Before you upgrade: issues and considerations

 

Applies To: Dynamics CRM 2013

This section describes the changes and known issues that can occur when you upgrade from Microsoft Dynamics CRM 2011 to Microsoft Dynamics CRM 2013 or when you upgrade from Microsoft Dynamics CRM 2013 to Microsoft Dynamics CRM 2013 Service Pack 1 (SP1). This section also describes what might affect your deployment after the upgrade is complete.

Obsolete platform products and technologies won’t 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 won’t be supported after the upgrade to Microsoft Dynamics CRM 2013. For more information, see What’s changing in the next major release.

You can download the Microsoft Dynamics CRM 2013 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 Microsoft Dynamics CRM 4.0 objects and functions. For more information about this tool, read this blog: Check your JavaScript code to prepare for your upgrade.

If there are connections in your existing Microsoft Dynamics CRM deployment configured between Opportunity and User entities, you should delete the connections before you upgrade. Deleting these connections will let you add those users to teams that use the Access team type, typically used for team selling. After the upgrade is complete, you can re-create the prior connections and, if needed, add those users to access teams. For more information about access teams, see About team templates in the Customer Center.

To find all opportunity and user connections, start Advanced Find and set the following query:

  1. In the Look for list, select Connections.

  2. Click or tap Select, and then click or tap Connected From (Opportunity)

  3. Click or tap Select, and then click or tap Connected To (User)

  4. Click or tap Results.

To facilitate auto-save on forms, duplicate detection during create and update operations won’t be supported in the forms for Microsoft Dynamics CRM updated user interface entities. For more information, see Duplicate Detection during Record Create and Update Operations Not Supported. You can find sample code for adding this support to your forms in the Microsoft Dynamics CRM SDK download package.

Microsoft Lync won’t be supported on the updated user interface entity forms and in Activity Feeds. Lync will be present in grids and subgrids.

After the upgrade, supported customizations to menus and forms from your previous version will continue to work, though they may appear slightly different. The forms for entities that are updated to the new user interface have a similar layout as the Microsoft Dynamics CRM 2011 forms. To display the forms in the new layout, system customizers can edit each new form and choose Bring in another form from the ribbon. For more information, see Update your forms to Microsoft Dynamics CRM 2013 or Microsoft Dynamics CRM Online Fall '13.

Microsoft Dynamics CRM Online Spring ‘14 and Microsoft Dynamics CRM 2013 Service Pack 1 (SP1) have many new features for your CRM deployment. System administrators have the option to enable these new features that include enhancements to the customer service area. For more information about installing updates and known issues, see Install product updates.

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