Editor’s Note: With the release of Microsoft Dynamics 365, more options are available to organizations considering an upgrade from their current Dynamics CRM implementation. To learn more about upgrading your system and what Microsoft Dynamics 365 has to offer, download The Definitive Microsoft Dynamics Upgrade Guide: 6 Things to Know Before Making the Leap, and contact us to discuss your upgrade plans.
In my last blog post, I discussed how to prepare for a Microsoft Dynamics CRM 2016 upgrade and outlined the steps involved. To ensure a smooth upgrade, it is equally important to identify potential issues and address them in advance as part of a detailed upgrade plan. Use this checklist to avoid common mistakes.
9 Tips for a Smooth Transition to Microsoft Dynamics CRM 2016:
2. Test Plugin Assembly & Workflow Assembly Status
If your current CRM 2011 instance was upgraded from CRM 4.0, be sure to test plugin and workflow assembly status. Microsoft Dynamics CRM 2016 also features new steps and methods, such as asynchronous plugins, so be sure to review and take advantage of them.
3. Check for Changes in HTML Webresources
The Dynamics CRM 2016 user interface has changed, so include in your upgrade plan testing to see if your HTML webresources need to be adjusted.
4. Confirm Custom Database & Application Integrations
Changes were made in the database in Microsoft Dynamics CRM 2016. Make sure that any stored procedures and/or jobs that are running have been analyzed and confirmed to be working with this new database structure. The same goes for integrations with other applications, such as ERP. Always include specific steps to ensure all integrations migrate over properly.
5. Train Your Users
Dynamics CRM 2016 offers a cleaner, more efficient user interface. Your upgrade plan should include training sessions to ensure a smooth transition to help users more quickly acclimate to the new interface.
6. Confirm Workflows
The GUIDs in workflows with lookup fields might have changed, so be sure to review them before go-live.
7. Auto-Save Options
Auto-save options are automatically enabled in CRM 2016 after upgrade, which is a new feature. This could cause the firing of plugins, workflows and scripts that were registered On Save/Update events as users are working with a given form. Check these options.
8. Check Scripts with DOM Manipulation
Due to the introduction of Turbo Forms, scripts with DOM manipulation need to be adjusted as part of your upgrade.
9. Check User Accounts to Avoid Mapping Issues
It is important to review your user accounts so all your users can be mapped successfully during the upgrade process.
While this list is not exhaustive, it covers the most common considerations for your upgrade plan.