What to Consider before Upgrading Dynamics CRM to Dynamics 365?

We all want to stay updated

A new update or version means new features, better interface, and enhanced performance. But to be updated is not an easy task. Earlier in the CRM space, things were slow, major updates were released every 2 years only. Developers had time to assess the update and perform the update without rushing.

Dynamics 365 – The latest by Microsoft

With D365 Microsoft decided to group some of its major Dynamics players into one solution to cover the main areas in a company’s business. Even though there is an on-premise version of Dynamics 365 (it comes as an update to Dynamics CRM 2016), Microsoft has introduced Dynamics 365 which is on the cloud.


Consider these points before migrating from Dynamics CRM to Dynamics 365

  • When you go online, you no longer have the same control you have with an on-premise deployment. The CRM App and SQL server are installed in the cloud (technically, on Microsoft servers in some data center) and you won’t have direct access to them. (Say goodbye to the days of changing data values directly from the database).
  • Database indexing will be completed by Microsoft support engineers from now on.


Should You Upgrade From Dynamics CRM to Dynamics 365?

If you don’t have the latest version of Dynamics CRM installed, you need to upgrade all the way to the latest version available. (As of May 2017, update 2 “Dynamics 365” on Dynamics CRM 2016). In order to do that, you’ll need to go through all major CRM versions.

For instance, if you have Dynamics CRM 2011 installed, you cannot jump directly to Dynamics 365 on-premise. You’ll need to upgrade to Dynamics CRM 2013, 2013 SP1, 2015, and 2016, and then install the latest update to 365. This upgrade process can take a long time and, the older the CRM version installed, the harder it will be to upgrade because of all the customizations and codes that have been deprecated.

This step is necessary because, in order to move your customizations to Dynamics 365, you’ll need to import your solutions, which have to be exported from a CRM with the same version.

Dynamics 365 offers a fantastic solution for Microsoft customers who have already invested in CRM. For companies looking to invest in future growth, Dynamics 365 lets you start where you want and grow into the features and named users at your own pace. The jump from older versions will offer significant gains ( and some customizations may now be standard). An upgrade from any version can break down the silos between ERP and CRM and opens the door to a cloud transformation that can increase business agility.

Also Read :  Microsoft Dynamics 365 – Top 10 Reasons To Migrate Now

Contact one of our experts today and to learn how you can implement Dynamics 365 in your organization and find the perfect solution for your business. Write to us at info@sysfore.com or give us a call at +91 (80) 4110 5555


Three Questions To Ask About Hybrid Cloud

Gone are those days, where cloud computing was the future. It’s here and it is changing the way you and thousands of other organizations do business at a great rate.

Migration to a hybrid cloud model is one of the latest trends that stands out. A hybrid cloud model uses multiple clouds for service – private, as a mix of on-premise and data center supported, and public environments, supported by third parties.

According to the TechPro Research, 36% of the companies who responded to their survey were already hybrid cloud users and 32% were considering to migrate. Industry statistics seem to support this trend, too.

Agility and flexibility are the main advantages that hybrid cloud offers. Workload can be managed on an application-by-application basis, this, in turn, enables enterprises to plan for a growing mobile workforce and allot resources to the Internet of Things (IoT) applications and big data analytics.

If your organization is already going hybrid or considering to migrate to hybrid, or if your IT prefers going to the cloud because it is easier than working through legacy IT service delivery systems — then ask yourself (and your broader IT organization) these three questions:


1. Do I want to optimize capacity by harnessing the power of automation?

Call it resource optimization on-premises. Call it lowering the monthly cloud bill.

The good news is — there is no issue here. It is all opportunity. You can use automation driving both software-defined data center technology and cloud APIs to be a better steward of your resources and funding.

2. Can I give our mobile workers secure remote access to our corporate cloud?

An access solution that compromises the mobile experience may be as bad as one that undermines security. If your security controls are hard to navigate, people may work around them to save time.

3. What network and data security policies does our cloud providers offer?

Security should be top of mind.

Start with the technology and systems that protect the cloud infrastructure. Then, look at the encryption of data transmissions. See how it defends data in transit.

Sysfore, Microsoft Gold partner, uses leading network, technology, and service expertise to deliver IT infrastructure as a service anytime, virtually anywhere, quickly and efficiently. Contact one of our experts today and we will help you find the perfect solution for your business. Write to us at info@sysfore.com or give us a call at +91 (80) 4110 5555.

Microsoft Dynamics 365 For Customer Service

Today’s business must take care of their customers…or someone else will. Customer engagement has changed significantly in the past 10 years, a business today needs to engage with their customers on the channel of their choice. It is critical to provide the right help at the right time. Microsoft Dynamics 365 can enable any organization to provide a world-class customer service on a single platform. The Key features Of Microsoft Dynamics for Customer Service are Supplier Viability, Case Management, Knowledge Management, Social Customer Service, Customer Service Integration, Product Marketing, Product Management, Search and Reporting. The easy integration with Office 365 and Outlook makes it a compelling choice for organizations in need of a customer support.

Moreover, Microsoft is layering AI capabilities onto Dynamics 365, beginning with a customer-care solution. The offering attempts to solve problems with helpful and convincing conversations that AI agents can then hand off to customer service personnel if required. “Our goal is to increase satisfaction across areas where we engage the customer and within internal support teams who can work more effectively and efficiently,” wrote Steve Guggenheimer, corporate vice president of Microsoft’s AI unit, in a blog post.

Getting customers is not easy and keeping loyal, long-term customers can be even harder. Amazing service means that EVERY interaction matters. Whether you are connecting on the phone, on social media or in-person, having the right information at your fingertips is critical. Use Microsoft Dynamics 365 to give customers the answers they need starting with self-service portals and customer service reps the tools to ensure every case gets the attention and resolve it deserves.

Contact one of our experts today and to learn how you can implement Dynamics 365 in your organization and find the perfect solution for your business. Write to us at info@sysfore.com or give us a call at +91 (80) 4110 5555.