Upgrade and migration are quite a significant project. The following are our suggested best practices for them:

• Upgrade decision must be evaluated with pros and cons based on the business case and toolset availability.
• The major version from which you are migrating to Dynamics 365 for Finance and Operations, Enterprise edition is also a key input to deciding between a technical assisted upgrade or a re-implementation.
• Leveraging perfectly skilled resources in Dynamics 365 for Finance and Operations as well AX 2012 is crucial for a successful and timely upgrade.
• Whether it is an upgrade or a migration, always revisit new capabilities and frameworks to leverage while decommissioning old ones.
• Optimize your business fitment with available capabilities in Dynamics 365 for Finance and Operations and try and keep your solution mix as simple as possible.
• Never underestimate the need for substantial testing irrespective of the approach taken. Any major changes to your core business solution platform must be thoroughly tested and accepted by the business while undergoing any necessary change management.
• Always document all artifacts, key decisions, original data, and code backups and retain them for at least one good financial year end close.
• Our recommendation for data upgrade is to always maintain a repository to validate input loads, processed loads, exceptions, and test results.
• Never dilute your upgrade objectives and stay on course while engaging a good partner or advisor in your adoption journey to a new platform.