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Dynamics 365 general forum

Upgrade from CRM 2011 to Dynamics 365 online

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Hi Team,

I have MS CRM 2011 application with interface to external applications. I am planning to upgrade from MS CRM 2011 to MS Dynamics 365 online. After the upgrade from CRM 2011 to Dynamics 365 online is completed. I will have both CRM 2011 and Dynamics 365 live till Dynamics 365 application is stable. Suppose I have 200 Users in CRM 2011. I will have 200 users in Dynamics 365 online. However, Only subset of users say 50 out of 200 users start using Dynamics 365 app and remaining 150 still use MS CRM 2011 app. I would like to keep the data sync between both the applications and also external applications.

Please let me know best strategy to handle this scenario

  • Suggested answer
    Ben Thompson Profile Picture
    6,350 on at
    RE: Upgrade from CRM 2011 to Dynamics 365 online

    Well I would still look at a fasttrack migration as it would ensure all records have the same GUID across above systems. Fasttrack would also provide a set of validation checks that would be a very good starting point in identifying what Javascript and plugins need to be rewritten.

    Ignoring that the things to watch out for:

    You need to choose which systems will be master - this will start as your 2011 instance and move eventually to your online instance

    Keep your external systems connected to your 2011 instance and sync from there to the online instance (hopefully you aren't updating those systems from CRM but if you are you need to ensure the online 365 instance updates the master (2011) CRM instance and that then updates the external systems.

    Then once you've updated all your external interfaces to use the Web Api you can start the final migration to the online instance.

  • Community Member Profile Picture
    on at
    RE: Upgrade from CRM 2011 to Dynamics 365 online

    Thank you Ben.

    200 Users was just an example. We have more than 1000+ users. Bidirectional sync must or unidirectional sync should be fine ?

  • Suggested answer
    Ben Thompson Profile Picture
    6,350 on at
    RE: Upgrade from CRM 2011 to Dynamics 365 online

    Given that you have 200 users why aren't you looking at a Fasttrack migration and moving everyone online at the same time.

    You could keep both systems going but you will need to configure 2 way interfaces between the 2011 and online instances to keep data in sync and you would probably need to edit every workflow and plugin to ensure they didn't run in both locations.... Now you can do that and you can do partial migrations but a big bang fasttrack migration will save you man years of work....

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