Export (0) Print
Expand All

Manage Microsoft Dynamics CRM Online updates

Applies To: Microsoft Dynamics CRM Online

noteNote
Most Microsoft Dynamics CRM Online organizations have been updated to Microsoft Dynamics CRM Online Fall ‘13. This topic is only for those organizations that have not yet updated to CRM Online Fall ‘13.

You can now control when you want to install Microsoft Dynamics CRM Online service updates for your organization. You will receive an email before the service update is available with a scheduled update date. This email will also include instructions about how to reschedule the update, if you choose. You will receive reminders 90, 30, 15, and 7 days before the update begins. The service update will happen during a 12-hour window, and during that time your organization might be unavailable for several hours. We’ll let you know when your organization is updated and ready to use.

noteNote
If you’re a Microsoft Dynamics CRM Online customer who is in the process of transitioning billing to the Microsoft online services environment, note that a Microsoft Dynamics CRM Online service update is not the same as the subscription billing transition. The billing transition is a one-time occurrence that affects your billing platform. Service updates are recurring releases that affect the features and capabilities that you receive in CRM Online. For information about transitioning to the Microsoft online services environment, see the Transition Center.

If you use Office 365 admin portal to sign in to CRM Online (example: yourname@yourorg.onmicrosoft.com):

  1. Sign in to Microsoft Dynamics CRM.

  2. On the nav bar, click or tap Microsoft Dynamics CRM > Settings. Then click or tap Settings > Administration > Resources In Use.

  3. Click or tap Reschedule update to start the Reschedule wizard.

If you use Windows Live ID to sign in to CRM Online (example: yourname@live.com):

  1. Sign in to Microsoft Dynamics CRM.

  2. On the nav bar, click or tap Microsoft Dynamics CRM > Settings. Then click or tap Settings > Administration > Subscription Management.

  3. Click or tap Reschedule update to start the Reschedule wizard.

Microsoft Dynamics CRM Online Fall ‘13 contains a number of exciting changes. To take advantage of new features, you need to ensure any customizations are compatible with this update.

In support of the latest technologies and in compliance with the Microsoft Support Lifecycle, obsolete platform products and technologies will no longer be supported in the next major release of Microsoft Dynamics CRM. For more information, see What’s changing in the next major release.

There are several Microsoft Dynamics CRM 4.0 features that will be removed or will no longer be supported after the upgrade to Microsoft Dynamics CRM 2013. For more information, see What’s changing in the next major release.

You can use the Custom Code Validation Tool to examine your web resources and show you where there might be some problems. The issues that are flagged are either using unsupported coding processes or using the Microsoft Dynamics CRM 4.0 objects and functions. Download this tool and extract the contents. Within the contents, you will find instructions about how to install and use the tool. For more information about this tool, read this blog: Check your JavaScript code to prepare for your upgrade.

Most of the update process is handled by Microsoft. However, there are a few things that you must do to prepare.

  1. Know when your update is scheduled.

    You can see this in the Settings > Administration > Resources area.

  2. Involve your Microsoft Dynamics CRM partner.

    If you have a Microsoft Dynamics CRM partner of record, we strongly recommend that you contact them for guidance and assistance. If you do not have a partner, you may consult the Microsoft Dynamics Marketplace to identify a partner. Please note that there may be charges from partners for their services.

  3. Watch for communications from Microsoft.

    We will send you several communications about this subject to keep you informed about the update. We are also displaying the notice to the users of your system in the CRM message bar. We also send email communications to users that have the System Administrator role in CRM. Please make sure the email accounts associated with those user accounts are valid and being monitored. Communications will come from crmoln@microsoft.com, or for partners, you will also receive communications from the Microsoft Dynamics CRM Partner Team: crmteam@microsoft.com.

  4. Verify your customizations are compatible.

    You should take the time before your update to verify that customizations are compatible using the Microsoft Dynamics CRM 2013 Custom Code Validation Tool. You should do this early enough that you have time to fix any identified issues. Additionally, Microsoft will run a number of automated tests and if any of those tests fail in your instance, we will email the administrator a list of potential issues we have identified.

  5. Create a non-production instance in which you can test your customizations.

    Ideally, you should test your customizations prior to update. This will also give you the opportunity to verify compatibility of any third-party customizations. If you identify any potential issues, please work with the solution provider to correct any issues that arise.

  6. Notify your users prior to the update of CRM.

    It is a best practice to notify your users that the system will be unavailable during the update. Please visit the Customer Center to get more resources to prepare users for the update.

  7. Watch for Update Completion or Reschedule emails from Microsoft.

Once your organization is updated, you’ll receive a notification from CRM Online indicating that your organization is ready to use.

Following the update, your system will look different. This cleaner, more intuitive interface will be easier and faster to use. To prepare, please visit the Get ready for the next release, where you will find videos, walkthroughs, and other information that you can use to familiarize yourself with the new experience.

You can find more details about updating additional components, such as Microsoft Dynamics CRM for Outlook and the Microsoft Dynamics CRM Email Router, in the Installing Guide for Microsoft Dynamics CRM 2013.

After the update, supported customizations to menus and forms from your previous version will continue to work, though they may appear slightly different to simplify the transition to the new user experience. The following shows the steps required to switch your forms to the new experience:

Process to update forms to new UI

More information: Update your forms to Microsoft Dynamics CRM 2013 or Microsoft Dynamics CRM Online Fall '13

Because some site map subareas that are new to CRM Online Fall ‘13 may not appear, you may not be able to navigate to some new features. You should verify that you can navigate to these areas and take steps to update your site map if necessary. More information: Verify new areas are available in the navigation bar

CRM Online Fall ‘13 supports importing solutions from the previous CRM Online service update. You can also import a CRM 2011 solution into CRM Online Fall ‘13.

There are a few key things to keep in mind when your organization with an unmanaged solution is updated.

The solution is updated to CRM Online Fall ‘13 together with the organization. There are several key differences in an updated organization compared to a new organization. Most important is the sitemap. In an updated organization, the sitemap will keep the original configuration defined in the organization and the site map subareas new to CRM 2013 won’t appear. For example, the Workplace will still be present in the site map of an updated organization, whereas it would not be in a “new” CRM Online Fall ‘13 organization. More information: Verify new areas are available in the navigation bar

Managed solutions that are present in an organization are automatically updated to a CRM Online Fall ‘13 solution; however, they cannot be exported. Updates to them must be done in a new unmanaged solution or in the default solution in CRM Online Fall ‘13. This will create a dependency on the older solution which may or may not be your goal. We recommend contacting the owner of the managed solution and request a version that has been updated to CRM Online Fall ‘13.

You can directly import existing solutions into CRM Online Fall ‘13. However, there are a few important things to understand in this process.

In the section How to update forms above, we covered that all entities have a CRM 2011 and a CRM Online Fall ‘13 form available to them in CRM Online Fall ‘13. When you import a CRM 2011 solution that contains any form customizations, those customizations will be applied to the CRM 2011 form only. This applies to both managed and unmanaged solutions. What that means is that each time you import a CRM 2011 solution that you want to use in your CRM Online Fall ‘13 forms, you must update the form to use it. This applies to forms only. The plug-ins, entities, and other solution objects in the updated solutions don’t require any changes. More information: Update your forms to Microsoft Dynamics CRM 2013 or Microsoft Dynamics CRM Online Fall '13

See Also

Send comments about this topic to Microsoft.
© 2014 Microsoft Corporation. All rights reserved.
Was this page helpful?
(1500 characters remaining)
Thank you for your feedback

Community Additions

ADD
Show:
© 2014 Microsoft