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How upgrade deals with customizations?

Posted on by Microsoft Employee

Having Dynamics AX 2012 R3 CU8 with many customizations made by third party

How to upgrade to CU13 without loosing customization

we made a new environment and copied live data to it

Thanks in advance for help

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  • Suggested answer
    Sukrut Parab Profile Picture
    Sukrut Parab 71,647 Moderator on at
    RE: How upgrade deals with customizations?

    Once you follow steps for upgrading your  code , you have to resolve code conflicts . Resolving code conflict should involved  objects from third party as well.  

  • Verified answer
    nmaenpaa Profile Picture
    nmaenpaa 101,156 on at
    RE: How upgrade deals with customizations?

    You have to compare all objects that changed between CU8 and CU13 and that have also been customized by you. Then you need to merge the MS changes from SYP layer to your customization layer. And in some cases you need to reimplement your customization in a new way in order for it to work with the new MS code.

  • guk1964 Profile Picture
    guk1964 10,877 on at
    RE: How upgrade deals with customizations?

    https://docs.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/apply-updates-and-hotfixes

    Microsoft does not know what customisations are in your system, nor how, or why those were done

    Your code can be  moved to your new environment. https://docs.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/models-layers-and-the-model-store

    https://docs.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/deploying-customizations-and-solutions-by-using-models-and-the-model-store

    • Its possible that no changes are needed.
    • Its possible the customisation may no longer be needed.

    You have to look at the modules affected by the CU and test thoroughly and make any code changes needed. 

    https://docs.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/apply-updates-and-hotfixes#cumulative-updates

    This is not the sort of thing  to do unaided without professional help.

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