#GPUGsummit

Upgrade Horror StoriesDynamics GP 2013

Jim Lemkau, Andrew Kampwerth, Pat Schimpf

#GPUGsummit 2

Upgrade Horror Stories

• Though we are in a season of ghosts and goblins, your upgrade to Dynamics GP 2013 does not have to be a horror story. This morning we will discuss some potentially grave situations, that if not addressed in your upgrade planning could result in its untimely demise.

• Consider your environment and GP 2013 System Requirements. https://mbs.microsoft.com/customersource/northamerica/GP/learning/documentationmdgp2013_system_requirements

• Consider your current GP version and the upgrade paths available. https://mbs.microsoft.com/customersource/northamerica/GP/support/hot-topics/HOT_TOPIC_MDGP2013Upgrade#UpgradePaths

#GPUGsummit 3

Upgrade Horror Stories

• Obtain registration keys for all 3rd parties. Some have reverted back to the original developers and their upgrade steps may differ.• Smartlist Builder • Collections Management • Extender • Concur Expense • Audit Trails • Electronic Signatures

#GPUGsummit 4

Upgrade Horror Stories

• FRx migration to Management Reporter.• ISO codes assigned to all currencies.• Functional currency set in all companies.• Cleanup FRx prior to migration.• Migrated reports will need to be tweaked in Management Reporter.• Currently on GP 2010, why not migrate now.

#GPUGsummit 5

Upgrade Horror Stories

• Test Upgrades• Pros

• Uncover data corruption and have time to fix it prior to production upgrade.

• Ensure data integrations are working properly.• Resolve issues with modified reports that do not upgrade properly.• Users will develop knowledge of additional features.

• Cons• Cost.• Time.

• Introduction – Pat Schimpf

#GPUGsummit 6

Questions?