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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / From on prem V9.1.2.2 ...
Customer experience | Sales, Customer Insights,...
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From on prem V9.1.2.2 to latest stable version

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Posted on by Abanoub_Techtrack 35
Dears,
 Greetings.
 
Currently, we are managing on-prem version 9.1.2.2, and we need to update to the latest stable version. Shall I set up the latest version directly, which I believe is not the best practice, or shall I install all versions in between one by one? Another concern is how to apply this installation while the CRM is installed on multiple servers (2 Back & 2 Front & 2 SSRS & 1 SQL)
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Microsoft Dynamics CRM
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 294,095 Super User 2025 Season 1 on at
    From on prem V9.1.2.2 to latest stable version
    Moved the question from the General to the CRM forum.
  • Abanoub_Techtrack Profile Picture
    Abanoub_Techtrack 35 on at
    From on prem V9.1.2.2 to latest stable version
    @holly Appreciated your detailed steps and roadmaps 
  • Suggested answer
    Holly Huffman Profile Picture
    Holly Huffman 5,510 on at
    From on prem V9.1.2.2 to latest stable version
    Good morning, afternoon, or evening depending on your location!
     
    Upgrading from Dynamics CRM on-premise version 9.1.2.2 to the latest stable version, here are some recommendations:
    Upgrade Path:
    1. Direct Upgrade vs Incremental Upgrade:
      • It is not recommended to directly upgrade to the latest version without applying intermediate updates. Incremental upgrades ensure compatibility and reduce the risk of errors during the process.
      • Follow the upgrade path by installing cumulative updates sequentially. For example, upgrade to the next available version (e.g., 9.1.x) and then proceed step-by-step to the latest stable version.
    2. Check Compatibility:
      • Verify the compatibility of your current version with the latest stable version. Review the release notes and documentation for any prerequisites or changes that might impact your environment.
    Multi-Server Installation:
    1. Plan the Upgrade:
      • Since the CRM is installed on multiple servers (2 Back-End, 2 Front-End, 2 SSRS, and 1 SQL), ensure that all servers are synchronized during the upgrade process.
      • Begin with the SQL Server and ensure the database schema is updated. Then proceed with the Back-End servers, followed by the Front-End servers, and finally the SSRS servers.
    2. Backup and Testing:
      • Take a full backup of the CRM database and all server configurations before starting the upgrade.
      • Test the upgrade process in a sandbox environment to identify potential issues and validate the upgrade steps.
    3. Deployment Manager:
      • Use the Deployment Manager to manage the upgrade process across all servers. Ensure that the organization database is imported correctly after each upgrade step.
    Additional Considerations:
    • Service Accounts:
      • Verify that the service accounts used for CRM, SQL, and SSRS have the necessary permissions for the upgrade process.
    • Customizations:
      • Review any customizations or third-party integrations to ensure they are compatible with the latest version.
    • Documentation:
      • Follow Microsoft's official documentation for detailed upgrade steps and troubleshooting.
     
    Hope this is helpful :)

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