Microsoft Dynamics 365 for Operations. Migrate FAQ

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1 Microsoft Dynamics 365 for Operations

2 2 The New Microsoft Dynamics 365 for Operations Migration tools Trust Center Cloud Service Microsoft Dynamics Lifecycle Services (LCS) AppSource Better Together Dynamics 365 for Operations with Power BI Dynamics 365 for Operations with Office 365

3 3 The new Microsoft Dynamics 365 for Operations What's new in Microsoft Dynamics 365 for Operations? For more information, please visit the Dynamics 365 for Operations website. Dynamics 365 for Operations

4 What's new in Microsoft Dynamics 365 for Operations? User experience Modern, immersive, intuitive, personalizable with a level of fit and finish that people notice immediately. We are delivering a web experience that actually moves user productivity forward and helps our customers achieve more. 4 Cloud first transformation We are harnessing the power and elasticity of the cloud for our customers and setting the reference standard for an enterprise application on utilizing the full range of Azure platform services. Business intelligence Co-innovating with Power BI to land it as our embedded BI engine and with SQL on near real time in-memory operational analytics. In today s fast moving world, this is the immediate information our customers need to succeed. Click the link for more information on Dynamics 365 for Operations' interoperability with Power BI. Power BI Help and documentation We landed an entirely new, modern architecture for user information, including Wikis and Task Guides. These are now things that we include in every product demonstration, and they reinforce our commitment to making users more productive and simplifying the on-ramp to our rich product. We're delivering architectures that enable our partners and even our customers to tailor the documentation and task guides to their specific environment. Developer tools Moved the entire development experience to Visual Studio, lit up integration with TFS and VS Online, and dramatically improved our compiler, code, and data migration tools. We are giving our partners a fully integrated application development lifecycle, enabling them to focus on the business content of their solutions.

5 What's new in Microsoft Dynamics 365 for Operations? Workspaces We ve introduced a new concept in the application that people love at first sight. They are the lens through which we have focused innovation across the application. Global Financial Management Workspaces were delivered to put finance users in control of general journal processing, budget planning, customer and vendor invoicing, and vendor payments. Supply Chain Management and Manufacturing Sixteen workspaces across SCM put users in control of their operations, including process manufacturing product readiness, lean manufacturing product readiness and replenishment, released product maintenance, cost analysis, cost administration, master planning, outbound work planning and monitoring, product variant model definition, production floor management, purchase order preparation, vendor confirmation, receipt and follow-up, sales order inquiry and processing, and sales return processing. Building on strong visualization of key operational processes, the SCM workspaces enable users to act on the surfaced insights the Delivery Alternative Workbench is a great example. 5 See what's new in Dynamics 365 for Operations. What's new Learn more about the product roamap. Roadmap Retail Compelling workspaces put retail users in control of their daily processes across products and categories, pricing and discounts, catalogs, channels, stores and system operations. Combined with the workspaces and innovations in mobile and cloud POS, we are also landing great innovation in simplifying the deployment and implementation of retail only workloads a key pattern for our future evolution and simplifying management of large retail store networks. Human Capital Management We've added new workspaces for HR, like the Compensation Workspace, and a total transformation in workflow-backed Employee Self-service (ESS) and Manager Self-service (MSS).

6 What's new in Microsoft Dynamics 365 for Operations? Lifecycle Services Already a differentiator in Dynamics AX 2012, we have moved to even higher levels of capability. Truly an integral part of the new Dynamics 365 for Operations, Lifecycle Services (LCS) brings together a unified canvas for super-efficient customer, partner, and Microsoft collaboration. LCS will help give our customers quicker, more predictable paths to achieving results, and will provide them with enterprise best practices across every phase of their project lifecycle. LCS helps change the game for rapid, best practice implementation vs. our competitors, and enables our partners to deliver predictable, efficient best practice implementations. 6 Localization Transforming how we deliver localization and regulatory upgrades in many cases, from code to configuration through the GER innovation, is an amazing step forward. Surrounding that with integration of our Localization Portal into LCS, and movement of our PLLP partners to LCS Solutions, we are improving our agility and our global customers experience. This set of transformational changes builds the base for a SaaS servicing model for localization a breakthrough capability for our customers and a breakthrough differentiator for Dynamics 365 for Operations. Cloud powered support The experience that a customer encounters when they have a problem is a critical component of satisfaction when you do it right and a stunning accelerant of dissatisfaction when you don t. Issue submission is a polished, in-product experience. Telemetry and task recorder allow the simple, complete capture of the information necessary for resolution. Cases flow seamlessly from submission, through service engineering, and all the way to the product team if necessary. Visual Studio Team System collaboration between the customer, partner, and Microsoft will reduce lost time during resolution and verification.

7 What's new in Microsoft Dynamics 365 for Operations? App/Plat separation We deliver customer value through the unification of our application and platform innovation, but the technical separation is already paying dividends in our productivity, positioning us for more effective servicing, and empowering our central role in the larger Business Application Platform strategy for the future. The further work to separate General Ledger from the rest of the application suite starts to forge our path to a suite of composable workloads, opening up options for agility, serviceability, scale, and offer/deployment flexibility. 7 Azure Marketplace This is the result of strong innovation in our code migration tools, data management and help tools, and a commitment to embracing our ISVs that started with our first CTPs and continued right through to today. Extending the marketplace discovery with a powerful trial experience will absolutely accelerate our channel s ability to deliver results.

8 8 Migration tools What is data migration for AX 2009? What does data migration include? What is code upgrade and the upgrade analysis tool for AX 2012?

9 Migration tools What is data migration for AX 2009? Data migration gives customers - starting with Dynamics AX 4.0 and Dynamics AX the ability to migrate from legacy Dynamics AX versions without doing a full data upgrade. This includes configuration and setup, balances, open documents and pending invoices, system configuration, and anything else that has an entity. 9 What does data migration include? Data migration includes: Configuration and setup: Ledger, Customer groups, Vendor groups Master: Customer, Vendor, Project, Accounts Balances: Ledger balances, Stock, Prices Open documents and pending invoices: Sales order, Purchase order, AR invoices System configuration: Number sequences, Users, User groups, Security Anything which has an entity (Ideally not historical transactions) What is code upgrade and the upgrade analysis tool for AX 2012? Code upgrade gives Dynamics AX 2012 customers the ability to upgrade to Dynamics 365 for Operations. All code types are converted as is, with the exception of Enterprise Portal, Custom Client controls, Document Services/AIF, Form parts (replaced by current Form parts), Cues, Visual Studio Projects, and reports/bi. The code upgrade tool is an LCS service that will assist you in evaluating the effort for upgrade before making the commitment, will automatically migrate your code to the current version, and will also streamline the process by providing automated merging and documenting where manual merging needs to be performed.

10 10 Trust Center What is the Microsoft Trust Center? Where can I find information about Dynamics 365 for Operations in the Microsoft Trust Center? Why was Microsoft Dynamics 365 for Operations added to the Microsoft Trust Center? What trust principles are Dynamics 365 for Operations built on?

11 Trust Center What is the Microsoft Trust Center? The Microsoft Trust Center is the central point of reference for all Microsoft cloud-based services providing the latest information about security, privacy, and control. Microsoft Trust Center 11 Where can I find information about Dynamics 365 for Operations in the Microsoft Trust Center? Please find the new Dynamics 365 for Operations page on the Microsoft Trust Center and the Trust Center Products and Services page here. Why was Microsoft Dynamics 365 for Operations added to the Microsoft Trust Center? With the launch of Microsoft Dynamics 365 for Operations, Microsoft s ERP cloud service, it is being added to the Trust Center to show Microsoft s commitment to protecting our customer s privacy and the security of their data, including who has access to it. Dynamics 365 for Operations is designed and built to leverage the power and trustworthiness of Azure. It provides world class, enterprise-grade data protection so you know that your data is secure and its privacy is protected. Because you own your data, Dynamics 365 for Operations gives you control over how it is stored and how you access it. Dynamics 365 website Microsoft Trust Center Products and services What trust principles are Dynamics 365 for Operations built on? It is built to secure your data and keep it safe. It is designed to protect the privacy of the data you put in Azure and allow you to access it at any time without assistance from Microsoft. And it is developed to conform to global standards to help organizations meet their business requirements. You can learn more by visiting the Dynamics 365 for Operations Products and Services page here. Products and services

12 12 Cloud Service What are the cloud services that will be included with Dynamics 365 for Operations? What is the cloud service delivery model? What are the activities managed by Microsoft and customers/ partners? Who do I contact for service requests and through what channel? What High Availability features are available for applications running on Azure? What Disaster Recovery features are available for applications running on Azure?

13 Cloud Services What cloud services are included with Dynamics 365 for Operations? Microsoft Dynamics 365 for Operations brings together a set of ERP, BI, Infrastructure, compute, and database services in a single offering. The service is comprised of the following services: high-availability production instance of Dynamics 365 for Operations including Azure infrastructure and SQL database consumption, 10 GB of storage, development/test instance and standard acceptance test instance for 3 months with initial implementation, and an additional month for updates, disaster recovery, and analytics (Power BI). 13 What is the cloud service delivery model? Customers consuming the cloud ERP service will experience three layers of service delivery: 1. Microsoft Dynamics Lifecycle Services. Lifecycle Services 2. Microsoft Dynamics Service Engineers: Maintain the SLA of the service by actively monitoring and servicing the application platform for the customer. This includes scaling up and down resources for the customer when needed, proactive communication to the customer and/or partner, as well as deployments to the customer s production environment. 3. Customer-specific activities by the customer or partner: Customer can focus on those activities that are specific to customers and/or partners, such as providing access to the right users, defining the specific business processes, and managing any environment other than production. Microsoft Dynamics 365 for Operations provides customers the ability to extend the service with specific partner solutions and/or unique customizations. These modifications to support unique business processes are defined, developed, and tested by the customer and/or their partner. Microsoft provides the customer with development, testing, and staging environments to support this process. These environments are managed and monitored by the customer or their partner. The customer has the flexibility to determine the timing and scope of the service update and to schedule the update's execution with Microsoft. What are the activities managed by Microsoft and customers/partners? Customers will manage and monitor all environments for development, testing, and staging purposes. Microsoft will manage and monitor production environments.

14 Cloud Services Who do I contact for service requests and through what channel? You can request the services described below (through LCS) from Microsoft. Microsoft Dynamics Service Engineers (DSE) will be available 24/7. Please note, the response time to the service requests are described in the Table 1 below. Table 1 Scenario Provisioning of initial environments Updates to application 14 Hotfixes, patches, updates, and customizations Scenario Scenarios described above, including provisioning, updates, and data management Request response/ initiation Provide you with status updates < 8 hours Every business day Target completion time < 2 business days Data management Back-up, restore, and update Update infrastructure Scale up and down Users, storage, instances Security User access Fore more information on the ERP Cloud service's SLA, see more information here. Cloud Services SLA What High Availability features are available for applications running on Azure? Azure has many built-in platform features that support highly available applications. The Azure Fabric Controller (FC) is responsible for provisioning and monitoring the condition of the Azure compute instances. The Fabric Controller checks the status of the hardware and software of the host and guest machine instances. When multiple role instances are deployed, Azure deploys these instances to different fault domains. A fault domain boundary is basically a different hardware rack in the same datacenter. Fault domains reduce the probability that a localized hardware failure will interrupt the service of an application. Upgrade domains are similar to fault domains in function, but they support upgrades rather than failures. An upgrade domain is a logical unit of instance separation that determines which instances in a particular service will be upgraded at a point in time. Monitor production environment Manage and monitor dev/ test/staging environment Learn more about Disaster Recovery and High Availability for Azure Applications here. HA/DR For a more comprehensive analysis of the platform, see Azure Business Continuity Technical Guidance. Technical Guidance In addition to these platform features that support high compute availability, Azure embeds high availability features into its other services.

15 Cloud Services What Disaster Recovery features are available for applications running on Azure? While high availability is about temporary failure management, disaster recovery (DR) is about the catastrophic loss of application functionality. As with availability considerations, Azure has Azure Business Continuity Technical Guidance designed to support disaster recovery. There is also a relationship between some of the availability features of Azure and disaster recovery. For example, the management of roles across fault domains increases the availability of an application. Without that management, an unhandled hardware failure would become a disaster scenario. So the correct application of many of the availability features and strategies should be seen as an important part of disaster-proofing your application. Multiple datacenter regions Azure maintains datacenters in many different regions around the world. This supports several disaster recovery scenarios, such as the system-provided geo-replication of Azure Storage to secondary datacenters. It also means that you can easily and inexpensively deploy a cloud service to multiple locations around the world. Compare this with the cost and difficulty of running your own datacenters in multiple regions. Deploying data and services to multiple datacenters protects your application from major outages in a single datacenter. Azure Traffic Manager Once a datacenter-specific failure occurs, you must redirect traffic to services or deployments in another datacenter. This routing can be done manually, but it is more efficient to use an automated process. Azure Traffic Manager (WATM) is designed for this task. It allows you to automatically manage the failover of user traffic to another datacenter in case the primary datacenter fails. Because traffic management is an important part of the overall strategy, it is important to understand the basics of WATM. Learn more about Disaster Recovery and High Availability for Azure Applications here. 15 HA/DR For a more comprehensive analysis of the platform, see Azure Business Continuity Technical Guidance. Technical Guidance Learn more on how Azure Traffic Manager Works. Overview

16 16 Microsoft Dynamics Lifecycle Services (LCS) What is new in the latest releases of Lifecycle Services? What browsers does LCS support? Is there a different URL for LCS for Dynamics 365 for Operations vs. Dynamics AX 2012? How much control do customers have over their demo, dev, text, or production Dynamics 365 for Operations environments? When will LCS support other languages besides English?

17 Microsoft Dynamics Lifecycle Services (LCS) What is new in the latest releases of Lifecycle Services? The latest updates include a set of new and enhanced services including: Unified log-in means all users (including MS employees) use the same green login button. Incremental updates to the notification framework provide you with better control for notifications from LCS. Action center added for SharePoint and Visual Studio online setup to provide better visibility into setup and configuration. Recent projects section now shows recently used projects along with recently invited to make it easier to manage multiple projects in LCS. LCS no longer supports Firefox. 17 What browsers does LCS support? Lifecycle Services supports these browser versions: Microsoft Internet Explorer v11, Microsoft Edge v25, and Google Chrome v54. Is there a different URL for LCS for Dynamics 365 for Operations vs. Dynamics AX 2012? No, it is the same URL ( The difference is that you would create a Dynamics 365 for Operations project instead of a Dynamics AX Dynamics 365 website How much control do customers have over their demo, dev, test, or production Dynamics 365 for Operations environments? Customers have full control over all their environments with the exception of deploying the production environment and deploying updates to it as well both of these are handled by Microsoft Dynamics Systems Engineers (DSEs) with the customer scheduling the updates and the DSE doing they actual deployment function. Release notes When will LCS support other languages besides English? LCS is now available in 40 languages. Please refer to the December release notes under Language preferences on how to use this new functionality.

18 18 AppSource What is AppSource? Which benefits will AppSource provide to customers? How can customers find AppSource apps that are curated by Microsoft? What is the new curation bar? What are the benefits for partners?

19 AppSource What is AppSource? AppSource is a cloud-powered business application lifecycle approach. This initiative combines Lifecycle Services from Microsoft with predefined business processes and content from partners and/or customers to deliver and operate turnkey solutions. 19 AppSource is comprised of a solution methodology, business process library, data scripts for migration, copy configuration, test artifacts, diagnostic rules, and documentation. LCS methodology and services accelerate and automate the system setup, application configuration, and deployment of the solution on Microsoft Azure. After the initial implementation, LCS services helps the customer operate the solution a cradle to continuous life experience. Which benefits will AppSource provide to customers? This initiative helps customers achieve predictable and high-quality implementation outcomes and reduced implementation cycles. It will also help customers improve time-to-value of Dynamics 365 for Operations investments. Due to the end-to-end (Lifecycle) approach, AppSource can be used for initial implementations, additional roll-outs within the organization, to operate and manage the system, or for training purposes. Patterns and rule-based engines provide implementers with insights to improve the quality of the implementation and avoid system downtime. How can customers find AppSource apps that are curated by Microsoft? To ensure our customers can get the highest quality solution while also supporting our partners ability to market it, we have redesigned our partner certification programs. Specifically, we have changed the requirements for Certified for Microsoft Dynamics (CfMD) to validate the solution and methodology which partners provide customers to deploy, test, and operate the solution through AppSource. Solutions that pass the curation bar will be published on Microsoft AppSource, giving customers the confidence that the solution they are selecting is meeting a high quality bar and will seamlessly work with their Dynamics 365 for Operations solution. AppSource What is the new curation bar? Microsoft will curate AppSource apps developed by partners. Solutions assets that are being validated are the following: Solution code including test code (models), master data, and configurations; BPM and test scripts; implementation methodology; binaries; help (Wiki); marketing content; and deployment assets.

20 AppSource What are the benefits for partners? AppSource has also opened up new opportunities for partners enabling them to create industry solutions that can be discovered and deployed in a repeatable way in AppSource for both Microsoft Dynamics AX 2012 and this Dynamics 365 for Operations release. This gives customers the ability to choose the right solution for their business, explore it, and deploy it in a matter of days vs. weeks or months. It is also a new business model and revenue stream that partners are very excited about. 20

21 21 Better Together Dynamics 365 for Operations with Power BI Dynamics 365 for Operations with Office 365

22 Better together: Dynamics 365 for Operations with Power BI What is Power BI? Microsoft Power BI is a collection of tools and services that enables interactive visualizations and dashboards. Power BI is the tool that many users choose when they want to create interactive visualizations and self-service reports for Microsoft Dynamics 365 for Operations. 22 How will Dynamics 365 for Operations integrate with Power BI? Dynamics 365 for Operations users will be able to connect to their existing Power BI data and leverage the easy-to-use dashboards, interactive reports, and natural language queries. They can bring data to life via compelling visualizations and have data driven conversations with their peers around business processes. Users have the ability to pin Power BI tiles into Dynamics 365 for Operations workspaces thereby having relevant insights within reach. We plan to make Dynamics 365 for Operations available with pre-built content packs targeted towards insights for monitoring Financial performance, Retail store performance, Inventory cost management, and practice management. Additional content packs to cover key business processes are planned for after the first release of Dynamics 365 for Operations. Using aggregated and detailed data entities, a power user has the ability to extend or create Dynamics 365 for Operations content packs by mashing up Dynamics 365 for Operations data as well as other sources of data. How do I access the interactive dashboards and collaborate capabilities on PowerBI.com? PowerBI.com is a service that lets users explore and interact with data by using dashboards and reports. Anyone can sign up to use PowerBI.com and immediately after, they can interact with pre-built dashboards and data sources. PowerBI.com also enables collaboration among a group of users within an organization or a group. In the upcoming public preview, we will enable the following key capabilities in Power BI for Dynamics 365 for Operations: Aggregated and detailed data entities that expose Dynamics 365 for Operations data securely to Power BI via ODatav4 Content packs to monitor business processes in finance, retail store manager, inventory cost personnel, and practice manager Capability of pinning Power BI visualizations to Dynamics 365 for Operations workspace for ease of access Pre-built Dynamics 365 for Operations content packs for Power BI include dashboards and reports. These content packs are provided by Microsoft, and also by ISVs and partners, and can be accessed directly from PowerBI.com by users who are exploring data from their Dynamics 365 for Operations deployment. Users can also upload content packs that they have developed by using either the Power BI tools in Excel or PowerBI.com. Moreover, as users view reports and visuals on PowerBI.com, they can drill back into the Dynamics 365 for Operations client to take action on trends and exceptions in a given workspace. Power BI clients for ios, Android, and Windows mobile devices let users who are on the move access Power BI dashboards and reports.

23 Better together: Dynamics 365 for Operations with Office 365 How will Dynamics 365 for Operations work with Office 365? The Microsoft Office interoperability capabilities in Dynamics 365 for Operations provide users with a productive environment that helps them get the job done by using Office products. Excel Data Connector app Microsoft Excel can change and quickly analyze data. Dynamics 365 for Operations includes an Excel Data Connector app that interacts with Excel workbooks and Dynamics 365 for Operations OData services that are created for publicly exposed data entities. The Excel Data Connector app enables Excel to become a seamless part of the Dynamics 365 for Operations user experience. 23 The Excel Data Connector app is built by using the Apps for Office framework. It runs in a task pane that contains all app-related actions and information. Office applications are web applications that run inside an embedded Internet Explorer browser window. Workbook designer You can use the Excel Workbook Designer page to design an editable custom export workbook that contains an entity and a set of fields. Export API Dynamics 365 for Operations now comes with an Open in Microsoft Office menu on any page that has a data source. User have the option to Open in Excel and Export to Excel. The Export API is used to provide custom export options for a particular page. The Export API allows developers to provide a set of custom export options that appear on the Export menu on a page, provide the context for a custom-generated report, and provide the template for a custom template export. Document management Document management in Dynamics 365 for Operations now supports saving record attachments in Azure Blob storage. Azure Blob storage is equivalent to storage in the database. Document preview is available for supported file types on the Preview FastTab. Supported files include basic document types, such as basic image and text files, as well as Office document type through the use of a product Office Web Apps Server. How does single sign-on work? Through Azure Active Directory, users can provide a single identity to access on-premises applications and cloud services such as Office 365, and administrators can leverage a single tool to provide an easy deployment experience for synchronization and sign-in. Learn more about Azure Active Directory. Azure Active Directory

24 Microsoft Corporation. All rights reserved. This document is provided "as-is." Information and views expressed in this document, including URL and other Internet Web site references, may change without notice. You bear the risk of using it. Some examples are for illustration only and are fictitious. No real association is intended or inferred. This document does not provide you with any legal rights to any intellectual property in any Microsoft product. You may copy and use this document for your internal, reference purposes.

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