How to configure (rollback) a CRM Online production instance to a previous version

There are times when I (or customers) require a specific version of Microsoft Dynamics CRM instance, and when configuring a new online instance, whether in an existing tenant or setting-up a new trial environment, what provisioned is always the latest version (2016 Update 1 at the time of writing).

Follow these steps to reconfigure or roll-back a CRM Online production instance to a specific version:

  1. Select a production instance to be configured/rolled-back to a previous version (in this example it’s version 2016 Update 1), and click EDIT.1 - Manage CRM Instances 
  2. Under Instance type, select “Sandbox instance”, then click next and save to confirm.2 - Edit CRM Instance 
  3. Now you will see more available features, including the ability to reset the instance. Click RESET.3 - Manage CRM Instances 
  4. Select the new target version (e.g. version 2016 non-Update 1). As a rule of thumb Microsoft supports only the current version minus 1, i.e. 2016 and 2015. click next and save to confirm.4 - Reset CRM Instance 
  5. Optionally, you can switch back instance type from sandbox to production instance.
Advertisements

One thought on “How to configure (rollback) a CRM Online production instance to a previous version

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s