Migrate Your Dynamics 365 On Premises to the

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Migrate Your Dynamics 365 On Premises to the Cloud CRM UG Be. Lux Webinar,

Migrate Your Dynamics 365 On Premises to the Cloud CRM UG Be. Lux Webinar, December, 14 th 2017 Stephane Dorrekens, Business Elements

Credits Based on the following content : “Planning your Dynamics 365 Onprem to Cloud

Credits Based on the following content : “Planning your Dynamics 365 Onprem to Cloud Migration” by Nick Doelman “Migrating from the Dynamics 365 App for Outlook to the Dynamics App for Outlook” by Josh Wells “Migration of CRM Onpremise Organization to Dynamics 365 Online using LCS” by Aditya Varma ”Migrating to Microsoft Dynamics 365 for Customer Engagement”, MPN Network

Migrate Your Dynamics 365 On Premises to the Cloud Overview Why? 12 Steps to

Migrate Your Dynamics 365 On Premises to the Cloud Overview Why? 12 Steps to move from Onpremise to Online Microsoft Lifecycle Services Lessons Learned & Tips Q&A

Why move to the cloud? Why Dynamics 365 Online? No infrastructure More features Smaller,

Why move to the cloud? Why Dynamics 365 Online? No infrastructure More features Smaller, lower impact upgrades Security Microsoft focus It’s a “when” not an “if”

12 Steps to Migrate to Dynamics 365 Online 1. 2. 3. 4. 5. 6.

12 Steps to Migrate to Dynamics 365 Online 1. 2. 3. 4. 5. 6. 7. Take Inventory Review and Plan Provision Dynamics 365 Online Create Upgrade Step Environments Backup Custom Code Deploy and Upgrade Configuration Clean Up Configuration 8. Fix Custom Code 9. Fix Reports 10. Integrations 11. ISVs & Addins 12. Migrate Data

Step 1 - Take Inventory Users Custom Code ISVs Reports Database size Integrations Customizations

Step 1 - Take Inventory Users Custom Code ISVs Reports Database size Integrations Customizations Templates Solutions Acceptable Downtime Licenses Business Readiness

Step 2 – Review & Planning Historical Data – Keep or remove? Data size

Step 2 – Review & Planning Historical Data – Keep or remove? Data size and users -> subscription requirements? What custom code can be replaced with something newer? What reports can be replaced? Is source code available for plugins? Unmanaged versions of managed solutions? ISVs -> what is their upgrade path? Is now a good time? Start Fresh?

Step 3 – Provision Dynamics 365 Setup new “target” system Setup Users -> including

Step 3 – Provision Dynamics 365 Setup new “target” system Setup Users -> including historical users Allocate space Setup Sandbox environments Point in Time Backups on Azure

Step 3 – Provision Dynamics 365 – Add Legacy Users Create List of Legacy

Step 3 – Provision Dynamics 365 – Add Legacy Users Create List of Legacy Users Import Users to Dynamics 365 Activity/Transactional Data can be mapped to these users

Step 4 – Create Upgrade Step Environments Azure VM, VMWare, or dedicated servers Next

Step 4 – Create Upgrade Step Environments Azure VM, VMWare, or dedicated servers Next version to latest version that will allow solution import For solution upgrading (Entities, Fields, Forms, Views)

Step 5 – Backup Custom Code Backup all Java. Script code to files Will

Step 5 – Backup Custom Code Backup all Java. Script code to files Will need to manually update (or replace) code Xrm. Tool. Box or Xrm. Tool. Kit to extract Java. Script

Step 5 – Backup Custom Code Backup to Disk

Step 5 – Backup Custom Code Backup to Disk

Step 5 – Backup Custom Code Comment out old code for upgrade process Leave

Step 5 – Backup Custom Code Comment out old code for upgrade process Leave function names

Step 6 – Deploy and Upgrade Configuration Import into step environments as required CRM

Step 6 – Deploy and Upgrade Configuration Import into step environments as required CRM 4. 0 can be imported/upgraded to CRM 2011 can be imported/upgraded to CRM 2013 Export from CRM 2013 directly to Dynamics 365 https: //msdn. microsoft. com/en-us/library/gg 334576. aspx

Step 6 – Managed Solutions?

Step 6 – Managed Solutions?

Step 6 – Managed Solutions? Not an ISV, have managed but no unmanaged or

Step 6 – Managed Solutions? Not an ISV, have managed but no unmanaged or even managed zip file This will be a hack. This is unsupported. Not for ISV Run process on a “destroyable” database (e. g. not on a production db) Remove all other solutions if possible Remove plug-ins and SDK steps Run SQL script, will have “unmanaged” solution that is exportable. https: //community. dynamics. com/ax/b/thedynamicsblog/archive/2014/07/1 4/converting-managed-solutions-to-unmanaged-solutions-crm-2013

Step 7 – Clean Up Configuration

Step 7 – Clean Up Configuration

Step 8 – Fix Custom Code Great opportunity to clean up code Consider replacing

Step 8 – Fix Custom Code Great opportunity to clean up code Consider replacing legacy code with Business Rules, Configuration, Workflows, Actions, etc. Review Important changes coming in future releases of Microsoft Dynamics 365 Convert Java. Script code to latest methods Recompile plug-ins with latest SDK Replace SOAP calls with Web API (if possible)

Step 8 – Fix Custom Code Overview of Changes: https: //msdn. microsoft. com/en-us/library/dn 281891.

Step 8 – Fix Custom Code Overview of Changes: https: //msdn. microsoft. com/en-us/library/dn 281891. aspx Custom Code Validation Tool: https: //www. microsoft. com/en-us/download/details. aspx? id=45535 Java. Script Conversion Tools: http: //dynamicsxrmtools. codeplex. com/ http: //www. crmaccelerators. net/transformer/

Step 9 – Fix Reports Dynamics 365 requires reports to be in Fetch. XML

Step 9 – Fix Reports Dynamics 365 requires reports to be in Fetch. XML Consider Charts, Dashboards Convert T-SQL to Fetch. XML http: //www. sql 2 fetchxml. com/ TIP: CRM 2011 or higher, start now! (Fetch. XML is supported onpremise as well!) Power. BI is the new SSRS Still possible to sync a database copy

Step 10 – Fix Integrations Consider timing Most industry standard tools will link to

Step 10 – Fix Integrations Consider timing Most industry standard tools will link to Dynamics 365 with little issues Cannot write directly to database (you weren’t doing that anyway? Right? )

Some Hybrid Integration Patterns On Premises To Dynamics 365 Customer Engagement • Via Web.

Some Hybrid Integration Patterns On Premises To Dynamics 365 Customer Engagement • Via Web. Api (Latency, #Connections Limits) • Via Azure Service Bus or Event Hub (Allows outbound/inbound bandwidth mismatch)* • Via an On Premises Queuing/Bus (Allows outbound/inbound bandwidth mismatch & SPOC)* • Via Azure SQL (Allows Outbound Direct Database sync)* • Via Virtual Entity (Needs Odata Endpoint) • … Dynamics 365 Customer Engagement to On Premises • Via Web. Api (Data Pull from On Prem/Cloud applications) • Via Azure Service Bus (Data Push from Dx 365 CE Workflow or Plugin) • Via Data Export Service (Data Push to Azure SQL) • … * All those patterns ultimately uses the Web. API for injection, the change is in the intermediary steps

Step 11 – Update ISVs Most involve installing latest solutions on Dynamics 365 Do

Step 11 – Update ISVs Most involve installing latest solutions on Dynamics 365 Do you still need that ISV? (Features in Dynamics 365) Consider data migration Are there new feature gaps? (e. g. Portals)

Outlook Client Deprecation Dynamics CRM 2013 Dynamics CRM 2015 Outlook add-in supported, no new

Outlook Client Deprecation Dynamics CRM 2013 Dynamics CRM 2015 Outlook add-in supported, no new functionality is added • Deprecation announcement on June 2017 • Deprecate the add-in starting version 9. 0 • Removal of the add-in with version 10. 0 Dynamics CRM 2016 Dynamics 365 (online), version 9. 0 Outlook add-in supported, no new functionality is added Major release (10. 0) Outlook add-in removed

Terminology ✓Outlook client ✓Dynamics 365 App for Outlook ✓Outlook Add-in ✓Dynamics 365 for Outlook

Terminology ✓Outlook client ✓Dynamics 365 App for Outlook ✓Outlook Add-in ✓Dynamics 365 for Outlook ✓App for Outlook ✓Outlook plug-in ✓COM add-in

Feature Comparison Dynamics 365 Dynamics App for Outlook 365 for Outlook Track and set

Feature Comparison Dynamics 365 Dynamics App for Outlook 365 for Outlook Track and set regarding for email Yes Track and set regarding for appointments Yes Track and set regarding for contacts Yes Track and set regarding for tasks No One click set regarding Shows recipients' summary Shows the regarding record summary in the email/appointment Yes No Works with Outlook on the web Yes Works with Outlook desktop Yes No Yes Feature Works with Outlook for the Mac Works with phones Open and create Microsoft Dynamics 365 record directly Apply custom forms and business logic Work offline Apply email templates Apply sales literature Apply knowledge articles Ability to monitor emails after sending Sort, filter, format, group, and categorize views Create Word mail-merge documents Dynamics 365 App for Outlook Yes Dynamics 365 for Outlook No No Yes Yes Yes No No Yes More Info see Tech. Net: Deploy Dynamics 365 App for Outlook

Challenges Feature Description Replies not automatically tracked Replies to previously tracked emails are not

Challenges Feature Description Replies not automatically tracked Replies to previously tracked emails are not automatically tracked. With the Outlook client, the icon would change from the standard icon to the tracked icon. This functionality is not available with the App A user has access to another user’s mailbox and wants to track activities on behalf of the delegated user. Tracking icon is not present on tracked activities Delegate tracking Challenge On the roadmap EWS does not allow the ability to define the Icon. Index which is used to define the icon. On the roadmap

Challenges Feature Description Challenge Not able to track meetings Currently only organizers of a

Challenges Feature Description Challenge Not able to track meetings Currently only organizers of a meeting can track the appointment There are design discussions about handling record ownership between Exchange/Dynamics 365 items. Tracking all email types Only IPM. Note message classes where users are in the To or CC fields are supported for tracking Similar to the challenge above where users are unable to track signed emails This is being tracked and being discussed by the product team Tracking signed emails This is a limitation from Office addins and feedback has been received for and against

Outlook add-in deprecation ✓ Version 9. 0 contains the add-in ✓ No immediate action

Outlook add-in deprecation ✓ Version 9. 0 contains the add-in ✓ No immediate action necessary, at this point ✓ Doesn't have to be all or none

Suggested transition plan 1. Use SSS/Outlook client 2. Add App for Outlook for users.

Suggested transition plan 1. Use SSS/Outlook client 2. Add App for Outlook for users. Request early adopters 3. Business usage is verified, switch usage to the App 4. Uninstall the add-in for all users.

During the transition time Some configurations are not recommended for an extended length: ✓

During the transition time Some configurations are not recommended for an extended length: ✓ It is not recommended to use the add-in and the App at the same time for tracking purposes ✓ It is not recommended to switch back and forth from Outlook sync to server-side sync ✓ It is not recommended to have some users sync with Outlook sync and some users at the same org sync with server-side sync. ✓ It is not supported to have two different sync methods (Outlook vs SSS) for the same user at the same time (Email/ACT)

Step 12 – Migrate Data Microsoft Fast. Track/Lifecycle Services Kingsway. Soft, Scribe, Other Cobalt

Step 12 – Migrate Data Microsoft Fast. Track/Lifecycle Services Kingsway. Soft, Scribe, Other Cobalt Migration Dynamics Clean up old data Maybe Fresh Start? Potential for biggest spend of time Consider downtime or gaps, deltas, etc

Step 12 – Migrate Data - Kingsway. Soft

Step 12 – Migrate Data - Kingsway. Soft

Planning your Dynamics 365 Onprem to Cloud Migration Microsoft Lifecycle Services

Planning your Dynamics 365 Onprem to Cloud Migration Microsoft Lifecycle Services

Microsoft Lifecycle Services Tool will solve Direct CRM Ingestion up to CRM 2015 Database

Microsoft Lifecycle Services Tool will solve Direct CRM Ingestion up to CRM 2015 Database migration up to SQL 2012 Migrate Manage Solutions Audit log Migration Help with user & personal settings migration Checks for security issues/vulnerabilities in the Database & extentions

Microsoft Lifecycle Services Tool will NOT solve CRM Upgrade issues Upgrade is a multi

Microsoft Lifecycle Services Tool will NOT solve CRM Upgrade issues Upgrade is a multi step process Selective data migration is not possible (unless done beforehand) Fix detected security or upgrade issues ISV Integration / reconfiguration

Microsoft Lifecycle Services Intake : using existing Fast. Track intake process to take the

Microsoft Lifecycle Services Intake : using existing Fast. Track intake process to take the nomination Nominator : Account team or Partner Current Target : 250 Users+ https: //fasttrack. microsoft. com Managed Process with Fast. Track PM Prerequisites : Dynamics 365 tenant & Organization Azure Subscription (VMs) User Licenses & Records Solutions, Codes, etc. . Ready

Lessons Learned & Tips and Tricks A LOT of legacy code can be replaced

Lessons Learned & Tips and Tricks A LOT of legacy code can be replaced with portable business logic Data migration & integration takes a lot of time Managed Solution Issues Data clean up Historical Users

Planning your Dynamics 365 Onprem to Cloud Migration Questions?

Planning your Dynamics 365 Onprem to Cloud Migration Questions?