 to …advantedge.saglobal.com/downloads/Why-Upgrade-Microsoft-Dynamics...Why Upgrade Microsoft Dynamics AX 2012 to Microsoft Dynamics 365 September

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

Page 32: Why Upgrade Microsoft Dynamics AX 2012 to …advantedge.saglobal.com/downloads/Why-Upgrade-Microsoft-Dynamics...Why Upgrade Microsoft Dynamics AX 2012 to Microsoft Dynamics 365 September

Power BI

• Embedded directly in workspaces

– Ready to use content packs

• PowerBI.com also available after extracting data from

D365FO

Page 33: Why Upgrade Microsoft Dynamics AX 2012 to …advantedge.saglobal.com/downloads/Why-Upgrade-Microsoft-Dynamics...Why Upgrade Microsoft Dynamics AX 2012 to Microsoft Dynamics 365 September

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