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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to Upgrade from D3...
Customer experience | Sales, Customer Insights,...
Answered

How to Upgrade from D365 8.2 on-premise to D365 9.1 on-premise

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Posted on by RA-Dynamics

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

I have the same question (0)
  • Verified answer
    Chris Capistran Profile Picture
    Chris Capistran 125 on at

    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.

  • RA-Dynamics Profile Picture
    RA-Dynamics on at

    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?

  • AyazAhmed Profile Picture
    AyazAhmed 81 on at

    Hello Mate,

    did you got answer for below question ?

    I can directly upgrade to 9.1 from 8.2 instead of doing 9.0 , is that correct.?

    Regards

  • RA-Dynamics Profile Picture
    RA-Dynamics on at

    Hi Ahmed,

    I have not received the answer to my questions yet, I'm waiting for it.

  • Verified answer
    Chris Capistran Profile Picture
    Chris Capistran 125 on at

    I'll do my best to answer these questions.

    1. Yes. You can go directly from 8.2 to 9.1. As I mentioned in the original post, I'd setup a new VM with 9.1 and redeploy the 8.2 organization (database backup and organization import) to the new server.
    2. That's really hard to answer without knowing exactly what's on your 8.2 org. I'd start by doing a dry run and testing. The documentation on 9.1 seems to be somewhat spotty, so I'd recommend validating your features/code.
    3. Again, this is hard to answer without knowing specific customizations. As a partner, we always recommend avoiding unsupported customizations. 
    4. If you follow my advice and setup a new VM, you are going to have to setup all of this back up hitting the new VM. If it's IFD, you will need to go through this configuration/setup again.
    5. Yes. The larger the database, the longer it will take to run the organization import to the new server.
    6. D365 will pull all of your forms in as is as part of the upgrade/import.
    7. We had to upgrade our plugins to 4.6.2 for 9.0 and D365 Online, so I believe you will need to do this as well. 
    8. We don't use dialogs, so I can't speak to this directly. Again, I would do a dry run to a test organization to test your existing customizations. 

    I hope this is helpful.

    Chris

  • RA-Dynamics Profile Picture
    RA-Dynamics on at

    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

  • samalex1701 Profile Picture
    samalex1701 262 on at

    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.

  • Jagbir Singh Profile Picture
    Jagbir Singh 37 on at

    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.

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