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Microsoft Dynamics CRM (Archived)

Upgrade to 9.0 needed suggestions

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Posted on by Microsoft Employee

Hi Everyone,

I'm planning on upgrading a 8.2 version Dynamics 365 organization which has heavy plugin and workflow customization, to 9.0. If any one has already done a similar kind of upgrade, please share your experiences and may be some points I have to cautious about before doing the upgrade (like a checklist).

Any suggestions are appreciated.

Thanks,

Vinod Pagadala

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Upgrade to 9.0 needed suggestions

    Hi Goutam,

    you're correct I viewed the community link but I'll go through the microsoft docs you mentioned.

    Thanks,

    Vinod

  • Suggested answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: Upgrade to 9.0 needed suggestions

    Hi Vinod,

    You may be viewed already , hope this helps.

    docs.microsoft.com/.../manage-updates

    community.dynamics.com/.../271284

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Upgrade to 9.0 needed suggestions

    Thanks David, I am definitely trying a test upgrade for a cloned environment before I try it on production, just wanted to get to know if anyone else has faced anything that I have to be aware of.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Upgrade to 9.0 needed suggestions

    Thanks Wei, I looked into the set of links, I will follow certain things mentioned in there.

  • David Jennaway Profile Picture
    David Jennaway 14,063 on at
    RE: Upgrade to 9.0 needed suggestions

    There are no known issues with plugins or workflows - these should upgrade with no problems. As per the link in the previous reply, you should pay more attention to client-script. Also, as a general principle, do a test upgrade first and check everything in that

  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: Upgrade to 9.0 needed suggestions

    Hi,

    You can refer below post for more information.

    community.dynamics.com/.../785639

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