dynamics-crm What Not to do when upgrading your Microsoft Dynamics CRM 2016 Let’s look at some mandatory items to check off before diving into a full-scale upgrade process


Example

DB backup

Database backup is a must before starting any Dynamics CRM upgrade process. This is mandatory as to always have the option to rollback in case of any major roadblock.

Wrong Estimation

DO NOT underestimate the work involved in a CRM Upgrade process.

Audit your current Microsoft Dynamics CRM and identify third-party solutions in use. For these third party solutions, check their developer website for compatibility with your intended upgrade CRM version. Download the new solution and keep it ready to test after the migration process has been completed.

CRM Organization

DO NOT upgrade the CRM blindly.

As a first step, we need to prepare the CRM organisation to upgrade Microsoft Dynamics CRM.

Few tips to prepare an organisation

Make sure that your CRM environment satisfies the software and hardware component requirements

While upgrading CRM 4, delete records from listed table. (The system will try to delete all the records from the below tables when we migrate to CRM 2011, in case it fails then we have to manually delete the entries from these tables.) Records in the below-listed tables will result in poor performance of the system.

AsyncOperationBase

WorkflowWaitSubscriptionBase

BulkDeleteFailureBase

WorkflowLogBase

DuplicateRecordBase

WorkflowWaitSubscriptionBase

Install the latest rollup before upgrading CRM. For example, in order to upgrade to CRM 2013, the CRM 2011 Server must either be in Update Rollup 6, Update Rollup 14 or a later rollup before an upgrade can be considered. Else, while upgrading the Dynamics CRM environment, an error will be thrown.

For upgrading to MS CRM 2013, use custom code validation tool to check for unsupported client side codes (JavaScript) that will not work following the upgrade. Also, use the legacy feature check tool to detect any server extensions that use the 2007 endpoint or Microsoft Dynamics CRM 4.0 features.

Each new version of Microsoft Dynamics CRM introduces more powerful functionalities, but along with the allure of the latest and greatest version of software, comes the concern of how the upgrade process will impact your business.