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Transitioning to Excellence: A Comprehensive Guide to Upgrading from Dynamics CRM On-Premise to Dynamics 365

Transitioning to Excellence: A Comprehensive Guide to Upgrading from Dynamics CRM On-Premise to Dynamics 365

Title: Upgrading from Dynamics CRM On-Premise to Dynamics 365: A Step-by-Step Guide


The digital revolution has brought forth numerous changes in how businesses operate today. Amid these transformations, upgrading your enterprise resource planning (ERP) or customer relationship management (CRM) software should be top of your priorities. One of the most notable upgrades involves moving from Dynamics CRM on premise to Dynamics 365. This post will outline why it’s essential to make this move and provide a step-by-step guide on how to go about the upgrade.

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

1. Seamless Integration: Dynamics 365 provides a streamlined integration with other Microsoft solutions such as Office 365, Power BI, and Azure, enabling more comprehensive data collection and analysis.

2. Scalability: With Dynamics 365, you can scale up or down based on business needs. The cloud-based solution caters to companies of all sizes, allowing for flexibility and growth.

3. Cost-Effective: Dynamics 365 operates on a subscription model, eliminating upfront costs associated with server and infrastructure maintenance.

4. Enhanced Analytics and AI Capabilities: Dynamics 365 comes packed with intelligent tools like predictive analytics and machine learning algorithms that supply actionable insights for better decision-making.

5. Improved Security: Dynamics 365 is hosted on Microsoft Azure, providing robust data security, regular backups, and disaster recovery measures.

A Step-by-Step Guide to Upgrading Dynamics CRM on Premise to Dynamics 365

Step 1: Assess Your Current System

Before making the move, conduct an exhaustive review of your current Dynamics CRM on-premise system. Establish your system’s strengths and weaknesses, understand its business processes, and identify data integration points. This overview will help you determine your specific requirements for the new system.

Step 2: Plan Your Migration

Next, devise a comprehensive migration plan. This includes creating a timeline for the process, pinning down necessary resources, and setting milestones. Also, consider engaging professional Dynamics 365 consultants to guide you through this intricate process.

Step 3: Clean Your Data

Start by cleaning and preparing your data for migration. Remove any outdated, duplicate, or irrelevant records. Having clean data ensures seamless integration and enhanced performance of your Dynamics 365 system.

Step 4: Customise Dynamics 365

Dynamics 365 offers highly customizable solutions that can be tailored to fit your business processes. Work with your business stakeholders to outline the necessary customisations and set them up in the new system.

Step 5: Migrate Data and Test

This is the most critical step. Use a reliable migration tool to transfer your data from Dynamics CRM on premise to Dynamics 365. Upon successful migration, conduct thorough testing to ensure all data is correctly transferred and all features are working as expected.

Step 6: Train Your Team

An upgrade is only successful if your team can use the system effectively. Arrange training sessions to familiarise your staff with the new features and functionalities of Dynamics 365.

Step 7: Go Live and Monitor

Once testing is complete and you’re confident with the upgrade, go live. Continually monitor the system during the initial stages to catch any potential hitches and rectify them promptly.


Upgrading from Dynamics CRM on premise to Dynamics 365 is not just about moving with the digital tide; it’s about leveraging the power of advanced tools to enhance business productivity and efficiency. With an organised approach and expert assistance, your transition to Dynamics 365 can be smooth and rewarding.

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