Which side-effects may i face if i upgrade PSA 2.4 to 3.10 in dynamics 365?

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Posted on by muttakin

Hi Community,

We are using Dynamics 365 online version (9.1). Our PSA version is 2.4 but as of Microsoft's requirements to upgrade all their clients to PSA version up to 3 we are wanting to upgrade PSA to (3.10).

My concerns is in following areas -

We have some customized fields in some entity like (order, quote, account etc). Will these persist if i upgrade PSA?
We have customized JavaScript which is attached in many events in different entity form. Will these persist or will go away if i upgrade PSA?
Can i upgrade PSA first in sandbox then in production? Like we want to test in sandbox if it's okay then will move it to production.

Any kind of help or suggestion would be appreciated.

Thank you.

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Matthew Lazowski 3,163 on at

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Hi Muttakin,

Answering your questions

1. Yes, they will persist.

2. Do you have separate JS files or did you modify JS files from MS? Your separate files will persist but standard ones will be replaced. But I would take a copy of any custom JS before the upgrade. You need to expect some effort to make sure that your old JS works with new JS from MS.

3. Yes, you can do that and it is the recommended route.

It is worth taking a look at the website: https://docs.microsoft.com/en-us/dynamics365/project-service/upgrade-psa-home-page.

I hope it helps a bit.

Matthew
[quote user="muttakin"]
We have some customized fields in some entity like (order, quote, account etc). Will these persist if i upgrade PSA?

We have customized JavaScript which is attached in many events in different entity form. Will these persist or will go away if i upgrade PSA?

Can i upgrade PSA first in sandbox then in production? Like we want to test in sandbox if it's okay then will move it to production.
[/quote]

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muttakin 95 on at

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Thank you for your kind reply. One question can you please provide a link of procedures of updating PSA in sandbox first?

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Verified answer

Matthew Lazowski 3,163 on at

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I am glad I could help a bit.

The advice in the article (link in my original post) says : 'Upgrade your sandbox instance to evaluate the changes in your implementation before you upgrade your production instance.'.

You basically need to go to your Dynamics instance manager, select your sandbox instance, select your PSA 2.x solution and click on upgrade. Then you can evaluate the changes. If all is fine, you can follow the same process for your Prod instance. But most likely you will need to make changes to your custom JS.

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muttakin 95 on at

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Actually we didn't change anything to the standard JS file of Dynamics. We added only external JS files to web resource then attached the file to the form.

In that case, do we need to make any changes?

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