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Migrate MS Dynamics CRM 2016 to MS Dynamics 365 with ease

Migrate MS Dynamics CRM 2016 to MS Dynamics 365 withease


Microsoft Dynamics announced the launch of Dynamics 365 and bring all products under same umbrella somewhere towards the end of 2016. There seems to be a lot of curiosity and apprehensions amongst the users regarding working of the platform and transition from old system to new one. Being Microsoft Partners, we have upgraded systems for few of our clients and here are some of the learnings. The best part is that most of the update process is to be handled by Microsoft and was mostly uneventful for us.


The major concerns being, how it will impact existing customizations, do we need to recode or customize. The existing workflows, plugins and javascripts will work or break. How much will the new platform support it. So here is a brief summary


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Preparationis the key to success!
The crux of smooth transitioning lies in these words. Several Microsoft Dynamics CRM 2016 clients might have just finished their transition from Dynamics CRM 2015 to Dynamics 2016, and a further upgrade immediately is bound to create concerns. Essentially, the preparation has to happen at 3 levels – The End User, System Administrators, and the Microsoft Partner.

Ensureto engage Partner at earliest
Proactively, Microsoft partner should be engaged to ensure smooth transition. They are responsible to perform some predefined sets of activities. They work with the internal teams to ensure flawless transition. Engaging a partner is highly recommended by Microsoft and is of definite benefit, as Dynamics 365 is a major opportunity as well.

User’s Preparation
To apprise the users in advance is essential, it must be notified well in advance to users that the system will be unavailable during the scheduled update. Help & Training videos, and walkthroughs can be distributed and used to familiarize users with the new experience. It is recommended to train users as a part of the upgrade process especially in the areas of the User interface that may have changed. This is also a good opportunity to provide general refresher training and update training on best practices for using Microsoft Dynamics 365.

System Administrator’s Preparation
First step is to track the upgrade events and schedule migration time line. An organized tracking of all communication from Microsoft and acting upon them is critical. The Microsoft partner can help in planning and rolling out the plan. Tracking success and failure notifications as Microsoft tests out the CRM account and applications will ensure that one stays on course. At some point of time, clients who are on Office 365 with the old Dynamics CRM licenses would be required to re-allocate Dynamics 365 licenses for specific users.

Manually removing and assigning the new Dynamics 365 licenses for a limited group of users can be done fairly easily. A Microsoft Dynamics partner can help develop and deploy scripts that can be run for each user to remove and reallocate the Dynamics 365 licenses in case the number of users is large.

Also the December 2016 Update for Dynamics 365 (online and on premises) contains updates that must be configured manually. These include the Portal, Field Services, and Project Service products. These require the customer to install the solution from the Office 365 portal. to receive the product updates, one must opt in.

TheKey is Partner’s Preparation -
A Microsoft dynamics CRM partner can identify any potential issues that may need to be addressed, else which may lead upgrade to fail, such as the presence of unsupported customizations or incompatible third-party solutions? Have them confirm that Microsoft Dynamics CRM 365 is compatible with the current software. The best way is to use sandbox instance to identify issues beforehand. 

Soluzione is offering free consultations to discuss ways to style Dynamics CRM to empower your employees to be productive, empowered and to capture valuable business data to grow your business. Just drop us a line at info@solzit.com






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Comments

  1. Unknown3 May 2017 at 07:06

    Awesome info! Thanks for sharing. I’m excited to get started with 365.

    Dynamics GP Ecommerce

    ReplyDelete

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