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Moving to Cloud

  • 1.  Moving to Cloud

    Posted 15 days ago

    Hi,

    My organization has decided to move from CRM d365 in Premise 8.23 to cloud. Any tips, tricks, suggestion, white paper, gotsche could help will be greatly appreciated.

    Thanks in advance



    ------------------------------
    Atif Rana
    Sr. Analyst and Application Developer
    Tensar International Corporation
    Alpharetta GA
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  • 2.  RE: Moving to Cloud

    GOLD CONTRIBUTOR
    Posted 14 days ago
    Hello Atif,

    Microsoft has published a whitepaper regarding things to consider when moving from onpremises to online .
    You can find the link below

    https://download.microsoft.com/download/6/D/6/6D67BDEA-1D67-42B4-A52A-CF13CD547CB5/OPtoCRMOnlineMigration.pdf

    Also if you want to do some quick read you can look at the below blog post for some information

    https://community.dynamics.com/crm/b/passiondynamics/posts/white-paper-migrate-microsoft-dynamics-crm-2016-on-premises-to-crm-365-online-v9

    Above posts should answer much of the questions. if you would any other questions please feel free to let us know.



    ------------------------------
    Bhartendu Pandey
    Willis Towers Watson
    London
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  • 3.  RE: Moving to Cloud

    Posted 14 days ago
    Hi,
    This is an interesting topics for many of us I guess. We are thinking of implementing D365 (Cloud) and integrate to NAV on premise. I would appreciate any feedback also.
    THX.

    ------------------------------
    Gregor Presetnik
    Business Applications Manager
    Interblock d.d.
    Mengeš
    ------------------------------



  • 4.  RE: Moving to Cloud

    SILVER CONTRIBUTOR
    Posted 13 days ago
    Hi Atif, we moved last year from CRM 2011 to D365 online, it was a big step. We did an upgrade on migration servers (through 2013, 2015...) but it was not possible to import the database in any way, we had to use Kingswaysoft ETL tool (not an easy method if you have complex data model and many relations). It would be interesting to hear if there is a possibility to import the DB now. But again, if you have to migrate the data it is a nice opportunity to clean up in the system.

    There are not so many limitations today in online version like there were back in 2011 for example. We had to find an alternative for using the SSRS endpoint as we generated rapports programmatically, our way was to generate document template to a note via synchronous workflow. You won't be able to transfer audit logs, something to have in mind also.

    Hope this helps

    ------------------------------
    Zarko Radevic
    Dynamics CRM Programmer
    Digitale Medier 1881 AS
    ------------------------------



  • 5.  RE: Moving to Cloud

    MICROSOFT MVP
    Posted 13 days ago
    Hi Atif

    I did a webinar for CRMUG a year ago on this topic, the recording is here (you need to be a full CRMUG member);
    https://www.crmug.com/viewdocument/planning-a-dynamics-365-on-premise?CommunityKey=9f810641-dbfe-49b4-9431-f48ac27687ca&tab=librarydocuments&CLK=69a67a2d-2fd2-48cf-9065-bf11801a5048

    And here is a link to the presentation deck:
    https://github.com/readyxrm/Onpremtoonlinepresentation

    The info is now a year old and I haven't been involved in a migration project lately, but these are really a collection of some of the learnings/experiences I gathered along the way.

    The first thing I would suggest is looking into Fasttrack services from Microsoft.

    Cheers
    Nick


    ------------------------------
    Nick Doelman
    Microsoft MVP
    Dynamics 365 Specialist
    Nick Doelman Co.
    ottawa ON
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  • 6.  RE: Moving to Cloud

    Posted 12 days ago
    Atif,
    Microsoft's Fast Track team (mentioned by Nick) has created a tool which has made moving to the cloud much easier than it used to be.  Their tool allows you to essentially upload your Dynamics database and it will get upgraded and loaded online.  Of course, you still need to make any other updates you would for an upgrade (checking scripts, plugins, integrations, etc.) but it drastically reduces the effort for data migration (which, as mentioned by Zarco, can be significant).  We've started using this tool for most of our migrations to the cloud and it works great.  The caveats are that you must have the default database collation that the CRM installer sets and we've found that we prefer to perform any intermediate upgrades separately as the tool doesn't provide much detail if a step upgrade fails.  However, coming form 8.2 I don't think any intermediate upgrades are necessary.

    ------------------------------
    Merlin Schwaiger
    Director of Solution Design
    PowerObjects, an HCL Company
    Minneapolis MN
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  • 7.  RE: Moving to Cloud

    TOP CONTRIBUTOR
    Posted 13 days ago
    Hi Atif,

    We, AKA Enterprise Solutions, have written a nice little free ebook that may be helpful.

    https://www.akaes.com/resources/ebook-6-things-to-know-before-making-the-leap-the-definitive-microsoft-dynamics-upgrade-guide/

    Just click on the View PDF Now button on the right side of the page.

    Best Regards,

    Mike

    ------------------------------
    Mike Hammons
    Director, Business Intelligence
    AKA Enterprise Solutions
    Woodstock GA
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