Microsoft Dynamics CRM 2016: How to Prepare for an Upgrade + Infographic
What’s involved in an upgrade to Microsoft Dynamics CRM 2016
There are many new and exciting features in Microsoft Dynamics CRM 2016 that are compelling companies to upgrade from Microsoft Dynamics CRM 2011, 2013, or even 2015. This blog has been written to help you gain a high-level understanding of what it takes to upgrade from earlier Microsoft Dynamics CRM versions to Microsoft Dynamics CRM 2016 in an on-premise environment.
While this is not designed as a step-by-step guide, it will provide you with a solid overview of the upgrade process, a good head start on the procedure, and a sense of what to expect. This information is based on Green Beacon’s experience and success with complex upgrades involving several hundred users, numerous integrations, millions of records and a myriad of customizations.
Important note: This assumes you are doing a like-for-like upgrade. It does not address how new functionality available in 2016 may replace customizations made to your previous version of CRM.
A Microsoft Dynamics CRM upgrade is a step-by-step process. During each step, you move further away from a previous version of CRM and closer towards Dynamics CRM 2016. Each step involves a number of activities, and the best way to explain an upgrade process is to use a pictorial representation. Here I show the flow from start to end and explain each step along the way:
Useful tools for Microsoft Dynamics CRM upgrades
This tool identifies any unsupported client side code that needs to be fixed.
This tool identifies any deprecated legacy features from CRM 4.0 that needs to be upgraded. [Note: This tool is of great importance only when your current CRM 2011. instance was upgraded from CRM 4.0]
We sincerely hope that this blog helps you with your Microsoft Dynamics 2016 upgrade planning. In my next blog post, I share 9 mistakes to avoid and tips for a smooth transition to Microsoft Dynamics CRM 2016.