Upgrading from Dynamics 365 CRM 8.2 to 9.0

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Forum Post: Change the Filter On option on Opportunity Associated View for Account form


Sorry, but I am having trouble locating a good document of the steps to upgrade to version 9.   I have version 9 installed on a new server and pointing to a new SQL server.  Do I simply import my Organization databases?  What about the Config database — how do carry over my settings?

I found: Plan your upgrade to Microsoft Dynamics 365 Server | Microsoft Docs and it says there are 3 options, but I can’t find the steps to the three options.  

Microsoft Dynamics Server upgrade options

There are three different upgrade options:

  • Migrate by using a new instance of SQL Server

Thank you!



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