Migrate to CRM Online - Tips and Tricks Microsoft 2016 11/15/2018 4:11 AM BRK2084 Migrate to CRM Online - Tips and Tricks Sean McNellis Shawn Dieken Dynamics CRM Premier Field Engineers © 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Objectives 15 Tips in 15 Minutes Discuss migrating to CRM Online 11/15/2018 4:11 AM Objectives 15 Tips in 15 Minutes Discuss migrating to CRM Online Cover some real-world scenarios Learn from others © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

15 Tips Review new features and functionality Data migration strategy What’s new in Dynamics CRM Customizations 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? © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

15 Tips Federation and Single Sign On Integrations Email Options 11/15/2018 4:11 AM 15 Tips Federation and Single Sign On What 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 Router © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

15 Tips Outlook Integration Reporting Mobility 11/15/2018 4:11 AM 15 Tips Outlook Integration How 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 & phones © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

15 Tips CRM Updates Sandbox vs. Production organizations 11/15/2018 4:11 AM 15 Tips CRM Updates Customer 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 center © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

15 Tips Organization Insights (Preview feature) WebAPI & Oauth support 11/15/2018 4:11 AM 15 Tips Organization Insights (Preview feature) Available in CRM 2016 Update 1 Ability 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 Team © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

11/15/2018 4:11 AM Demo © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Questions & Interactive Discussion 11/15/2018 4:11 AM Questions & Interactive Discussion Ready Go! © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Resources Blog – CRM in the Field 11/15/2018 4:11 AM Resources Blog – CRM in the Field https://blogs.msdn.microsoft.com/crminthefield PFE Dynamics – Menu of Services https://aka.ms/dyn365pfeservices © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Free IT Pro resources To advance your career in cloud technology Microsoft Ignite 2016 11/15/2018 4:11 AM Free IT Pro resources To advance your career in cloud technology Plan your career path Microsoft IT Pro Career Center www.microsoft.com/itprocareercenter Cloud role mapping Expert advice on skills needed Self-paced curriculum by cloud role $300 Azure credits and extended trials Pluralsight 3 month subscription (10 courses) Phone support incident Weekly short videos and insights from Microsoft’s leaders and engineers Connect with community of peers and Microsoft experts Get started with Azure Microsoft IT Pro Cloud Essentials www.microsoft.com/itprocloudessentials Demos and how-to videos Microsoft Mechanics www.microsoft.com/mechanics Connect with peers and experts Microsoft Tech Community https://techcommunity.microsoft.com © 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Please evaluate this session 11/15/2018 4:11 AM Please evaluate this session Your feedback is important to us! From your PC or Tablet visit MyIgnite at http://myignite.microsoft.com From your phone download and use the Ignite Mobile App by scanning the QR code above or visiting https://aka.ms/ignite.mobileapp © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

11/15/2018 4:11 AM © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.