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After the upgrade

 

Applies To: CRM 2016 on-prem

After Setup completes the upgrade, perform the following tasks.

Do post-upgrade server steps

  1. If you have additional network load balanced servers or Microsoft Dynamics CRM server roles installed on other computers, upgrade or uninstall and reinstall Microsoft Dynamics CRM on those servers as described in Install Microsoft Dynamics CRM Front End Server and Back End Server roles.

  2. Install the Microsoft Dynamics CRM Reporting Extensions. You must install Microsoft Dynamics CRM Reporting Extensions before you can import and upgrade organizations not upgraded during Microsoft Dynamics CRM Server Setup.

  3. If you had Language Packs provisioned in the deployment, download and install Microsoft Dynamics CRM 2016 Language Packs for the languages that you want. More information: Upgrade and enable a Language Pack

  4. Install the latest update rollup packages.

  5. If needed, import organizations. During import, each organization will be upgraded. To do this, use the Import-CrmOrganization Windows PowerShell command. Alternatively, you can use Microsoft Dynamics CRM Deployment Manager.

  6. In Microsoft SQL Server Reporting Services Report Manager, re-create any custom data sources under the OrganizationName_MSCRM folders.

  7. Some organization data is encrypted using encryption keys. These keys should be copied as part of your failure recovery procedures. More information: Data encryption

  8. Verify that the system jobs and workflows are running.

  9. Although not required, we recommend that you register Microsoft Dynamics CRM.

To ease the upgrade process, Microsoft Dynamics CRM 2015 for Outlook is compatible with Microsoft Dynamics CRM 2016 Server.

System_CAPS_importantImportant

To have Go offline functionality or to experience new features that are available with this release, you must upgrade to Microsoft Dynamics CRM 2016 for Outlook.

More information: d88114e6-d1a8-4a5a-902e-f79988f29c6d#BKMK_CRM

Upgrade clients

  1. Run Dynamics CRM 2016 for Outlook Setup on every CRM for Outlook user's computer. To distribute the upgrade, use Microsoft System Center or Microsoft Group Policy to push the upgrade to users. For more information about Group Policy distribution, see Deploy Microsoft Dynamics CRM for Outlook by using Group Policy.

  2. After the upgrade is complete, verify that Dynamics CRM for Outlook has the latest updates.

  3. Test the functionality from Microsoft Outlook and from the Microsoft Dynamics CRM web application.

More information: Upgrade to Microsoft Dynamics CRM 2016 for Outlook

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