Microsoft Dynamics CRM (Archived)

CRM 4.0 to 2016

(0) Share

Report

Posted on by Sayhaitokumar

7,042

Hello Guys,

Our client is using CRM 4.0 On-Premise edition. They want to upgrade to CRM 2016.

So please help me what are things i have to keep in mind, what are the steps i have to taken to upgrade to CRM 2016.

As far i know we need to Upgrade CRM from step by step up-gradation (i.e., CRM 4.0-->2011-->2013-->2015-->2016) and then we need to change the JavaScript and plugins, Correct me if I'm wrong.

Give me tips for upgrading process.

*This post is locked for comments

I have the same question (0)

All responses (8)

Answers (0)

Suggested answer

Sayhaitokumar 7,042 on at

Like (0)

Report

Hello Guido,

Thanks for your reply. We have heavy customization. Correct me if I'm wrong i have go with the suggested path?

Was this reply helpful? Yes No
Suggested answer

Nick.Doelman 1,947 Most Valuable Professional on at

Like (0)

Report

I have done this recently.

What you will likely find is that around the CRM 2011 to CRM 2013 stage, the upgrade will fail because the JavaScript is no longer compatible.

Here is what I did (backup at every step in case you need to step back):

Setup a DEV environment (I used VMware, you can create snapshots along the way)

Installed CRM 2011

Imported a copy of the CRM 4.0 database (import and upgrade)

In CRM 2011, exported all the JavaScript to external files (XrmToolBox works well for this)

I then stripped out the JavaScript code and removed plug-ins.

Did an in place upgrade to CRM 2013, took a VM snapshot, upgrade to CRM 2015, took a VM snapshot, etc. all the way to CRM 2016.

I then converted the JavaScript code to CRM2016 levels, and pasted that code back into the CRM 2016 Dev environment (there are tools out there that can help with this, both free and paid) here is a popular one: http://www.crmaccelerators.net/snapshot

Converted plug-in code and installed on DEV.

Updated SSRS reports (if required)

Created a CRM 2016 solution with updated field, form, view customizations, javascript and plug-ins.

My project was for CRM online so I had to migrate data. If this is all on-prem, I would recommend creating a new environment for CRM 2016.

For "live" update, either do an in place or on a staging environment, when you get the database to CRM 2016, move it to your new prod. Then move "fixed" solution of customizations from DEV to the new system.

Obviously these are just a summary of steps, I would recommend you take the time to make a detailed step by step plan, and update the doc as you go through a test upgrade.

Hope that helps!

Cheers

Nick

Was this reply helpful? Yes No
Sayhaitokumar 7,042 on at

Like (0)

Report

Thanks Nick for sharing your experience.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

hi Preite

we are trying to migrate from 4.0 to 2016 (online) , I just need to migrate the data because we did new customization on 2016 . I was trying to connect to 4.0 using kings way soft but it throws some errors , I think its not able find the discovery server(WSLD)

Error: CRM service call returned an error: Metadata contains a reference that cannot be resolved

system.Xml.XmlException: Start element 'META' does not match end element 'head'. Line 1, position 86.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Hi, another bit of advice is to be aware of the changes in data encryption in CRM 2016. By default your data will be encrypted and if you have not previously configured Encryption you can expect to get errors about an encryption key not being present. Even though the UI will say encryption is inactive you will need to create a new encryption key in Settings->Data management->Data Encryption

Was this reply helpful? Yes No
Suggested answer

Wouter Madou 3,392 on at

Like (1)

Report

In regards of the upgrade path, that is correct indeed.

But what @Guido Preite said, I completely agree with him.

Upgrading from a 4.0 to 2016 will first of all not go easy with all the customizations.

On the other hand, the approach of working with CRM in 4.0 and 2016 has drastically changed.

It might be worth just to consider and discuss all the new features with your customer and see if they really still need all the elements from years ago.

Performance wise, bug-free, more of a flow-approach business rather than just an upgraded Crm.

My 50 cents on it :).

Was this reply helpful? Yes No
TheMarkChristie 10,328 Moderator on at

Like (0)

Report

I would say like Guido and Wouter have indicated - Create a 2016 environment and look at all the shiny new features that are available and think about doing a migration

Was this reply helpful? Yes No
Inogic 703 on at

Like (0)

Report

To upgrade from CRM 4 to CRM 2016. We can follow below steps.

1.       Create new server for CRM 2011,2013,2015/2016 or You can use same server for CRM 2015/2016 those used for CRM 2013 and do the in place upgrade from CRM 2013 to CRM 2015 and then CRM 2016.

2.       Take backup of CRM 4.0 And restore it on CRM 2011 server database. Import the organization from Deployment manager. Before import organization delete records from AsyncOperationBase table. Please follow below link for this https://support.microsoft.com/en-gb/kb/968520

3.       Change the JavaScript/plug-in as per CRM 2011 standards and create the solution and take backup this will use while production upgrade.

4.        Take backup of CRM 2011 And restore it in CRM 2013 and follow process till CRM 2016.

You can also check below links.

                http://www.inogic.com/blog/2011/01/crm-4-to-crm-2011-upgrade/

                http://www.inogic.com/blog/2015/12/error-upgrading-crm-2011-on-premise-to-crm-2013-on-premise/

HTH

Thanks!

Was this reply helpful? Yes No