Book Image

Implementing Microsoft Dynamics 365 for Finance and Operations

By : Rahul Mohta, Yogesh Kasat, JJ Yadav
Book Image

Implementing Microsoft Dynamics 365 for Finance and Operations

By: Rahul Mohta, Yogesh Kasat, JJ Yadav

Overview of this book

Microsoft Dynamics 365 for Finance and Operations, Enterprise edition, is a modern, cloud-first, mobile-first, ERP solution suitable for medium and large enterprise customers. This book will guide you through the entire life cycle of a implementation, helping you avoid common pitfalls while increasing your efficiency and effectiveness at every stage of the project. Starting with the foundations, the book introduces the Microsoft Dynamics 365 offerings, plans, and products. You will be taken through the various methodologies, architectures, and deployments so you can select, implement, and maintain Microsoft Dynamics 365 for Finance and Operations, Enterprise edition. You will delve in-depth into the various phases of implementation: project management, analysis, configuration, data migration, design, development, using Power BI, machine learning, Cortana analytics for intelligence, testing, training, and finally deployment, support cycles, and upgrading. This book focuses on providing you with information about the product and the various concepts and tools, along with real-life examples from the field and guidance that will empower you to execute and implement Dynamics 365 for Finance and Operations, Enterprise edition.
Table of Contents (23 chapters)
Foreword
Title Page
Credits
Disclaimer
About the Authors
About the Reviewers
www.PacktPub.com
Customer Feedback
Preface

Chapter 14. Update, Upgrade, and Migration

In the previous chapter, you read about post go live activities, support, and best practices to keep the ERP value momentum going. The post go live phase is an interesting phase, as it is never static. Its dynamic nature calls for continuous improvement of your business platform, keeping up to date with the latest trends, and having a healthy system to fuel your organization growth.

In this chapter, we will cover activities involving evaluation of migration options from prior versions of Dynamics 365 for Finance and Operations, Enterprise edition. This spans updates to your solution and upgrades from a prior major version or migration from a version which existed before.

We will be sharing knowledge on upgrade and migration using the following topics:

  • Understanding update, upgrade, and migration
  • Updating to the latest Dynamics 365 for Finance and Operation version
  • Upgrading/migrating from Dynamics AX 2012 or AX 2009
  • Upgrading/migration planning
  • Upgrading...