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After the upgrade

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

After Setup completes the upgrade, perform the following tasks.

Post-upgrade steps for servers

Do post-upgrade server steps

  1. If you have additional network load balanced servers or Microsoft Dynamics 365 server roles installed on other computers, upgrade or uninstall and reinstall Microsoft Dynamics 365 on those servers as described in Install Microsoft Dynamics 365 Front End Server and Back End Server roles.

  2. Install the Microsoft Dynamics 365 Reporting Extensions. You must install Microsoft Dynamics 365 Reporting Extensions before you can import and upgrade organizations not upgraded during Microsoft Dynamics 365 Server Setup.

  3. If you had Language Packs provisioned in the deployment, download and install Microsoft Dynamics 365Language 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 365 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 365.

Post-upgrade steps for clients

To ease the upgrade process, Microsoft Dynamics CRM 2015 for Outlook is compatible with Microsoft Dynamics 365 Server.

Important

To have Go offline functionality or to experience new features that are available with this release, you must upgrade to Microsoft Dynamics 365 for Outlook.

Upgrade clients

  1. Run Dynamics 365 for Outlook Setup on every Dynamics 365 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 365 for Outlook by using Group Policy.

  2. After the upgrade is complete, verify that Dynamics 365 for Outlook has the latest updates.

  3. Test the functionality from Microsoft Outlook and from the Microsoft Dynamics 365 web application.

More information: Upgrade Microsoft Dynamics CRM for Outlook

See Also

Upgrade Microsoft Dynamics CRM Server
Configure IFD for Microsoft Dynamics 365

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