Here are the 15 tips in 15 minutes that we shared as part of our Microsoft Dynamics CRM Upgrade Discussion interactive discussion (ID15C350-R1 & ID15C350-R2) at Convergence 2015.
We wanted to share them in a blog article to those who attended (to reduce the need for notes), for those who could not attend, and help reduce our own need for more PowerPoint slides. For those in attendance, feel free to ask any questions during the last 45 minutes of our session, or come find is in the hallways at Convergence. For those of you who couldn’t attend please feel free to leave a comment.
- CRM Online
- Customer Drive Update (CDU) – Ability Reschedule & Approvals are Required
- Getting Ready for the Next Release: http://www.microsoft.com/en-us/dynamics/crm-customer-center/get-ready-for-the-next-release.aspx
| Name | Build # | CodeName |
| CRM 2011 | 5.0.9688.583 | Titan |
| CRM 2011 UR 12 | 5.0.9690.3236 | Polaris |
| CRM 2013 | 6.0 | Orion |
| CRM 2013 SP1 | 6.1 | Leo |
| CRM 2015 | 7.0 | Vega |
| CRM 2015 Update 1 | 7.1 | Carina |
- Backward compatible, but some new features will not work until clients are upgraded
- https://technet.microsoft.com/en-us/library/hh699711.aspx
- Server Side Sync - https://technet.microsoft.com/en-us/library/dn531109.aspx
- Email Router - https://technet.microsoft.com/en-us/library/hh699800.aspx
- 2011 Forms Upgrade to CRM 2013 / CRM 2015 should be merged into a new form
- http://blogs.msdn.com/b/crminthefield/archive/2014/03/10/crm-2013-form-upgrade-experience.aspx
- If you have not merged tables – only base table indexes will be preserved
- If you have already merged tables and you have custom indexes, they are cataloged, then recreated upon your upgrade to CRM 2015
- Can defer in CRM 2013 upgrade
- Automatically done for in CRM 2015 upgrade
- https://technet.microsoft.com/en-us/library/dn531088.aspx#BKMK_determinedNotMerged
- Built into EDW
- Link to blog that shows LFC and Custom Code Validation tool
- http://blogs.msdn.com/b/crmindia/archive/2013/09/20/legacy-feature-check-and-custom-code-validation-tool-demos-for-upgrade-to-crm-2013.aspx
- Can replace plugins in some scenarios
- https://msdn.microsoft.com/en-us/library/dn481598.aspx
- Can replace simple actions and validation JavaScript
- https://technet.microsoft.com/en-us/library/dn531086.aspx
- Can replace plugins in some scenarios
- https://technet.microsoft.com/en-us/library/dn531086.aspx#BKMK_ServerSideBR
- Migration upgrade approach is preferred
- https://technet.microsoft.com/en-us/library/hh699716.aspx#BKMK_Upgradeoptions
- Leverage out of box features, replace unsupported code, etc
- SA Upgrade Assessment
- http://www.microsoft.com/licensing/software-assurance/planning-services-overview.aspx
- CRM 2011 Imports to CRM 2013 and CRM 2013 SP1
- CRM 2013 SP1 Exports to 2013 RTM Format
- CRM 2013 & 2013 SP1 Imports into 2013 SP1 & 2015
- Online Sandbox Options & Test Instances for OnPrem
- http://blogs.msdn.com/b/crminthefield/archive/2014/03/21/crm-online-test-instance-changes-are-now-live-sandbox-instances.aspx
Enjoy!
Shawn Dieken, Sean McNellis and Daren Turner
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