Sean McNellis Shawn Dieken Dynamics CRM Premier Field Engineers BRK2084 Objectives 15 Tips in 15 Minutes Discuss migrating to CRM Online Cover some realworld scenarios Learn from others 15 Tips ID: 728670
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Migrate to CRM Online - Tips and Tricks
Sean McNellisShawn DiekenDynamics CRM Premier Field Engineers
BRK2084Slide2
Objectives
15 Tips in 15 MinutesDiscuss migrating to CRM OnlineCover some real-world scenarios
Learn from othersSlide3
15 Tips
Review new features and functionalityWhat’s new in Dynamics CRMCustomizations that can be retired
Data migration strategy
What data needs to be migrated
New Data Migration Tool
ISV solutions
Which solutions do you still need?
Are they compatible with CRM Online and the latest CRM version?Slide4
15 Tips
Federation and Single Sign OnWhat is your federation strategy or are you already federated with Azure AD?
Azure AD Connect
Integrations
What types of integrations do you have and will they work with CRM Online?
Service Bus, Logic Apps, SSIS\ETL tools
Email Options
Server Side Sync vs. CRM E-mail RouterSlide5
15 Tips
Outlook IntegrationHow will you upgrade & re-configure Outlook clients for CRM Online?
Is CRM App for Outlook an alternative?
Reporting
FetchXML
based reports only
PowerBI
Other
Mobility
CRM for tablets and CRM for phones available cross platforms
Same form is now used for both web, tablets & phonesSlide6
15 Tips
CRM UpdatesCustomer Driven Updates (CDU)Weekly service updates
Sandbox vs. Production organizations
Manage CRM Online Sandbox Organizations
Backup & Restore
CRM 2016 Update 1+ allows for on demand backup\restore from admin centerSlide7
15 Tips
Organization Insights (Preview feature)Available in CRM 2016 Update 1Ability to see a snapshot of usage and activity in your organization
WebAPI
&
Oauth
support
Deprecation of 2011 endpoint
Future:
WebAPI
CRM Administrators & Office 365 Global Admins
Managing organizations in the CRM Admin Center
How does CRM Administration change when moving to CRM Online?
Engaging CRM Online Support TeamSlide8
DemoSlide9
Questions & Interactive Discussion
Ready Go!Slide10
Resources
Blog – CRM in the Field https://blogs.msdn.microsoft.com/crminthefield
PFE Dynamics – Menu of Services
https://aka.ms/dyn365pfeservices
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Free IT Pro resources
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Cloud role mapping
Expert advice on skills needed
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Phone support incident
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Connect with community of peers and Microsoft experts
Microsoft IT Pro Career Center
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Microsoft Tech Community
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Plan your
career path
Get started
with Azure
Connect with peers and experts
Demos and
how-to videosSlide12
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Please evaluate this session
Your feedback is important to us!Slide13