Process for moving to the latest update of Finance and Operations

This topic explains the process of updating or upgrading to the latest release of Microsoft Dynamics 365 for Finance and Operations. It describes the overall process and supported scenarios, but it doesn't provide detailed instructions for every step of the process.

For information about the contents of each release of Finance and Operations, see What's new or changed.

For information about One Version service updates, see the One Version service updates overview.

Note

For those looking to upgrade to Finance and Operations from Microsoft Dynamics AX 2012, please see Upgrade from AX2012 to Finance and Operations.

Definitions

  • Upgrade – The process of moving from one official release of Finance and Operations to the next release, for source environments prior to version 8.0. Some examples are the move from 7.1 to 7.3, or from 7.3 to 10.0.1. The process involves setup of a free sandbox environment, code upgrade, and data upgrade.
  • Update – The process of applying a binary package to an environment to move it from one official release of Finance and Operations to the next release, for source environments starting with version 8.0. This process has lower downtime requirements and doesn't involve data upgrade.

Paths to One Version

Paths to One Version There are three primary paths to get to the latest version of Finance and Operations. Each path is referenced below with a link to detailed steps.

Self-service upgrade

Applicable starting version: Microsoft Dynamics 365 for Finance and Operations 7.0 (RTW), 7.1 (1611), 7.2 (July 2017), 7.3.
Scope: Complex
This path involves code refactoring to Extensions, and Data Upgrade in a DevTest, Sandbox, and eventually a Production environment.

Perform self-service upgrade.

Rebuild and update

Applicable starting version: Microsoft Dynamics 365 for Finance and Operations 8.0
Scope: Moderate
This path involves removing Microsoft X++ hotfixes, and creating a merged update package.

Rebuild and update.

Automatic update

Applicable starting version: Microsoft Dynamics 365 for Finance and Operations 8.1.0+
Scope: Simple
This path involves configuring your project for continuous updates.

Configure service updates.