Rules to Better CRM Migration from 2015 to 2016

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  1. Do you apply CRM 2015 update rollup 1 before upgrading to 2016

    Make sure CRM 2015 update rollup 1 has been applied before upgrading to CRM 2016.
     Figure:   version after applying CRM 2015 update rollup 1
    Note: You might come accross the error below while applying CRM 2015 update rollup 1
    Database update install failed for orgId = 011d5962-3475-4df9-a123-c3ecaf88b048.  Continuing with other orgs.  Exception: System.Reflection.TargetInvocationException: Exception has been thrown by the target of an invocation. ---> System.Data.SqlClient.SqlException: The current transaction cannot be committed and cannot support operations that write to the log file. Roll back the transaction.
    Uncommittable transaction is detected at the end of the batch. The transaction is rolled back.
    1. Make a backup of the file MetadataDiffs.xml from “C:\Program Files\Microsoft Dynamics               CRM\Setup\Serviceability\Latest\Actions_Org\Install”
    2.  Open the file MetadataDiffs.xml from “C:\Program Files\Microsoft Dynamics CRM\Setup\Serviceability\Latest\Actions_Org\Install”
    3.  Remove the entry about the index “cndx_BusinessDataLocalizedLabel”. This is found at the very end of the file:
         <index Name="cndx_BusinessDataLocalizedLabel">
             <attribute AttributeId="d88e1df3-b5b3-42f3-9ffa-007f22951dd4" IsSystemManaged="1" order="0" />
             <attribute AttributeId="bb23d3c8-8d18-40d3-9519-66101a8cae34" IsSystemManaged="1" order="1" />
             <attribute AttributeId="976e1053-5faa-4c3f-be6e-669acfec9d5a" IsSystemManaged="1" order="2" />
             <attribute AttributeId="e81341c4-4d4a-4977-98eb-6597fcde2cc4" IsSystemManaged="1" order="3" />
    4. Close Deployment Manager
    5.  Start Deployment Manager
    6.  Start the organization update from Deployment manager.
    7. Run the following query on the organization DB to manually recreate the index
      IF EXISTS (SELECT * FROM sys.indexes WHERE name = 'cndx_BusinessDataLocalizedLabel' AND OBJECT_NAME(object_id) = 'BusinessDataLocalizedLabelBase') DROP INDEX [cndx_BusinessDataLocalizedLabel] ON [BusinessDataLocalizedLabelBase];
      IF NOT EXISTS (SELECT * FROM sys.indexes WHERE NAME = 'cndx_BusinessDataLocalizedLabel' AND OBJECT_NAME(object_id) = 'BusinessDataLocalizedLabelBase')
       CREATE UNIQUE CLUSTERED INDEX [cndx_BusinessDataLocalizedLabel] ON [BusinessDataLocalizedLabelBase]([ObjectId] ASC, [ObjectIdTypeCode] ASC, [ObjectColumnNumber] ASC, [LanguageId] ASC) WITH (FILLFACTOR = 80, MAXDOP = 4, SORT_IN_TEMPDB = ON, ONLINE = ON)
      END TRY
       CREATE UNIQUE CLUSTERED INDEX [cndx_BusinessDataLocalizedLabel] ON [BusinessDataLocalizedLabelBase]([ObjectId] ASC, [ObjectIdTypeCode] ASC, [ObjectColumnNumber] ASC, [LanguageId] ASC) WITH (FILLFACTOR = 80, MAXDOP = 4, SORT_IN_TEMPDB = ON)
    8. Restore the file MetadataDiffs.xml to its original state using the backup taken at step 1.
    Source from:​ Error updating Microsoft Dynamics CRM 2015 0.1
  2. Do you know how to upgrade CRM 2015 to 2016

    CRM 2016 has many improvements over it's predecessors, including Power BI integration, improved navigation, and the new Outlook extension​.

    ​​The procedure for upgrading CRM 2015 to 2016 is:

    1. Apply Windows Update on CRM and Database servers

    2. Go to CRM server | Deployment Manager | Disable CRM organization

    disable_org.png  Figure: Disable organization

    3. Back up CRM organization database and configuration database

    4. Go to CRM server | Control Panel | Uninstall "Microsoft Dynamics CRM Reporting Extensions"

    uninstall_reportingextensions.png Figure: Uninstall CRM Reporting Extensions

    5. Download CRM 2016 Server installation file and start the upgrade

    upgrade_demoorg.png Figure: Select the demo organization to be upgraded

    ​​​​Note: It's better to have an empty demo organization to be upgraded first, so that you can test if the server upgrade has no issues.

    upgrade_successfully.png Figure: Successfully upgraded CRM server
    test_demo_org.png Figure: Quick test on the demo organization 
    upgrade_businessOrg.pngFigure: Upgrade business organization 
    upgrade_org_successfully.pngFigure: Successfully upgrade organization 

    6. Go to CRM setup directory | SrsDataConnector | Install 'Microsoft Dynamics CRM Reporting Extensions"

    install_reporting_extensions.png Figure: Install CRM Reporting Extensions
    upgrade_to_crm2016.pngFigure: Successfully upgraded to CRM2016

    ​If using Email Router, do the following 2 steps to upgrade Email Router to 2016

    7. Go to CRM server | Uninstall "Microsoft Dynamics CRM 2015 Email Router"

    uninstall_emailRouter.png Figure: Uninstall Email Router 2015

    8. Download CRM 2016 Email Router and install

    install_emailRouter.png Figure: Install required components for Email Router 2016
    emailRouter_installtionFinish.png Figure: Successfully installed Email Router 2016
    configurate_emailrouter_2.png Figure: Configure​ Email Router 

    You're now ready to roll with Microsoft Dynamics CRM 2016. If you had any trouble with this guide, please let us know with a rating of this rule.