{"id":106591,"date":"2023-09-27T19:47:32","date_gmt":"2023-09-27T23:47:32","guid":{"rendered":"https:\/\/envistacorp.techyscouts.dev\/?p=106591"},"modified":"2025-03-04T03:09:48","modified_gmt":"2025-03-04T08:09:48","slug":"navigating-a-smooth-microsoft-d365-business-central-upgrade","status":"publish","type":"post","link":"https:\/\/envistacorp.techyscouts.dev\/en-au\/2023\/09\/27\/navigating-a-smooth-microsoft-d365-business-central-upgrade\/","title":{"rendered":"Navigating a Smooth Microsoft Dynamics 365 Business Central Upgrade"},"content":{"rendered":"<span class=\"span-reading-time rt-reading-time\" style=\"display: block;\"><span class=\"rt-label rt-prefix\">Reading Time: <\/span> <span class=\"rt-time\"> 3<\/span> <span class=\"rt-label rt-postfix\">minutes<\/span><\/span>\n<p>Staying up-to-date with the latest technology advancements within enterprise resource planning (ERP) systems is crucial for maintaining competitiveness. Microsoft encourages advancement with regular roll-outs of its own software updates, which eventually become mandatory for all Microsoft users.<\/p>\n\n\n\n<p>Microsoft&#8217;s Dynamics 365 Business Central Wave updates offer enhanced features and functionalities that can transform business operations. However, the process of upgrading and managing environments through these updates can be complex and challenging. It is important to have a partner you can trust to assist your organisation in effectively managing Dynamics 365 Business Central Wave updates to ensure seamless transitions and optimised system performance. In this blog, we will share best practices and strategies that will help your organisation navigate the evolving ERP landscape with confidence, driving efficiency and innovation across your operations.<\/p>\n\n\n\n<h1 class=\"wp-block-heading\" id=\"h-update-waves-and-cadences\">Update Waves and Cadences<\/h1>\n\n\n\n<p>Microsoft maintains a pretty consistent upgrade cadence for its software systems. Knowing what this cadence is will help your organisation stay aware and prepared when a new update is coming up.<\/p>\n\n\n\n<p>There are two \u2018Major\u2019 releases each year, which include new functionality. These updates follow a similar timeline with several different periods, including:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A preview period when you can familiarize yourself with the new functionality<\/li>\n\n\n\n<li>The upgrade window, from the date the upgrade becomes available to the last date to schedule the upgrade<\/li>\n\n\n\n<li>The end of the upgrade window, when the system will automatically install the upgrade<\/li>\n<\/ul>\n\n\n\n<p>The first \u2018Major\u2019 release, Wave 1, is released on April 1 and must be installed by June 1. The second \u2018Major\u2019 release, Wave 2, is released on October 1 and must be installed by December 1.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td>&nbsp;<\/td><td><strong>Update is available<\/strong><\/td><td><strong>Updates start<\/strong><\/td><td><strong>Last date to schedule update<\/strong><\/td><td><strong>Outside upgrade window<\/strong><\/td><\/tr><tr><td><strong>Release Wave 1<\/strong><\/td><td>April 1<\/td><td>April 8<\/td><td>June 1<\/td><td>June 2 and on<\/td><\/tr><tr><td><strong>Release Wave 2<\/strong><\/td><td>October 1<\/td><td>October 8<\/td><td>December 1<\/td><td>December 2 and on<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>Microsoft also offers \u2018Minor\u2019 releases, which are scheduled each month for \u2018critical performance improvements.\u2019 These releases also consist of a common timeline.<\/p>\n\n\n\n<p>Minor releases become available on the 7<sup>th<\/sup> of the month and must be installed by the 28<sup>th<\/sup> of that same month.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td>&nbsp;<\/td><td><strong>Update is available<\/strong><\/td><td><strong>Updates start<\/strong><\/td><td><strong>Last date to schedule update<\/strong><\/td><td><strong>Outside upgrade window<\/strong><\/td><\/tr><tr><td><strong>Minor releases<\/strong><\/td><td>May 7<\/td><td>May 14<\/td><td>May 28<\/td><td>May 29 and on<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-best-practices\">Best Practices<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-follow-the-update-cadence\">Follow the Update Cadence<\/h3>\n\n\n\n<p>Microsoft provides its upgrade timeline to ensure that your organisation is maintaining software with the best functionality and maximum support at all times. Knowing the cadence and timeline and following them diligently is absolutely critical to the value and success of your organisation\u2019s technology.<\/p>\n\n\n\n<p>To ensure your organisation is on top of its upgrade schedule, consider creating a timeline of your own with key tasks and deadlines for completing them. Make sure to assign clear roles and responsibilities across the organisation so everyone knows how they will need to contribute to the upgrade, and leave ample time for each task to be completed. Consider the below when creating your timeline.<\/p>\n\n\n\n<ol class=\"wp-block-list\" type=\"1\">\n<li><strong>Familiarize yourself with the new upgrade features <strong>prior to the start of the upgrade period<\/strong><\/strong><\/li>\n\n\n\n<li>Schedule the upgrade <strong>the week of the upgrade release<\/strong><\/li>\n\n\n\n<li>Uninstall and reinstall ISV and third-party software to maintain compatibility <strong>prior to, or in tandem with, the installation of the new version in your production environment<\/strong><\/li>\n\n\n\n<li>Perform regression testing to ensure there are no technical issues with the new version <strong>prior to installation of the new version, and then immediately after the installation<\/strong><\/li>\n<\/ol>\n\n\n\n<p>These upgrades are not plug-and-go solutions. They require methodical planning, execution and testing to ensure that they provide the most value possible to your organisation. An important piece of the process in regression testing.<\/p>\n\n\n\n<p>Regression testing is the process of retesting your existing software application or system to ensure that the newly introduced updates do not negatively impact the software\u2019s functionality or performance. This step should be completed after you have installed the latest upgrade to your Business Central platform.<\/p>\n\n\n\n<p>We recommend installing the \u2018Major\u2019 Wave releases in a Dev and UAT environment and performing full regression testing on all effected functionality. During regression testing, you will run a predefined set of tests that cover the critical functions of your software, checking that they work as expected.<\/p>\n\n\n\n<p>During testing, if any abnormalities or issues arise due to the Microsoft update, you should document them and prioritize them for resolution. This will ensure that the upgrade is as valuable as possible.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-maintain-compatibility-with-other-software\">Maintain Compatibility With Other Software<\/h2>\n\n\n\n<p>Most organisations have multiple software systems operating their business, some of which even integrate with their ERP. Since this is the case, it is important during the Business Central upgrade process to give attention to all of your third party tools and ensure that they are still working together effectively. Whether it be customer relationship management, supply chain management, business intelligence or some other tool, it may be necessary to uninstall and reinstall that system to the latest version to maintain compatibility between all of your systems.<\/p>\n\n\n\n<p>Microsoft\u2019s version upgrades are critical to the viability and value of your Business Central ERP. The best practices in this blog are a great place to start when strategizing your system upgrades. Many organisations choose to partner with a third-party that can guide them through the entire upgrade process, ensuring all strategy, implementation and testing is completed for maximum success. enVista is your one-stop-shop for Business Central implementation, upgrade and testing support. Learn more about <a href=\"https:\/\/envistacorp.techyscouts.dev\/technology\/microsoft\/\">our Microsoft Solutions<\/a> and <a href=\"Https:\/\/www.envistacorp.techyscouts.dev\/contact\">contact us<\/a> to learn how to get started. Let\u2019s have a conversation.\u00ae<\/p>\n","protected":false},"excerpt":{"rendered":"<p>To navigate Microsoft Dynamics 365 Business Central Wave updates successfully, follow Microsoft&#8217;s upgrade cadence, create a detailed timeline with assigned responsibilities, conduct thorough regression testing and ensure compatibility with third-party software for optimal ERP performance and value.<\/p>\n","protected":false},"author":22,"featured_media":106592,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","_searchwp_excluded":"","footnotes":"","_links_to":"","_links_to_target":""},"categories":[3475],"tags":[3746,4353,3561],"class_list":["post-106591","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","tag-dynamics-365","tag-erp","tag-microsoft"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Microsoft D365 Business Central Upgrade Tips | enVista<\/title>\n<meta name=\"description\" content=\"Gain insight on navigating Microsoft Dynamics 365 Business Central Wave updates successfully - 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