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In one of my project there is requirement of Upgrading Dynamics 365 8.2 to 9.1 on-premise. It would be really helpful if some one guide me or give some reference link for this activity.
What I am looking for is,
1. Upgrade Approach
2. Plan to accomplish this approach
Hi , We need to perform the same upgrade and we are currently on Version 1612 (8.2.4.6) (DB 8.2.4.6) on-premises. I am planning to spin up a separate server and do a fresh installation of 9.1 there and import the organization from a database backup of 8.2. Could you please guide if this is the correct approach to take and provide any links to the resources(if any) to do this. Any advice would be valuable to me, thank you so much in advance as your post has already given me hope as starting point.
Some caveats we ran into, our version of 8.2 was quite outdated, so we had to upgrade to the latest version of 8.2 before we could get 9.1 to install. Also we opted to stand up new hardware and run parallel instead of upgrading our 8.2 version so we could move to newer versions of Windows and MS SQL - may be worth doing. Also moving to Unified Interface is a biggie -- if you're not using it you may need to revamp your forms. We spent LOTS of time reviewing our forms so they would present correctly in Unified Interface and mobile which was something we wanted to rollout with 9.1. Also going through plugins and other code using deprecated code, please do this during upgrade -- much easier than after.
Just test as much as you can if you plan on doing an in-place upgrade.
Hi Chris,
Thank you very much for answering to all my questions.
These answers will definitely help me to create a project plan and proceed further with upgradation.
If any other clarification, I'll create a separate thread.
Regards,
Rahul
I'll do my best to answer these questions.
I hope this is helpful.
Chris
Hi Ahmed,
I have not received the answer to my questions yet, I'm waiting for it.
Hi Chris,
Thank you for your replay and good explanation.
I like the approach you suggested and make sense to me as well, but I still have some question related to upgradation, so please help me out to in my below question if possible,
1. I can directly upgrade to 9.1 from 8.2 instead of doing 9.0 , is that correct.?
2. Do we need to take care any deprecation before upgradation?
3. How we can handle unsupported customization?
4. Any impact of this on Authentication server, 3rd party system/tools integration, Active Directory?
5. Does volume fo data has any impact.
6. How the custom form will work as 9.1 has interactive UI?
7. Custom plugin which are created in .Net version 4.5.2, will work? Or do we need to upgrade the .Net version to 4.6.2 before upgrade?
8. Dialogs created in 8.2 will work in 9.1?
If you are doing a straight upgrade, you can technically just install 9.1 on the 8.2 server but I always like to build out a new server/VM so that you don't risk corrupting your current deployment and/or impacting users. Additionally, D365 9.1 supports SQL 2019, so it's a good time to take the opportunity to upgrade both D365 and SQL. For those reasons, I would build out new a new server (or servers if you're installing SQL and D365 on different machines) and then redeploy your 8.2 database to the new environment. We've done this several times already and had no issues.
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