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Microsoft

Upgrade Dynamics AX 2012 to finance and operations apps

Microsoft via Microsoft Learn

Overview

  • Module 1: Key differences between Dynamics AX 2012 and Finance and Operations apps
  • In this module, you will learn about:

    • How Microsoft helps customers upgrade.
    • The Microsoft Cloud.
    • Architectural and operational differences between AX 2012 and Finance and Operations apps.
  • Module 2: Learn about the upgrade process from Microsoft Dynamics AX 2012 to Finance and Operations apps.
  • In this module, you will learn about:

    • Upgrade strategy and best practices.
    • Microsoft Dynamics 365 Lifecycle Services.
    • Application lifecycle management.
    • Artifacts in Finance and Operations apps compared with those in Dynamics AX 2012.
  • Module 3: Microsoft supports upgrades from Dynamics AX 2012 R2 and R3 to Finance and Operations apps. All tools to upgrade are generally available.
  • In this module, you will learn how to:

    • Estimate and analyze upgrade tasks.
    • Perform a fit-gap analysis, and create a project plan.
    • Prepare the Dynamics AX 2012 database for upgrade.
    • Upgrade code and data to Finance and Operations apps.
    • Validate the upgrade, and perform functional and cutover testing.
  • Module 4: If you are upgrading Dynamics AX 2012 to Finance and Operations apps, you should understand Dynamics 365 integration concepts and scenarios that are available.
  • In this module, you will learn about:

    • The differences in integration architecture between Dynamics AX 2012 and Finance and Operations apps.
    • Dynamics 365 integration concepts, platforms and tools.
    • Business events to enable business process integrations.
    • Integration patterns and scenarios
    • Factors to consider when implementing integration.
  • Module 5: An important step in your upgrade journey is to determine how you will provide your users with the reporting and analytics that they need to make decisions. Finance and Operations apps provides out-of-the-box tools that allow you to use your data to create modern reporting and analytics.
  • In this module, you will learn about:

    • Reporting and Power BI analysis used with AX 2012.
    • The reporting options available in Finance and Operations apps.
    • Data export services in Finance and Operations apps.
    • How to modernize your data warehouse.
    • How to modernize your analytics and reporting.
  • Module 6: Because Finance and Operations apps is a cloud solution, development of elements and code has evolved for organizations to take continuous updates of the application.
  • In this module, you will learn about:

    • The extensibility framework and how extensions work.
    • Different ways to customize the application.
    • Different ways to perform code extension.
    • How to submit an extensibility request.

Syllabus

  • Module 1: Key differences between Dynamics AX 2012 and Finance and Operations apps
    • Introduction
    • Microsoft programs to help customers
    • Microsoft cloud
    • Cloud concepts
    • Architecture differences to consider
    • Operational differences to consider
    • Check your knowledge
    • Summary
  • Module 2: Get started with the upgrade process from Dynamics AX 2012 to Finance and Operations apps
    • Introduction
    • Lifecycle Services
    • Application lifecycle management
    • Artifact comparison
    • Build overview
    • Upgrade strategy and best practices
    • Check your knowledge
    • Summary
  • Module 3: Tools for code and data upgrade from Dynamics AX 2012 to Finance and Operations apps
    • Introduction
    • Analyze phase
    • Execute phase
    • Validate phase
    • Check your knowledge
    • Summary
  • Module 4: Compare integrations in Finance and Operations apps with Dynamics AX 2012
    • Introduction
    • Integration architecture comparison
    • Integration platform and tools
    • Integration architecture
    • Business events
    • Inbound and outbound services
    • Working with integration platforms and tools
    • Integration considerations
    • Integration patterns and scenarios
    • Check your knowledge
    • Summary
  • Module 5: Compare reporting and analytics in Finance and Operations apps with Dynamics AX 2012
    • Introduction
    • Reporting and Power BI analysis
    • Reporting options
    • Data export components
    • Modernize your data warehouse
    • Modernize your analytics and reporting
    • Check your knowledge
    • Summary
  • Module 6: Get started with the extensibility framework in Finance and Operations apps
    • Introduction
    • How extensions work
    • Work with elements
    • Augment source code
    • Extensibility guidelines and requests
    • Check your knowledge
    • Summary

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