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Dynamics 365 Community / Forums / Field Service forum / Forced upgrade Unified...
Field Service forum

Forced upgrade Unified Interface

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Posted on by antc 2,909

Hi all,

As we now have to move from classic web form to the new UI how do we do it?

  1. Copy Production to Sandbox
  2. Update Sandbox to FS v8.x
  3. Customize the new Interactive forms
  4. Test
  5. Update Production to FS v8.x
  6. Import solution from Sandbox to Production
  7. Hope!

Any experiences or thoughts?

Categories:
Upgrade
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  • antc Profile Picture
    antc 2,909 on at

    Step 2 complete

    Run Powershell:

    install-module Microsoft.Xrm.OnlineManagementAPI

    $user = "username@here.com"
    $password = "Password"
    $cred = New-Object System.Management.Automation.PSCredential ($user, (ConvertTo-SecureString $password –ASPlainText –Force))
    $namurl = "">admin.services.crm5.dynamics.com"

    Get-CrmFlights -ApiUrl $namurl -Credential $cred

    6102.Capture2.JPG

    Note the ID of the flight with FS V7.x

    Then run on the Instance ID you are changing:

    Remove-CrmFlightAudience -ApiUrl $namurl -FlightId "6f02a010-5213-******-9ac3-d2d9620760ba" -InstanceId "9491da1a-e762-*************-e66bd9b8225a" -Credential $cred

    Go to the portal and FS V8.x will be available.

  • Suggested answer
    Fannie30 Profile Picture
    Fannie30 2,990 Moderator on at

    I would treat it like any other upgrade or project.  I would start with upgrading a sandbox environment and perform you updates and testing in sandbox / UAT.  Once all works as you expect, then I would upgrade Production and migrate solutions with updates to forms, etc to production.  I hope that helps

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