Upgrade Checklist for Dynamics 365
Transcript of Upgrade Checklist for Dynamics 365
![Page 1: Upgrade Checklist for Dynamics 365](https://reader031.fdocuments.net/reader031/viewer/2022012017/615b635796e75b2d13302343/html5/thumbnails/1.jpg)
Upgrade Checklistfor Dynamics 365
Presented by: Tad Thompson
PowerObjects
![Page 2: Upgrade Checklist for Dynamics 365](https://reader031.fdocuments.net/reader031/viewer/2022012017/615b635796e75b2d13302343/html5/thumbnails/2.jpg)
Welcome!
![Page 3: Upgrade Checklist for Dynamics 365](https://reader031.fdocuments.net/reader031/viewer/2022012017/615b635796e75b2d13302343/html5/thumbnails/3.jpg)
Meet Your PresenterTad Thompson
![Page 4: Upgrade Checklist for Dynamics 365](https://reader031.fdocuments.net/reader031/viewer/2022012017/615b635796e75b2d13302343/html5/thumbnails/4.jpg)
Welcome to Upgrade Checklist Webinar
Upgrading to?
• On-premises
• Online
• Not sure
Current version of CRM/Dynamics 365?
• 2016 (8.x)
• 2015 (7.x)
• 2013 (6.x)
• 2011 (5.x)
• 3 or 4?
![Page 5: Upgrade Checklist for Dynamics 365](https://reader031.fdocuments.net/reader031/viewer/2022012017/615b635796e75b2d13302343/html5/thumbnails/5.jpg)
Upgrade Check list
• Decisions, Decisions
• Potential scope
• Requirements
• Planning
• Training
![Page 6: Upgrade Checklist for Dynamics 365](https://reader031.fdocuments.net/reader031/viewer/2022012017/615b635796e75b2d13302343/html5/thumbnails/6.jpg)
13
CRM 1, 1.2
•Built from the
ground up
•Crystal reports
CRM 3.0
•Many
Enhancements
•Workflow
•SRS
•Custom Entities
CRM 4.0
•New API
•Multi-tenancy
•Workflow in the UI
CRM 2011 (5.0)
•Dashboards
•Dialogs
CRM 2013 (6.0)
•New UI
•BPF
•Tablet App
•Bus Rules
•OOTB SharePoint
Integration
•SSS
CRM 2013 SP1
(6.1)
•Huge Service
enhancements
•Mobile Service
CRM 2015, SP1
(7.0, 7.1)
•Calculated, rollup
fields
•BPF Branching
•Enhanced SLA’s
•Hierarchy
•7.1-Improved UI
•Folder-tracking
•New Export to
Excel
•OneNote
CRM 2016
(8.0, 8.1)Solution Enhancements
Smart Phone App
ISH
KM
Doc Gen
Project Service
Field Service
Dynamics
365
Unified UX
App Modules
Editable Grids
BPF reimagined
![Page 7: Upgrade Checklist for Dynamics 365](https://reader031.fdocuments.net/reader031/viewer/2022012017/615b635796e75b2d13302343/html5/thumbnails/7.jpg)
A look back…
![Page 8: Upgrade Checklist for Dynamics 365](https://reader031.fdocuments.net/reader031/viewer/2022012017/615b635796e75b2d13302343/html5/thumbnails/8.jpg)
Create a Case
• CRM V1.2
![Page 9: Upgrade Checklist for Dynamics 365](https://reader031.fdocuments.net/reader031/viewer/2022012017/615b635796e75b2d13302343/html5/thumbnails/9.jpg)
Improvement Metrics
CRM 1.2 CRM 3.0 Improved
Clicks 165 83 50%
Windows 39 24 38%
Screens 37 15 59%
![Page 10: Upgrade Checklist for Dynamics 365](https://reader031.fdocuments.net/reader031/viewer/2022012017/615b635796e75b2d13302343/html5/thumbnails/10.jpg)
Web Client to Unified Client
![Page 11: Upgrade Checklist for Dynamics 365](https://reader031.fdocuments.net/reader031/viewer/2022012017/615b635796e75b2d13302343/html5/thumbnails/11.jpg)
Upgrade or In Place
• Version Path
• V.x to V.y
• Can drive decision
• SQL Server Version
• Review requirements
• May also require upgrade
![Page 12: Upgrade Checklist for Dynamics 365](https://reader031.fdocuments.net/reader031/viewer/2022012017/615b635796e75b2d13302343/html5/thumbnails/12.jpg)
Upgrade Preparation – System Review
• Legacy Check
• Code validation
• Integrations and reports
• 3rd Party solutions
![Page 13: Upgrade Checklist for Dynamics 365](https://reader031.fdocuments.net/reader031/viewer/2022012017/615b635796e75b2d13302343/html5/thumbnails/13.jpg)
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
![Page 14: Upgrade Checklist for Dynamics 365](https://reader031.fdocuments.net/reader031/viewer/2022012017/615b635796e75b2d13302343/html5/thumbnails/14.jpg)
Solution Upgrades
![Page 15: Upgrade Checklist for Dynamics 365](https://reader031.fdocuments.net/reader031/viewer/2022012017/615b635796e75b2d13302343/html5/thumbnails/15.jpg)
Server Infrastructure
• CRM App Servers
• SQL Servers
• IFD
• ADFS
![Page 16: Upgrade Checklist for Dynamics 365](https://reader031.fdocuments.net/reader031/viewer/2022012017/615b635796e75b2d13302343/html5/thumbnails/16.jpg)
Outlook
• Outlook Client
• Usually uninstall-upgrade
• It will probably be deprecated again
• App for Outlook
• No install – “enable”
• Requires Server Side Sync
![Page 17: Upgrade Checklist for Dynamics 365](https://reader031.fdocuments.net/reader031/viewer/2022012017/615b635796e75b2d13302343/html5/thumbnails/17.jpg)
Email Processing
• Email Router
• Upgrade/Install
• Recommend upgrading to SSS
• Server Side Sync
• All new features
• Integration
• Intelligence features
![Page 18: Upgrade Checklist for Dynamics 365](https://reader031.fdocuments.net/reader031/viewer/2022012017/615b635796e75b2d13302343/html5/thumbnails/18.jpg)
Security
• Service Accounts
• Primarily On-premises concern
• Create specific for requirements
• IFD
• Internet Facing Deployment
• Required for some features (mobile, SSS, etc.)
![Page 19: Upgrade Checklist for Dynamics 365](https://reader031.fdocuments.net/reader031/viewer/2022012017/615b635796e75b2d13302343/html5/thumbnails/19.jpg)
Deprecations
• Knowledgebase
• Contracts
• Dialogs
• Mail merge
• Xrm.page
• Silverlight
![Page 20: Upgrade Checklist for Dynamics 365](https://reader031.fdocuments.net/reader031/viewer/2022012017/615b635796e75b2d13302343/html5/thumbnails/20.jpg)
Knowledgebase Articles
• Shift to new UI articles
• No upgrade path
![Page 21: Upgrade Checklist for Dynamics 365](https://reader031.fdocuments.net/reader031/viewer/2022012017/615b635796e75b2d13302343/html5/thumbnails/21.jpg)
New Configuration Features
• Business Rules
• Business Process Flows
• Calculated & Rollup fields
• Synchronous Workflows
• Flow
• PowerApps
![Page 22: Upgrade Checklist for Dynamics 365](https://reader031.fdocuments.net/reader031/viewer/2022012017/615b635796e75b2d13302343/html5/thumbnails/22.jpg)
Business Rules & JavaScript
• Upgrade?
• Bus Rules can replace JavaScript
• Leverage code checker
• Xrm.page to formContext
![Page 23: Upgrade Checklist for Dynamics 365](https://reader031.fdocuments.net/reader031/viewer/2022012017/615b635796e75b2d13302343/html5/thumbnails/23.jpg)
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
![Page 24: Upgrade Checklist for Dynamics 365](https://reader031.fdocuments.net/reader031/viewer/2022012017/615b635796e75b2d13302343/html5/thumbnails/24.jpg)
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
![Page 25: Upgrade Checklist for Dynamics 365](https://reader031.fdocuments.net/reader031/viewer/2022012017/615b635796e75b2d13302343/html5/thumbnails/25.jpg)
Business Process Flows
• Significant changes in 8.2
• Designer
• Entities for each
![Page 26: Upgrade Checklist for Dynamics 365](https://reader031.fdocuments.net/reader031/viewer/2022012017/615b635796e75b2d13302343/html5/thumbnails/26.jpg)
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 TraversedPathfields are no longer reliable and will need to be updated
![Page 27: Upgrade Checklist for Dynamics 365](https://reader031.fdocuments.net/reader031/viewer/2022012017/615b635796e75b2d13302343/html5/thumbnails/27.jpg)
Business Process Flows
• Interface differences
![Page 28: Upgrade Checklist for Dynamics 365](https://reader031.fdocuments.net/reader031/viewer/2022012017/615b635796e75b2d13302343/html5/thumbnails/28.jpg)
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
![Page 29: Upgrade Checklist for Dynamics 365](https://reader031.fdocuments.net/reader031/viewer/2022012017/615b635796e75b2d13302343/html5/thumbnails/29.jpg)
Launching Task Flows
Mobile App
Unified App in Browser
(e.g. Sales Hub)
![Page 30: Upgrade Checklist for Dynamics 365](https://reader031.fdocuments.net/reader031/viewer/2022012017/615b635796e75b2d13302343/html5/thumbnails/30.jpg)
Calculated Fields & Rollup Fields
• Can replace customizations
• Cannot be converted from/to
30
![Page 31: Upgrade Checklist for Dynamics 365](https://reader031.fdocuments.net/reader031/viewer/2022012017/615b635796e75b2d13302343/html5/thumbnails/31.jpg)
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
![Page 32: Upgrade Checklist for Dynamics 365](https://reader031.fdocuments.net/reader031/viewer/2022012017/615b635796e75b2d13302343/html5/thumbnails/32.jpg)
Synchronous Workflows
• Can be converted from / to• Provided no “waits”
• Potential replacement for Plugins
• Provide feedback to user
32
![Page 33: Upgrade Checklist for Dynamics 365](https://reader031.fdocuments.net/reader031/viewer/2022012017/615b635796e75b2d13302343/html5/thumbnails/33.jpg)
Types of Processes
33
Server-side workflows that
run as part of user action and
provide real-time feedback
to end users
Allow transactional custom API
calls such as: “Escalate Case” or
“Send Pothole Report”
Define your own processes
flexibly across entities
Limited Extensibility in
Business Process Definition
Developers wrote JavaScript
in Text Editors
Workflows were always
asynchronous; Real time
feedback required Code
Custom logic had to be
coded, Dependency on
entity CRUD
Easy client/server rule writing
capability
![Page 34: Upgrade Checklist for Dynamics 365](https://reader031.fdocuments.net/reader031/viewer/2022012017/615b635796e75b2d13302343/html5/thumbnails/34.jpg)
Dynamics 365 Workflows vs. Microsoft Flow
Create follow
up task
Update
account
Wait for case
to resolve
Send survey
Escalate
Trigger
Case
Created
Dynamics 365 Workflow
Trigger File
Created
Triggers Dynamics
365 Workflow
Create case
Invoice
for processingUrgent SMS if errors
Return
processed file
E-mail processing
completed
![Page 35: Upgrade Checklist for Dynamics 365](https://reader031.fdocuments.net/reader031/viewer/2022012017/615b635796e75b2d13302343/html5/thumbnails/35.jpg)
Mobility
• Mobile express deprecated
• Deploy Mobile App• Allow use via privileges
• Now Supports Off-line
![Page 36: Upgrade Checklist for Dynamics 365](https://reader031.fdocuments.net/reader031/viewer/2022012017/615b635796e75b2d13302343/html5/thumbnails/36.jpg)
Mobile Management and Security
• Intune
• Manage just about any device with Intune device management
• Microsoft Dynamics CRM for Good• Supports Apple devices
![Page 37: Upgrade Checklist for Dynamics 365](https://reader031.fdocuments.net/reader031/viewer/2022012017/615b635796e75b2d13302343/html5/thumbnails/37.jpg)
CRM 2013→D365 andSharePoint 2010→O365
• Server Side Integration
![Page 38: Upgrade Checklist for Dynamics 365](https://reader031.fdocuments.net/reader031/viewer/2022012017/615b635796e75b2d13302343/html5/thumbnails/38.jpg)
Requirements
![Page 39: Upgrade Checklist for Dynamics 365](https://reader031.fdocuments.net/reader031/viewer/2022012017/615b635796e75b2d13302343/html5/thumbnails/39.jpg)
Servers
• SQL Server 2016+
• Windows Server 2008+
• Azure Supported
![Page 40: Upgrade Checklist for Dynamics 365](https://reader031.fdocuments.net/reader031/viewer/2022012017/615b635796e75b2d13302343/html5/thumbnails/40.jpg)
Supported Browsers
![Page 41: Upgrade Checklist for Dynamics 365](https://reader031.fdocuments.net/reader031/viewer/2022012017/615b635796e75b2d13302343/html5/thumbnails/41.jpg)
Documentation
• Servers
• Security
![Page 42: Upgrade Checklist for Dynamics 365](https://reader031.fdocuments.net/reader031/viewer/2022012017/615b635796e75b2d13302343/html5/thumbnails/42.jpg)
Training
![Page 43: Upgrade Checklist for Dynamics 365](https://reader031.fdocuments.net/reader031/viewer/2022012017/615b635796e75b2d13302343/html5/thumbnails/43.jpg)
Training
• Do it
• What’s New
• Change Management
• Administrator
• Configuration
• Developer
![Page 44: Upgrade Checklist for Dynamics 365](https://reader031.fdocuments.net/reader031/viewer/2022012017/615b635796e75b2d13302343/html5/thumbnails/44.jpg)
Upgrade Preparation – Training Plans
• Test Environment
• End User Training• Adoption of new experience
• Leverage new features
• Other Devices
• Admin training
• Developer training
![Page 45: Upgrade Checklist for Dynamics 365](https://reader031.fdocuments.net/reader031/viewer/2022012017/615b635796e75b2d13302343/html5/thumbnails/45.jpg)
Installation
![Page 46: Upgrade Checklist for Dynamics 365](https://reader031.fdocuments.net/reader031/viewer/2022012017/615b635796e75b2d13302343/html5/thumbnails/46.jpg)
Complete your checklist
• Confirm requirements• Software
• Hardware
• Test upgrade/migration (probably good idea)
• UAT
• Training
• Determine cut-over
• Clients
![Page 47: Upgrade Checklist for Dynamics 365](https://reader031.fdocuments.net/reader031/viewer/2022012017/615b635796e75b2d13302343/html5/thumbnails/47.jpg)
Post Upgrade
• Confirm backup jobs
• Follow-up training
![Page 48: Upgrade Checklist for Dynamics 365](https://reader031.fdocuments.net/reader031/viewer/2022012017/615b635796e75b2d13302343/html5/thumbnails/48.jpg)
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
![Page 49: Upgrade Checklist for Dynamics 365](https://reader031.fdocuments.net/reader031/viewer/2022012017/615b635796e75b2d13302343/html5/thumbnails/49.jpg)
THANK YOU FOR ATTENDING!