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Upgrade Checklist For Dynamics 365: Presented By: Tad Thompson Powerobjects

This document provides an upgrade checklist for moving to a newer version of Dynamics 365. It discusses deciding which version to upgrade to, potential upgrade scope, requirements planning, training needs, and an overview of the upgrade process. Key steps include reviewing code and customizations, preparing the system, completing pre-upgrade tasks, upgrading servers and infrastructure, addressing deprecations, configuring new features, conducting testing and training, and planning the final installation.

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Uk bhardwaj
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© © All Rights Reserved
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Download as PDF, TXT or read online on Scribd
100 views

Upgrade Checklist For Dynamics 365: Presented By: Tad Thompson Powerobjects

This document provides an upgrade checklist for moving to a newer version of Dynamics 365. It discusses deciding which version to upgrade to, potential upgrade scope, requirements planning, training needs, and an overview of the upgrade process. Key steps include reviewing code and customizations, preparing the system, completing pre-upgrade tasks, upgrading servers and infrastructure, addressing deprecations, configuring new features, conducting testing and training, and planning the final installation.

Uploaded by

Uk bhardwaj
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Upgrade Checklist

for Dynamics 365


Presented by: Tad Thompson
PowerObjects
Welcome!
Meet Your
Presenter
Tad Thompson
Welcome to Upgrade Checklist
Webinar
Current version of Upgrading to?
CRM/Dynamics 365? • On-premises
• 2016 (8.x) • Online
• 2015 (7.x) • Not sure
• 2013 (6.x)
• 2011 (5.x)
• 3 or 4?
Upgrade Check list
• Decisions, Decisions
• Potential scope
• Requirements
• Planning
• Training
CRM 1, 1.2 CRM 3.0 CRM 4.0 CRM 2011 (5.0) CRM 2013 (6.0) CRM 2013 SP1 CRM 2015, SP1
•Built from the •Many •New API •Dashboards •New UI (6.1) (7.0, 7.1)
ground up Enhancements •Multi-tenancy •Dialogs •BPF •Huge Service •Calculated, rollup
•Crystal reports •Workflow •Workflow in the UI •Tablet App enhancements fields CRM 2016
•SRS •Bus Rules •Mobile Service •BPF Branching (8.0, 8.1) Dynamics
•Custom Entities •OOTB SharePoint •Enhanced SLA’s
Integration •Hierarchy
Solution Enhancements 365
Smart Phone App
•SSS •7.1-Improved UI ISH Unified UX
•Folder-tracking KM App Modules
•New Export to Doc Gen Editable Grids
Excel Project Service BPF reimagined
•OneNote Field Service

13
A look back…
Create a Case
• CRM V1.2
Improvement Metrics
CRM 1.2 CRM 3.0 Improved
Clicks 165 83 50%
Windows 39 24 38%
Screens 37 15 59%
Web Client to Unified Client
Upgrade or In Place
• Version Path
• V.x to V.y
• Can drive decision
• SQL Server Version
• Review requirements
• May also require upgrade
Upgrade Preparation – System
Review
• Legacy Check
• Code validation
• Integrations and reports
• 3rd Party solutions
Upgrade Preparation Tasks
• Preparing to Upgrade
• Organizational Pre-upgrade Tasks
• Meet with stakeholders – outline goals
• Possible infrastructure upgrades
• Training! Build interest!
• Technical Pre-Upgrade Tasks
• Code checks
• Database merge
• Data cleanup
Solution Upgrades
Server Infrastructure
• CRM App Servers
• SQL Servers
• IFD
• ADFS
Outlook
• Outlook Client
• Usually uninstall-upgrade
• It will probably be deprecated again
• App for Outlook
• No install – “enable”
• Requires Server Side Sync
Email Processing
• Email Router
• Upgrade/Install
• Recommend upgrading to SSS
• Server Side Sync
• All new features
• Integration
• Intelligence features
Security
• Service Accounts
• Primarily On-premises concern
• Create specific for requirements
• IFD
• Internet Facing Deployment
• Required for some features (mobile, SSS, etc.)
Deprecations
• Knowledgebase
• Contracts
• Dialogs
• Mail merge
• Xrm.page
• Silverlight
Knowledgebase Articles
• Shift to new UI articles
• No upgrade path
New Configuration Features
• Business Rules
• Business Process Flows
• Calculated & Rollup fields
• Synchronous Workflows
• Flow
• PowerApps
Business Rules & JavaScript
• Upgrade?
• Bus Rules can replace JavaScript
• Leverage code checker
• Xrm.page to formContext
The Xrm Client API
• Client Scripting API allows for implementing custom business
logic
• Only supported way to interact with form components
• HTML DOM manipulation is not supported
• CRM 4.0 - crmForm support has been removed
• Version 9.0 introduces new name spaces and deprecations of
prior APIs
Client Scripting Changes in 9.0
• Execution context usage is revised to support multiple execution
contexts being active at the same time

• New Xrm.* namespaces for new methods and some existing


methods move to the new namespaces

• Some new methods are also added to existing Xrm.* namespaces

• Several existing APIs are being deprecated and replacement APIs


should be used
Business Process Flows
• Significant changes in 8.2
• Designer
• Entities for each
Migrating from pre-8.2 release
• BPF entity is created during upgrade – schema name is
generated
• Security roles will need to be reviewed
• Automation relying on ProcessId, StageId, and TraversedPath
fields are no longer reliable and will need to be updated
Business Process Flows
• Interface differences
Task Flows
• Lead users through a common
task from start to finish
• OOB Examples
• Update Contact
• Follow up with Opportunity
• After Meeting
• Can use multi-entity forms and
logic
• Can have form logic that runs
across the task flow pages.
Currently only accessible
on Mobile and
Unified Interface Apps
Launching Task Flows Unified App in Browser
(e.g. Sales Hub)

Mobile App
Calculated Fields & Rollup Fields
• Can replace customizations
• Cannot be converted from/to

30
Multi-Select Option Set (9.0)
• New data type and user experience
• Can use existing or new option set values

Creating New fields Edit Form Control

Views Data Stored


Synchronous Workflows
• Can be converted from / to
• Provided no “waits”
• Potential replacement for Plugins
• Provide feedback to user

32
Types of Processes
Workflows were always Custom logic had to be
Limited Extensibility in Developers wrote JavaScript
asynchronous; Real time coded, Dependency on
Business Process Definition in Text Editors
feedback required Code entity CRUD

Server-side workflows that


Allow transactional custom API
Define your own processes Easy client/server rule writing run as part of user action and
calls such as: “Escalate Case” or
flexibly across entities capability provide real-time feedback “Send Pothole Report”
to end users

33
Dynamics 365 Workflows vs. Microsoft Flow
Trigger
Case Send survey
Created
Create follow Update Wait for case
up task account to resolve
Escalate
Dynamics 365 Workflow

Trigger File Invoice Urgent SMS if errors


Created Create case for processing

E-mail processing
completed
Triggers Dynamics
365 Workflow

Return
processed file
Mobility
• Mobile express deprecated
• Deploy Mobile App
• Allow use via privileges
• Now Supports Off-line
Mobile Management and Security
• Intune
• Manage just about any device with Intune device management
• Microsoft Dynamics CRM for Good
• Supports Apple devices
CRM 2013→D365 and
SharePoint 2010→O365
• Server Side Integration
Requirements
Servers
• SQL Server 2016+
• Windows Server 2008+
• Azure Supported
Supported Browsers
Documentation
• Servers
• Security
Training
Training
• Do it
• What’s New
• Change Management
• Administrator
• Configuration
• Developer
Upgrade Preparation – Training Plans
• Test Environment
• End User Training
• Adoption of new experience
• Leverage new features
• Other Devices
• Admin training
• Developer training
Installation
Complete your checklist
• Confirm requirements
• Software
• Hardware
• Test upgrade/migration (probably good idea)
• UAT
• Training
• Determine cut-over
• Clients
Post Upgrade
• Confirm backup jobs
• Follow-up training
Resources
• Download
• https://www.microsoft.com/en-us/download/details.aspx?id=57478
• Requirements:
• https://docs.microsoft.com/en-us/dynamics365/customer-
engagement/on-premises/system-requirements-required-technologies
• Formal Documentation:
• https://docs.microsoft.com/en-us/dynamics365/customer-
engagement/on-premises/install-or-upgrade-microsoft-dynamics-365-
server
THANK YOU
FOR ATTENDING!

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