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Manage Microsoft Dynamics CRM Online updates

Applies To: Microsoft Dynamics CRM Online

[This topic is pre-release documentation and is subject to change in future releases.]

noteNote
This topic is for organizations that have not yet updated to Microsoft Dynamics CRM Online 2015 Update.

You, as a CRM system administrator, control when to install Microsoft Dynamics CRM Online service updates for your organization. To update to the latest release of CRM Online, you complete two steps:

  1. Review the update information on the “Manage all CRM Online instances” page (on the CRM Online Administration Center) to find out what instances are ready to update and what is the schedule.

  2. Approve the update.



    ImportantImportant
    Your instance will not be updated unless you approve the update. This means your organization will go without the latest features and functionality until you explicitly give approval for the update to happen.

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. See Schedule for update communications in this topic.

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.

CRM system administrators will be informed of updates to Microsoft Dynamics CRM Online in multiple ways.

  1. Sign in to https://portal.office.com.

  2. On the Office 365 menu bar, click or tap Admin > CRM.

    Access CRM Online from portal page

  3. Review the update status for your CRM Online instances.

    Manage CRM Online instances

  1. Sign in to your CRM Online instance.

  2. If your instance is ready to update, you’ll see a yellow CRM message bar notifying you of a pending update. Click or tap Learn More for information about how to update.

CRM Online update notice in banner bar

CRM system adminstrators will receive an email from the Microsoft Dynamics CRM Online Team. You can use the links in the email to learn more about your update or reschedule it.

The “Manage all CRM Online instances” page is your source for useful information and actions to take regarding your update.

Update info on "Manage all CRM Online instances"

 

Area Description

A

Shows the current schedule and allows you to reschedule (click or tap Reschedule). The date defaults to the secondary date if the primary date is missed.

B

Shows the CRM Online target version. Click or tap About this update to learn more about this new version of CRM Online.

C

Click or tap Approve Update Schedule to proceed with the scheduled date.

D

Click or tap Notify to add others to get the update notification emails, in addition to system administrators.

E

Shows your current version of CRM Online and your scheduled primary and secondary update dates.

You must be a CRM system administrator to approve updates.

  1. Sign in to https://portal.office.com.

  2. On the Office 365 menu bar, click or tap Admin > CRM.

  3. Click or tap Approve Update Schedule to approve and proceed with the update.

Click Approve Update Schedule to approve

noteNote
Once you approve an update, you can still reschedule it as long as the update has not started.

You must be a CRM system administrator to reschedule updates.

  1. Sign in to https://portal.office.com.

  2. On the the Office 365 menu bar, click or tap Admin > CRM.

  3. Click or tap Reschedule for the instance whose update schedule you want to change.

    Click Reschedule to reschedule an update
  4. Select new preferred and alternate dates and times for the update, and then click or tap Next.

    Select new preferred and alternate dates and times

  5. Review the new dates and times and click or tap Approve Update Schedule.

    Approve the new schedule dates and times

  6. The Update Status column will indicate your update is approved.

    Reschedule CRM Online update approved

When your update has started, you’ll see Update in progress under Update Status. The Reschedule option will no longer be available.

Reschedule CRM Online update in progress

When your update is done, you’ll see Updated successfully.

Successful reschedule of CRM Online update

Microsoft Dynamics CRM Online 2015 Update 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 Important information about supported configurations in the next release for CRM.

To prepare your users for the changes to CRM Online, visit 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.

There are several Microsoft Dynamics CRM 2013 features that will be removed or will no longer be supported after the update to Microsoft Dynamics CRM Online 2015 Update. For more information, see Important information about supported configurations in the next release for CRM.

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 will be informed of a pending update in multiple ways. See How will I know my organization is ready to update? in this topic.

  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. In addition, we 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 CRM 2015 Custom Code Validation Tool (not yet available). 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 (Sandbox) 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. More information: Manage CRM Online Sandbox instances

  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.

Consider the following areas to attend to after your update.

You can find more details about updating additional components, such as Microsoft Dynamics CRM for Outlook, in Administering CRM 2015 for online and on-premises (not yet available).

 

When Recipient In-product alert Email Admin Center

Update scheduled

All Admins

Yes

Yes

Yes

90 days before update

All Admins

No

Yes

Yes

30 days before update

All Admins

No

Yes

Yes

15 days before update

All Admins

No

Yes

Yes

7 days before update

All Admins

Yes

Yes

Yes

7 days before update if Admin approved

Users

No

No

Yes

Schedule confirmed by Admin

All Admins

No

Yes

Yes

Update in progress

All Admins and Users

No

No

Yes

Update successful

All Admins and Users

No

Yes

Yes

Fallback to secondary update

All Admins

No

Yes

Yes

Update rescheduled

All Admins

No

Yes

Yes

noteNote
“All Admins” includes CRM system administrators and Office 365 Global administrators.

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