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Customer experience | Sales, Customer Insights,...
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Upgrade from CRM 2011 to 365 Online

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Posted on by 815

Hi i understand the upgrade process to get from CRM 2011 to 365 Online but i would like peoples opinion on when to fix your code. Should you evaluate the whole way through or just start fixing or replacing code at the final stage online.

Are there any useful tools out there also prior to solution checker 

Thanks 

  • Vinit_Bhagat Profile Picture
    Vinit_Bhagat 102 on at
    RE: Upgrade from CRM 2011 to 365 Online

    Hi gman76,

    To upgrade from CRM2011 to D365 Online, you need to follow/check below steps:

    1. Customize your online CRM as per CRM 2011.

    2. Modify custom code as per online standards. (For ex, In javascript replace Xrm.Page with formContext).

    3. Use Power Automate (MS Flow) instead of OOB workflows.

    4. Convert SQL reports in fetch Xml reports in online CRM.

    5. Use Kingswaysoft tool for data migration. (www.kingswaysoft.com/.../download)

    Thanks

  • Pravin Kumar Profile Picture
    Pravin Kumar on at
    RE: Upgrade from CRM 2011 to 365 Online

    Hello,
    I recommend testing your customizations to see if they are compatible with D365 online and make changes accordingly. You will save a lot of time if you do this exercise earlier in the game. Also, look at all deprecated features in D365 online.

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