Microsoft Dynamics CRM On-Premise to Online Migration

Microsoft Dynamics 365 Migration online comes up with a number of benefits like lower maintenance cost, accessibility, faster achievement of return on investment, which is why a company makes the decision of migrating to an online Dynamics 365 CRM.

A significant number of Dynamics 365 CRM On-Premise customers are looking to migrate to Dynamics 365 CRM Online as a result of Microsoft’s latest Online first strategy. However, a direct import of your Dynamics 365 CRM On-Premise database to Dynamics 365 CRM Online Servers is not possible.

This makes the transition more difficult, and it’s often the reason why people don’t make the switch despite a willingness to remain current with CRM Online. Given that we are talking about the whole database here, bringing over all of the data from an On-Premise CRM could seem to be a challenging job.

 1. What is on-premise and online form of Dynamics CRM

Microsoft Dynamics CRM & 365 Online is a software-as-a-service (SaaS) platform that is hosted on Microsoft’s servers. You pay a monthly fee to use SaaS apps, which are basically rental models. As a result, the online edition is an operating expense rather than a capital expense.

Microsoft Dynamics CRM & 365 (Microsoft Dynamics CRM & 365) On-Premise is hosted on servers in your data centre or at a third-party hosting provider. You pay for the license upfront for the on-premise edition, which is a capital cost.

Microsoft SQL Server, Windows Server, Internet Information Services, and other supporting specifications are needed for the on-premise model. The on-premise model’s implementation is strongly influenced by IT. This can have a significant effect on the project schedule and raise the implementation cost.

 2. Benefits of online Dynamics CRM data

  • Easy Integration
    Dynamics 365 is a Microsoft software; it can be linked to the Microsoft Office suite and SharePoint libraries. As a result, sending quotes, RFPs, and emails are simple and fast. You can keep all of your Office models in one place and use them as required.
  • Better accessibility
    You can take advantage of the same competitive advantages that this powerful program provides, and you won’t have to limit yourself to the resources that you can afford. If your company has one or 100 employees, you now have access to the same range of powerful resources that your larger rivals have always had.
  • Cost Saving and Affordable
    On-premise hardware installation costs a lot of money. The cost of hiring a technology team to install, upgrade, go live, and manage on-premise equipment is included in the upfront costs. This is a significant benefit of cloud hosting; you save money by avoiding upfront capital spending as well as on-site upgrade and maintenance costs. Microsoft Dynamics CRM Online is a subscription-based service that can be scaled up or down based on user numbers.
  • Provides mobility
    The online version of Dynamics CRM can be accessed through a web browser or a smartphone app. This allows it to keep up with the user’s versatility. Since today’s companies are mostly made up of mobile staff, promoting this allows organizations to foster a flexible work culture.

 3. How one can migrate from on-premise to Dynamics CRM online

Customers can use the Microsoft Dynamics CRM on-premises to Dynamics 365 migration tool to migrate their on-premises enterprise to the Dynamics 365 (online) infrastructure. This effectively integrates their organization’s database into the Dynamics 365 (online) infrastructure and sets it up as a Dynamics 365 (online) framework inside their Office 365 tenant.

The service is hosted by the Dynamics Lifecycle Services (LCS) team and wraps several tasks that the LCS service implements, as well as several tasks that the Dynamics 365 (online) service team implements.

Customers may use the “CRM On-premises to D365 Migration” template migration technique provided by LCS. This approach creates a project through which the consumer imports their on-premises Microsoft Dynamics CRM organization into Dynamics 365. There are four stages to the migration methodology.

Step one is of collecting customer data. This step ensures that all major pre-requisites are met, collects all relevant information about the Microsoft Dynamics CRM on-premises organization database, prepares vanilla Azure environments, and enables the Microsoft Dynamics CRM on-premises database to be uploaded.

Step two is In the Azure process, provision a Microsoft Dynamics CRM on-premises organisation. The Microsoft Dynamics CRM on-premises database is imported into the Azure environments in this process.

Step three is an initial validation test for Microsoft Dynamics CRM on-premises. The migration toolkit performs validation checks on the Microsoft Dynamics CRM framework during this process and generates a report detailing the number of unsupported customizations found. The report offers a best-effort framework for finding any customizations that aren’t supported.

The unsupported customizations must be fixed by the consumer. The customer will repeat the validation checks as many times as necessary until all unsupported customizations have been addressed. The flow diagram below depicts the iterative method of correcting unsupported customizations.

Step four includes the Microsoft Dynamics CRM organisation in the Azure environment is updated via various Microsoft Dynamics CRM versions until it reaches Microsoft Dynamics CRM 2016. The Microsoft Dynamics CRM organisation is then migrated to Dynamics 365 after it has reached version Microsoft Dynamics CRM 2016. (Online).

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