Upgrade Checklist for Dynamics 365

Upgrade Checklistfor Dynamics 365

Presented by: Tad Thompson

PowerObjects

Welcome!

Meet Your PresenterTad Thompson

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?

Upgrade Check list

• Decisions, Decisions

• Potential scope

• Requirements

• Planning

• Training

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

A look back…

Create a Case

• CRM V1.2

Improvement Metrics

CRM 1.2 CRM 3.0 Improved

Clicks 165 83 50%

Windows 39 24 38%

Screens 37 15 59%

Web Client to Unified Client

Upgrade or In Place

• Version Path

• V.x to V.y

• Can drive decision

• SQL Server Version

• Review requirements

• May also require upgrade

Upgrade Preparation – System Review

• Legacy Check

• Code validation

• Integrations and reports

• 3rd Party solutions

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

Solution Upgrades

Server Infrastructure

• CRM App Servers

• SQL Servers

• IFD

• ADFS

Outlook

• Outlook Client

• Usually uninstall-upgrade

• It will probably be deprecated again

• App for Outlook

• No install – “enable”

• Requires Server Side Sync

Email Processing

• Email Router

• Upgrade/Install

• Recommend upgrading to SSS

• Server Side Sync

• All new features

• Integration

• Intelligence features

Security

• Service Accounts

• Primarily On-premises concern

• Create specific for requirements

• IFD

• Internet Facing Deployment

• Required for some features (mobile, SSS, etc.)

Deprecations

• Knowledgebase

• Contracts

• Dialogs

• Mail merge

• Xrm.page

• Silverlight

Knowledgebase Articles

• Shift to new UI articles

• No upgrade path

New Configuration Features

• Business Rules

• Business Process Flows

• Calculated & Rollup fields

• Synchronous Workflows

• Flow

• PowerApps

Business Rules & JavaScript

• Upgrade?

• Bus Rules can replace JavaScript

• Leverage code checker

• Xrm.page to formContext

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

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

Business Process Flows

• Significant changes in 8.2

• Designer

• Entities for each

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

Business Process Flows

• Interface differences

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

Launching Task Flows

Mobile App

Unified App in Browser

(e.g. Sales Hub)

Calculated Fields & Rollup Fields

• Can replace customizations

• Cannot be converted from/to

30

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

Synchronous Workflows

• Can be converted from / to• Provided no “waits”

• Potential replacement for Plugins

• Provide feedback to user

32

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

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

Mobility

• Mobile express deprecated

• Deploy Mobile App• Allow use via privileges

• Now Supports Off-line

Mobile Management and Security

• Intune

• Manage just about any device with Intune device management

• Microsoft Dynamics CRM for Good• Supports Apple devices

CRM 2013→D365 andSharePoint 2010→O365

• Server Side Integration

Requirements

Servers

• SQL Server 2016+

• Windows Server 2008+

• Azure Supported

Supported Browsers

Documentation

• Servers

• Security

Training

Training

• Do it

• What’s New

• Change Management

• Administrator

• Configuration

• Developer

Upgrade Preparation – Training Plans

• Test Environment

• End User Training• Adoption of new experience

• Leverage new features

• Other Devices

• Admin training

• Developer training

Installation

Complete your checklist

• Confirm requirements• Software

• Hardware

• Test upgrade/migration (probably good idea)

• UAT

• Training

• Determine cut-over

• Clients

Post Upgrade

• Confirm backup jobs

• Follow-up training

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

THANK YOU FOR ATTENDING!