If your Microsoft Dynamics CRM organization is deployed on-premise and Online is not even a remote option, stop reading now, this post not for you. Or is it?
Most of my clients are enterprise level organizations with Microsoft Dynamics CRM deployed on-premise. But even in these organizations, Online is no longer a theoretic concept. Sooner or later, Online is coming…oh wait. it’s here.
Following are some tips which implemented today may render your migration to Online a bit easier in the future, but will probably make your life easier even while on-premise.
1. Keep it supported
There is an infinite number of unsupported customization methods and even more available for an on-premise deployment: direct database access, using database triggers, editing ASPX and CSS files, adding HTTP modules…the list goes on.
If you currently implement any of the methods mentioned above, start planning to replace it with a supported customization method, since these are not viable in Online deployment.
2. Get Sandboxed
Although on-premise you can register Plug-in and Custom Workflow Activities DLLs in full trust, I suggest registering these components to Sandbox mode.
In Online deployment, Plug-in and Custom Workflow Activities DLLs can only execute in sandbox, but even on-premise you can benefit from the sandbox isolation in security and performance aspects.
If you have code that exceeds sandbox limitations (file system/database access etc.), consider moving it to a different component such as an external Web Service.
3. Solution contained
4. Go Client
- There is a plethora of free utility JS libraries that can simplify and expedite your business logic implementation
Note that in Online deployment you can’t debug Plug-in/CWA components with the Attach To Process technique as server processes are not exposed.
5. Use modern APIs
Upgrade existing code to use the latest Microsoft Dynamics CRM APIs and end points. These APIs will last longer along with your business logic code and probably have performance and maintenance benefits.
When Online, old APIs and end points have higher probability to be decommissioned whether you like it or not.
6. Exposable Integration points
Integrating Microsoft Dynamics CRM with external on-premise applications is common in enterprise level applications.
Assuming some of these external applications will remain on-premise, make sure the integration points can be exposed directly or indirectly to Microsoft Dynamics CRM Online and vice versa in a secured and simple manner. Integrating an external application via a Web Service is preferred over consuming database stored procedures.