1. 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.

2. 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.

3. 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.

4. 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
Options
Server Side Sync vs. CRM Router
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

5. 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.

6. 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.

7. 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.

8. 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.

9. 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.

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

11. 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
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
Demos and how-to videos
Microsoft Mechanics
Connect with peers and experts
Microsoft Tech Community
© 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

12. Please evaluate this session
11/15/2018 4:11 AM
Please evaluate this session
Your feedback is important to us!
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From your phone download and use the Ignite Mobile App by scanning the QR code above or visiting
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

13. 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.