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GPUG 2014 Stories From the War Room: Upgrade Successes and Lessons Learned


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Jim Lemkau, Andrew Kampwerth, Pat Schimpf talked about how to not have your Microsoft Dynamics GP 2013 upgrade turn into a horror story

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GPUG 2014 Stories From the War Room: Upgrade Successes and Lessons Learned

  1. 1. #GPUGsummit Upgrade Horror Stories Dynamics GP 2013 Jim Lemkau, Andrew Kampwerth, Pat Schimpf
  2. 2. #GPUGsummit 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. • Consider your current GP version and the upgrade paths available. 2
  3. 3. #GPUGsummit 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 3
  4. 4. #GPUGsummit 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. 4
  5. 5. #GPUGsummit 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 5
  6. 6. #GPUGsummit Questions? 6