Summary

In this module, you learned how to upgrade from Microsoft Dynamics AX 2012 to finance and operations. The module covered key phases of the upgrade process, including environment preparation, code and data upgrades, functional testing, cutover planning, and go-live implementation.

You explored best practices for minimizing downtime, managing old versus new data during testing, and coordinating across technical and functional workstreams. With the correct planning and practice, especially through mock cutovers, you can help ensure a smooth and successful upgrade to the latest cloud-based platform.

You're now ready to apply these steps to your own upgrade project and guide your organization through a confident transition.