Dynamics 365 Microsoft Dynamics CRM on-premises to ...

[Pages:45]Dynamics 365

Microsoft Dynamics CRM on-premises to Dynamics 365 Online Migration

VERSION: 1.2 AUTHOR: SANJEEV KUMAR

COMPANY: Microsoft

RELEASED: April 2019

Copyright

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Contents

Migration Overview ....................................................................................................... 4

Challenges ................................................................................................................................................ 4

Validation and Upgrade flow ........................................................................................ 4

Process Overview.......................................................................................................... 5

Migration Tool Services and Architecture ................................................................................................6

Migration Tool Step-by-Step ......................................................................................... 6

LCS Sign-up and Product Preview Activation ..........................................................................................7

Invite FastTrack Engineer to LCS Project ..............................................................................................12

Phase 1: Customer Information Gathering.............................................................................................13 Task 1.1: Roles & Responsibilities ....................................................................................................13 Task 1.2: Pre-requisites ? Dynamics 365 Online ..............................................................................14 Task 1.3: Pre-requisites ? Azure Subscription ..................................................................................15 Task 1.4: Pre-requisites ? CRM and SQL database on-prem...........................................................16 Task 1.5: Enter Azure subscription details ........................................................................................16 Task 1.6: Install Microsoft Azure Storage Explorer ...........................................................................21 Task 1.7: Enter Microsoft Dynamics CRM organization details ........................................................22 Task 1.8: Create azure storage account ...........................................................................................23 Task 1.9: Prepare Vanilla CRM environments in Azure ....................................................................26 Task 1.10: Upload CRM SQL Server backup file ..............................................................................28 Task 1.11: Configure Network Security Group..................................................................................29

Phase 2: Provision Microsoft Dynamics CRM On-Premises Organization in Azure..............................31 Task 2.1: Import on-premises org to starting stage...........................................................................31

Phase 3: Microsoft Dynamics CRM Initial Validation Checks Phase.....................................................33 Task 3.1: Run validation checks........................................................................................................33

Phase 4: Microsoft Dynamics CRM Upgrade and Migration Phase ......................................................38 Task 4.1: Upgrade Microsoft Dynamics CRM organization ..............................................................38 Task 4.2: Map Microsoft Dynamics CRM on-premises users to Office 365 users............................40 Task 4.3: Run AD Users file validation service .................................................................................40 Task 4.4: Migrate Microsoft Dynamics CRM organization to Dynamics 365 ....................................41

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Migration Overview

With the push towards Dynamics 365 (online) and the wider adoption of Dynamics 365 (online) by our customers who were previously on Microsoft Dynamics CRM on-premises solutions, the number of customers asking for ability to have a guided mechanism to move their on-premises deployments to Dynamics 365 (online) is increasing. Many customers expect that migration will be an easy task facilitated by Microsoft where the customer can provide their organization, which then becomes provisioned in Dynamics 365 (online). Until recently, there has been no mechanism available for customers to easily move their on-premises deployment to Dynamics 365 (online).

Challenges

Typically, customers must engage an implementation partner who manages the implementation project to provision an organization in Dynamics 365 (online) on the customers Office 365 tenant. Subsequently, they need to migrate their customizations and configurations. Once the configuration mapping is completed, the implementation partner needs to plan and implement a data migration using one of the available sets of data migration tools. This process is complicated and poses a risk to a smooth and successful migration. This complexity also incorporates an additional cost to the customer as they must purchase additional software to migrate their data.

Listed below are a few of the pain points experienced in the process of provisioning a Microsoft Dynamics CRM on-premises organization in Dynamics 365 (online):

? The migration process requires a new instance that must be provisioned in Dynamics 365 (online) and, subsequently, configurations and data must be migrated.

? The migration of data is a high risk task, which frequently runs into time and cost overruns. ? The customer usually must hire an implementation partner to conduct the migration as it is technically

complex and requires a full blown implementation project. ? The customer must purchase third party tools to migrate the data from their source organization to the

Dynamics 365 (online) organization. ? The customer loses historical data on the changes that occurred with audit history. ? The time to migrate data often is considerable, which does not promote a positive initial onboarding

experience.

Validation and Upgrade flow

To migrate an on-premises Microsoft Dynamics CRM organization, the organization first needs to be made compatible with the version of Dynamics 365 (online). For that, the on-premises organization must be upgraded before it can be migrated. The below diagram illustrates the steps taken by the migration tool and the version flow of the organization. The migration tool supports migrations of Microsoft Dynamics CRM as far back as Microsoft Dynamics CRM 2011.

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Process Overview

The Microsoft Dynamics CRM on-premises to Dynamics 365 migration tool provides a mechanism for customers to transform their on-premises organization directly into the Dynamics 365 (online) infrastructure. This affectively brings their organization database into the Dynamics 365 (online) infrastructure and provisions it as a Dynamics 365 (online) environment as part of their Office 365 tenant. The service is hosted by the Dynamics Lifecycle Services (LCS) team and wraps several tasks that are implemented by the LCS service and also implements several tasks executed by the Dynamics 365 (online) service team.

LCS provides a template migration methodology called "CRM On-premises to D365 Migration" for customers to use. A project of this methodology type is created where the customer imports their Microsoft Dynamics CRM on-premises organization into Dynamics 365. The migration methodology has four phases.

1. Customer information gathering phase This phase ensures that all the major pre-requisites are understood, gathers all the necessary details about the Microsoft Dynamics CRM on-premises organization database, prepares vanilla environments in Azure and allows the Microsoft Dynamics CRM on-premises database to be uploaded.

2. Provision Microsoft Dynamics CRM on-premises organization in Azure phase This phase imports the Microsoft Dynamics CRM on-premises database to the environments in Azure.

3. Microsoft Dynamics CRM on-premises initial validation checks phase In this phase, the migration toolkit runs validation checks on the Microsoft Dynamics CRM system and provides a report with information on the number of unsupported customizations identified. The report provides a best effort mechanism of identifying any unsupported customizations. The customer must fix the unsupported customizations. The customer can run the validation checks any number of times in an iterative fashion until all unsupported customizations are fixed. The below flow provides details on the iterative process of fixing unsupported customizations.

4. Microsoft Dynamics CRM on-premises upgrade and migration phase

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In this phase, the Microsoft Dynamics CRM organization in the Azure environment is upgraded through the various Microsoft Dynamics CRM versions up to Microsoft Dynamics CRM 2016. After the Microsoft Dynamics CRM organization is at version Microsoft Dynamics CRM 2016, it is then migrated to Dynamics 365 (Online).

Migration Tool Services and Architecture

The Azure resources used for the overall migration process are:

? Azure VMs where Microsoft Dynamics CRM environments will be installed. ? Azure Blob Storage where the Microsoft Dynamics CRM database, solution, and source code for

validation will be uploaded. ? Azure Virtual Network resources to link the Azure VMs. ? Azure Network Security Group (NSG) to lock down the access to the VMs.

Each Microsoft Dynamics CRM environment uses the following capacity of Azure resources:

? 1 AD machine: Standard A4 (8 Cores, 14 GB memory). ? 1 CRM machine: Standard DS4_v2 (8 Cores, 28 GB memory). ? 1 SQL Machine: Standard DS13_v2 (8 Cores, 56 GB memory). ? 3 cloud services (classic).

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? 1 virtual networks (classic). ? 1 Network Security Group (classic).

The below table provides details of the Azure resources that are consumed in the Azure subscription based on the starting version of Microsoft Dynamics CRM on-premises.

CRM Onpremise Version

Compute Resources

Cloud Services Virtual Networks Azure Storage Accounts

Azure NSG

Microsoft

96 Cores

12

4

Dynamics CRM

2011

2

4

Microsoft

72 Cores

9

3

2

3

Dynamics CRM

2013

Microsoft

48 Cores

6

2

2

2

Dynamics CRM

2015

Microsoft

24 Cores

3

1

2

1

Dynamics CRM

2016

Migration Tool Step-by-Step

This section has the step-by-step instructions about how to use the Microsoft Dynamics CRM on-premises to Dynamics 365 (online) migration tool. The migration tool runs in Dynamics LCS and can be accessed by signing in to with your Office 365 tenant administrator credentials.

LCS Sign-up and Product Preview Activation

Go to Dynamics LCS.

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Select Sign in.

If you agree to the legal and privacy agreement, select Accept.

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