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!