Even some of the battle-forged Business Applications MVPs are not immune and descent into sheer panic when their forms go missing after the upgrade. DON’T PANIC Dynamics 365 upgrades do not delete any forms and while some things may not go as planned, nuking your hard earned customizations is not on the todo list of […]
Tip #910: Start planning around deprecated features
With the imminent release of the next major version of Dynamics 365 (v 9.0), it’s time to do some forward planning to utilize new features. Quite often new features mean better ways to do old tasks and sometimes that’s going to be the only way forward. Yes, I’m talking about deprecated features. Don’t be alarmed, […]
Tip #619: Solution compatibility
I recently gave someone bad advice–on the CRM Facebook group, someone asked if solutions could be imported from CRM 2013 to 2016. I was under the mistaken impression that the solution had to be imported from the current or previous version. However, as mentioned in the version compatibility section of the CRM SDK, solutions from 2013 […]
Tip #335: CRM upgrades and dead reports
Evan “Doc” Watson sends a tip to remember to clear out old/unused reports prior to upgrading to CRM 2013/2015. The dependency check in the upgrade process will kill your upgrade if any entities referenced in a report no longer exist in the environment. If you have any reports that reference an entity that has been […]
Tip #334: Organization refresh and upgrade date
So your CRM Online test environment is scheduled to be upgraded to the Fall 2014 (CRM 2015) release next week. To get ready for it, you log in to the Office 365 console and refresh the organization to ensure that a current copy of your production environment gets upgraded to get a realistic test of […]
Tip #314: CRM 2013 to CRM 2015 Upgrade Gotcha #2
Got legacy code? You can’t sweep it under the rug anymore. It’s a blocker to upgrading. You will need the Custom Code tool created by the CRM team to root these issues out. Learn more here http://blogs.msdn.com/b/crm/archive/2013/08/23/check-your-javascript-code-to-prepare-for-your-upgrade.aspx Download the tool here http://www.microsoft.com/en-us/download/details.aspx?id=30151
Tip #310: CRM 2013 to CRM 2015 Upgrade Gotcha #1
Thinking about doing an in place upgrade from CRM 2013 to CRM 2015? If so it isn’t just a matter of running the SetupServer.exe file. That is even assuming that your underlying infrastructure supports CRM 2015. One notification that you run into immediately is the pre-requisite to uninstall the CRM Connector for SQL Reporting Services. […]
Tip #298: Living in the past
’m currently on CRM 4.0. How should I upgrade to CRM 2015? First of all, it is possible to upgrade your CRM environment database to 2015, but it is multiple steps. There is no direct upgrade path — you cannot take a 4.0 database and import into CRM 2015 as an organization. The upgrade path […]
Tip #211: When upgrading, don’t forget the team form
When upgrading a deployment of Microsoft Dynamics CRM to version 2013, it is easy to overlook some of the back-end forms. These don’t get the attention of entities like Accounts and Cases, but they are very important to the people who use them. One of my favorite new forms in 2013 is the Team form. […]
Tip #155: During the upgrade all your CRM are belong to us
When importing a CRM 2011 organization into CRM 2013 UR2 or SP1 environment, you may receive a cryptic message “Database having version 6.0.0.809 is not supported for upgraded”. As it turns out, it has nothing to do with the version of the database being imported. If you are trying to import an organization database that […]