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CRM2011 (on prem) to D365

  • 1.  CRM2011 (on prem) to D365

    Posted 22 days ago
    Hi all.

    I'm aware that the upgrade path from CRM2011 to D365 is upgrade to CRM 2013, then 2013 SP1, then 2015, and finally to 2016, before finally upgrading to Dynamics 365. My question is would it be worth just upgrading to CRM 2013 SP1 for the time being (it's will still be supported by MS) or would the effort involved in doing that mean that the remaining upgrades would be simpler and worth doing at the same time.

    Thanks
    Barry

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    Barry McVeigh
    CRM Product Owner
    Macmillan Cancer Support
    london
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  • 2.  RE: CRM2011 (on prem) to D365

    MICROSOFT MVP
    Posted 21 days ago
    Barry
    Depends on your end goal. If you want to get to Dyn 365 (assuming still on-premises) then I would make the change in one go and do all the upgrades.
    If you go from CRM2011 and stop at CRM 2013 and then later upgrade to Dyn 365 you'll have two user inteface changes for your users.
    A lot of useful features were added in 2015 and later.
    So my recommendation is to go the whole way.
    Another approach is not use upgrades but instead set up a new Dyn 365 instance and then use a migration tool to get your data from CRM 2011 to Dyn 365.  Whether that is more or less complicated than the upgrades depends on the structure of your data and extent of customizations.
    Also you will need to consider any third-party solutions you have in CRM 2011 and whether they are still supported in Dyn 365.

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    Feridun Kadir
    Principal Consultant, MVP
    Expert CRM Services Ltd
    Stansted
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  • 3.  RE: CRM2011 (on prem) to D365

    GOLD CONTRIBUTOR
    Posted 21 days ago
    Hi Barry,

    I would also strongly consider setting up a D365 instance and moving the data, instead of following the upgrade path.  There are enhancements that may render customizations unnecessary because they're now part of the standard product.

    Thanks,

    Stewart

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    Stewart Tranter
    Business Systems Manager
    idverde
    Derbyshire, UK
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  • 4.  RE: CRM2011 (on prem) to D365

    GOLD CONTRIBUTOR
    Posted 21 days ago
    Hi Barry,

    We carried out the upgrade from CRM 2011 to CRM 2016 back in 2016. A fair amount of work but not overwhelming. Last year we used a Microsoft Dynamics partner to move from CRM 2016 8.2 on prem to D365 online. As part of the migration we moved to the new unified interface. That was not easy. We used the MS fast track for a lift and shift approach but, we spent eight months prior to the move on a D365 sandbox instance migrating to the unified interface. From my experience, if I were in your position now I would seriously consider setting up a new D365 instance and migrate your data into that (as both Feridun and Stewart have suggested).

    Thanks,
    Paul

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    Paul Simcock
    IT Director
    threesixty services llp
    Manchester
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  • 5.  RE: CRM2011 (on prem) to D365

    Posted 21 days ago
    We just completed this last year.  It was quite a migration because of a lot of the un-supported stuff done by our original Microsoft partner.  We went all the way from 2011 to 365 on premise because the navigation jump between 2011 interface and 2013 was really ugly and everybody had trouble understanding it.   The interface got a bit better from version to version.  We have a lot of javascript which actually made the conversion a bit easier because we just put conditional branches in the javascript to check on the version.  We have not gone unified interface yet because there are still features missing from it on premise which we use.
    Seems if you are going to make the leap to 2013 just keep going and avoid it later on.

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    Kevin Knorr
    IT Director
    MHG Services
    Fort Lauderdale FL
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  • 6.  RE: CRM2011 (on prem) to D365

    Posted 18 days ago
    Barry,

    You may want to reach out to Microsoft.  They have a Dynamics 365 Migration Program currently that will assist with assessment and provide a 365 sandbox to upload and test.  they do go all the way back to CRM 2011.  This is iff you wish to go all the way to Online.

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    Steven Mayhue
    Lead Developer/DBA
    Stellar MLS
    Altamonte Springs FL
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  • 7.  RE: CRM2011 (on prem) to D365

    Posted 17 days ago
    Thanks for the responses folks.  Really helpful :-)

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    Barry McVeigh
    CRM Product Owner
    london
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