Microsoft Dynamics AX Technical Conference 2013 4/17/2017 12:45 PM © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

BRK444 How to approach your upgrade 4/17/2017 12:45 PM BRK444 How to approach your upgrade Andrew Jewsbury Senior Program Manager © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Introduction We are excited to share Microsoft Dynamics AX 2012 R3 with you… This presentation contains Microsoft confidential information Dynamics AX 2012 R3 is pre-release software and subject to change Microsoft provides no license, express or implied, in this presentation Please review and respect the disclaimer included in all printed and electronically distributed materials

Session objectives and takeaways Why Many customers are starting or have ‘in flight’ upgrade projects Upgrade is not a one-click process! It is a true project with phases, budgets, risks and deadlines Understand How to upgrade to Microsoft Dynamics AX 2012 with reduced business disruption and cost Learn Key considerations for planning and executing a Microsoft Dynamics AX 2012 upgrade Best practices for a successful upgrade See What’s new in Microsoft Dynamics AX 2012 R3 for Upgrade

Agenda Upgrade project overview Source-to-Target & In-Place Upgrade best practices What’s new in R3

Upgrade project overview 4/17/2017 12:45 PM Upgrade project overview © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

What is an Upgrade?

Supported Upgrade Paths Source version Supported Upgrade Path Microsoft Dynamics AX 4.0 SP 2 Direct upgrade using the source-to-target model. Microsoft Dynamics AX 2009 SP1 (without Retail components) Microsoft Dynamics AX 2009 for Retail R1 & Microsoft Dynamics AX 2009 for Retail R2 Indirect upgrade. You must first upgrade to Microsoft Dynamics AX 2009 for Retail R2 Refresh. Microsoft Dynamics AX 2009 for Retail R2 Refresh Microsoft Dynamics AX 2012 (without Retail components) In-place upgrade on a single system. No source-to-target workflow is used. Microsoft Dynamics AX 2012 Feature Pack Microsoft Dynamics AX 2012 R2

TechReady 16 4/17/2017 Planning © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

What is the upgrade project value? TechReady 16 4/17/2017 Typical questions What is the upgrade project value? What are my goals? © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Goals and functional analysis Convergence 2013 4/17/2017 Goals and functional analysis Goals Define the customer’s benefits from the new version Functional design must be approved by the customer Functional data analysis Upgrade all ERP data to Microsoft Dynamics AX 2012 or just a subset (master data and balances)? What is the data volume and do you need it all? Functional company analysis How many virtual companies are there and what are the data sharing goals? Independent companies or cross-company? Do you want to merge AX implementations or companies? Functional customization analysis What are the number and types of customization? Are they replaced? Should you re-implement or upgrade? What partner (ISV/VAR) involvement do you need? © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Upgrade project development options TechReady 16 4/17/2017 Upgrade project development options Source-to-target upgrade model Upgrade from Microsoft Dynamics AX 4.0 or Microsoft Dynamics AX 2009 Parallel execution of data copy, data transformations and sync-on-the-fly to the target Microsoft Dynamics AX 2012 system Data transfer time limitation In-place Allows upgrade on existing source Microsoft Dynamics AX 2012 RTM system Mostly technical upgrade Restarting Implementation with importing master data and balances BRK400: Data Import/Export Framework for Microsoft Dynamics AX 2012 ILL 401 repeat; Tuesday Feb 4; 16:30 - 18:00; evergreen B Functional design becomes more standard © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Upgrade project plan - Sure Step TechReady 16 4/17/2017 Upgrade project plan - Sure Step © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Source-to-target TechReady 16 4/17/2017 © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Main technical changes Visual Studio 11 4/17/2017 Main technical changes Database systems support Microsoft® SQL Server® 2008R2/2012 is supported, Oracle is not supported anymore Tables relations and inheritance Relations are moved on table level, tables support inheritance Partitions Isolates a number of legal entities Application Integration Framework and Enterprise Portal Rebuilt, partial migration is possible © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Main technical changes (continued) Visual Studio 11 4/17/2017 Main technical changes (continued) Security based on roles Security setup migration is not supported Report engine SQL Server Reporting Services are used, X++ reports are not supported Code storage Code is migrated in separate database *_model Infrastructure Requirement has been changed significantly, with new components (Help Server, for example) © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Significant functional changes Visual Studio 11 4/17/2017 Significant functional changes Organization structure DataAreaID is still used but relationships and data sharing are different General ledger and financial dimensions Accounts and dimensions merging, resolving conflicts Ledger transactions There are six tables to substitute LedgerTrans Products InventTable was used differently, ecoRes* table family is used for products/items © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Best Practices – Source-to-Target Planning - Code Upgrade TechReady 16 4/17/2017 Best Practices – Source-to-Target Planning - Code Upgrade Functional Analyst and Technical Engineers who understand the Upgrade Framework and AX 2012 are key! Functional specifications for moving/deleting/changing of customizations (eg. Date Effectivity, Office Addin, Financial Dimensions) Lifecycles Services for Project Estimation Work with Business leaders to implement a Code Freeze strategy close to the end-game © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Best Practices – Source-to-Target - Code upgrade TechReady 16 4/17/2017 Best Practices – Source-to-Target - Code upgrade Process Always follow the checklist steps and upgrade Data Dictionary -> Code -> UI Always upgrade layer-by-layer Many Forms and Reports will be rewritten Always use a Baseline Database Gotcha’s Never do preprocessing then import the AOD’s for code upgrade If you use xpo export/import for upgrades make sure you keep IDs Never delete Data Dictionary elements; use SYSDeletedObjects © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Data: Source-to-target AX6.0 Developer Conference January 17-20, 2011 4/17/2017 Data: Source-to-target Before Now Production Active on AX 3/AX 4 Production active on AX AX2009/ Ax4 Preprocessing Delta preprocessing Data Copy Single user processing Post Processing Production Active on AX 2009 Production active on AX 2012 Upgrade operations 100% Production Production Do we have any limit here? Upgrade operations 80% Upgrade operations 20% Live on production Downtime Downtime © 2010 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Best Practices: Source-to-Target Planning – Data Upgrade TechReady 16 4/17/2017 Best Practices: Source-to-Target Planning – Data Upgrade Merging companies / splitting data should be done separately before upgrade Clearly Define downtime window requirements Ensure appropriate Hardware is budgeted and purchased well in advance Determine how much upgrade script development is required. Consult with your VARs and ISVs to check if they have upgrade scripts in place © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Best Practices: Source-to-Target – Data Upgrade TechReady 16 4/17/2017 Best Practices: Source-to-Target – Data Upgrade Always follow the checklist Perform Upgrade Readiness in production AFTER a successful complete end to end test run Use the State transfer tool to reuse work Several cycles to update the data: scripts for customized tables, unique data tuning, and repeating until the required time window Multiple iterations are required (including a least 2 successful iterations) Run through cleanup routines in some Periodic menus and IDMF © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Source-to-target versus in-place TechReady 16 4/17/2017 Source-to-target versus in-place © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Microsoft Dynamics® AX Technical Conference 2012 4/17/2017 Key differences From Microsoft Dynamics AX 4.0/2009 Bulk copy program (BCP) ~2600 target scripts Can upgrade into multiple partitions Fast database synchronization Upgrade In Place From Microsoft Dynamics AX 2012 No BCP (ie. In Place) ~110 upgrade scripts Only upgrade into a single partition Longer database synchronization Source-to-target © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

TechReady 16 4/17/2017 In-place © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

In-place Create test system Create development system TechReady 16 4/17/2017 In-place Create test system Create development system Upgrade customer model Test data upgrade Upgrade production system Duplicate existing production system to create the test system Duplicate test system to create the development system Upgrade the code in other models for each higher layer Perform data upgrade on the test system Back up the database Run AX 2012 R3 setup on the test system and backup Import prepared R3 ISV models into development system Import upgraded model store into the test system Upgrade the core production system Upgrade other server components and clients © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Best Practices: In-Place TechReady 16 4/17/2017 Best Practices: In-Place Code Upgrade Understand the bootstrapping steps Load new Microsoft Dynamics AX 2012 R3 license Have ~ 100 GB of temporary hard disk space spare Data Upgrade SYSDeletedObjects62 is for In-place upgrade © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

General Upgrade best practices 4/17/2017 12:45 PM General Upgrade best practices © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Database Performance Analyzer for Dynamics Backups TechReady 16 4/17/2017 Database Performance Analyzer for Dynamics SQL Profiler and Microsoft Dynamics AX Performance Analyzer are useful for debugging performance slowdowns http://archive.msdn.microsoft.com/DynamicsPerf Backups Back up database after each step! Data purging and archiving Do not purge/leave behind companies, upgrade all companies at once Purge and archive data via intelligent data management framework before upgrade © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Test User acceptance test Trainings Security Multiple iterations TechReady 16 4/17/2017 Test User acceptance test Core business processes and key scenarios on upgraded database with your data and custom code in place Business scenarios that must be supported after the upgrade in order to make a go/no-go decision Trainings User trainings are very important steps and user acceptance tests can be used as part of that Security Additional time for designing and testing security setup Multiple iterations Plan at least two full test runs that are successful prior to running the live upgrade Create a list of post-upgrade validation tasks and plan how they will be tested © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Execute Post-upgrade tasks Data verification Freezing Troubleshooting TechReady 16 4/17/2017 Execute Post-upgrade tasks Static post-upgrade data analysis Rely on data upgrade test iterations to bring data forward to Microsoft Dynamics AX 2012 and test code upgrade Data verification Identify your key business processes/scenarios that must be supported by your Microsoft Dynamics AX 2012 instance All tests should have a high level of data validation testing Freezing Freeze for existing master data for preprocessing period is required Troubleshooting Data consistency issues during upgrades: http://blogs.msdn.com/b/axsupport/archive/2012/11/05/troubleshooting-data-consistency-issues-during-upgrades.aspx © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

What’s new in Microsoft Dynamics AX 2012 R3 Upgrade 4/17/2017 12:45 PM What’s new in Microsoft Dynamics AX 2012 R3 Upgrade © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

R3 Functional Upgrade Impact Microsoft Dynamics® AX Technical Conference 2012 4/17/2017 R3 Functional Upgrade Impact 20% increase in application size from R2 Existing AX 2012 Customizations Changes to Work Breakdown Structure and Resource Assignment (Project Management/Resource Management modules) Changes to Warehouse and Transportation sets limitations that regular warehouses do not. Dimensions might not work with WAX items. New Call Center Module impacted Order Management and Financials Data Upgrade © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

What’s new in R3 Upgrade Framework Microsoft Dynamics® AX Technical Conference 2012 4/17/2017 What’s new in R3 Upgrade Framework Code Upgrade Create Baseline DB by default Auto Method Merge Major Version Upgrade ~100 new scripts Minor Version Upgrade ~60 new scripts 6.2 -> 6.3 ~60 scripts Data Upgrade © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Auto Method Merge Feature B` or //B conflict Changed by partner B` B` C Added by partner C C D A A //B B Changed by Microsoft D Added by Microsoft 6.2 6.3

Baseline Database Read-only database Used as a reference for code upgrade Must have matching IDs between databases

Common FAQs How long does an upgrade take? Should I upgrade or migrate? I am currently in an ‘in flight’ upgrade. Should I continue or move to R3? Can I upgrade earlier databases into an already upgraded DB?

Summary More information Check customer motivation Tech Ready 15 4/17/2017 Summary Check customer motivation Plan your upgrade project Analyze your source Check functional requirements Purge or archive historical data Check and tune performance Make backups for every step Test the result More information Upgrade best practices: http://go.microsoft.com/fwlink/?LinkId=238709 Microsoft Dynamics AX 2012 Upgrade Guide: http://www.microsoft.com/en-za/download/details.aspx?id=14599 Microsoft Dynamics AX support blog: http://blogs.msdn.com/b/axsupport/archive/2011/12/11/planning-your-data-upgrade-to-microsoft-dynamics-ax-2012.aspx © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

THANK YOU for attending! 4/17/2017 12:45 PM THANK YOU for attending! Your feedback is extremely important, please complete an evaluation using one of the following options: On the fly from the mobile event app Communications Kiosks located in the Evergreen Foyer, Grand Ballroom Foyer and Regency Foyer Via the Dynamics AX Technical Conference website: www.microsoft.com/dynamics/axtechconference © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Disclaimer This presentation contains Microsoft Confidential Information. Microsoft may use any suggestions, comments, or other feedback that you provide for any purpose without obligation. This presentation is provided for informational and training purposes only. It represents Microsoft’s view as of the presentation date. Microsoft cannot guarantee the accuracy of any information after the presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted as a commitment on Microsoft’s part. This presentation is provided “as-is”. Microsoft Dynamics AX 2012 R3 is pre-release software under development. All dates, features, and descriptions specified are preliminary, are based on current expectations, and are subject to change at any time without notice. Sample code included in this presentation is made available AS IS.  THE ENTIRE RISK OF THE USE OR THE RESULTS FROM THE USE OF ANY SAMPLE CODE REMAINS WITH THE USER. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. NO LICENSE (EXPRESS OR IMPLIED, BY ESTOPPEL OR OTHERWISE) TO ANY INTELLECTUAL PROPERTY RIGHTS IS GRANTED BY THIS PRESENTATION. © 2014 Microsoft Corporation. All rights reserved.

4/17/2017 12:45 PM © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.