Much to welcome e.g. new migration tools, and the future potential - and,much to worry about short term. If we can't sell Ax 2012 from 1 July, and all the previous partner code has to be refactored and tested across reports, workflows, interfaces, isv modules then it is going to be difficult to sell that ip to a new customer, until all that code migration is done and can be demonstrated e.g. a localised payroll, or a major vertical like construction, jewellery, utility billing etc. When customers move to the cloud it is often with the idea of outsourcing their IT. Frequent updates that require testing needs some one to set up manage the test environment, schedule users' time, devise test scripts etc. Most will expect the partner to be involved -and there is a cost and availability side to that. How many of such exercises can be supported in parallel across multi verticals. Not all customers share the same business cycle for when they can of such work, especially across an enterprise which is where Dynamics should be installed. I struggle to believe that an enterprise company, with a vertical offering, and multiple localised taxes, payrolls etc can do this in 1-2 weeks, and without either a significant internal team, or partner involvement.