ONE version

All customers on latest product versionSupport policy updates

PREDICTABLE CONTINUOUS

Dynamics 365 for Finance & Operations

Microsoft managedcontinuous updates

Supports continuous updates:

No more expensive upgrades!

Empower customers to improve productivity without

impeding upgradability

Makes it much easier for ISVs to innovate along side

Microsoft

Improves supportability and serviceability

Reduced implementation costs for no-code

personalization and customizations

Faster implementations and improved quality

Leading to

Embedded

PowerApps

Embedded

PowerBI

Microsoft

Flow

Custom

Fields

Low/No code experience foradaptability

EXTENSIBILITY POINTS

Full adaptability with 1000+ developer extension points

ISVs and pro developers End users (Citizen developers, Power users)

Customer engagement apps Dynamics 365 for Sales

Dynamics 365 for Marketing

Dynamics 365 for Customer Service

Dynamics 365 for Field Service

Dynamics 365 for Project Service Automation

Unified operations apps Dynamics 365 for Finance and Operations

Dynamics 365 for Retail

JULY ‘18 OCT ‘18 JAN ‘19 APRIL ‘19

JULY ‘18 OCT ‘18 OCT ‘19 APRIL ‘20APRIL ‘19

Ensure quality

• Backward compatible

• Ring based validations and release

• Customer release validation program (RVP)

• 1000+ extension points

• Update UAT followed by Production

• Cumulative Service Updates

Customer in control

• Customer configured update window

• Default monthly | Pause up to 3 months

• Opt-in to enable new features

• Programs to get early access to builds

• 12 month deprecation notice

• 30 min downtime → 0 downtime in 2019

• Regression testing & data task testing tool

• Update impact analyzer

Safe Deployment PracticeSeries of progressive validation to ensure quality

Microsoft

• Extensive validation

• Compatibility checker

• 100+ customer release validation

program (RVP)

Targeted release

• Preview early access program (PEAP)

• Preview Builds

Standard release

• Monthly predictability

• Customer controlled patching window

• UAT followed by production on consecutive weeks

Ring 0 Ring 1 Ring 2 Ring 3 Ring 4

FeatureTeams

Finance andOperations Team

RVP

Targeted releasePEAP

[Preview]

First release[Production]

Standard release(GA)

First release

• Auto update

• Self update

• Production Ready

ONE-V update experience

Onboard

(1 time)

Configure a weekend

for updates.

Configure

environments for

updates.

Sign up for First

release programs.

Notice

(monthly)

Upcoming notifications

made available in LCS.

Check release notes

and What’s New to

know what’s included

in the update.

Notifications sent 5

days in advance.

Execute

(monthly)

Tile to self-update

to the latest.

Early-update available

through First release

programs.

Auto-update by

Microsoft for the

configured schedule.

Validate

(optional)

Impact analyzer to

assess release impact.

Data task automation

available to test

integrations

No code test

automation tool.

Impact Analysis Background

➢Avoiding risk is a key part of testing efforts

➢More risk is found:• In areas of the product used most often

• In areas of the product changed the most in the release (code churn)

➢GOAL – provide insight into usage, churn, and future areas that can help assess risk and drive smarter testing

Concepts

Modules –

based on

internal

ownership

model

Code churn –

lines of code

added, deleted,

or modified in a

release

Task Recordings

– Recordings

done for

documentation,

testing, training,

etc

User Interactions

– User driven

usage of the

system

Customer

Customization –

ISV and point

customizations

Initial

release

Subsequent

releases

Regression Suite Automation Tool (RSAT)

• Target users: • Customers or partners looking for business process scenario validation

• Record once , multiple playback • Significantly reduce the time and cost to execute scenario acceptance testing.

• No code required• Enable functional power users to run test automation with no need to write source code

• Azure DevOps integration• LCS Business Process modeler (BPM) sync to Visual Studio Team Services (VSTS) test cases

• Decouple test data parameters from test steps• Excel data template

RSAT - Test Creation and Execution Process Flow

Record TestsSave to Business

Process Modeler

Manage/Distribute

BPM library

Update parameters

and dataExecute

Report and Investigate

in DevOps

Select BPM library

Synchronize to

DevOps, Create Test

Plans and Test Suites

Configure

Parameters and Data

Author and distribute (BPM)

Configure test plans (Azure DevOps)

Execute Tests and Manage results (RSAT and Azure DevOps)

RSAT- Demo

Data Task Automation - Context

Data management task automation framework

Data Task Automation – Design Summary

• Shared asset library

• Project asset library

• Job, batch & integration status

• Record counts

• Truncation

• Skip staging

• Entity mapping (auto defaulting, auto generate, ignore blanks, conversion)

• Entity filters

• Data corruption (row counts, columns counts, data mismatch)

• Data validations (input = output; output = input + business logic in staging)

Data Task Automation - Demo

Prepare for ONE Version

Customers sign up to be part of one of the First Release programs to get

early access to the monthly service update (Auto Update or Self Update) via

Insider Program

Sign up to be part for the Preview Early Access Program (PEAP) https://experience.dynamics.com (Insider Program)

Identify business process flows for regression automation RSAT

If on a version prior to 8.0, file extensibility requests for pending extension APIs.

If you already using extensions or have no customizations, move to 8.1 since ONE

version starts 8.1 onwards.

Stay up to date on the features we are releasing through the Release notes and LCS

blog.

Resources• ERP Modernization blog from the General Manager for Finance and Operations -

https://cloudblogs.microsoft.com/dynamics365/2018/10/18/erp-modernization-one-version-for-all-customers/

• ONE Version FAQ - https://docs.microsoft.com/en-us/dynamics365/unified-operations/fin-and-ops/get-started/one-version

• Software Lifecycle Policy - https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/migration-upgrade/versions-update-policy?toc=/fin-and-ops/toc.json

• Regression testing -

• https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/lifecycle-services/using-task-guides-and-bpm-to-create-user-acceptance-tests

• https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/lifecycle-services/using-task-guides-and-bpm-to-create-user-acceptance-tests#execute-your-tests

• Data task automation - https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/data-entities/data-task-automation

• LCS Blog - https://blogs.msdn.microsoft.com/lcs/

• Release notes - https://docs.microsoft.com/en-us/business-applications-release-notes/

• OneVersion Forum:https://community.dynamics.com/365/financeandoperations/f/765?pi56891=0&category=Implementation%20Lifecycle,Continuous Updates

Update management options

Update management options

UPDATE CALENDAR

Month Date Start

Time

Estimated

downtime

Environment Event

January 12/31/2018 5am 180 minutes SandboxAddOn1 Monthly service

update.

January 01/07/2019 5am 180 minutes DemoProduction Monthly service

update.

February 01/28/2019 5am 180 minutes SandboxAddOn1 Monthly service

update.

February 02/04/2019 5am 180 minutes DemoProduction Monthly service

update.

March 02/25/2019 5am 180 minutes SandboxAddOn1 Monthly service

update.

March 03/04/2019 5am 180 minutes DemoProduction Monthly service

update.

Ok Cancel

This is the update calendar for the next 3 months.

Temporarily pause updates from being applied by Microsoft to

the environments within this project for the selected time window.

When updates resume, the designated sandbox and production

environment will be updated to the latest service update before

it can be paused again.

To learn more on how these settings impact your update experience, visit the Microsoft initiated service updates

topic.

Update management options

Update settings

UPDATE CADENCE

Temporarily pause updates from being applied by Microsoft to the

environments within this project for the selected time window.

When updates resume, the designated sandbox and production

environment will be updated to the latest service update before

it can be paused again.

To learn more on how these settings impact your update experience, visit the Microsoft initiated service updates

topic.

Update management options

Update settings

UPDATE CADENCE

You have selected to pause getting updates from Microsoft. Please note that you will be updated to the latest service update

before being able to pause updates again. Based on the duration of the pause the downtime necessary to update your environment

to the latest will vary. Rollback will not be supported if the updates are paused for a quarter.

Confirm Cancel

MonthPause duration

Quarter

Cumulative update based on the version deployed in THIS environment.

2All binary

updates

Get access to the updates

Update notifications

Email notifications sent:

1) 5 days prior to patching sandbox.

2) 5 days prior to patching production.

3) On success/failure of the update

Update notifications in LCS

Update notifications in LCS

Mainten

ance

type

Start time End time Status Details

Infrastru

cture

updates

8/17/2018

07:00:00

am

8/17/2018

08:00:00 am

Scheduled

Service

updates

8/25/2018

07:00:00

am

8/25/2018

08:00:00 am

Scheduled

Update notifications in LCS

To learn more on the kind of updates visit

Dynamics 365 Update topic.

Update notifications

This update contains critical fixes to improve your

overall experience of using the service. For details on

what is included in the update, check What’s new.

Self-update or early-update

Auto-update by Microsoft

Notify Pre-production

update

Production

update

Skip update

Mainten

ance

type

Start time End time Status Details

Infrastru

cture

updates

8/17/2018

07:00:00

am

8/17/2018

08:00:00 am

Scheduled

Mandat

ory

service

updates

8/25/2018

07:00:00

am

8/25/2018

08:00:00 am

Scheduled

To learn more on the kind of updates visit

Dynamics 365 Update topic.

Skip update OK

Support ticket 123456

textBusiness justification

Submit Cancel

Skip update

Mainten

ance

type

Start time End time Status Details

Infrastru

cture

updates

8/17/2018

07:00:00

am

8/17/2018

08:00:00 am

Scheduled

Mandat

ory

service

updates

8/25/2018

07:00:00

am

8/25/2018

08:00:00 am

Scheduled

To learn more on the kind of updates visit

Dynamics 365 Update topic.

Skip update OK

Your request is now submitted for review. The Dynamics 365 Update team will review your request and decide whether it needs to be approved or not.

To see the latest status of your request, you can go to the Service Requests page in LCS.

OK Cancel

Skip update

111 Skip

deployment

Production Requested Microsoft NA NA ABC ABC

Data Task Automation - Context

Data management task automation framework

Data Task Automation – Design Summary

• Shared asset library

• Project asset library

• Job, batch & integration status

• Record counts

• Truncation

• Skip staging

• Entity mapping (auto defaulting, auto generate, ignore blanks, conversion)

• Entity filters

• Data corruption (row counts, columns counts, data mismatch)

• Data validations (input = output; output = input + business logic in staging)

Regression Suite Automation Tool (RSAT)

• Target users: • Customers or partners looking for business process scenario validation

• Record once , multiple playback • Significantly reduce the time and cost to execute scenario acceptance testing.

• No code required• Enable functional power users to run test automation with no need to write source code

• Azure DevOps integration• LCS Business Process modeler (BPM) sync to Visual Studio Team Services (VSTS) test cases

• Decouple test data parameters from test steps• Excel data template

RSAT - Test Creation and Execution Process Flow

Record TestsSave to Business

Process Modeler

Manage/Distribute

BPM library

Update parameters

and dataExecute

Report and Investigate

in DevOps

Select BPM library

Synchronize to

DevOps, Create Test

Plans and Test Suites

Configure

Parameters and Data

Author and distribute (BPM)

Configure test plans (Azure DevOps)

Execute Tests and Manage results (RSAT and Azure DevOps)

Impact Analysis Background

• Avoiding risk is a key part of testing efforts

• More risk is found:• In areas of the product used most often

• In areas of the product changed the most in the release (code churn)

• Impact analysis tooling goal – provide insight into usage, churn, and future areas that can help assess risk and drive smarter testing

Concepts

Modules –

based on

internal

ownership

model

Code churn –

lines of code

added, deleted,

or modified in a

release

Task Recordings

– Recordings

done for

documentation,

testing, training,

etc

User Interactions

– User driven

usage of the

system

Customer

Customization –

ISV and point

customizations

Initial

release

Subsequent

releases

Prepare for ONE VersionSign up to be part for the Preview Early Access Program (PEAP) https://experience.dynamics.com (Insider Program)

Partners and customers can sign up to be part of one of the First Release programs to

get early access to the monthly service update (Auto Update or Self Update)

https://experience.dynamics.com (Insider Program)

Identify business process flows for regression

automation.

If on a version prior to 8.0, file extensibility requests for

pending extension APIs.

If you already using extensions or have no customizations, move

to 8.1 since ONE version starts 8.1 onwards.

Stay up to date on the features we are releasing through the Release

notes and LCS blog.

Resources• ERP Modernization blog from the General Manager for Finance and Operations -

https://cloudblogs.microsoft.com/dynamics365/2018/10/18/erp-modernization-one-version-for-all-customers/

• ONE Version FAQ - https://docs.microsoft.com/en-us/dynamics365/unified-operations/fin-and-ops/get-started/one-version

• Software Lifecycle Policy - https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/migration-upgrade/versions-update-policy?toc=/fin-and-ops/toc.json

• Regression testing -

• https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/lifecycle-services/using-task-guides-and-bpm-to-create-user-acceptance-tests

• https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/lifecycle-services/using-task-guides-and-bpm-to-create-user-acceptance-tests#execute-your-tests

• Data task automation - https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/data-entities/data-task-automation

• LCS Blog - https://blogs.msdn.microsoft.com/lcs/

• Release notes - https://docs.microsoft.com/en-us/business-applications-release-notes/

• OneVersion Forum:https://community.dynamics.com/365/financeandoperations/f/765?pi56891=0&category=Implementation%20Lifecycle,Continuous Updates

Microsoft Confidential