A Dynamics CRM Puzzle Solved

Posted by Jen Bieker on April 22, 2015

Upgrading Dynamics CRM 4.0 to Dynamics CRM 2015 Online

Working as a Dynamics CRM consultant can bring you many challenges.  Recently, we had a great puzzle to solve - how to upgrade a client from Dynamics CRM 4.0 On-Premise to Dynamics CRM 2015 Online.  

Pieces of the puzzle:

Even though this customer has a small number of current CRM users, they have lots of history in their system, and a lot of history from former employees.  So, we had to make sure to preserve historical records through the upgrade; first by making sure data stayed intact even if it belonged to a former employee, who would not be a current CRM user, so we couldn’t just go right from version 4 to 2015 or we would lose that information.

Another important factor was making sure there was a smooth upgrade going from an On-Premise installation to Dynamics CRM Online.  Many technical challenges can arise when moving to the Cloud so we had to plan out the steps carefully and accurately.  The cost savings associated with moving to the Cloud justified this work for our client, but only if each step was executed as planned.

How did we solve the puzzle?

The answer lies in a step by step series of upgrades and activations in which we used Scribe Software so as to eliminate the possibility of data corruption.  Our approach was as follows:

Step 1:  Upgrade to 2011 On-premise
Step 2:  Upgrade to 2013 On-premise
Step 3:  Upgrade to 2013 Online
Step 4:  Upgrade to 2015 Online
Step 5:  Add all historical and current users into O365
Step 6:  Disable the historical users
Step 7:  Move in all records, so historical data and lookups will work correctly

Even though it took many steps, with this carefully planned out implementation, Crestwood was able to preserve years of history, data from former employees, and not lose anything moving to the Cloud. 

If you talk to the customer, you’ll hear them rave about how much they love Dynamics CRM 2015 Online, especially the real-time workflows and business rules.

Do you have a Dynamics CRM puzzle?  Talk to our team of experts.

Email Tim at:    TThompson@crestwood.com

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