Summary

In this module, you learned about the differences between updates and upgrades in finance and operations apps.

• Updates are routine, smaller changes that keep your system secure, compliant, and running smoothly with the latest fixes and improvements. They’re designed to be low-impact, but it’s still a good idea to test them to make sure everything works as expected.
• Upgrades are larger changes—like moving from an older version (such as AX 2012) to Dynamics 365 Finance. These require more planning, because they can bring new features, interface changes, and updates to data structures, which may affect customizations.

Understanding when and how to handle updates and upgrades helps keep your system running efficiently with minimal disruptions. Planning ahead ensures a smoother transition, whether you're applying regular updates or performing a full upgrade.