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Making_the_Move_from_CRM_2011_to_CRM_2015_Online_Blog-219289-edited

As a reminder (or a discovery), the mainstream support for Microsoft Dynamics CRM 2011 is ending in July of 2016.

Now that I got that out of the way, if you happened upon this blog, before reading any further about the actual migration of moving from CRM 2011 to CRM 2015 online, please head over to the first part of my blog: "Moving Dynamics CRM On-premises to Online: Part 1 of 3" (Part 1 is all about Planning and Considerations).


Let's get into the actual migration shall we?

PART 2:

The following aspects should be considered for effectively utilizing a Microsoft Dynamics CRM solution:

Data Movement

  1. ADX Studio- Not exactly free but not heavy on the balance sheet either.
    (Could be a rounding error)
  1. Scribe- If you have the budget, time, and resources to use this tool; Scribe is by far the best of breed for CRM migrations that are under 250 users in size. Currently Scribe Soft has very competitive pricing for migrations that will not take longer than 60 days. But you do have to budget in the knowledge and time involved to use this platform properly if you have not used it before.
  1. Echo (Synchronicity)- I have no experience with this tool and no one I know does, but from the gist of it they perform the migration of data for you….I think.
  1. CRM Connector/Adapter (Microsoft)- This section intentionally left blank

Reports

Here you have two routes to take depending on how complete and how many artifacts you have from your original Microsoft Dynamics CRM implementation.

Route 1: You still have the original BIDS \ Reporting Services Solution and Project files.

If you are fortunate to have this and it is up to date with the reports that deployed to your organization you can move this solution to Visual Studio 2012 (2013 or 2015) and convert your reports from SQL based reports to FetchXML.

Route 2: All of your reports and their most recent versions are in your CRM org. and…that’s it.

This is the most common scenario I have run into and was the case on my most recent conversion. There are a few patsh you can take here but the overall mission here is:

  1. Download your RDL file
  2. Create a new report project and convert your reports to FetchXML

There are some great resources below and are basically the resources that I used for my report on Microsoft dynamics CRM on-premise migration.

  1. http://www.sql2fetchxml.com/
  2. http://blogs.msdn.com/b/devkeydet/archive/2012/06/04/converting-a-sql-report-to-fecthxml.aspx
  3. http://social.technet.microsoft.com/wiki/contents/articles/10234.microsoft-dynamics-crm-2011-develop-fetch-xml-based-ssrs-reports-in-visual-studio-2008.aspx

Security Model

The basic roadblock here is : ADSI != CRMOnline \ CRM365. User setup and licensing takes place in Office 365. After you have set up your end users you will need to assign them the correct Security Roles and Teams. This will lead you to your most laborious and important step in keeping your data intact, record ownership. SQL, JavaScript, .net assembly that dumps the current record owners to a CSV file. You can import. There are many options here and picking the right one will decide your data quality and basically the success or failure of your data migration.

Whichever method you choose and your comfortability with that method could potentially add many hours to your migration. My solution was to write an assembly that extracts the following metadata form each record in each entity in the entire org.

  • Record Id
  • Entity Name
  • Source Owner (Join in First Name and Last Name from systemuser)

I exported this into a CSV File and imported it into the source organization as a new “transient” entity. Then I wrote an On-Demand workflow activity that matched up the new users with the old users by name, looped thru all the imported data In each entity, then assigned the correct user GUID or team GUID to each record.

It’s a bit of work and a lot of batch testing but these activities for Microsoft Dynamics CRM migration ended up being a fairly clean approach given the resources available to me with this client.

Check Out Part 3: CRM 2011 to CRM 2015 Online: Licensing Considerations (Part 3 of 3)

Written by Emtec Blog Team

The Emtec blog team is proud to bring you the latest IT insights and best practices for the enterprise to optimize and empower IT, Finance, HR, and Sales and Marketing. The team includes thought leaders globally across sectors, technologies and specialties with their unique experience and acumen. If you would like to connect with the Emtec Blog Team: Insights@emtecinc.com

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