Dynamics Community Forum Thread Details

Dynamic CRM Upgrade 2013 to 2016

Our CRM 2013 was Heavily Customized java script and some plugins was running.

please advise what is there anything to taken care . our customized entity ill get upgrade automatically ?

and please go through below comments and documents guide me what are the steps need to be taken care and concentrate while upgrading

Documents as Follows

Here i have design the DFD Process for the Current CRM Server in our organization and upgrade process .

in PDF Documents.

Currently CRM server was hosted in the Hyper V Host in 3 different server in Production and Test Network

CRM Application
CRM Database Server
ADFS Server

From Oracle we are pulling Transaction to CRM one time.

From CRM to Client Online Service we pushing all the data monthly once when they statement was closed customer can view their statement online.

Please review the document process and current organization setup and advice. If anything wrong.

Your CRM upgrade process is correct.

I am not sure what your processes are like for retrieveing data from Oracle to CRM, and moving data from On-Prem to Online, and how you are accessing the CRM data (SDK, SSIS, etc...) but as far as the processes, it should stay the same, and you would have to change the connections to CRM (from Oracle), and from CRM (to CRM Online).

If your processes are retrieving/updating data using the SDK, you need to make sure that you are using an updated version of the SDK dlls. If you are using Xrm.Sdk.Client, you will need to change that to use Xrm.Sdk.Tooling.Connector assemblies.

If you are using SSIS packages (with KingswaySoft for example), I would recommend updating to a later version of the product which is designed to connect with CRM 2016/365.

Hope this helps.

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