I want to migrate Microsoft Dynamics CRM on-premises 2015 to Microsoft Dynamics CRM Online 2016 without use service Scribe or another service.
the steps I want to use is:
1 : export a special solution called the Default Solution. The Default Solution contains all the components in CRM and import in CRM Online.
2 : Export Data to Excel for all entities in CRM on-premises and import in CRM Online.
3 : map users CRM with AD Office 365.
Is this correct steps?
Any another way to migrate or ideas ?
I think your steps are just right.
Just be advised, CRM Online has new functionality not included in CRM 2015 on-premise, you do need to check that features.
For two reasons:
Something might stop working
Something might continue working but there's a new functionality in CRM Online that already does it without coding.
And I would add another step, check that all of the workflows are Active, after adding the users .
If you're attempting to migrate a small amount of data, you can use the Data Migration tool in the SDK. It's better than the Excel imports.
I also have the same task to migrate crm on premise organization to crm online organization. I also follow the same steps. Here are some of the things I have learned so far,
Plugins implemented in full trust mode did not worked in online
environment because it only supports the sandbox mode for plugings.
It's better to use data migration tool such as MSCRM Toolkit. But
unable to maintain to ownership of the record.
Related
According to Microsoft documentation, integration between TFS and MS Project is deprecated from VS / TFS 2019 forward. Can u please let us know what the alternative solution is to sync between gants in MS Project and TFS. Thank u
From Microsoft Documentation :
Starting with Visual Studio 2019 and Azure DevOps Office® Integration 2019, support for Microsoft Project is deprecated. Project integration and the TFSFieldMapping command aren't supported for Azure DevOps Server 2019 nor for Azure DevOps Services. However, full support for Microsoft Excel integration is maintained.
As stated in the documentation: full support for Microsoft Excel integration is maintained. So to support your work tracking work, you can use Microsoft Excel as an alternative. To work in Excel, see Bulk add work items with Excel.
Working in Project is similar to publishing and refreshing work items using Office Excel, with a few differences as described in this article.
According to the differences between Project and Excel, Excel is more superior than Project.
Though Excel doesn’t have a predefined Gantt chart type, you can create one using this free template: Gantt project planner template for Excel.
We’re having the following CI process in our CRM Dev environment:
We have common CRM environment which is used for customizing system. Plus, many development virtual machines (each of them has their own CRM instance installed) for individual developers. We store unpacked CRM solutions inside GIT repository, and we have automated process of packing them (with CRM solution packager), importing and publishing them on developer’s VMs.
Our problem at this moment is that importing single solution (containing all the customizations) packed with Solution Packager takes quite a long time. I was looking for some method to automatically create Dynamics 365 solution containing only “delta” changes and import it into development machines (unfortunately – I could not find any other than creating “delta solutions” directly inside the common CRM environment which does not help in case of our CI flow).
Unfortunately, the environment is CRM 2015 so using solution patching/upgrades is not an option.
Any thoughts? Ideas?
I've created a new (and my first) report in Dynamics 365 using the built-in wizard, and now I want to modify it to join more entities and add columns from them.
Modifying and testing the FetchXML was not an issue using XrmToolbox. I was able to connect, verify my XML and retrieve the expected columns.
Next, I followed some instructions online and installed the Microsoft Dynamics CRM Report Authoring Tools, downloaded the RDL, opened Visual Studio, created an empty Report Server project and added the RDL to my project.
And this is where my problems begin...
While attempting to modify the FetchXML in the DSMain dataset in the RDL, I encounter the error "The selected data extension MSCRMFETCH is not installed or cannot be loaded."
I thought the Microsoft Dynamics CRM Report Authoring Tools would have included this extension.
What am I doing wrong?
I have few question regarding solution:
How to lock the solution in the mscrm dynamics 2011 ?
How would we manage , if multiple developer are working in the similar solution?
What is solution resolution conflict , How do we resolve ?
There is no way to specifically lock the solution within Microsoft Dynamics CRM. We utilise TFS and Visual Studio to ensure that if a developer is working on Entity X, then they follow standard procedure to check in and check out the EntityX.OnLoad.js and EntityX.OnChange.js jscript files
Careful management of development tasks and who is working on what aspect of the solution. Where possible, we try to segregate entities to different developers at the beginning of the development phase. During the UAT/defect resolution phases, we make individual developers responsible for entire entities.
There is no automated way to resolve this, conflicts will have to be managed manually. It is very easy for a developer to overwrite somebody else's changes with a susequent publish of the solution. This is where it helps to use tools like TFS/VS.NET to manage the JScript. It doesn't, however, help with the form configurations.
I'm looking for Version Control that warns a use when opening a file if that file is being modified by another user. Is this possible?
We also use Microsoft Dynamics CRM 2011 and are looking to use some kind of version control for the javascript files. Does someone has experience with using Dynamics CRM and version control?
Thank you for any information!
You could implement this in Team Foundation Server (TFS) or other version control applications that support single checkout. You will need to either manually deploy the JScript or create an auto deployment process through the SDK. TFS will need to be setup for single checkout which will only allow a single user to checkout the files at a given time. This should disallow multiple people from making edits at once. It is a good idea to appoint a single person as the build master who will be in charge of merging changes into CRM.
EDIT: JScript is syntactically very close to JavaScript. Microsoft CRM uses and has always used JScript for its form scripting. JScript is basically Microsofts version of JavaScript. Differences are discussed # What's the difference between JavaScript and JScript? and http://en.wikipedia.org/wiki/JScript
Excerpt from Microsoft Dynamics CRM 2011 SDK:
Microsoft JScript libraries are Script (JScript) Web Resources that contain functions you can use to:
Handle form and field events.
Perform actions for controls configured in the Ribbon.
Support other functions.