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Upgrade Your CRM Game: A Comprehensive Guide to Upgrading Dynamics CRM On Premise to Dynamics 365

Upgrade Your CRM Game: A Comprehensive Guide to Upgrading Dynamics CRM On Premise to Dynamics 365

Upgrading Dynamics CRM on premise to Dynamics 365: A Comprehensive Guide

Dynamics CRM, a customer relationship management software developed by Microsoft, has been helping businesses improve customer engagement and streamline their processes for over a decade. However, with the introduction of advanced functionality and features, Dynamics CRM evolved into Dynamics 365, a cloud-based suite of business applications that includes CRM, ERP, and other productivity tools.

For businesses using the on-premise version of Dynamics CRM, upgrading to Dynamics 365 could significantly enhance their operations and provide greater flexibility. This article will provide a comprehensive guide to upgrading Dynamics CRM on premise to Dynamics 365.

Before you start the upgrade process

Before starting the upgrade process, it is crucial to assess your current Dynamics CRM on premise setup. This includes identifying any customizations, add-ons, and plugins that you have implemented. You should also consider whether you want to migrate any data to Dynamics 365, such as accounts, contacts, and leads.

It is recommended that you take a backup of your Dynamics CRM database before beginning the upgrade process. This ensures that you have a fallback option if something goes wrong during the upgrade.

Preparing for the upgrade process

Once you have assessed your current Dynamics CRM on premise setup and taken a backup, the next step is to prepare for the upgrade process. This involves completing the following steps:

1. Check system requirements – Ensure that your hardware and software meet the system requirements for Dynamics 365, including server operating systems, Internet Explorer versions, and hardware specifications.

2. Check compatibility – Check whether any third-party add-ons or plugins that you use in Dynamics CRM on premise are compatible with Dynamics 365. If not, you may need to find alternative solutions or request updates from the providers.

3. Set up a test environment – Create a test environment where you can test the upgrade process before implementing it in your live environment. This will help identify any potential issues and ensure a smoother transition.

4. Review licensing options – Dynamics 365 is available in various licensing options, including Enterprise and Business Central. Review the various options to determine which one best suits your business requirements.

Upgrading Dynamics CRM on premise to Dynamics 365

Once you have completed the preparation steps, it is time to start the upgrade process. Here are the steps to upgrade Dynamics CRM on premise to Dynamics 365:

1. Install prerequisite software – Dynamics 365 requires specific software components to be installed on the server. These include SQL Server, .NET Framework, and Windows Identity Foundation.

2. Install Dynamics 365 – Once the prerequisite software is installed, you can begin installing Dynamics 365. This involves running the Dynamics 365 Setup Wizard and following the prompts.

3. Migrate data – If you have chosen to migrate data from Dynamics CRM on premise to Dynamics 365, you can use the Data Migration Tool provided by Microsoft. This tool allows you to export data from Dynamics CRM on premise and import it into Dynamics 365.

4. Test the system – Once the migration is complete, test the system thoroughly to ensure that everything is working as expected. This includes testing customizations and add-ons.

5. Train users – Provide training to your users to help them understand the new features and functionality of Dynamics 365. This will ensure that they can use the system effectively and be productive from day one.

Conclusion

Upgrading Dynamics CRM on premise to Dynamics 365 can provide significant benefits for businesses, including increased flexibility, scalability, and advanced functionality. However, it is essential to prepare thoroughly and follow the upgrade process step by step to ensure a smooth transition.

By assessing your current setup, preparing for the upgrade process, and following the upgrade steps, you can successfully upgrade Dynamics CRM on premise to Dynamics 365. Remember to take a backup, set up a test environment, and review licensing options before starting the upgrade process. With the right preparation and careful execution, you can take full advantage of the benefits of Dynamics 365.

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