Tuesday, 15 May 2018

Dyanmics CRM : Change Version


Microsoft provide us liberty to create Trial version of Dynamics CRM. When we create a new trial, version of Dynamics CRM it always creates latest available version of Dynamics CRM.


But there are few scenarios where we need lower versions of Dynamics CRM.
  • Our client working on previous versions.
  • We have any solution which created in lower version.
  • We need to compare our solution in different versions.
  • We need previous versions for study.

Now I will demonstrate who you can downgrade your Online trial version.
Note: - Microsoft allows to downgrade version up to three previous versions.

Currently, when we create a new trail version it will create in Dynamics 365, version 9.0.
It will look like.











Declaration: - When you downgrade your CRM you will lose you all data and customization. So, play with care.
Now, we want to downgrade our latest trial version so follow these steps.
Make sure you are global admin. Go to admin panel 






































Expand “Admin centers” tab and click on “Dynamics 365”





































It will open Instance Picker page. So now select your organization and click on “Edit” button.

























Change Instance Type to “Sandbox”. This is required because we are not allowed to change version of production instance.






































After changing instance type, when we select our sandbox instance we will see more option in right had side.























Now click on “RESET” button.

 Now we can select our desired target version. We can select in between version 9.0, version 8.2 or Microsoft Dynamics CRM Online 2016 Update 1. We can also use other option like name change etc. as per our requirement.
























And click on reset button.
 It will take some time. It can take 15 minutes to 1 hour to configure your changes.




















After these changes are done you can change “Instance Type” again back to production.
Login to your CRM organization. Now you will see your Trial version changed and have no solution there.

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