Is it time to upgrade Microsoft Dynamics CRM/365? If you are on an older version of Microsoft Dynamics CRM or Dynamics 365, you are missing transformative functionality. Microsoft re-branded the product from Dynamics CRM to Dynamics 365. Along with the re-branding came a significant amount of new functionality only available in the Dynamics 365 versions.
Online or on-premise? The process for upgrading Microsoft Dynamics CRM/365 will depend on which deployment model you are on. If you are running the on-premise deployment of Dynamics CRM/365, the upgrade will take place on your servers. If you are running the online version, the upgrade will take place in the cloud. For on-premise based deployments, you need to be current on Software Assurance to obtain access to new versions.
Our team has been working with Dynamics CRM since version 1. It takes significant experience with the product to perform a successful upgrade. We have deep expertise in both on-premise and cloud based deployment models and can help with your upgrade.
The first step in upgrading Microsoft CRM or Dynamics 365 is to perform an evaluation of the existing system to determine any compatibility issues once on the new version. The next step is to evaluate the newer features and functionality to determine what should be utilized to improve your teams use of the platform.
One of our Dynamics CRM/365 upgrade experts will review your system and provide a report on items that need attention to perform a successful upgrade.
Upgrade Microsoft Dynamics CRM 365 on-premise or migrate to Dynamics 365 online (cloud version)? If you are running the on-premise based deployment of Microsoft Dynamics CRM/365, now is a great time to evaluate an upgrade vs. migrating your deployment to the cloud (online version of Dynamics 365).
There are significant differences in the functionality and capabilities of on-premise and online versions. There are many areas of functionality that are only available in the online (cloud) version of Dynamics 365.
View our infographic on the limitations of the on-premise version of Dynamics 365
Depending on what version you are going from and to will dictate the level of effort and the individual items to check. Below is a general best practice guide for the items to check before the upgrade: