This chapter will help you to get to know the options for upgrading to Dynamics 365 Customer Engagement (CE) from earlier versions. We will discuss different upgrade activities that you need to perform and what the different paths that you can take to upgrade are. We will discuss what we need to review in our current Dynamics Customer Relationship Management (CRM) version in order to upgrade it to Dynamics 365 CE. We will also discuss how to upgrade our Dynamics CRM solutions and code to make them compatible with Dynamics 365 CE. Finally, we will discuss data migration options for Dynamics 365 CE. You will learn about using the out-of-the-box data import wizard and using the SQL Server Integration Services (SSIS) Integration Toolkit from KingswaySoft to import data into Dynamics 365 CE.
The main topics that we are going to discuss in this chapter are as follows:
- Upgrading to Dynamics 365 CE
- Upgrading solutions
- Upgrading code
- Migrating data
- Importing data into Dynamics 365 CE