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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Upgrade from dynamics ...
Customer experience | Sales, Customer Insights,...
Answered

Upgrade from dynamics crm 2011 to dynamics 365 on premise

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Posted on by Adel Orabi 150

Dear team,

in our company we have dynamics crm 2011 and we need to update our CRM to dynamics crm 365 on premise V9.0

i've read several articles about the steps and i found two options:

direct migration option from 2011 to dynamics 365

cumulative upgrade from 2011 to 2013 to 2015 to 2016 then  to dynamics 365

but unfortunately, i'm note able to decide which is the best way and how to implement it. For that please i need your help with this matter

Thanks in advance

I have the same question (0)
  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    Hello,

    You can't just upgrade from 2011 to D365 directly. To do that you will have to manually recreate all customizations and write scripts to migrate the data.

    I believe that doable path for you is the step by step migration - 2011 -> 2013 -> 2015 -> 2016 -> 9.0. That would not require manual customization and data migration.

  • Adel Orabi Profile Picture
    Adel Orabi 150 on at

    Thank you for your prompt response,

    what do you mean by recreate manually?do you mean we have to export solutions from the existing instance and re-import them to the new server ? and we have to use a migration tool to migrate the data because the schema of the database has been changed from the 2011 to v 9.0?

    i'm thinking about the migration option because the second option is risky a little bit

    Thank you

  • Verified answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    You will not be able to export solutions from 2011 and import to 9.0 because there is no direct compatibility.

    With manual recreate I mean that you will have manually recreate entities, fields, forms and so on.

    For me path 1 is more risky than 2.

    I did upgrades from 2013 to 9.0 and I had no issues with it.

  • Adel Orabi Profile Picture
    Adel Orabi 150 on at

    well noted,

    could you please share with me the steps that you did during the upgrade process? specially on the server level

    because our crm installed on the windows server 2012 and we need to install the 9.0 on windows server 2016

    have you duplicated the existing instance before you start the upgrade plan? just in case anything happen during the upgrade?

  • Verified answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    In order to do that migration I created separated installation for every version - 2013, 2015, 2016 and migrated DB in sequent way. For every installation I use supported versions of Windows Server and SQL server.

  • Adel Orabi Profile Picture
    Adel Orabi 150 on at

    okay it's very clear now.. so i can use the migration option sequentially from 2011 to 2013 and so on until we upgrade to V9.0

    So from 2011 to 2013 there is no compatibility issues with export and import the solutions .

    but what about the database schema between 2011 and 2013 this will not make any issue during the migration phase

    and about the product keys have you used the trial versions between 2013, 2014 and 2016?

    Thank you so much for your help

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    Organization import should fix all differences in DBs, bring new entities and so on.

    For migration I used trial keys that are available by the same url as packages. For example 2013 - www.microsoft.com/.../details.aspx under details section you have trial key - CQWW3-TNXBF-HRQWC-CVTW9-M968H

  • erhan.keskin Profile Picture
    erhan.keskin 2,253 on at

    Hi,

    I have done this upgrade from Dynamics CRM 2011 to Dynamics 365.

    What you need to follow is;

    • Upgrade Dynamics CRM 2011 on-premise to Dynamics CRM 2013 on-premise
    • Install Dynamics CRM 2013 SP1
    • Check web resources (and fix)
    • Upgrade Dynamics CRM 2013 SP1 to Dynamics CRM 2015 on-premise
    • Check web resources and fix
    • Upgrade Dynamics CRM 2015 to Dynamics CRM 2016 on-premise
    • Upgrade Dynamics CRM 2016 to Dynamics 365 v8.x on-premise
    • Upgrade Dynamics 365 v8.x to Dynamics 365 v9 on premise
    • Migrate Dynamics data to cloud (if that is what is needed)

    -> Consider compatibility of Windows Server and SQL server before upgrading Dynamics application. 

    -> You can setup a separate server for each version, or everything can be handled in-place in one server.

    Regards,

  • Adel Orabi Profile Picture
    Adel Orabi 150 on at

    Thank you Erhan,

    And how did you upgrade from version to another? Database export and import to new installation and import organization? Or using the installer??

    If we need a new server we have to use data migration and not in place upgrade as we talked above

  • Verified answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    I would not recommend doing in-place upgrade because once you upgraded inline you can't back up.

    I would recommend to create a dedicated server for every of transit versions.

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