Step-by-Step Dynamics CRM Migration from On-Premise to Online
Migrating from Dynamics CRM on-premise to online is no longer just a trend—it’s a necessity for businesses aiming to remain competitive, agile, and future-ready. With Microsoft focusing on Dynamics 365 CRM, the shift to cloud-based solutions delivers significant advantages: improved security, automatic updates, cost efficiency, and enhanced collaboration.
According to Gartner, by 2026, over 75% of enterprises will adopt a cloud-first approach, highlighting that the move from on-premise to cloud is not just about technology—it’s about business resilience.
In this guide, we’ll walk you through the step-by-step Dynamics CRM migration process, covering best practices, challenges, and how to make your transition seamless with the right partner.
Why Move from On-Premise to Online?
Before diving into the Dynamics CRM migration steps, let’s highlight the business case:
- Lower IT Costs: No need for servers, data centres, or heavy maintenance.
- Seamless Updates: Automatic upgrades keep you on the latest Dynamics 365 CRM version.
- Enhanced Security: Microsoft’s cloud architecture ensures compliance and data protection.
- Anywhere Access: Employees can work securely from any location.
- Future-Proof: With AI and advanced analytics, Dynamics 365 keeps businesses competitive.
Step-by-Step Dynamics CRM on-Premise to Online Migration Guide
Here’s how to plan and execute your on-premise to online migration effectively:
Step 1: Assess Your Current CRM Environment
Review your existing Dynamics CRM on-premise setup, including version, customisations, integrations, and data quality. Older versions (like CRM 2011 or 2013) may require an upgrade path before migration.
Step 2: Define Migration Goals
Clarify what you want to achieve with Dynamics 365 CRM implementation—better customer engagement, improved reporting, or streamlined workflows. Setting clear KPIs ensures measurable success.
Step 3: Clean and Prepare Data
Data quality is crucial. Remove duplicates, standardise formats, and archive unnecessary records before the migration. A clean database ensures smoother transfer to Dynamics 365 online.
Step 4: Choose the Right Migration Approach
There are two main approaches:
- Lift-and-Shift: Move existing configurations as they are.
- Re-Implementation: Rebuild in Dynamics 365 CRM for optimised processes and reduced legacy baggage.
Step 5: Select the Right Tools & Partner
Leverage Microsoft’s Dynamics 365 migration tools or third-party solutions for efficient data transfer. For UK businesses, partnering with an expert like Dynamics Square UK ensures compliance, technical expertise, and minimal disruption.
Step 6: Test the Migration
Run pilot migrations to check for data accuracy, system stability, and user access. Testing helps avoid surprises during the final cutover.
Step 7: Go Live and Train Teams
Once validated, move your operations to Dynamics 365 online. Ensure teams are trained on new features like Power BI integration, AI-driven insights, and advanced automation.
Key Challenges in Dynamics CRM Migration (and How to Overcome Them)
- Customisations not supported in cloud – Rebuild with Power Apps or Dynamics 365 extensions.
- Data volume limitations – Use migration batches for large databases.
- User adoption – Provide training and hands-on workshops to ensure smooth transition.
Benefits of Dynamics 365 CRM Online
Migrating to Dynamics 365 CRM online unlocks:
- Faster deployments and scalability
- Cloud-native AI capabilities
- Secure, compliant infrastructure
- Seamless integration with Microsoft 365, Teams, and Power Platform
Work with a Trusted Migration Partner
A successful Dynamics CRM on-premise to online migration requires expertise. Choosing a certified Microsoft partner ensures the right strategy, minimal downtime, and long-term value.
If you’re looking for a proven partner in the UK, contact Dynamics Square UK—experts in Dynamics 365 CRM implementation, migration, and support services.
Final Thoughts
The shift from Dynamics CRM on-premise to online is a strategic move that strengthens your business for the digital era. With careful planning, the right tools, and expert guidance, you can transform customer engagement, streamline operations, and position your organisation for growth.
1. What is Dynamics CRM on-premise to online migration?
It’s the process of moving your existing Microsoft Dynamics CRM on-premise system to the cloud-based version, Dynamics 365 CRM online, for better scalability, security, and performance.
2. Why should I migrate to Dynamics 365 CRM online?
Migrating ensures you benefit from lower IT costs, automatic updates, enhanced data security, AI-driven insights, and seamless integration with Microsoft 365 and Power Platform.
3. How long does a Dynamics CRM migration take?
The duration depends on your current CRM version, data size, and level of customisation. Typically, a migration can take anywhere from a few weeks to several months.
4. Do I need to upgrade my current CRM before migration?
Yes. If you’re using older versions like CRM 2011, 2013, or 2015, you may need to upgrade incrementally before moving to Dynamics 365 CRM online.
5. What are the main challenges in CRM migration?
Common challenges include unsupported customisations, large data volumes, and user adoption. Working with an experienced partner helps overcome these hurdles.