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Customer experience | Sales, Customer Insights,...
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Upgrading CRM 2011 to CRM 2016. Transfer Custom Codes

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Hello everyone! 

Currently we have MS CRM 2011 and we need to Upgrade it to 2016. How we can do it? please describe it step by step.

also, we have a lot of our improvements, we have a lot of custom codes. How we can transfer all of them thoroughly?

Thank you. 

I have the same question (0)
  • David Jennaway Profile Picture
    14,065 on at
    RE: Upgrading CRM 2011 to CRM 2016. Transfer Custom Codes

    You have 2 main ways to upgrade from CRM 2011 to CRM 2016:

    1. Upgrade the whole server and/or organisation database. This has to go through each version in turn: CRM 2011, 2013, 2015 then 2016. This will keep all your data, and all customisations and supported code (e.g. plugins)
    2. Migrate from CRM 2011 to 2016 directly. This will need you to migrate the customisations first (via solutions as above, which can include plugins), and then migrate data

    In either case supported custom code will be included in the customisations. There is one important point, however. CRM 2011 supported custom code written for the CRM 4 endpoint, but this is not supported after CRM 2011. If your custom code is written for the CRM 4 endpoint, then you will need to rewrite it to use the CRM 2011 (and onwards) endpoint. If the code was written for the CRM 2011 endpoint, no changes will be necessary

  • cloflyMao Profile Picture
    25,210 on at
    RE: Upgrading CRM 2011 to CRM 2016. Transfer Custom Codes

    Hi Probatya,

    There are two methods If your custom code is C#:

    1. (Solutions, as I mentioned in my first reply) 

    Add all existing Plug-in Assemblies and Sdk Message Processing Steps in your solution.

    pastedimage1572341661303v1.png

    You could read this thread as reference:

    https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/178643/what-is-the-best-way-to-migrate-plug-in/441449

    2. (Tool)

    If you keep source code and dll files;

    then you could download crm 2016 sdk below:

    https://download.microsoft.com/download/5/E/4/5E4B801F-298F-4A57-90E2-C2B7CA994F92/MicrosoftDynamics365SDK.exe

    then deploy them into crm2016 with Plugin Registration Tool.

    How to register plug-in in crm2016 ?

    Article:

    https://carldesouza.com/creating-debugging-plugin-dynamics-crm-2016/

    Video:

    https://www.youtube.com/watch?v=TLM0YDTR34w

    Regards,

    Clofly

  • Community Member Profile Picture
    on at
    RE: Upgrading CRM 2011 to CRM 2016. Transfer Custom Codes

    What if we wrote it on C#?

  • cloflyMao Profile Picture
    25,210 on at
    RE: Upgrading CRM 2011 to CRM 2016. Transfer Custom Codes

    Hi probatya,

    You could create a new solution and include all your web resources(javascript) and plugin assemblies(background code) in Component,

    then export it and import to your new enviroment.

    But you should notice that due to version differences:

    1. UI changes

    2. Background Process changes

    some of your code may not work normally or not be compatible in your new environment.

    Regards,

    Clofly

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