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Ultimate Step-by-Step Guide to Transitioning from Dynamics CRM On-Premise to Dynamics 365

Ultimate Step-by-Step Guide to Transitioning from Dynamics CRM On-Premise to Dynamics 365

Title: The Ultimate Guide to Upgrading Dynamics CRM On-Premise to Dynamics 365


In this digital era, businesses are continuously seeking to leverage the power of software solutions to streamline their operations and improve profitability. One such crucial software is Customer Relationship Management (CRM) systems. Over the years, Microsoft Dynamics CRM has proven itself as a reliable on-premise solution, providing excellent customer engagement capabilities. However, the advent of Dynamics 365, which combines ERP and CRM functionalities, has presented businesses with a chance to upgrade from the conventional Dynamics CRM on-premise. But how does this upgrading process work? This blog post is your comprehensive guide to upgrading from Dynamics CRM on-premise to Dynamics 365.

The Need for Upgrading to Dynamics 365

Before we delve into the upgrade process, let’s understand why it’s important. Dynamics 365 uses cloud technology, providing you with access to advanced features and updates in real-time. Compared to Dynamics CRM on-premise, Dynamics 365 offers comprehensive business solutions, reducing the total cost of ownership and ensuring scalable and secure operations. Even better, it provides seamless integration with other Microsoft services like Office 365, Power BI, and Azure.

Planning for Migration

Planning is key when migrating from Dynamics CRM on-premise to Dynamics 365. A well-laid plan ensures that all critical data and configurations are successfully transferred without interrupting business processes.

Firstly, assess your current CRM solution and outline the technical and functional requirements for the new system. At this stage, you might need to reprioritise some elements based on their compatibility with the new system. Also, establish a clear data migration strategy, deciding which data needs to be migrated, which can be archived, and which can be discarded.

Preparing for Migration

Once you have your migration plan in place, the next step involves preparing your systems for the upgrade. This includes:

1. Cleaning Up Your Data: Ensure your data is clean, accurate and well-organised before migration. Clear any duplicate, redundant or obsolete data from your on-premise CRM.

2. Backing Up Your Data: Always have a full backup of your CRM database. This offers protection in case of any hiccups during the migration process.

3. Testing: Perform tests to ascertain the effectiveness of the migration process. These tests help you familiarise with the Dynamics 365 environment and rectify any issues before going live.

The Migration Process

Once your preparations are complete, you can now start the actual migration process. It involves transferring data and configurations from your Dynamics CRM on-premise to Dynamics 365. Microsoft provides step-by-step guidelines to facilitate this process. However, it is advisable to work with a professional service provider to ensure a smooth transition.

Post-Migration: User Training and Support

Upgrading from Dynamics CRM on-premise to Dynamics 365 often requires users to learn new features and functionalities. Therefore, providing appropriate training and support to users is essential to get the maximum value from the new system. Regular feedback sessions can also help identify any user issues promptly and rectify them.


Upgrading from Dynamics CRM on-premise to Dynamics 365 is an opportunity for businesses to leverage the benefits of a comprehensive, modern and cloud-based solution. Though the transition might seem overwhelming, a structured approach involving good planning, preparation, meticulous execution, and post-migration support can make the process smooth and highly beneficial. So, embrace Dynamics 365 and let it propel your business to greater heights.

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