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Customer experience | Sales, Customer Insights,...
Suggested Answer

Upgrade CRM 2011 On-Premise to Dynamics 365 CRM OnLine Version 9

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Posted on by 100

I want to upgrade CRM 2011 On prem to dynamics 365 online version. What i know that it requires sequential upgrade to crm 2013, crm 2015, crm 2016 and then dynamics 365 online. Here is my one doubt

Can i go to crm 2011 on prem to crm 2013 online directly then go to 2015 online and crm 2016 online and then dynamics 365 online. Or i need to 

Move from crm 2011 on prem to crm  2013 on prem till crm 2016 . And last jump in online i.e dynamics 365 version 9.

Can i also have any document how to perform this upgrade considering that my crm 2011 on prem is in production.

I have the same question (0)
  • Suggested answer
    Bhartendu B Pandey Profile Picture
    on at

    Hello Vaibhav,

     

    Thank you for writing to us.

    The movement from  CRM 2011 to Dynamics 365 will be a big one and it will be time consuming .The timelines may vary depending upon the kind of customizations ,utilization of custom code  present in your organization and  the amount of data that exists and sometimes it may go anywhere between 6 months to a year . however this is a very good decision and a decision for the future.

     

    As of now there is no CRM 2013 or 2015 online that exists . All the CRM online organizations are at one Version - (Version 9) so unfortunately we would have to take the On premise route of upgrade to Dynamics 365.

     

    So the Option for us would be to Go to CRM 2011-2013-2015-2016- Dynamics 365 and then to Version 9. There is much information available around the migration however looking at your specific ask we can take the below approach.

     

    The below steps are a high level and may be tedious to follow considering labor and cost implications . however this is a recommended approach and I would suggest to do the same.  See link

    1. Setup a new On premise Environment - A New CRM server and a new SQL server Instance. This can be a basic setup and you can use Trial keys for upgrade of CRM server.
    2. Setup a CRM server install 2013 server on It , take a DB copy of your CRM 2011 organization and import it in the CRM 2013 server. The successful import or your organization will be dependent on many factors like upgrade of your custom JS and code compatibilities of your new version . As our end goal is to Move Online it is best we write our custom code according to the updated Object model see link . This movement is also an essential point in analyzing opportunities in finding alternatives to your custom code by the Utilization of OOB features CRM provides like using Multi select option set fields or using Business rules instead of custom JS or using Virtual Entities to retrieve data from an external ODATA source in Your CRM organization.
    3. Then CRM 2013 to 2015 and 2015 TO 2016 and dynamics 365 will all essentially be the same steps.

     

    You can have a look at the below link which is a documented procedure about things to take care of

     

    https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/deploy/plan-your-upgrade-to-microsoft-dynamics-365-server

     

    Also for informational purposes you can glance through the below link

    https://www.researchgate.net/publication/314151547_Upgrading_of_on_premises_dynamics_CRM_2015

     

    Now Movement to Online - This essentially can be thought about in two parts

    1. Moving your Customizations
    2. Moving your data

     

    You can have a look at the link below

    Dynamics 365 Tutorial: Migrate Dynamics 365 on premise to Dynamics 365 Online

     

     

    Additionally with the use of Lifecycle services one can move the database to cloud see link.

     

    Please let me know if you have any other questions around the above. Please mark my answer as verified if you found it helpful.

     

    Bhartendu Pandey

    Dynamics CRM support Engineer - Customer Engagement

    Microsoft

  • Vaibhav Jaiswal Profile Picture
    100 on at

    Thanks Bhartendu for your valuable input. I have mostly worked on implementation project. It is my first migration project, so I have some more questions.

    I will follow below steps , please see if it is correct or not.

    I will set up a new environment with crm 2013 server and import my organization solution (crm 2011) here and do the required changes.

    I will follow the same process till I reach to dynamics 365. Now I would have my dynamics 365 version solution ready.

    But here is one doubt I am having. How would I move my dynamics365 new  solution to my production instance. And how would I update my crm 2011 production  instance to dynamics 365 version. Do the updates still available for crm 2011 to update to crm 2013, crm 2015 and dynamics 365. How these update process work? Please bear with me

    Thanks

  • Suggested answer
    Bhartendu B Pandey Profile Picture
    on at

    Hello Vaibhav,
    Thank you for your response. No worries its alright . I understand having questions around moving forward and implementing steps.

    Yes the updates for servers ae still available For eg you can download Dynamics CRM 2013 server from link https://www.microsoft.com/en-us/download/details.aspx?id=40341

    Now once you have upgraded to Dynamics 365 You will proceed with the step 2 mentioned in my previous response .
    The process will look something like this.
    1.You continue to use existing CRM 2011 production server.

    2.You have another on premise server which is updated to dynamics 365.
    Now you should sign up for a CRM online organization and once done it will be two step process.
    (Write your Customizations to Cloud , Write your data to cloud.)
    First you will package all your customizations into solutions and import them into the CRM online organization.
    Next you will use SSIS packages to move your Data to the CRM online organization.
    As this is going to be a big project and a time consuming one , if you would like you can consult with a Microsoft Partner who can take this project and bring necessary experts and do the work for you. You can enter details in the link and search for partners available to do this kind of work.

    Please let me know if you have any other questions around the above. Please mark my answer as verified if you found it helpful.

     

     

     

    Bhartendu Pandey

    Dynamics CRM support Engineer - Customer Engagement/PowerApps/PowerAutomate

    Microsoft

  • Suggested answer
    Paul_Owen Profile Picture
    2,027 on at

    From that long ago I would suggest building it from scratch as there are bound to be business process changes and probably a lot of javascript functionallity that can be replaced with Business Rules.

    Regards

    Paul

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