Microsoft Dynamics AX Planning Services
Upgrading
Microsoft Dynamics AX
PARTNER ENGAGEMENT GUIDE
Contents
Microsoft Dynamics 'AX 7'
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Engagement Customization & Exceptions
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Upgrading Microsoft Dynamics AX
Microsoft Dynamics 'AX 7'
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Upgrading Microsoft Dynamics AX
Microsoft Dynamics 'AX 7'
Pre-engagement questionnaire
Workshop deck
Upgrade code tool
Assessment report template
Gap analysis guide and report template
Deployment and integration guidance
Architecture Guidance
Implementation considerations
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Educate & Outline Future Solution Vision
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Additional Important Topics to Cover in the Workshop
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Analyze Technical Upgrade Requirements
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Required Technical Assessment Components
Microsoft Dynamics 'AX 7'
Sheet
Upgrade summary
List of key reports, and the number of objects
impacted by upgrade in each module.
Sheet
Description
Upgrade summary
Summary of elements converted to extensions, over layering elements
remained, code conflicts resolved, code changes and meta data
changes and TO List.
Global tables
Lists tables that do not have DataAreaID values
Form patterns
Lists all customized forms with identified form style and suggested form
pattern in the new Microsoft Dynamics AX and percentage of controls
in each form covered in new pattern.
Customization Statistics
Lists all customizations
Lists all elements which can be converted to extensions
Customization View
Number of customized tables and classes
Elements converted to
Extensions
Modified Objects
List of modified objects
Over layering elements
remained
Lists all elements which cannot be converted to extensions due to
various reasons and remained as over layering objects
Modified Object Details
List of what is modified in each object
Elements converted failed
List of elements which can fail during element conversion. These
elements have to be upgraded manually on case to case basis
Domain information
Lists companies, domains, and related users
Merge report
List of elements where code conflicts can be resolved and auto merged.
Table statistics
Lists table size, properties, and counts of rows
and columns
Code upgrade report
Lists all code upgrade actions done for each element during code
upgrade process.
Parameters
Lists parameter values
Code upgrade errors
Lists all code upgrade errors encountered during code upgrade process
through LCS. These errors have to be resolved manually.
Tables without DataAreaId
List of any tables that do not have a
DataAreaId.
SysUtilElementsLog (Object
Usage Summary)
Code upgrade task list
Lists usage patterns of MSDAX objects
Lists of manual activities to be done to complete the code upgrade,
which can include the unresolved code conflicts and any patterns which
LCS code upgrade service could not support to the new Microsoft
Dynamics AX code artefacts. This also provides tentative effort in
minutes for each task.
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Description
Analyze Functional Requirements & Business Processes
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Analyze Deployment and Integration Requirements
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Developing Upgrade Implementation Plan
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Microsoft Services
Tools & Resources
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Microsoft Services
Program Requirements
Microsoft Dynamics 'AX 7'
Enterprise Resource Planning
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