Wednesday, 25 March 2015

MS CRM 2011 to 2015 Upgrade Process

MS CRM 2011 to 2015 upgrade using a new SQL Server Instance

We recommend this option for upgrading from Microsoft Dynamics CRM CRM 2011(On-Premise) to Microsoft Dynamics CRM 2015. Although this option requires a different servers for Microsoft Dynamics CRM 2015 Server and a different instance of SQL Server, it provides the least amount of potential downtime for Microsoft Dynamics CRM users because the Microsoft Dynamics CRM  2011(On-Premise) deployment can remain functioning until the upgrade is completed and verified.
The following diagram illustrates the high-level overview of the process required to upgrade a Microsoft Dynamics CRM 2011 implementation to Microsoft Dynamics CRM 2015.

This process would be performed in the development environment and in principle in other environments (test, pre-production, and production), while in the latter you would likely combine with the change management process to deploy refactored customization and code.
 
1.    Create a brand new CRM 2013 environment. Since the CRM 2013 deployment is only temporary, the CRM 2013 deployment can be created as a virtual machine. CRM 2013 trial product key can be used, as this is a temporary setup.
2.    Create a brand new CRM 2015 Deployment.
3.    Take the Microsoft Dynamics CRM 2011 production deployment offline
4.    Export the organization database backup from the CRM 2011 environment.
5.    Restore the database in the CRM 2013 environment, using the sql server utility.
6.    Import the organization on the CRM 2013 using the deployment manager.
7.    Verify the upgraded CRM 2013 organization.
8.    Export the organization database backup from the CRM 2013 environment.
9.    Restore the database in the CRM 2015 environment, using the sql server utility.
10. Import the organization on the CRM 2015 using the deployment manager.
11.  Verify the upgraded CRM 2015 organization.
12.  Import the solutions with refactored code.
13. Perform validation to ensure the system is working as expected.

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Happy CRM'img
Gopinath

4 comments:

  1. Hi Gopinath

    Thanks for the detailed explanation
    we are trying to perform MSCRM 2011 to MSCRM 2016 inplace upgrade
    MSCRM 2011 to MSCRM 2013 was fine but doing the Inplace upgrade (Both app and DB are in same server) we are facing issues

    i will post the error later today- thnaks
    raomohitm@gmail.com

    Regards
    Mohit

    ReplyDelete
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