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

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

2 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

3 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

4 UPGRADE WEBINAR SERIES

5 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

6 UPGRADE AVAILABILITY

7 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

8 Code Upgrade Tool in LCS

9 Why Upgrade? CLOUD + CLOUD SERVICES

10 Cloud Deployments Microsoft deploys the server topology needed for D365FO Microsoft manages code deployments and environment upgrades for Production environment

11 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)

12 Microsoft Flow

13 Microsoft Flow

14 Microsoft Flow D365 Template Examples

15 Logic Apps

16 Why Upgrade? UI CHANGES

17 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

18 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.)

19 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

20 UI DEMO

21 Why Upgrade? CODE MANAGEMENT

22 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

23 AX 2012 vs D365 Code Organization AX 2012 Dynamics 365 for Operations Customer Package Customer Model (Extensions, New objects) All AX 2012 Code Customer Model ISV Model Application Model ISV Package Application Suite, Other Functional Packages ISV Model (Extensions, New objects) Customer Overlayer Model Application Suite Model ISV Overlayer Model Customer Overlayer Model Application Platform, Foundation Packages Application Model No Overlayering Allowed

24 Roadmap and Predictable Releases Better roadmap visibility from Microsoft Somewhat predicable upgrade cadence Twice yearly application platform releases (spring and fall, kind of ) Monthly platform releases Feedback mechanism through Ideas site

25 Roadmap Website

26 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

27 Why Upgrade? BI

28 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

29 D365FO Production Databases and Related Reports SSRS Reports Power BI Embedded Replicated Database (Read Only) Entity Store Transactional Database Business Documents Microsoft Azure Firewall Azure Reporting Database (BYODB) PowerBI.com Reports

30 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

31 Data Management Workspace

32 Power BI Embedded directly in workspaces Ready to use content packs PowerBI.com also available after extracting data from D365FO

33 Power BI Content Packs

34 FUNCTIONAL IMPROVEMENTS

35 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) SAGlobal What s New July Release Webinar:

36 ADVANTEDGE

37 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 ) Solution Design Feature Development LCS Solution / AppSource Curation Code Upgrades BI & Reporting End-User Services Testing Data Management Documentation Application Lifecycle Management