How ‘One Version’ Affects Dynamics 365 Finance and Operations Users

by | Updated July 28, 2020 | Dynamics 365 for Finance and Operations

Dynamics 365 Finance and Operations One Version

 

In the past, a typical Dynamics AX upgrade from one version to the next could take months or years to deploy at a high cost – both financially and in labor hours. In 2018, Microsoft announced an “evergreen” ERP solution – Dynamics 365 Finance and Operations. This robust ERP business solution eases the burden and eliminates the financial stressors of an upgrade as all users are consistently on One Version.

Microsoft’s vision is that Dynamics 365 Finance and Operations One Version will help you stay current in a consistent, predictable, and seamless manner.

Previously, Microsoft planned on 10 updates each year. As of June 3, 2019, Microsoft announced changes to the update schedule that include only 8 updates each year. They also changed the minimum required updates for FinOps users to 2 per year from the original 4 per year.

 

When a new update is announced, users can log in to Lifecycle Services (LCS) and select the ‘sandbox’ environment that these monthly updates will be applied to and the weekend that they will be applied to production.

Once this is set up, you will get a notice two weeks before your production environment will be updated.  This is when you should review the release notes and determine if any changes to your test plan are needed.  The week before the production update your ‘sandbox’ environment will receive the update.  You then should perform automated, end-user, and integration testing.  If there are no issues reported to Microsoft, your production environment will be updated at the time you specify.  If there are issues, you submit a support ticket to prevent the production update.  This will happen monthly unless you go into LCS and pause the process before your ‘sandbox’ receives the update.

 

 

Due to frequency of service updates to your system, it is more important than ever that you have a testing methodology and plan for your Dynamics 365 Finance and Operations implementation.  A key to easing the burden of this monthly testing is the Regression Suite Automation tool (RSAT).  Learn more about the RSAT tool in this article.

As you prepare for One Version here are some things you should be thinking through:

1) Who will be responsible for managing the updates getting applied to your Dynamics 365 Finance and Operations system?  This individual should also work with your ISVs to determine if a new version of the ISV is required.

2) What will your schedule be for applying the updates?  Will you take each monthly update or defer one (or two) months?

3) Will you have Microsoft automatically update your system or will you manually apply all patches?

4) Who will create and manage your test plan and execution?  This should involve reading the monthly release notes to ensure your test plan covers any updates, ensuring that you get automated testing setup and that you have end-user testing as well as integration testing (if needed) for each release.  This individual or team should also ensure that the testing did occur and sign off before the update can be applied to production.

Additional resources about One Version are below. Check out our webinar where we go over everything you should know about One Version and answer questions.

What One Version Means for Dynamics 365 Finance and Operations Users

One Version

 

If you have any questions please contact us!

Additional Resources:

Regression Suite Automated Testing

Related Posts

0 Comments

Submit a Comment

Your email address will not be published. Required fields are marked *

Upcoming Events

september

02sep10:00 am10:30 amThe Modern Manufacturer - Cycle Count Management

02sep12:00 pm12:30 pmBest Practices for Work Order Planning and Routing for Field Service Companies

09sep10:00 am11:00 amWhat is Levridge? An Overview of the Ultimate Ag Solution

09sep12:00 pm12:30 pmOverview of Microsoft Promotion for NAV and GP Clients

10sep11:00 am12:00 pmConfab with Stoneridge - Livestream - Field Service Comparisons

16sep10:00 am10:30 amThe Modern Manufacturer - Product Lifecycle Management

16sep12:00 pm12:30 pmHow to Upgrade to Dynamics 365 Finance and Operations: Examining Custom Code and ISV Implications

16sep2:00 pm2:30 pmScheduling and Dispatching for the Modern Field Service Company

23sep12:00 pm1:00 pmDynamics 365 Business Central Wave 2 Release Preview - An Overview of the Most Exciting New Features Coming in October

24sep11:00 am12:00 pmConfab with Stoneridge - Livestream - The Modern Workplace: Teams, Sharepoint, Outlook, Office, and AI Integration

30sep10:00 am10:30 amThe Modern Manufacturer - Return Management

30sep12:00 pm12:30 pmEmpowering Your Field Service Technicians with a Mobile Solution

october

07oct12:00 pm1:00 pmThe Three Paths to Business Central from Dynamics GP

08oct11:00 am12:00 pmConfab with Stoneridge - Livestream - The Vision and Strategy of Microsoft Business Systems

14oct10:00 am10:30 amThe Modern Manufacturer - Complex Cost Modeling

14oct12:00 pm12:30 pmGenerating Custom Inspection or Process Forms

19octAll Day22Stoneridge Connect Fall 2020

22oct11:00 am12:00 pmConfab with Stoneridge - Livestream - Stoneridge Connect Recap

28oct10:00 am10:30 amThe Modern Manufacturer - Engineering Change Orders

About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X