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Appending "upgrade" methodology to LCS project did not work as expected

  • 1.  Appending "upgrade" methodology to LCS project did not work as expected

    TOP CONTRIBUTOR
    Posted 24 days ago

    When I appended the "Upgrade Dynamics AX 2012 to Dynamics 365 for Finance and Operations (preview)" methodology to our implementation project in LCS, it did not work as expected.  I expected the phases in the "upgrade" methodology to mesh with the default methodology.  Instead, the phases from the "upgrade" methodology were just tacked on to the end, after the "Operate" phase of the default methodology.

    I'm trying to follow the upgrade steps in this article:

    Upgrade from AX 2012 to Finance and Operations - Finance & Operations | Dynamics 365

    How should I go about "Select the upgrade methodology" step?

    It states: "In your new LCS project, set the project methodology to Upgrade AX 2012 to Dynamics 365 for Finance and Operations. This methodology is made specially for AX 2012 customers who are upgrading. "

    Should I just delete all the default methodology phases in the LCS project and leave the upgrade phases that were appended?  Or are there steps in the default methodology that are not mentioned in the upgrade article that should remain in the LCS project phases?

    Thanks.



    ------------------------------
    Daniel Zook
    Director of IT
    Lehman's
    Dalton OH
    ------------------------------

    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 2.  RE: Appending "upgrade" methodology to LCS project did not work as expected

    TOP CONTRIBUTOR
    Posted 23 days ago

    I ended up just manually merging the appended methodology into the default methodology by moving the steps from the phases in the appended methodology (the "upgrade" methodology) into the phases of the default "implementation" methodology, putting the steps into the places in the implementation methodology that I thought made the most sense.  If anyone runs into this and has questions about what I did just let me know.



    ------------------------------
    Daniel Zook
    Director of IT
    Lehman's
    Dalton OH
    ------------------------------

    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


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