Dynamics Community Forum Thread Details

Migrating from Dynamics CRM On-premise to Dynamics 365 Sales

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:

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.

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