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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Migration of Dynamics ...
Microsoft Dynamics CRM (Archived)

Migration of Dynamics CRM 2016 Onpremise v8.1 to Dynamics CRM online 365 v9.0

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Posted on by Rawish Kumar 13,758

Hi Experts,

I have to plan the upgrade of dynamics crm 2016 onpremise v8.1 to dynamics crm online 365 v9.0. I don't have much experience with upgradation of dynamics crm hence I would like your help in identifying if my approach is correct.
here is a vague idea I have.

1. Identify and purchase dynamics 365 subscription based on the functionality needed
2. Run JavaScript validation and find what all methods needs changing , same goes for plugins in source.
3. Take backup of existing dynamics crm organization
4. Export all the customization and import to Dynamics 365 online (hoping there wont be any issues from 8.1 to 9.0)
5. Migrate date using third party tool such as Kingsway Scribe ( was thinking of data loader but it has been retired)
6. Fix all javascript and plugins 
7. Change SSRS reports to use fetch xml instead of SQL
8. Setup Exchange/Mailbox
9. Sitemap Validation
10. Thorough Testing 
11. Create copy of the environment such as create dev , uat .

Thanks for your help in advanced!




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  • Rawish Kumar Profile Picture
    Rawish Kumar 13,758 on at

    Anyone?

  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    That seems about right. You don't really need #2 as if the script is working in 8.1 then it should work in 9.0 as well. there is a deprecation of Xrm.Page if you meant to validate that. so if you ant that then you anyway need to change al your JavaScript which you have it as #9.

    For #5, you need to analyse the volume of data and based on that decide on the tool to use for migration. I once done a migration where the volume is very less i.e. only account, contact and 1 main custom entity having around less than 1K records. I did that by writing a small console application. (I found that to be faster then other options).

    For #8, you might also want to enable directory synchronization so that your onpremise user can still use there own email id's.

    The major work would be around #7 has you may find that you can't simple convrt your sql report to fetch due to various limitation. So if you are starting, start your discussion with reports. Introduce excel template and other reporting options. May be Power BI?

    Please note that if you are purchasing 250+ online licenses then Microsoft can help you with the migration of customization & data under the FastTrack program.  www.microsoft.com/.../dynamics-365

    You can also refer this thread on some tips-

    community.dynamics.com/.../5-tips-on-moving-from-dynamics-crm-on-premises-to-the-microsoft-dynamics-365-cloud

    Hope this helps. All the best!.

  • Rawish Kumar Profile Picture
    Rawish Kumar 13,758 on at

    Thanks for your inputs Ravi. This helps alot.

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