A successful upgrade to Dynamics 365 Finance and Operations v8.1 requires time, commitment and a detailed, step-by-step checklist.

Here’s our handy ‘to do’ guide:

1. Establish a timeline which minimises business disruption
   
   
2. Prepare a budget
   
   
3. Define the resourcing requirements for your project
   
   
4. Allocate resources to your project and governance teams
   
   
5. Choose an upgrade implementation methodology
   
   
6. Identify outstanding extensibility requirements
   
   
7. Get upgraded ISV packages
   
   
8. Freeze your code
   
   
9. Move code to Main DevOps trunk
   
   
10. Run LCS upgrade analysis
    
    
11. Re-provision DEV environment as version 8.1
    
    
12. Perform Code upgrade/merge
    
    
13. Refresh PROD DB to UAT
    
    
14. Upgrade UAT to 8.1
    
    
15. Perform User Acceptance Testing
    
    
16. Upgrade PROD to 8.1
    
    
17. GO LIVE
    
    
18. Upgrade other environments (TEST, SIT, UAT2, etc) to 8.1
    
    
19. Call Fusion5.

I know. No. 19 is a bit cheeky, but if time, resources and certainty of outcome are a very real issue, why take on the risk of a project which is critical to your business?

Why not just call us? In just 4-6 weeks¹ we can get you upgraded to Dynamics 365 Finance and Operations v8.1 and looking good.

^{1 Timeframe depends on a number of factors, any existing code overlayering will require additional time to move to extensions.}