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Upgrade Sitecore Connect for Microsoft Dynamics 365 for Sales on-prem

Abstract

Guide to upgrading the Sitecore Connect for Microsoft Dynamics 365 for Sales connector on-prem

This topic describes how to upgrade your installation from Sitecore Connect for Microsoft Dynamics 365 for Sales (DCRM) to 7.0. The upgrade requires you to also update your Sitecore Experience Platform to 10.2.0 and your Data Exchange Framework installation to 7.0.

Before you upgrade DCRM you must have installed Sitecore Experience Platform 10.1 or earlier, Sitecore Data Exchange Framework (DEF) 6.0 or earlier, and DCRM 6.0 or earlier.

To upgrade DCRM:

  1. Upgrade your Sitecore Experience Platform to 10.2 and your DEF installation to 7.0 using the instructions in the Prepare for upgrading DCRM section in this guide.

  2. Upgrade DCRM on your content management or standalone servers.

  3. If you have installed DCRM on your content delivery servers, upgrade DCRM on the content delivery servers.