1. Dynamics CRM On-premises to Dynamics 365 Customer Engagement Migration
11/12/2018 9:37 PM
BRK3373
Dynamics CRM On-premises to Dynamics 365 Customer Engagement Migration
Aditya Varma
Dynamics 365 Solution Architect
Goncalo Antunes
Dynamics 365 Fasttrack Program Manager
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2. Outline Challenges Tool Overview FastTrack Offering Roadmap
11/12/2018 9:37 PM
Outline
Challenges
Tool Overview
FastTrack Offering
Roadmap
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3. CRM Migration Challenges
Lack of a guided process and easy to run automation tools to migrate to Dynamics 365 Customer Engagement Online
No easy mechanism to identify the unsupported customizations which might hinder the migration process
Majority of customers are still on Dynamics CRM 2011
Migrating data is still a heavy task requiring third party tools or custom development

4. http://www.dasblonde.net, http://www.idesign.net
Objectives
11/12/2018
Guided Process to move to Dynamics 365 Online
Provide a guided Onpremise to D365 migration framework that will allow customers to keep all existing information and leverage investments in their current implementation
Identify unsupported customizations
Provide customers with a validation service to assist with easy identification
Automate platform level transformations
Provide customers with tooling that will automate platform level transformations.
Dynamics Online
CRM on
Azure
On-premises
CRM
Upload CRM DB to Azure
CRM On-Premise to Dynamics 365

5. Dynamics CRM On-premises to Dynamics 365 Migration Tool
It is a Cloud hosted tool hosted through Dynamics Lifecycle Services Portal
It provides a guided mechanism with step by step orchestration
Stage the Onpremise CRM in Azure IAAS infrastructure
Upgrade CRM to Dynamics 365 compatible version
Easily migrate the CRM from Azure IAAS to Dynamics 365 Customer Engagement in your Office 365 Tenant

6. Methodology Life Cycle Services Upgrade Process CRM Online
Extending Dynamics Life Cycle Services to provide a methodology to guide the migration of CRM Onpremise Organization to Dynamics 365
Upgrade Process
Mechanism for customers to bring their CRM Onpremise Database to Azure IAAS infrastructure as a staging area
Run checks to ensure the customer organization is in a supported state
Upgrade the CRM Onpremise database to the latest version
CRM Online
Provide mechanism to migrate the Organization Database to Dynamics 365 Online

7. High Level Architecture
11/12/2018 9:37 PM
Lifecycle Services
 Dynamics CRM On-premises to Dynamics 365 Online Migration Orchestrator
Dynamics 365 Online
CRM IAAS Provisioning Service
CRM Validation Service
Migrating Database
Customer Azure Infrastructure
Azure Blob Storage
Azure IAAS
CRM On-premise
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8. Architecture
11/12/2018 9:37 PM
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9. Validation Checks 11/12/2018 9:37 PM Web Client http Version
Web Client JS Existence
Collation and organization languageId
Validate custom plugin/WF assemblies registered in sandbox isolation
Web Client Ribbon Rule
Validate custom plugin/WF assemblies registered for database storage
FullText Index
Web Client WebResource File
Search Property List
Validate integrity of system (internal) plugin assemblies
Transactional Replication
Validate message processing steps reference supported SDK message filters
Merge Replication
Validate CRM UI Workflow XAML is not malformed
Digital Signature
Validate custom XAML activity reference types are supported
Function
Validate custom XAML workflows do not exist
Validate unknown system (internal) plugin assemblies do not exist
Stored Procedure
Table
Validate SSRS Report RDLs for unsupported custom VBScript code
Table Column
Validate SSRS Report RDLs for external or database image sources
Default Constraint
Audit Specification
Validate SSRS Report RDLs for unsupported VB expressions
FullText Stoplist
Synonyms
TableType
Data Type
CLR Assembly
Users
Roles
Symmetric Key
Validate unknown SDK message response fields do not exist
Asymmetric Key
Validate unknown SDK message request fields do not exist
Database Certificate
Validate unknown SDK message responses do not exist
Validate unknown SDK message requests do not exist
Database Master Key
Validate unknown SDK message pairs do not exist
Schemas
Sql Partition Scheme
Validate unknown SDK message filters do not exist
Sql Partition Function
Validate unknown SDK messages do not exist
Validate no async operations are in a locked state code
Validate integrity of internal, recurring system jobs
Validate unknown recurring system jobs do not exist
Validate contents of serialized workflow state contain only trusted types
DatabasePropertyEx
Database Filegroup
Extended Properties
Change Tracking
Sys.Databases
OrganizationBase table
ServiceQueue
© Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

10. CRM Onpremise to Dynamics 365 Online Approach
Dynamics CRM 2011, 2013, 2015
2011
CRM 2011 Provisioning No
Yes
2013
CRM Validation Service
2015
CRM 2015 Onpremise
Upgradeable Org
CRM 2013 Provisioning
CRM 2015 Provisioning
D365 Online
Database Validation
Microsoft Staging

11. CRM 2011 Onpremise to Online Example
Dynamics CRM 2011
Check for unsupported customizations
2011
CRM On Premise
Yes
CRM 2011 Provisioning
Provision and upgrade to CRM 2013
Upload CRM Organization Database into Azure and provision CRM 2011 on Azure IAAS
CRM Validation Service
Move CRM Database
Provision and upgrade to CRM 2015
CRM 2013 Provisioning
CRM Online
CRM 2015 Provisioning
Microsoft Staging

12. CRM On-premises to Dynamics 365 Migration Tool Demo
11/12/2018 9:37 PM
CRM On-premises to Dynamics 365 Migration Tool Demo
Aditya Varma
© Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

13. Onboarding Process 11/12/2018 9:37 PM
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14. Programmatic Approach
11/12/2018 9:37 PM
Programmatic Approach
This will be a Managed process through FastTrack or Solution Architecture CXP Teams
Accepting nominations through FastTrack Nomination portal
FastTrack Team will triage and allocate FastTrack Engineer
FastTrack Engineer will engage with customer
FastTrack/SA will guide customer through the process
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

15. Nomination Intake Qualification Communication
Intake: Using existing FastTrack intake process to take the nomination
Nominator: Account Team or Partner

16. Nomination Intake Qualification Communication
Qualification: Based on the size of user license along with business justification

17. Nomination Intake Qualification Communication Communication:
FastTrack PM will send the to the nominator
FastTrack & CRM Onpremise to D365 Migration Program Acceptance

18. FastTrack Engagement Model

19. Implementation Process
Pre-Requisite Setup
CRM Test Migration
Go Live
Closure
FastTrack Service
Pre-requisite Setup
CRM Onpremise to D365 Online Migration
Develop integrations once Org’s have moved to Online Tenant
Run tests & other validations
Go Live
FastTrack PM supports Pre and Post go-live activities
Closure
Work with FastTrack PM for additional Services for adoption and other assistance
Dynamics 365 Online Tenant/Organization Setup and Ready
Setup Azure Subscription
Setup the O365 User records
Setup user Licenses
Get Solution Files ready
Get Plugin Code Ready
Get Activity Workflows Ready
Get Custom Application code ready
Get User mapping of all users in CRM On-premises with Users in O365
Take DB backup and upload to Azure
Setup Staging CRM Environment in Azure
Run Upgrade Analysis
Get Customer to fix Customizations
Upgrade CRM through the CRM versions
Migrate CRM Organization to D365 Online

20. Pre-requisite setup
Purchase of Dynamics 365 licenses
CRM Online Organizations are configured
Dynamics 365 Online Tenant/Organization Setup and Ready
Customer (Organization/Personal) Azure subscription ready
Login successfully verified
Storage Account created and correct region of deployment is selected for storage
Setup Azure Subscription
Setting up of user records in Office 365 portal
On-premise AD sync setup if needed
Setup the O365 User records
Assign appropriate user licenses to users
Assign appropriate user group membership to users if needed
Setup user Licenses

21. Pre-requisite setup Get Solution Files ready Get Plugin Code Ready
On-premise CRM solutions should be zipped
Solutions should be the replica of actual CRM customizations and this is needed for validation
Get Solution Files ready
Get the plugin source code ready as a Visual studio project
This is eventually uploaded to Azure blob storage container and this is used during validation step
Get Plugin Code Ready
Get the custom workflow source code ready from visual studio repository and it is used during validation process
Get Activity Workflows Ready
Get the custom code for integration and this goes into its folder on Azure blob storage container
Used in validation step.
Get Custom Application code ready
Keep a repository of on-premise user’s addresses
Need this info for mapping users from on-premise AD to Office 365
Adusers.csv is used for this step
Get User mapping of all users in CRM On-premise with Users in O365

22. CRM On-premise to D365 Online Migration
The On-Premise CRM DB from SQL needs to be backed up and upload to Azure blob storage container created. This DB backup needs to be as current as possible
Take DB backup and upload to Azure
Automated creation of CRM VM’s in Azure based on current On-Premise CRM version.
Setup Staging CRM Environment in Azure
Upgrade assessment is done by the migration tool and needed for supported customizations post migration
Run Upgrade Analysis
Customer/Partner own the fixing of unsupported customizations identified by the upgrade assessment tool
Dedicated CRM on-premise developer/admin to resolve issues found and FastTrack PM is available to answer questions if needed
Get Customer to fix Customizations
Tool automatically upgrades from current On-Premise CRM through On-Premise CRM 2015
This process completion depends on addressing of issues from upgrade assessment
Upgrade CRM through the CRM versions
Finally migration to Dynamics 365 Online is initiated by your FastTrack PM.
Any issues found is addressed by Microsoft in this step.
Migrate CRM Organization to D365 Online

23. Roles & Responsibility
Customer
Understanding of the Migration Process
Understanding of all the technical pre-requisites
Availability of required components for successful upgrade in timely fashion
Licenses and Dynamics 365 setup completion
Planning the overall migration, go live & post go live activities
Partner
Clear understanding of the tool & process
Enabling customer to have all the pre-requisites ready
Working closely with FastTrack PM in planning the overall migration & go-live
Working closely with customer on issues found in validation step
Dedicated CRM on-premise develop/admin to resolve issues found in validation stage
FastTrack PM
Providing support from end to end migration
Working with project team to remove roadblocks on migration
Enabling the actual migration to Dynamics 365, post completion of all steps
Assisting in go-live activities
Supporting improving user adoption post go live
Delivering other related FastTrack services

24. Roadmap Q4 2017 Q2 2018 FUTURE PREVIEW PREVIEW V2 TO DO
11/12/2018 9:37 PM
Roadmap
Q4 2017
Q2 2018
FUTURE
PREVIEW
Launch Preview program
NAM, EMEA and APAC
Migrate CRM database to D365 Online
PREVIEW V2
Support Migration to V9.1
Support SQL 2014+
All Geo Locations
TO DO
Launch General Availability
Enhance incorporating feedback from preview programs
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

25. Tool Overview Tool will solve Tool won’t solve
Microsoft Dynamics
Tool Overview
11/12/2018
Tool will solve
Direct CRM ingestion up to CRM 2015
Database migration up to SQL 2012
Migrate managed solutions
Audit log migration
Help with user migration and personal settings
Checks for potential security issues/vulnerabilities in the Database or extensions
Tool won’t solve
CRM Upgrade issues
Upgrade is a multi-step process
Selective data migration is not possible
Fix any flagged security or upgrade issues
Third Party integration (reconfiguration)
© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

26. In review: session objectives and takeaways
Tech Ready 15
11/12/2018
In review: session objectives and takeaways
become well versed in the various technical steps involved in moving a CRM Onpremise Organization to Dynamics 365 Online
become well versed in using the functionality provided by migration tool and be able to convert your CRM Onpremise Organization to Dynamics 365
Have a meaningful conversation on migration process
Accelerate Migration to Cloud
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

27. Session resources LCS Nomination of Customers https://lcs.dynamics.com
11/12/2018 9:37 PM
Session resources
LCS
Nomination of Customers
© 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

28. 11/12/2018 9:37 PM
Q&A
If you have questions please proceed to the Q&A MICROPHONE located in your session room.
© Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

29. Ignite 2017 FastTrack sessions
11/12/2018 9:37 PM
*Locations are subject to change. Please check Ignite Scheduling Tool prior to session time
Ignite 2017 FastTrack sessions
Code
Level
Day
Date
Time
Location*
Title
Speakers
Session Type
THR2141
200
Monday
9/25
1:15 PM – 1:35 PM
 OCCC South – Expo Theater #11
A city’s digital transformation journey to the cloud with help from FastTrack for Azure
Randy Pagels, Chris McMasters
Theater | 20 minutes
BRK2218
100
2:15 PM – 3:30 PM
OCCC W240
Four critical factors to driving Office 365 adoption
Gideon Bibliowicz, Matt Wolodarsky, Matt Ontell, Standard Bank
Breakout | 75 minutes
THR1074
7:05 AM – 7:25 PM
OCCC South – Expo Theater #11
FastTrack at no additional cost to help get you up and running on EMS
Adam Baron, Dina OMara
THR3012
Tuesday
9/26
10:20 AM – 10:40 AM
OCCC South – Expo Theater #9
Microsoft Teams: Take your collaborative culture to an entirely new level
Ben Walters
BRK2219
10:45 AM – 12:00 PM
OCCC Chapin Theater W320
Proven customer Office 365 deployment and adoption strategies
Douglas Smith, Nestlé, Keysight Technologies, Inc., TalkTalk
BRK2308
OCCC S331
Upgrade legacy on premise Microsoft Dynamics AX solutions to Microsoft Dynamics 365
Paul Wu, Robert Badawy
BRK2223
OCCC W307
Build your Office 365 Champions
Sanjeevini Mittal, Mott MacDonald, Nestlé
BRK1049
Get to Microsoft 365 with FastTrack
Doug Smith, Jeff Nickel
BRK2416
OCCC W206
Accelerate your Microsoft 365 deployment with partners and FastTrack
Brian Shiers, Matt Goddard
BRK1036
4:00 PM – 5:15 PM
OCCC W221
Microsoft FastTrack for Dynamics 365: Speed up time to value and successful adoption
Julia Fu, João Pedro Almeida, Alejandro Gutierrez
BRK2221
Nestle’s Office 365 cultural transformation: from silos to collaboration
Thomas Wicker, Juha Ikonen, Nestlé
THR3013
5:05 PM – 5:25 M
Tips and tricks to deploy Office 365
Tony Ison
BRK2220
Wednesday
9/27
OCCC W414
Build and implement a plan for Office 365 success
Marty Schuchman, Juha Ikonen
THR2142
12:05 PM – 12:25 PM
How FastTrack for Azure helped a college transform its technology environment to fuel innovations  
Randy Pagels, Adam LeFaive
2:10 PM – 2:30 PM
OCCC West Building Theater - Level 2
BRK3228
OCCC Chapin theater W320
Move your data to Office 365
Tom Wisnowski, Thomas Wicker, Sharon Liu
BRK3140
300
Building a Smart Building using IoT and Dynamics 365 for Field Service
Pedro Sacramento, Gonçalo Antunes
BRK1002
Thursday
9/28
OCCC South Level 3 / S331
Accelerate your Enterprise Mobility + Security (EMS) deployment with FastTrack for Microsoft 365
Dina OMara, Adam Baron
BRK2257
12:30 PM – 1:45 PM
 Hyatt Plaza International I-K
Confidently build and successfully deploy Azure solutions with Microsoft FastTrack for Azure
Miranda Lee, Tanuj Bansal, Dennis Karlinsky, Linda Morris (Chemours)
BRK3373
Friday
9/29
9:00 AM – 10:15 AM
Hyatt Plaza International D-F
CRM On-premises to Microsoft Dynamics 365 for Customer Engagement Migration Tool
Gurkan Salk, Aditya Varma
© Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

30. Please evaluate this session
Tech Ready 15
11/12/2018
Please evaluate this session
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© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

31. 11/12/2018 9:37 PM
© Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.