web
You’re offline. This is a read only version of the page.
close
Skip to main content
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / FastTrack for Dynamics 365 forum / Migrating from Dynamic...
FastTrack for Dynamics 365 forum
Suggested answer

Migrating from Dynamics CRM On-premise to Dynamics 365 Sales

(0) ShareShare
ReportReport
Posted on by swati 2
Hi All
While migrating from Dynamics CRM on-premise to Dynamics 365 Sales, there are below components which need to be taken care
1. Enterprise Service Bus is being used for integration with other enterprise systems like Oracle-Finance, In-house systems etc. 
2. ADX portals are tightly bind with CRM 
3. There are 2 instances of CRM running on on-premise
4. Documents are stored as attachments to Notes entity
 
What should be the strategy for migration from On-premise to Online? 
 
 
Categories:
On-prem to Online Migration
I have the same question (0)
  • Suggested answer
    Muhammad Shahzad Shafique Profile Picture
    Muhammad Shahzad Sh... 2,304 Most Valuable Professional on at
    Migrating from Dynamics CRM On-premise to Dynamics 365 Sales
    Integration via Enterprise Service Bus (ESB):
    • Action: Replace on-prem ESB with Azure Integration Services (Logic Apps, Service Bus, API Management).
    • Recommendation: Use Dataverse Web API or Azure Service Bus Queues/Topics for real-time integration.
    2. ADX Portals (Power Apps Portals):
    • Action: Migrate to Power Pages (formerly Power Apps Portals).
    • Steps:
      • Rebuild portal pages and forms in Power Pages.
      • Migrate portal content manually or via Portal Deployment Tool.
      • Ensure authentication integrates with Azure AD B2C (if used).
    3. Multiple CRM Instances:
    • Action: Decide on a consolidation or separate environments strategy.
    • Options:
      • Migrate both instances into separate environments (Prod/Test).
      • Or merge into one if business processes align.
    4. Notes & Document Attachments:
    • Action: Use Azure Blob Storage or SharePoint for document management.
    • Steps:
      • Move attachments from Notes to external storage using tools like KingswaySoft or Power Automate.
      • Enable SharePoint integration in D365 for future attachments.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Announcing our 2025 Season 2 Super Users!
Responsible AI policies for the Community

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Mansi Soni – Community Spotlight

We are honored to recognize Mansi Soni as our August 2025 Community…

Congratulations to the July Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > FastTrack for Dynamics 365

#1
KP-08101030-0 Profile Picture

KP-08101030-0 8

#2
Abhilash Warrier Profile Picture

Abhilash Warrier 7 Super User 2025 Season 2

#3
Yng Lih Profile Picture

Yng Lih 6

Last month Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans