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How to upgrade to 7.2 (July 2017 update) from 7.0 (RTW) / 7.1 (Release 1611)
To walk through the process of upgrading v7.0/v7.1 to v7.2 a.k.a. July 2017 Edition
Format: 1 hour Skype call
Attendees: Key Stakeholders from Customer, Partner teams. Solution Architects, Functional and Technical Leads are mandatory.
• Upgrade overview (v7.0/v7.1 to v7.2 a.k.a. July 2017 update)
• Process for upgrading LIVE v7.0/v7.1 customers
• Process for upgrading ongoing v7.0/v7.1 projects (no Production deployed)
• Financial Reporting (MR) considerations
• Retail specific considerations
AGENDA
https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/get-started/whats-new-changed
Release Version Build number Availability Learn more
Microsoft Dynamics 365
for Finance and
Operations, Enterprise
edition
July 2017 update 7.2.11792.56024 June 2017
What’s new or changed in Dynamics
365 for Finance and Operations,
Enterprise edition July 2017 update
Microsoft Dynamics 365
for Operations1611 7.1.1541.3036 November 2016
What’s new or changed in Dynamics
365 for Operations version 1611
(November 2016)
Microsoft Dynamics AX 7.0.1 7.0.1265.23014 May 2016What’s new or changed in Dynamics AX
application version 7.0.1 (May 2016)
Microsoft Dynamics AX 7.0 7.0.1265.3015 February 2016What’s new or changed in Dynamics AX
7.0 (February 2016)
https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/migration-upgrade/upgrade-latest-update
Microsoft Dynamics 365, Enterprise Edition Licensing guide
CUSTOMER LIVE OR PROD DEPLOYED
https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/migration-upgrade/upgrade-data-to-latest-update
CUSTOMER LIVE OR PROD DEPLOYED
https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/migration-upgrade/upgrade-latest-update
https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/lifecycle-services/configure-execute-code-upgrade
CUSTOMER LIVE OR PROD DEPLOYED
https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/migration-upgrade/upgrade-data-to-latest-update
https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/database/copy-database-from-azure-sql-to-sql-server
CUSTOMER LIVE OR PROD DEPLOYED
https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/migration-upgrade/upgrade-data-to-latest-update
Documentation correction
ExecutionPreparation
Copy Prod db to dev box and run
upgrade
Fix errors, run a local build
Check in code & generate a
deployable package
Deploy to sandbox
Run upgrade
Deploy to prod
Run upgrade
User testing
Errors? Yes
No
Bugs?Yes
No
Start
End
https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/migration-upgrade/upgrade-latest-update
CUSTOMER LIVE OR PROD DEPLOYED
https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/migration-upgrade/upgrade-latest-update
Microsoft Dynamics 365, Enterprise Edition Licensing guide
CUSTOMER LIVE OR PROD DEPLOYED
CUSTOMER LIVE OR PROD DEPLOYED
CUSTOMER LIVE OR PROD DEPLOYED
CUSTOMER LIVE OR PROD DEPLOYEDSR: Failed
SR: Accepted SR: Signed offSR: CompletedSR: In-progress
Customer submits upgrade request for
an environment
Request appears in Service Health for
DSE to accept/reject
5 days before customer‘s
downtime start DSE create staging environment
At downtime start DSE swap staging in
DSE manually run DataUpgrade
DSE Mark upgrade complete
Customer has upgraded!
DSE approves Success Success Success Success
DSE rejects
DSE deallocates and deletes staging
environment and re-tries
Failure
DSE swap staging out (rollback)
Failure
Failure
Failure
Customer has original
environment back
SuccessCustomer signs off
SR
Failure
CUSTOMER LIVE OR PROD DEPLOYED
Downtime
Customer submits upgrade request for
an environment
Request appears in Service Health for
DSE to accept/reject
5 days before customer ‘s
downtime start DSE create staging environment
At downtime start DSE swap staging in
DSE manually run DataUpgrade
DSE Mark upgrade complete
Customer has upgraded!DSE approves Success Success Success Success
DSE rejects
DSE deallocates and deletes staging
environment and re-tries
Failure
DSE swap staging out (rollback)
Failure
Failure
Failure
Customer has original
environment back
SuccessCustomer signs off
SR
Failure
CUSTOMER LIVE OR PROD DEPLOYED
https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/migration-upgrade/upgrade-latest-update
CUSTOMER LIVE OR PROD DEPLOYED
Upgrade data in develop, demo or sandbox environments
CUSTOMER LIVE OR PROD DEPLOYED
https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/migration-upgrade/upgrade-latest-update
https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/migration-upgrade/upgrade-data-to-latest-update
Microsoft Dynamics 365, Enterprise Edition Licensing guide
CUSTOMER NOT LIVE AND NO PROD DEPLOYED
https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/migration-upgrade/upgrade-data-to-latest-update
CUSTOMER NOT LIVE AND NO PROD DEPLOYED
https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/migration-upgrade/upgrade-latest-update
https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/lifecycle-services/configure-execute-code-upgrade
CUSTOMER NOT LIVECUSTOMER NOT LIVE AND NO PROD DEPLOYED
https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/migration-upgrade/upgrade-data-to-latest-update
https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/database/copy-database-from-azure-sql-to-sql-server
CUSTOMER NOT LIVECUSTOMER NOT LIVE AND NO PROD DEPLOYED
Upgrade data in develop, demo or sandbox environments
https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/migration-upgrade/upgrade-sandbox-environment
Copy a Finance and Operations database from SQL Server to a production Azure SQL Database environment
CUSTOMER NOT LIVECUSTOMER NOT LIVE AND NO PROD DEPLOYED
https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/analytics/reset-financial-reporting-datamart-after-restore
KB 4036156
KB 4035399>> Dependent KB, automatically gets installed in Target environment
KB 4035751>> Dependent KB, automatically gets installed in Target environment
KB 4036157
>> Hotfix in progress
Retail blocking issue