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Upgrade an organization

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You can upgrade organizations from earlier versions of Dynamics 365 Customer Engagement (on-premises) on-premises by using Deployment Manager to import them into the new deployment.

Tip

You can implement the procedure described here by using a Windows PowerShell cmdlet. For more information, see the Import-CrmOrganization and Update-CrmOrganization commands.

Upgrade an organization by importing it

During the import process, the Import Organization Wizard detects the version and upgrades the organization automatically.

Important

Before you import, upgrade, or update a Dynamics 365 Customer Engagement (on-premises) organization, you should back up the configuration and organization databases.

Only December 2016 update for Dynamics 365 Customer Engagement (on-premises) (8.2) or later organizations are supported for importing with this version of Dynamics 365 Customer Engagement (on-premises).

Upgrade an organization in-place

After you upgrade Dynamics 365 Server, if the deployment contains additional organizations from the earlier version of Dynamics 365 Customer Engagement (on-premises), those organizations become disabled and aren’t upgraded. You can upgrade those organizations by using the steps described here.

Use Deployment Manager to upgrade organizations

  1. On the Deployment Manager home page, in the console tree, select Organizations.

  2. In the details pane for each organization, review the Version column.

  3. For each organization where the Version is earlier than the latest version installed, right-click the organization, and then select Upgrade Organization.

See also

Manage organizations
Import an organization
Update an organization
Troubleshoot organization import and upgrade issues