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#GPUGsummit 
Upgrade Horror Stories 
Dynamics GP 2013 
Jim Lemkau, Andrew Kampwerth, Pat Schimpf
#GPUGsummit 
Upgrade Horror Stories 
• Though we are in a season of ghosts and goblins, your upgrade to Dynamics GP 2013 does not have to be a 
horror story. This morning we will discuss some potentially grave situations, that if not addressed in your 
upgrade planning could result in its untimely demise. 
• Consider your environment and GP 2013 System Requirements. 
https://mbs.microsoft.com/customersource/northamerica/GP/learning/documentationmdgp2013_system_requirements 
• Consider your current GP version and the upgrade paths available. 
https://mbs.microsoft.com/customersource/northamerica/GP/support/hot-topics/HOT_TOPIC_MDGP2013Upgrade#UpgradePaths 
2
#GPUGsummit 
Upgrade Horror Stories 
• Obtain registration keys for all 3rd parties. Some have reverted back to the original developers and their 
upgrade steps may differ. 
• Smartlist Builder 
• Collections Management 
• Extender 
• Concur Expense 
• Audit Trails 
• Electronic Signatures 
3
#GPUGsummit 
Upgrade Horror Stories 
• FRx migration to Management Reporter. 
• ISO codes assigned to all currencies. 
• Functional currency set in all companies. 
• Cleanup FRx prior to migration. 
• Migrated reports will need to be tweaked in Management Reporter. 
• Currently on GP 2010, why not migrate now. 
4
#GPUGsummit 
Upgrade Horror Stories 
• Test Upgrades 
• Pros 
• Uncover data corruption and have time to fix it prior to production upgrade. 
• Ensure data integrations are working properly. 
• Resolve issues with modified reports that do not upgrade properly. 
• Users will develop knowledge of additional features. 
• Cons 
• Cost. 
• Time. 
• Introduction – Pat Schimpf 
5
#GPUGsummit 
Questions? 
6

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GPUG 2014 Stories From the War Room: Upgrade Successes and Lessons Learned

  • 1. #GPUGsummit Upgrade Horror Stories Dynamics GP 2013 Jim Lemkau, Andrew Kampwerth, Pat Schimpf
  • 2. #GPUGsummit Upgrade Horror Stories • Though we are in a season of ghosts and goblins, your upgrade to Dynamics GP 2013 does not have to be a horror story. This morning we will discuss some potentially grave situations, that if not addressed in your upgrade planning could result in its untimely demise. • Consider your environment and GP 2013 System Requirements. https://mbs.microsoft.com/customersource/northamerica/GP/learning/documentationmdgp2013_system_requirements • Consider your current GP version and the upgrade paths available. https://mbs.microsoft.com/customersource/northamerica/GP/support/hot-topics/HOT_TOPIC_MDGP2013Upgrade#UpgradePaths 2
  • 3. #GPUGsummit Upgrade Horror Stories • Obtain registration keys for all 3rd parties. Some have reverted back to the original developers and their upgrade steps may differ. • Smartlist Builder • Collections Management • Extender • Concur Expense • Audit Trails • Electronic Signatures 3
  • 4. #GPUGsummit Upgrade Horror Stories • FRx migration to Management Reporter. • ISO codes assigned to all currencies. • Functional currency set in all companies. • Cleanup FRx prior to migration. • Migrated reports will need to be tweaked in Management Reporter. • Currently on GP 2010, why not migrate now. 4
  • 5. #GPUGsummit Upgrade Horror Stories • Test Upgrades • Pros • Uncover data corruption and have time to fix it prior to production upgrade. • Ensure data integrations are working properly. • Resolve issues with modified reports that do not upgrade properly. • Users will develop knowledge of additional features. • Cons • Cost. • Time. • Introduction – Pat Schimpf 5