Manage Microsoft Dynamics CRM Online updates

 

Applies To: Dynamics CRM Online

You have options for when you update your Microsoft Dynamics CRM Online and to what version you update. To prepare for a smooth process, use the information in this topic.

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

  1. Review the information in the Updates page in the CRM Online Administration Center (https://portal.office.com > Admin centers > CRM > Updates tab) to find out what instances are ready to update, and the schedule.

  2. Approve the update.

     

    System_CAPS_importantImportant

    Your instance will not be updated unless you approve it. This means your organization will go without the latest features and functionality until you explicitly give approval for the update to happen. Keep in mind, we do have an update policy that will make some updates mandatory, with no approval required. Please see Update policy below for further details.

You’ll 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’ll 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. Most updates typically take 2-4 hours. We’ll let you know when your organization is updated and ready to use. For more information, see the Schedule for update communications later in this topic.

System_CAPS_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 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.

Microsoft delivers new features and improvements to the CRM Online service twice a year through service updates. To ensure our customers always get the best possible value, we advise customers to run the latest version of the service. However, we also realize that in certain circumstances, some customers are unable to update their solutions with the frequency of our service updates.

In early 2015 we enhanced the customer experience by giving customers the ability to provide consent prior to updating their organization. Customers today have a wide choice of days to choose from to best suit their business, and we will continue to provide that flexibility for service updates. In Fall of 2015, customers will have the choice to take the two updates as they become available, or take only one update per year. If a customer chooses to take only one update per year, this update becomes mandatory and the customer will be required to take the update during the available dates for that release.

In other words, at any given point a customer must be on the current version (n) or a version prior (n-1). For example, if you are on CRM Online 2015 Update 1 (n-2) and chose not to take the available CRM Online 2016 Update (n-1), then you would need to take CRM Online 2016 Update 1 (n) as a mandatory update. This policy is intended to provide the latest and greatest features and platform experience to our customers to ultimately suit their business needs.

Your CRM Online update process depends on what version (Recent versions of CRM Online) you have and how you’d like to update. Consider the following scenarios.

System_CAPS_noteNote

This scenario applies to those who have Production and Sandbox instances of CRM Online 2015 Update 1.

For version information, see: Recent versions of CRM Online

  1. Update your CRM Online 2015 Update 1 Sandbox instance to CRM Online 2016 Update.

    1. Select your CRM Online 2015 Update 1 Sandbox instance and approve the update to target version CRM Online 2016 Update.

    2. Once your Sandbox instance has been updated to CRM Online 2016 Update, test the update for your solutions and customizations.

      If the update is unsuccessful, reset the Sandbox instance and reschedule the update until any issues are resolved.

  2. Update your CRM Online 2016 Update Sandbox instance to CRM Online 2016 Update 1.

    1. When the CRM Online 2016 Update 1 update becomes available, select your CRM Online 2016 Update Sandbox instance and approve the update to target version CRM Online 2016 Update 1.

    2. Once your Sandbox instance has been updated to CRM Online 2016 Update 1, test the update for your solutions and customizations.

      If the update is unsuccessful, reset the Sandbox instance and reschedule the update until any issues are resolved.

    3. Prepare a plan to train your users for the changes in CRM Online 2016 Update 1.

  3. Update your CRM Online 2015 Update 1 Production instance to CRM Online 2016 Update 1, skipping CRM Online 2016 Update.

    1. Do not approve the CRM Online 2016 Update update.

      System_CAPS_noteNote

      If you have already approved the update, you can change the scheduled date to coincide with the availability of CRM Online 2016 Update 1.

    2. When the CRM Online 2016 Update 1 update becomes available, select your CRM Online 2015 Update 1 Production instance and approve the update to target version CRM Online 2016 Update 1.

    3. Once your Production instance has been updated to CRM Online 2016 Update 1, confirm the update for your solutions and customizations.

      If the update is unsuccessful, reset the Sandbox instance and reschedule the update until any issues are resolved.

    4. Train your users for the changes in CRM Online 2016 Update 1.

This scenario applies to those who have Production and Sandbox instances of CRM Online 2015 Update 1.

For version information, see: Recent versions of CRM Online

  1. Update your CRM Online 2015 Update 1 Sandbox instance to CRM Online 2016 Update.

    1. Select your CRM Online 2015 Update 1 Sandbox instance and approve the update to target version CRM Online 2016 Update.

    2. Once your Sandbox instance has been updated to CRM Online 2016 Update, test the update for your solutions and customizations.

      If the update is unsuccessful, reset the Sandbox instance and reschedule the update until any issues are resolved.

  2. Update your CRM Online 2015 Update 1 Production instance to CRM Online 2016 Update.

    1. Select your CRM Online 2015 Update 1 Production instance and approve the update to target version CRM Online 2016 Update.

    2. Once your Production instance has been updated to CRM Online 2016 Update, apply what you learned from the Sandbox instance update and confirm your Production instance update.

  3. Update your CRM Online 2016 Update Sandbox instance to CRM Online 2016 Update 1.

    1. When the CRM Online 2016 Update 1 update becomes available, select your CRM Online 2016 Update Sandbox instance and approve the update to target version CRM Online 2016 Update 1.

    2. Once your Sandbox instance has been updated to CRM Online 2016 Update 1, test the update for your solutions and customizations.

      If the update is unsuccessful, reset the Sandbox instance and reschedule the update until any issues are resolved.

    3. Prepare a plan to train your users for the changes in CRM Online 2016 Update 1.

  4. Update your CRM Online 2016 Update Production instance to CRM Online 2016 Update 1.

    1. When the CRM Online 2016 Update 1 update becomes available, select your CRM Online 2016 Update Production instance and approve the update to target version CRM Online 2016 Update 1.

    2. Once your Production instance has been updated to CRM Online 2016 Update 1, apply what you learned from the Sandbox instance update and confirm your Production instance update.

    3. Train your users for the changes in CRM Online 2016 Update 1.

This scenario applies to those who have Production and Sandbox instances of CRM Online 2016 Update.

For version information, see: Recent versions of CRM Online

  1. Update your CRM Online 2016 Update Sandbox instance to CRM Online 2016 Update 1.

    1. When the CRM Online 2016 Update 1 update becomes available, select your CRM Online 2016 Update Sandbox instance and approve the update to target version CRM Online 2016 Update 1.

    2. Once your Sandbox instance has been updated to CRM Online 2016 Update 1, test the update for your solutions and customizations.

      If the update is unsuccessful, reset the Sandbox instance and reschedule the update until any issues are resolved.

    3. Prepare a plan to train your users for the changes in CRM Online 2016 Update 1.

  2. Update your CRM Online 2016 Update Production instance to CRM Online 2016 Update 1.

    1. When the CRM Online 2016 Update 1 update becomes available, select your CRM Online 2016 Update Production instance and approve the update to target version CRM Online 2016 Update 1.

    2. Once your Production instance has been updated to CRM Online 2016 Update 1, apply what you learned from the Sandbox instance update and confirm your Production instance update.

    3. Train your users for the changes in CRM Online 2016 Update 1.

To determine your version, sign in to CRM, and in the upper-right side of the screen, click the Settings button User profile Settings button > About.

Version

Availability

Information

CRM Online 2015 Update (7.0.0)

December 2014

Help & Training: Get ready for the next release - Fall 2014 tab

CRM Online 2015 Update 1 (7.1.0)

Second quarter 2015

What's new for administrators and customizers in Microsoft Dynamics CRM 2015

Help & Training: Get ready for the next release - Spring 2015 tab

CRM Online 2016 Update

December 2015

What's new for administrators and customizers in Microsoft Dynamics CRM 2016 and CRM Online

Help & Training: Get ready for the next release - Fall 2015 tab

CRM Online 2016 Update 1

May 2016

Help & Training: Get ready for the next release - Spring 2016 tab

We’ve changed the way we name product updates. We’re now using version numbers. More information: New naming conventions for Microsoft Dynamics CRM updates

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. In the Office 365 admin center, click Admin > CRM.

     

    Access Dynamics CRM Online from the Office 365 portal page

     

  3. On the Instances page, click Updates, and then review the update status for your CRM Online instances.

    Note the following:

    • Instances that are eligible to update will see Update is Available.

    • Clicking Schedule your update lets the admin select a target release and then do the scheduling.

     

    Manage Dynamics CRM Online instances

  1. Sign in to your CRM Online instance.

  2. If an update is available, admins will see a yellow CRM message bar notifying them of an available update.

 

Dynamics CRM Online update notice in banner bar

CRM system administrators 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 your Dynamics CRM updates” page is your source for useful information and actions to take regarding your update.

 

Manage all CRM Online instances page

 

System_CAPS_noteNote

If you are eligible to update to multiple versions of CRM Online, you’ll see an option Change target version. Large companies with extensive and complex customizations to their CRM may choose to upgrade to a later release instead of the first available. So you get the most up-to-date features and fixes, we highly recommend you upgrade to the latest version when available.

You must be a CRM system administrator to approve updates.

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

  2. In the Office 365 admin center, click Admin > CRM, and then on the Instances page click Updates.

  3. Choose the instance to approve.

  4. Click Approve Update to approve and proceed with the update.

System_CAPS_noteNote

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

 

Click Approve Update Schedule to approve in CRM

You must be a CRM system administrator to reschedule updates.

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

  2. In the Office 365 admin center, click Admin > CRM, and then on the Instances page click Updates.

  3. Choose the instance update to reschedule, and then click Reschedule update.

     

    Click Reschedule to reschedule an update in CRM

     

  4. If you are eligible to update to multiple versions of CRM Online, you’ll see a page to select a target version. Select a version, and then click Next.

    System_CAPS_noteNote

    Large companies with extensive and complex customizations to their CRM may choose to upgrade to a later release instead of the first available. So you get the most up-to-date features and fixes, we highly recommend you upgrade to the latest version when available. Keep in mind, if you are two versions behind the current version you will have a mandatory update. See Update policy for more information.

  5. Select new preferred and alternate dates and times for the update, and then click Next.

     

    Select new preferred or alternate dates and times

     

  6. Review the new dates and times, and then click Approve Update.

     

    Approve the new schedule dates and times in CRM

     

  7. The Status column will indicate your update is approved.

By default, CRM admins will receive update notifications. You can add others to receive update notifications.

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

  2. In the Office 365 admin center, click Admin > CRM, and then click Instances.

  3. Choose an instance that has notifications you want to change, and then click Notifications.

     

    Notifications button in Dynamics CRM

     

  4. Enter the email addresses of people to receive update notifications for the selected instance, and then click Save.

 

Send Email Notifications in Dynamics CRM

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

 

Reschedule Dynamics 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 2016 Update contains a number of exciting changes. To take advantage of new features, you need to ensure any customizations are compatible with this update.

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.

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. In addition, we send email communications to users who 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 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 (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. To get more resources to prepare users for the update, please visit Microsoft Dynamics CRM Help & Training.

  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 2016.

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

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

System_CAPS_noteNote

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

Having a problem with your CRM Online service? You can create a service request to get the issue resolved.

Create a CRM Online service request

  1. Sign in to the Office 365 admin center.

  2. In the left-side menu, click Support > Overview.

  3. Under Create a service request, click Dynamics CRM Online. You may need to expand the list by choosing More.

  4. Fill in the information and submit your request.

     

    Office 365 admin center service request

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