Skip to main content

5 Tips on Moving from Dynamics CRM On Premises to the Microsoft Dynamics 365 Cloud

Source: Microsoft Dynamics CRM (on-premises) to Microsoft Dynamics Online Migration Guide (microsoft.com)
Many customers are moving their Microsoft Dynamics CRM from traditional hosting on premises in their server facilities to the Microsoft Dynamics 365 cloud.  Migration to the cloud can be challenging, especially if you are still using an older version of Dynamics CRM.  You will not have the same control over the cloud environment that you have of your servers, and your data import performance may be throttled down by the cloud environment.  For instance, you cannot schedule restores from a Dynamics 365 backup on the cloud or make backup snapshots in the same way that you control these on your servers. 

Here are InfoStrat's top hints to make the transition easier for your organization.
  1. Upgrade to the latest version of Dynamics 365 on premises. Microsoft doesn't provide a smooth transition which allows you to skip versions, so you will need to upgrade to each of the successive versions or consider your new solution a clean break and migrate only the data.
  2. Switch your licensing to the subscription model and provision your cloud environments. The InfoStrat Dynamics 365 cost calculator can help you choose the plan that is right for you.  Microsoft allows you to run on premises with your cloud subscription, so there is no incentive to wait and no need to buy duplicate licenses/subscriptions for your users. You may be eligible for Team Member subscriptions for many of your users.  Create the production and non-production instances of Dynamics 365 so you can practice the process of promoting your solution from one environment to the next before you go live. Also be sure to check the storage requirements and perhaps archive data if appropriate rather than pay for additional storage of data you are not using. 
  3. Freeze development of your solution until the migration is complete.  Once you are upgraded to the latest version of Dynamics 365, focus on moving to the new environment rather than entertaining more changes to the solution.  Otherwise you may find yourself chasing a moving goal line.  
  4. Consider a data migration tool.  A data migration tool such as Scribe will save many hours of development and testing time for any upgrade or migration effort.  Scribe offers special migration bundles for 60-day or 180-day subscriptions.  By using Scribe, you can dramatically boost the import rate with additional clients as shown in the chart above. 
  5. Move to Office 365.  If you are not already on Microsoft Office 365, this is a good time to switch.  You can combine your user training and support changes. Dynamics 365 is administered from the Office 365 management console.
A typical migration effort involves more than one trial migration followed by testing until all migration issues have been addressed. Moving your data from on premises to the cloud takes longer than most customers expect, and you must avoid disruptions to the use of production systems. 

Contact InfoStrat or your favorite Microsoft services provider for migration services and to get answers to your questions. 

Popular posts from this blog

The DATA Act Driving Grant Management Automation

The Digital Accountability and Transparency Act enacted in May 2014 calls for making spending data available in open, standardized formats to be published online.  It is a continuation of transparency initiatives and lessons learned with experiences such as grants.gov, the 2009 economic stimulus under the Recovery Act and the spending site USASpending.gov.

Government grantees will have significant new administrative responsibilities.  Many organizations that were tracking grants in spreadsheets or documents will have to adopt more sophisticated automated grant management systems such as Microsoft Grants Manager to keep up with reporting rules.

For profit companies will lose some privacy as a result of this law.  Grant recipients will be required to disclose information including officer salaries.

Continued improvements to publishing grant opportunities such as grants.gov may make it easier to find grants. These reforms together are designed to improve the effectiveness of grant prog…

Key Concepts for Microsoft Dynamics 365: Entities and Attributes

To understand Microsoft Dynamics 365 (formerly Dynamics CRM and Dynamics 365 Customer Engagement), you need to learn some new terms and concepts that may be a bit different from what you know from databases and solutions that are hosted on premises. This is the second post in a series, and covers entities and attributes.

Entities are the most fundamental part of Dynamics 365 in terms of storing your business data.  They are similar in concept to database tables, and the relate to one another like tables in a relational database. For instance, Dynamics 365 has an entity called Contacts that stores data such as name, address, and email address of people that you track.   Accounts is a related entity that describes the organizations to which Contacts may belong.

Although they are similar to database tables, Dynamics entities allow you to do some customizations that are not possible in a standard database table.  Field labels, for instance, are part of an entity, and they may differ from …

Dynamics 365 for Auditing Activities

Many government and commercial organizations are responsible for conducting audits of financial and other performance in order to ensure compliance with regulations.

Microsoft Dynamics 365 offers a rich platform for automating auditing activities.  Here are some of the key functions that Dynamics 365 and Office 365 can perform for auditors:


Schedule visits. The Field Service app for Dynamics 365 includes a dispatcher console, and a module to assign auditors and schedule their visits or inspections.  It can also track other resources such as equipment which is used for field audits. Manage documents.  Dynamics 365 is integrated with SharePoint and also Azure Blob Storage.  This means that files may be associated with audit records, and searched using Microsoft search technologies which index full text and metadata. Generate notifications. Alerts via email or other communication channels (such as text messages) may be generated with Dynamics 365 automated workflows.  The messages are bas…