Currently some third party hosting our CRM application as as Saas. Now we are planning to use our own CRM instance and migrate our existing CRM 365 on-premise instance ( third party) to our own AWS enclave.
Here are high level steps we identified.
1. We request to do organization database(XXX_MSconfig) backup in their sql sever.
2. Spin up a new instance of CRM 365 on our AWS enclave.
3. From the Deployment manager restore the organization.
We have couple of questions
1. Even though we move to new AWS enclave, the domain is common. How can we use existing Active directory groups? when we restore the organization through organization db backup. do we have to do anything here to continue same AD Groups (Reporting Group, PrivReporting Group, SQLAccess Group, PrivUser Group)
2. In our current instance,
3. Do we have to use same service Account who is currently as Deployment administrator or can we create a new deployment administrator. Basically when spinning new CRM instance, do we have to use same deployment administrator or can we use new one?
4. IIS certificate : Do we have to generate new certificate request from our new IIS server or do we have to request third party ( who is hosting currently) to pass on old certificate ?
5. Product key: Can we get the product key from existing instance or do we have to get a new product key.
6 Encryption key: Do we have to request the encryption key
7. How to Integration with Exchange, SharePoint servers?
8. Currently our version is V8.2, so do we have to spin up V8.2 or can we use V9.0?
We appreciate your help if some one share any checklist and steps to do this kind of migration ( from third party hosting to our own hosting environment)