Upgrade from Microsoft Dynamics 365 2015 Server

 

Updated: November 1, 2016

Applies To: Dynamics 365 (on-premises), Dynamics CRM 2016

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

This section shows you how to run the actual in-place upgrade on a Microsoft Dynamics 365 server. If you encounter problems during the upgrade, see Troubleshooting installation and upgrade in this guide.

System_CAPS_cautionCaution

Following these steps may cause significant application downtime if issues occur during the upgrade. Instead of using an upgrade option that may affect the production deployment, we recommend that you migrate your deployment. More information: Microsoft Dynamics 365 Server upgrade options

System_CAPS_importantImportant

We strongly recommend that you back up your existing Microsoft Dynamics 365 data, including all reports and customizations, before you run Setup. In addition, we recommend that you implement the following backup strategy before you run Setup:

  1. Configure the existing deployment’s Microsoft Dynamics 365 databases by using a simple recovery model.

  2. Complete a full backup of all production configuration and organization databases and transaction logs.

More information: Back up the Microsoft Dynamics 365 System

System_CAPS_importantImportant
  • Only Microsoft Dynamics CRM 2015 or later versions can be upgraded. For upgrade information from previous versions of Microsoft Dynamics 365, see Upgrade from Dynamics CRM Server 2013 or Dynamics Server 2011.

  • To upgrade an existing Microsoft Dynamics 365 deployment, the user who is running Microsoft Dynamics 365 Server Setup must be a member of the Deployment Administrators group. Additionally, the user must have db_owner permission on the existing Microsoft Dynamics 365 databases and have sysadmin permission on the SQL Server. For more information about how to add a member to the Deployment Administrators group, see the New-CrmDeploymentAdministratorWindows PowerShell command. More information: Set properties using PowerShell cmdlets. Alternatively, you can use Microsoft Dynamics 365 Deployment Manager. For more information about how to grant permission in SQL Server, see the SQL Server Management Studio Help.

  1. In the folder where the Microsoft Dynamics 365 files are located, go to the Server\amd64 folder, and then double-click SetupServer.exe.

  2. On the Welcome to Microsoft Dynamics 365 Server Setup page, we recommend that you select Get updates for Microsoft Dynamics 365 to make sure that Setup has the most recent installation files. Click Next. After Setup is done checking for updates, click Next again.

    System_CAPS_importantImportant

    For the Get updates for Microsoft Dynamics 365 functionality to work you must:

    • Have an Internet connection on the computer where Setup is running.

    • Enable Microsoft Update for “other Microsoft products” on the Windows Server computer where Microsoft Dynamics 365 Server Setup is running.

  3. On the Product Key Information page, type your product key in the Product key boxes, and then click Next.

    System_CAPS_noteNote

    If you purchased Microsoft Dynamics 365 through a Microsoft Volume Licensing program, the license key is provided in the license.txt file, which is included in the Microsoft Dynamics 365 installation files.

  4. On the License Agreement page, review the information and if you accept the license agreement, click I accept this license agreement, and then click I Accept.

  5. If Setup detects that components are missing, the Install Required Components page appears.

    • If you have already installed the required components, this page won’t appear.

    • If you haven’t installed the required components listed, you can install them now. Click Install. When the components are installed, the status column changes from Not Installed to Installed, and you can click Next to continue.

    System_CAPS_noteNote

    If you’re prompted to restart the computer, do so, and then start Setup again.

  6. On the Upgrade to Microsoft Dynamics 365 page, you can select an organization to upgrade or leave the choice <None> so that no organizations will be upgraded during Setup. Before you select an organization, consider the following:

    • Notice that any organization not upgraded will become disabled after the upgrade is complete. To upgrade organizations after Setup is complete, use the Import-CrmOrganizationWindows PowerShell command. Alternatively, you can use Deployment Manager.

    Click Next to upgrade Microsoft Dynamics 365.

  7. On the Specify Service Accounts page, Setup will add the service accounts used for the Microsoft Dynamics 365 Server services. You can use the existing service accounts or specify new ones. For information about the permissions required to run these services see Minimum permissions required for Microsoft Dynamics 365 Setup and services.

  8. If you want to use server-side synchronization and/or Dynamics 365 for Outlook for the deployment, leave this box blank. More information: Integrate (synchronize) your email system with Microsoft Dynamics 365

    Otherwise, on the Specify E-mail Router Settings in the, Email router server name box, type the name of the computer where the Email Router will be installed. This computer will route Microsoft Dynamics 365 email messages. If you leave the box blank but decide later you want to use the Email Router, you must add the computer where the Email Router Service is running (part of the Asynchronous Service) when you use Network Service, or if you use a domain user account, the account to the PrivUserGroup security group.

    Click Next.

  9. On the Select Microsoft Update Preference page, select whether you want to use Microsoft Update for checking for updates for your Microsoft products, and click Next. We recommend that you use Microsoft Update to check for updates because this helps keep your computer up-to-date and secure. For more information about the legal terms and privacy with Microsoft Update licensing, see Windows Update FAQ.

  10. The System Checks page appears. This page is a summary of all requirements and recommendations for a successful installation. Errors must be resolved before installation can continue. If no errors, or only warnings appear, you can continue with the installation. To do this, click Next.

  11. The Service Disruption Warning page appears. This page lists all services that will be stopped or restarted during Setup. Verify the suitability of the services that will be stopped or restarted, and then click Next.

  12. Review the Ready to Upgrade the Application page, and click Back to correct any errors. When you are ready to continue, click Upgrade.

    When Setup completes successfully, the Microsoft Dynamics 365 Server Setup completed page appears. If the Reporting Server instance that you specified during this Setup points to the local computer where Microsoft Dynamics 365 is installed, Setup provides an option to invoke Microsoft Dynamics 365 Reporting Extensions Setup.

  13. For a full server deployment running on the Microsoft SQL Server Reporting Services computer, select the Launch Microsoft Dynamics 365 Reporting Extensions Setup check box to install Microsoft Dynamics 365 Reporting Extensions. Click Finish.

System_CAPS_importantImportant
  • After you upgrade, you must install the Microsoft Dynamics 365 Reporting Extensions to create, run, and schedule reports in Microsoft Dynamics 365. For instructions, see Install Microsoft Dynamics 365 Reporting Extensions in this guide.

  • You can’t install the Microsoft Dynamics 365 Reporting Extensions before you install or upgrade Microsoft Dynamics 365 Server.

  • If you had Language Packs provisioned in your deployment, to continue to use multiple languages, upgrade each language pack to Microsoft Dynamics 365, and then provision them. More information: Upgrade and enable a Language Pack

  • Notice that Setup turns on HTTP compression on the server that’s running IIS where the web application is installed. If you use another method to compress HTTP communications, you may want to turn this feature off after Setup completes. To do this, start Internet Information Services (IIS) Manager, choose the website, double-click Compression, and then clear the compression check boxes.

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