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Dynamics 365 Community / Forums / FastTrack for Dynamics 365 forum / Migrating from Dynamic...
FastTrack for Dynamics 365 forum
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Migrating from Dynamics CRM On-premise to Dynamics 365 Sales

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Posted on by swati 4
Hi All
While migrating from Dynamics CRM on-premise to Dynamics 365 Sales, there are below components which need to be taken care
1. Enterprise Service Bus is being used for integration with other enterprise systems like Oracle-Finance, In-house systems etc. 
2. ADX portals are tightly bind with CRM 
3. There are 2 instances of CRM running on on-premise
4. Documents are stored as attachments to Notes entity
 
What should be the strategy for migration from On-premise to Online? 
 
 
Categories:
On-prem to Online Migration
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  • Suggested answer
    Muhammad Shahzad Shafique Profile Picture
    Muhammad Shahzad Sh... 2,606 Most Valuable Professional on at
    Integration via Enterprise Service Bus (ESB):
    • Action: Replace on-prem ESB with Azure Integration Services (Logic Apps, Service Bus, API Management).
    • Recommendation: Use Dataverse Web API or Azure Service Bus Queues/Topics for real-time integration.
    2. ADX Portals (Power Apps Portals):
    • Action: Migrate to Power Pages (formerly Power Apps Portals).
    • Steps:
      • Rebuild portal pages and forms in Power Pages.
      • Migrate portal content manually or via Portal Deployment Tool.
      • Ensure authentication integrates with Azure AD B2C (if used).
    3. Multiple CRM Instances:
    • Action: Decide on a consolidation or separate environments strategy.
    • Options:
      • Migrate both instances into separate environments (Prod/Test).
      • Or merge into one if business processes align.
    4. Notes & Document Attachments:
    • Action: Use Azure Blob Storage or SharePoint for document management.
    • Steps:
      • Move attachments from Notes to external storage using tools like KingswaySoft or Power Automate.
      • Enable SharePoint integration in D365 for future attachments.
  • Suggested answer
    Nour Abuzaid Profile Picture
    Nour Abuzaid 197 on at

    ✅ Migration Strategy: Dynamics CRM On-Premise → Dynamics 365 Sales Online

    1. Integration (ESB)

      • Replace on-prem ESB with Azure Integration Services:
        • Logic Apps, Azure Service Bus, API Management.
      • Use Dataverse Web API or Azure Service Bus Queues/Topics for real-time integration.
        Ref: Integrate with Azure Service Bus

    2. ADX Portals

      • Migrate to Power Pages (formerly Power Apps Portals).
      • Rebuild portal pages/forms, migrate content via Portal Deployment Tool, and configure Azure AD B2C for authentication.
        Ref: Power Pages Overview

    3. Multiple CRM Instances

      • Decide on consolidation vs. separate environments:
        • Separate environments (Prod/Test) or merge if processes align.
          Ref: Migrate Dynamics CRM to Dynamics 365 Online

    4. Documents & Attachments

      • Move attachments from Notes to Azure Blob Storage or SharePoint.
      • Use KingswaySoft or Power Automate for migration.
      • Enable SharePoint integration for future attachments.
        Ref: Document Management with SharePoint

    ✅ Summary:

    • Integrations: Move to Azure Integration Services.
    • Portals: Rebuild in Power Pages.
    • Instances: Decide on merge or separate environments.
    • Documents: Use SharePoint or Azure Blob for storage.

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