Upgrading to CRM 2015

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Microsoft Dynamics CRM 2015 is here and many of you will be eager to upgrade soon.

What does it take to upgrade CRM 2013 to CRM 2015 and what support changes can you expect? Let’s have a look:
 

Supported Systems

Operating systems

After the CRM 2015 update, Microsoft will continue to support Windows server 2012 and 2012R OS’s. Microsoft also supports Windows SQL Server 2012 and Windows 7 and Windows 8 clients. This includes Windows 8 and 8.1.

With the recent release of Windows 10, Microsoft Dynamics CRM 2015 users will be able to use Cortana to set up meetings and reminders as well as search for contacts, accounts and activities and create new records using voice commands. Source: ZDnet.com

With the release of Microsoft Dynamics CRM 2015, Microsoft has ceased supporting Windows 2008/2008R2, Windows Vista as well as Small Business Server and SQL Server 2008 and 2008R2.

Internet browsers

Microsoft is going to continue to support IE 10 and 11 going forward.

Microsoft has withdrawn support for Internet Explorer 8 and 9. If you are using these browsers, you’re encouraged to upgrade to the most up-to-date IE version (or any other browser that supports CRM) as more and more CRM features will stop working in these browsers over time.

Other platforms

In the case of Exchange and Outlook, Microsoft will support versions starting from 2010. They will drop support for Exchange 2007 and Office 2007 as well as SharePoint 2007.

Find out more on Feridun’s Knowledgebase.
 

Server Upgrade Process: CRM 2015 on Premise

Upgrading to Microsoft Dynamics CRM 2015 on Premise is a one-way process, which means CRM 2015 on Premise cannot be uninstalled.

There are two ways to upgrade to CRM 2015 on Premise:

  1. In Place: By installing media on top of the servers that you have
  2. Migration upgrade: By installing another CRM instance with a separate database and then migrating your existing database over. This is the preferred method as it allows you to fall back on your existing CRM 2013 account in case something goes wrong.

For both types of upgrade method to work, your CRM must be at least version 2013 6.1 (your server must be on CRM 2013 Service Pack 1 or higher).

Before proceeding with the upgrade, Microsoft will carry out a health check on your existing database to see whether it’s safe for you to upgrade. If there seems to be an issue, Microsoft will alert you. If the issue is something Microsoft knows how to solve for you, they will provide you with a guide on how to solve it.

Change in CRM database structure

After the CRM 2013 upgrade, users could choose whether to keep the existing database structure or to switch to a more efficient system (expanded series of data tables were merged and replaced by collapsed tables). The CRM 2015 update will make it mandatory for you to start using this system.

If your database is not merged yet, the update will automatically do this for you. If for some reason your database can’t be merged, Microsoft will make you aware of this so you can resolve the problem.
 

CRM 2013 to 2015 Online update

For all the CRM Online users, the great news is that Microsoft will take care of all this upgrading work for you – as part of the service. Microsoft recommends you work with your CRM partner on upgrading your CRM Online to make sure everything is migrated correctly.

If you want to upgrade from CRM 2011 straight to CRM 2015, this will not be possible without updating to CRM 2013 first. This is because the Microsoft development team has made significant changes to the core of the system.

For example, the lead forms have got a new layout with the CRM 2013 upgrade. CRM 2011 users were allowed to keep their old lead form design (but were encouraged to upgrade to the new one so they can take advantage of new features). Now with the CRM 2015 upgrade, companies can decide for themselves whether they want to keep the existing layout and upgrade it later, or upgrade it along with the rest of their CRM.

Upgrading CRM 2011 to 2013 to CRM 2015 forms

 

CRM 2015 migration tools

Microsoft provides many tools and capabilities within your CRM system to help you upgrade to CRM 2015.

The documentation can be found either in your Software Development Kit (SDK) or on the Microsoft website. It covers:

  • The process you need to go through to upgrade
  • The design considerations you should take into account (for example, how your lead forms will appear on your mobile and Outlook client)
  •  
    For clients wishing to upgrade from CRM 2011, the in-app tools can be found in your form designer. In CRM 2011, all lead forms are called Information. In CRM 2013, the name changed to Account. Once you’ve upgraded to CRM, you’ll see a button called Merge Forms. You’ll be presented with a look-up dialogue that allows you to select the 2011 form. When you import that form, it will take the information from your 2011 form and move it to the bottom of your CRM 2013 form.

    Matthew Barbour, Principal Solutions Architect PM At Microsoft, explained everything CRM 2013 clients need to upgrade to CRM 2015 in this video. To see Matt explain upgrading to CRM 2015, watch it now:


     
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    Do you have a different version of Dynamics CRM and want to upgrade to CRM 2015? If you have:

    • CRM 4

    • CRM 2011

    • or even CRM 2013,

    Let us know and we’re happy to offer you free advice on upgrading your Microsoft Dynamics CRM. There’s no obligation and we’re super friendly!

    MS Dynamics CRM 2015

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