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Microsoft Dynamics AX 2012 R3 Upgrade Path

Microsoft Dynamics AX 2012 R3 is the most advanced version of the Microsoft Dynamics ERP platform and represents enterprise-grade scalability and several feature enhancements including native Business Intelligence, Wizard based workflows, Advanced Warehouse Management, Transportation Management, Demand Forecasting. If you’re on an older version of Microsoft Dynamics AX such as Dynamics AX 4.0, Dynamics AX 2009 or the Dynamics AX 2012 base version then this will document will help you plan your upgrade. For more information and assistance, email us at DAXUpgrade@ignify.com.

Important things before you do an upgrade to Microsoft Dynamics AX 2012.

  1. Ensure you are upgraded to the latest Service Pack on your major version to do an upgrade to Microsoft Dynamics AX 2012 R3. For Dynamics AX 4.0 you need to get to Dynamics AX 4.0 SP2 before you do this upgrade. For Dynamics AX 2009 you need to get to Dynamics AX 2009 SP1 before you do this upgrade
  2. If you are evaluating whether to go to Dynamics AX 2012, Dynamics AX 2012 R2 or Dynamics AX 2012 R3 - don’t. The easiest choice is Dynamics AX 2012 R3 - it is the latest version, has been proven for performance and will save you yet another upgrade. This article talks to an upgrade to Dynamics AX 2012 R3
  3. If you are on Axapta 3.0 or earlier, please email us at DAXUpgrade@ignify.com so we can assess the best dath forward for you

Current Dynamics AX version

Retail Installed

Upgrade Path

Dynamics AX 4.0 SP2

Not Applicable

Direct upgrade using source-to-target model

Dynamics AX 2009 SP1

No

Direct upgrade using source-to-target model

Dynamics AX 2009 for Retail R1

Yes

AX for 2009 Retail R1 > AX 2009 for Retail R2 Refresh > AX 2012 R3 using source-to-target model

Dynamics AX 2009 for Retail R2

Yes

AX for 2009 Retail R2 > AX 2009 for Retail R2 Refresh > AX 2012 R3 using source-to-target model

Dynamics AX 2009 for Retail R2 Refresh

Yes

 

Dynamics AX 2012

No

In-place upgrade

Dynamics AX 2012 Feature Pack

No

In-place upgrade

Dynamics AX 2012 R2

Either

In-place upgrade

If we left you wondering what is a source-to-target upgrade Vs. In-place upgrade, then read on

In-place upgrade: This is the traditional version of upgrades where the production system needs to be offline and the upgrade is done on the production environment itself. The advantage is that it does not require a separate environment for the upgrade (other than the test environment which is always recommended) but the disadvantage is that there is some offline time while the upgrade is being done. However, Dynamics AX 2012 R2 and Dynamics AX 2012 base versions upgrades to Dynamics AX 2012 R3 are less intensive than the Dynamics AX 4.0 or Dynamics AX 2009 to Dynamics AX 2012 R3 and the offline window should not be overly inconvenient.

Microsoft Dynamics AX 2012 R3 In-place upgrade

In Place Upgrade is used for Microsoft Dynamics AX 2012 and Microsoft Dynamics AX 2012 R3 to Microsoft Dynamics AX 2012 R3

Source-to-Target model upgrades: This upgrade methodology is newer and allows for much lesser offline time by allowing a lot of the pre-processing done on the source system thus reducing the amount of down time required. However, the disadvantage is that two environments are required - the Source Production environment and the Target Production environments as compared to the in-place upgrades where the upgrade can be done in the same production environment. However, it is unlikely that Dynamics AX 2012 will work on the Dynamics AX 2009 or Dynamics AX 4.0 environments without requiring a significant upgrade to the hardware. You probably are at the point of time when you need to upgrade the computer servers that host your ERP environment so this may be a moot point. A diagrammatic representation of the source-to-target model upgrade is shown below.

Under the source-to-target model, issues involving the upgrade of business data are mostly resolved on the source system with no interruption of operations. Similarly, procedures for upgrading customized application code are carried out on the offline target system. When data preprocessing on the source system is complete, and the target system is ready, the source system is taken offline, the prepared business data is copied to the target system, and upgrade scripts are run. After testing, the target system can go live.

Microsoft Dynamics AX 2012 R3 Source to Target model upgrades

Source-to-Target Model upgrade is used for Microsoft Dynamics AX 2009 and Microsoft Dynamics AX 4.0 upgrade to Microsoft Dynamics AX 2012 R3

Remember to read up on the Microsoft Dynamics AX 2012 upgrade best practices. If you have additional questions or would like help with your upgrade, please email us at DAXUpgrade@ignify.com

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