1. Upgrade to Dynamics 365 Online From On Premise
Valter E. Herman
Partner Member
August 30th, 2017

2. Topics - On Premise to Online
Customer Story
Why move to Online
Options/Tools for moving to Online
Technical Considerations for moving to Online
Q & A

3. Customer Story
Healthcare company : Provides at home services to people whose health has been impacted by any form of radiation.
Government funded healthcare dollars to anyone who fits this criteria.
Use of CRM to
target individuals (leads)
provide awareness around the type of financial help they can receive
assist with applying for and receiving that help and then managing those services (not scheduling)
Use CRM to manage the lead to Patient process
applying for and managing the limitations around financial assistance.
80 CRM users with several offices throughout the US
Highly interested in keeping IT costs low and moving everything to the cloud.
Technology environment
Active Directory on premise
Exchange on premise.
Healthcare Company that provides at home services to people whose health has been impacted by any form of radiation. The government provides particular healthcare dollars to anyone who fits this criteria. They use CRM to target this individuals (leads), provide awareness around the type of financial help they can receive, assist with applying for and receiving that help and then providing those services. Use CRM to manage the lead to Patient process as well as applying for and managing the limitations around financial assistance.
They have about 80 CRM users and several offices throughout the US but were highly interested in keeping IT costs low and moving everything to the cloud.
Active Directory and Exchange hosted on premise

4. Why Move to Online

5. Why Move to Online Hosted instance - infrastructure costs
No IFD required
mobile available
Auto-upgrades
Natural integration with all other Office 365 products (Open in Excel Online, SharePoint, OneNote)
Some products just released in past couple of years: Common Data Service, Flow, D365 for Talent, Portals

6. Why Move to Online (Not)
SQL-based reports not accessible
Direct query against database not accessible
Down-time not in company control
Active Directory integration requires work
Exchange On Premise for Server Side Sync configuration requires work

7. Options/Tools For Migrating
Spreadsheet imports
Integration tool such as Scribe, Kingsway Soft or Dell BOOMI
Dynamics Lifecycle Services - new method provided by Microsoft (unproven, few clients, keep a lookout)

8. Technical Considerations – The Plan
Purchase licenses
Stand up plain instance
Export customizations from CRM 2013 On Premise, import into D365 instance
Create users in Office 365
Apply licenses
Use Scribe to create data
Validate
Train users
Migrate all users
100 hour project (1 month)

9. Technical Considerations (1 / 4)
Purchase licenses
Bought a few full D365 for Sales licenses but mostly Team Member
Purchased through the consultants Cloud Solution Provider program
Stand up vanilla instance
Quick to stand up an instance, includes a sandbox
Export customizations from CRM 2013 On Premise, import into D365 instance
Remove all unneeded solutions
Had to run the Custom Code Validation tool
Export "Default Customizations"
Site map required tweaking still
Issues with Business Process Flow

10. Technical Considerations (2 / 4)
Create users in Office 365
Needed to add disabled users as well
Configure security roles
configure
Apply licenses
Licenses purchased ahead of time

11. Technical Considerations (3 / 4)
Use Scribe to create data
Performed two passes
Test
Production
Identify entities that need to come over
Only validated appropriate security roles
Security Roles needed updating for particular privileges that just didn't exist in CRM 2013
Personal Views and Dashboards required some manual work
Challenges
Activities – (Activity Party)
Modified On, Modified By

12. Technical Considerations (4 / 4)
Validate
Spreadsheet export from old system and new system
Train users
Use of sandbox for training
Turn on for all users

13. Lessons Learned Challenges Wins Pricing and licensing was confusing
Performance was an issue
Wins
System met our needs

14. Q & A