Prepare for upgrading DCRM
To prepare for upgrading the Sitecore Connect to Microsoft Dynamics 365 for Sales (DCRM) connector to version 7.0, you must:
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Upgrade Sitecore Experience Platform (SXP) to version 10.2
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Upgrade Data Exchange Framework to 7.0
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Clean old DCRM items from the SXP content databases
To upgrade Sitecore and DEF and prepare for upgrading DCRM:
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Download the Upgrade Guide for Sitecore Experience Platform for SXP 10.2.0 from the Sitecore download page. Follow the Upgrade Guide to prepare the upgrade and set up the Sitecore.UpdateApp tool. When you get to the Clean the content databases section, perform the following instructions before continuing with the Upgrade Guide.
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From the Resource files for Modules page, download the Dynamics CRM Connect Upgrade resources package.
-
Extract the
Dynamics CRM Connect Upgrade resources 1.0.0.zip
package to a local directory. -
Open the
Dynamics CRM Connect Upgrade resources 1.0.0\<version>\Data
folder (for the version you are upgrading from), and copy the.dat
files that are included in thecore
,master
, andweb
folders, to the corresponding folder paths under\Sitecore.UpdateApp\
. For example:-
Copy the
Data\Items\master\items.master.dcrm.dat
files and paste it in the\Sitecore.UpdateApp\Data\Items\master
folder. -
Copy the
Data\Items\web\items.web.dcrm.dat
file, and paste it in the\Sitecore.UpdateApp\Data\Items\web
folder.
NoteEach folder under the path
\Sitecore.UpdateApp\Data\Items\
now contains two files, that is, the file you just copied and theitems.<master/web/core>.dat
file. -
-
Add DEF upgrade files to the Sitecore upgrade. For detailed information on how to do this refer to Upgrading Data Exchange Framework.
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When you have added the upgrade files for DCRM, DEF, and any connector modules you have installed, continue with the instructions in the Upgrade Guide to clean up the databases and upgrade your Sitecore installation.