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After Setup completes the upgrade, perform the following tasks.
Post-upgrade steps for servers
If you have additional network load balanced servers or Dynamics 365 Customer Engagement (on-premises) server roles installed on other computers, upgrade or uninstall and reinstall Dynamics 365 Customer Engagement (on-premises) on those servers as described in Install Microsoft Dynamics 365 Front End Server and Back End Server roles.
Install the Microsoft Dynamics 365 Reporting Extensions. You must install Microsoft Dynamics 365 Reporting Extensions before you can import and upgrade organizations not upgraded during Microsoft Dynamics 365 Server Setup. More information: Install Microsoft Dynamics 365 Reporting Extensions
If you had Language Packs provisioned in the deployment, download and install Microsoft Dynamics 365 Language Packs for the languages that you want. More information: Upgrade and deploy a Language Pack
If available, install the latest update. More information: Update Microsoft Dynamics 365
If needed, import organizations. During import, each organization will be upgraded. To do this, use the Import-CrmOrganization Windows PowerShell command. Alternatively, you can use Dynamics 365 Deployment Manager.
In Microsoft SQL Server Reporting Services Report Manager, re-create any custom data sources under the OrganizationName_MSCRM folders.
Some organization data is encrypted using encryption keys. These keys should be copied as part of your failure recovery procedures. More information: Data Encryption
Verify that the system jobs and workflows are running. More information: Monitor and manage workflow processes
Although not required, we recommend that you register Dynamics 365 Customer Engagement (on-premises).
Post-upgrade steps for clients
To ease the upgrade process, Dynamics 365 for Outlook (8.2) is compatible with Dynamics 365 Server, version 9.0.
Important
The Dynamics 365 for Outlook Go offline functionality is no longer available with this release of Dynamics 365 Customer Engagement (on-premises).
Upgrade clients
Run Dynamics 365 for Outlook, version 9.0 Setup on every Dynamics 365 for Outlook (8.2) user's computer. To distribute the upgrade, use Microsoft System Center or Microsoft Group Policy to push the upgrade to users. For more information about Group Policy distribution, see Deploy Microsoft Dynamics 365 for Outlook by using Group Policy.
After the upgrade is complete, verify that Dynamics 365 for Outlook has the latest updates.
Test the functionality from Outlook and from the Dynamics 365 Customer Engagement (on-premises) web application.
More information: Upgrade Microsoft Dynamics 365 for Outlook