CRM2016 on Windows Server 2016 : Windows Search

Today I tried to do a fresh install of CRM 2016 on Windows Server 2016. We are considering upgrading the CRM hardware at work and I wanted to try out a clean install on the new server version. Our existing server is a 2012R2 server and that install was the result of multiple upgrades.

I have been through the CRM install several times (between version 2011 and 2016). For the most part, it has always gone cleanly as long as your run it as a domain administrator. However this time, I ran into an error with Windows Search.

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Sales Process Error after Dynamics 365 Upgrade

Dynamics 365 sales process error after upgrade

I discovered after performing the CRM2016 to Dynamics 365 upgrade on-premise that my sales process workflows were not appearing. After some research, I found that this is a known issue, but with no official fix yet. Some people suggested disabling the process and re-enabling it, but I got an error when I tried to disable the process. I created a copy of the process and was able to enable and disable it, but this would mean that I would have to reassign the process to all existing leads in the system.

After reviewing a forum post on MSDN, I found a solution, but their wasn’t many details. I managed to fix it using some of the information from that post, and wanted to share a more detailed post about the solution.

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CRM 2015/2016: Changing the Logo and Navigation Bar Colors

logoTransition.png

For the first 6 months after seeing CRM 2013, the new navigation and style was very impressive. Soon after, I found myself wondering how hard it was to make a change. Dynamics CRM 2016 and CRM 2015 (after the Spring 15 update) both have the ability to quickly change the logo, header color, and Alt Text (text shown during a mouse hover) rather quickly. In the past version of CRM, this change was very complicated.

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CRM 2011 to CRM 2016 In a Day

All you need is a few spare virtual servers and a whole lot of patience!

This is a narrative of my upgrade from CRM 2011 to CRM 2016 in one day. It is important to point out, before someone try and hire me for a one day project, that this was a test upgrade, done with a copy of my production system mostly to flush out all the issues I would have. This installation of CRM is relatively small. There are many custom entities, but only a limited number of plugins that I will be turning off for the upgrade and then troubleshooting at a later time.

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