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Finance | Project Operations, Human Resources, ...
Suggested Answer

Upgrade Dynamics 365 for finance and operation on premises from 7.3 to 10.0.5

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Posted on by 98

Hi All,

i need to upgrade  Dynamics 365 for finance and operation on premises from 7.3 to 10.0.5 , is it the same as cloud version ?

i have upgraded before cloud development machine, did the code and data upgrade, but is it the same for the on premises?

Thank you,

I have the same question (0)
  • Sukrut Parab Profile Picture
    71,735 Moderator on at

    I never did it but I believe process is going to be similar.

  • MDeeb Profile Picture
    98 on at

    Hi Sukrat,

    thank you for your reply, it seems it is different as per below document.

    docs.microsoft.com/.../on-prem-upgrade

    and it doesn't require code upgrade through lCS code upgrade service as i understood.

    Regards,

  • Blue Wang Profile Picture
    Microsoft Employee on at

    Hi Mohammad,

    Microsoft managed cloud environment will be updated by Microsoft. In the past, the staging was also upgraded by Microsoft, but this is now a self service.

    On premise installations will be updated by yourself.

  • Suggested answer
    Sukrut Parab Profile Picture
    71,735 Moderator on at

    The link you shared is for data upgrade and its different than cloud version. What process you are interested in ? Code upgrade process is going to be the same for both versions. You are responsible for your data upgrade in case of on perm environment. 

  • MDeeb Profile Picture
    98 on at

    thank you blue wang, do i need to  follow code upgrade service on LCS since i have overlayering ?

    in the document they only mentioned the below :

    12. If you had customizations:

    a. In LCS, go to the Shared Assets Library.

    b. Under Select asset type choose Model and download: Dynamics 365 for Finance and Operations on-premises, Application Version 8.1 Demo Data.

    c. Use this file to create a new database (typically AXDB) using the restore backup option from SQL server. For more information, see Restore a Database Backup Using SSMS.

    d. The database will need to be configured. Follow the steps under Configure the Finance + Operations database.

    e. In LCS, set up a new environment and deploy it with version 8.1 (Redeploy). For more information, see Set up and deploy on-premises environments (Platform update 12 and later). When you deploy, the database that you should specify should be the one created in step 12c (typically AXDB).

    f. Apply your own customizations as well as ISV/VAR modules, to your newly created 8.1 environment. Otherwise when the environment initially syncs with the database it will delete any customization or extensions related data.

    g. Shut-down on-premises AOS, BI, and MR servers, or stop the services from the Service Fabric portal.

    h. Rename or delete the demo database (typically AXDB) used in the deploy and then rename your new database (typically AXDBupgraded) to the name the demo database had (typically AXDB).

    i. Start on-premises AOS, BI, and MR servers, or start the services from the Service Fabric portal.

    Thank you,

  • MDeeb Profile Picture
    98 on at

    thank you sukrat, i need to upgrade my 7.3 on premises environment to 10x, i have overlayered code, and as i followed the document , no code upgrade was mentioned, only the below

    12. If you had customizations:

    a. In LCS, go to the Shared Assets Library.

    b. Under Select asset type choose Model and download: Dynamics 365 for Finance and Operations on-premises, Application Version 8.1 Demo Data.

    c. Use this file to create a new database (typically AXDB) using the restore backup option from SQL server. For more information, see Restore a Database Backup Using SSMS.

    d. The database will need to be configured. Follow the steps under Configure the Finance + Operations database.

    e. In LCS, set up a new environment and deploy it with version 8.1 (Redeploy). For more information, see Set up and deploy on-premises environments (Platform update 12 and later). When you deploy, the database that you should specify should be the one created in step 12c (typically AXDB).

    f. Apply your own customizations as well as ISV/VAR modules, to your newly created 8.1 environment. Otherwise when the environment initially syncs with the database it will delete any customization or extensions related data.

    g. Shut-down on-premises AOS, BI, and MR servers, or stop the services from the Service Fabric portal.

    h. Rename or delete the demo database (typically AXDB) used in the deploy and then rename your new database (typically AXDBupgraded) to the name the demo database had (typically AXDB).

    i. Start on-premises AOS, BI, and MR servers, or start the services from the Service Fabric portal.

  • Suggested answer
    Sukrut Parab Profile Picture
    71,735 Moderator on at

    I think you did not  see my previous reply. You have to follow same code upgrade process  as cloud version through LCS , the above mentioned process is for data upgrade

  • MDeeb Profile Picture
    98 on at

    ok thank you sukrat, so i need to upgrade my code to extensions first, then follow the below document

    docs.microsoft.com/.../on-prem-upgrade

    thank you,

  • Suggested answer
    Sukrut Parab Profile Picture
    71,735 Moderator on at

    That is correct. Refactor code as extension first. Refer below article for guidance although it's for cloud version

    docs.microsoft.com/.../self-service-upgrade

  • Suggested answer
    CU27011421-0 Profile Picture
    86 on at

    This is an older question, but for anyone doing this now, the approach has evolved a bit.

    Upgrading D365 F&O on-prem from 7.3 to 10.0.x is similar in concept to cloud upgrades, but not exactly the same.

     

    Key differences:


    • On-prem requires more manual control (infrastructure, deployment, service updates)

    • You still follow the same core steps:

      • Code upgrade (move to extensions model if not already)

      • Data upgrade (using upgrade scripts / tools)

      •  
    • But you also need to handle environment setup, SQL, and AOS services manually

    •  

    Important points for 2026:


    • 7.3 → 10.x is a major leap, so expect significant effort in:

      • Refactoring overlayering to extensions

      • ISV compatibility validation

      •  
    • Microsoft has heavily aligned architecture, but on-prem is still more complex to maintain than cloud

    •  

    Best practice now:


    • First upgrade to a cloud-hosted dev/test environment (even temporarily) to validate

    • Then replicate the process in on-prem

    • Do full regression + performance testing before go-live

    •  

    Also note. Many organizations are moving away from on-prem due to long-term maintenance overhead.

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