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Mastering the Upgrade: A Complete Guide to Transitioning from Dynamics CRM On-Premise to Dynamics 365

Mastering the Upgrade: A Complete Guide to Transitioning from Dynamics CRM On-Premise to Dynamics 365

Title: A Comprehensive Guide to Upgrading Dynamics CRM On-Premise to Dynamics 365


Microsoft Dynamics 365, with its advanced functionalities and cloud-based system, is becoming a preferred choice for businesses globally. Many organisations currently using Microsoft Dynamics Customer Relationship Management (CRM) on-premise are contemplating the move to Dynamics 365. This article will guide you through the process of upgrading your Microsoft Dynamics CRM on-premise to Dynamics 365 in the most seamless way possible.

Defining Microsoft Dynamics 365

Dynamics 365 combines CRM and ERP capabilities into a variety of applications that work seamlessly together. It simplifies and unifies all the areas of customer relationship management. Operating on the more robust Azure platform, Dynamics 365 delivers improved performance, greater scalability and superior business intelligence tools.

Why Upgrade from Dynamics CRM On-Premise to Dynamics 365?

Let’s discuss why businesses are keen to upgrade their existing Dynamics CRM on-premise to Dynamics 365:

1. Enhanced Functionality: Dynamics 365 offers superior features such as integrated AI, Power BI (Business Intelligence), and advanced analytics.
2. Improved Accessibility: As Dynamics 365 is cloud-based, it’s accessible anytime, anywhere, making data accessibility easier and improving overall productivity.
3. Cost-Effective: There are less hardware costs and maintenance expenses associated with Dynamics 365 versus an on-premise version.

The Process of Upgrading from Dynamics CRM On-Premise to Dynamics 365

1. Assessing Your Current Setup: The first step to any migration process is understanding what you already have. Evaluate your current setup, including customisations, integrations, workflows and plugins.

2. Planning the Migration: Develop a detailed plan outlining every aspect of the migration process. Keep in mind the cost, time, resources, and potential business impact.

3. Back-up Existing Data: Before beginning the upgrade, back up all data. It’s vital to ensure that any potential data loss can be retrieved.

4. Running a Test Migration: Conduct a test migration before the actual one. This is done in a sandbox environment where you can diagnose and resolve any potential issues beforehand.

5. Migrating to Dynamics 365: After successful testing, it’s finally time to migrate to Dynamics 365. Here, your data will be moved from an on-premise server to the cloud.

6. Post-migration Tasks: Following the migration comes training staff, setting up support systems, and decommissioning the old CRM tools.

The Benefits of Partnering with a Dynamics Specialist

Upgrading from Dynamics CRM on-premise to Dynamics 365 is a significant project and not without risk. However, partnering with a Dynamics 365 specialist can streamline the entire process by managing data migration, advising on licensing, giving customised training, and providing continuous support post-migration.


Upgrading your Dynamics CRM on-premise to Dynamics 365 is a strategic move that can bring transformative change in how you manage customer relationships and drive business growth. It’s not just about moving to the cloud; it’s about embracing the future: a future of integrated applications, actionable insights, and a platform designed for scalability, performance, and flexibility.

By taking the right steps and potentially partnering with a specialist, you will be well on your way to harnessing the power and possibilities of Microsoft Dynamics 365.

Disclaimer: The process of upgrading from Dynamics CRM on-premise to Dynamics 365 could involve various complexities depending on the specific setup and needs of a business. This guide serves as a general overview and should not replace professional advice tailored to individual business requirements.

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