cloud

What to Consider before Upgrading Dynamics CRM to Dynamics 365?

Bobby Varghese

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

 

Top 5 Reasons To Use Microsoft Dynamics 365 For Project Service

Bobby Varghese

Microsoft Dynamics 365 brings a tight integration of enterprise CRM and full-fledged ERP for maximum flexibility and extensibility. With a little programming and Dynamics 365 data, you can create Power BI and SSR reports. You can also integrate the data collected by Dynamics 365 with any other online project management tool to increase productivity.

With increasing number of organizations transitioning to become project-based-organizations (PBOs) to enhance productivity and control costs, Project Service Automation with Dynamics 365 is the game changer that they have been looking for.

Here are Top 5 Reasons to use Dynamics 365 for Project service:

  • Team Collaboration: Get a unified sales experience for your entire team. Make customer interaction more productive and relevant with a customer-centric approach.
  • Project planning made easy: Improve your project planning from estimation to completion with Dynamics 365’s strong scheduling and management capabilities.
  • Increased mobile productivity- With easy-to-use mobile apps for iOS, Android and windows your team can now update, manage and collaborate from anywhere, anytime.
  • Simplified Time & Expense management: Customer attribution, information submission, approval, and updating project status are now simpler with desktop, web and mobile apps.
  • Identify actionable trends: By using customisable dashboards, scoreboards and real-time analytics you can be proactive and improve your service levels.

Microsoft Dynamics 365 is a compelling choice for project-based organizations that desire greater sales, field services, and service delivery alignment. When integrated with the other Microsoft products, including Microsoft Office 365, it enhances a PBOs ability to plan, sell, and execute project-based services.

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.

5 Attributes of Microsoft Dynamics 365 for Sales Empowerment

Bobby Varghese

Buyers see brand connections as individual issues that incorporate their own values, feelings, and identities. They look for engaging experiences that show how well an organization comprehends them and what the organization thinks of them. This gives a feeling of trust that prompts repeated purchases and lifetime clients. Customers are more likely to be inconsistent in term of buying when a relationship is not displayed. Hence, it’s important for your sales team to build relationships with your customers.

Microsoft Dynamics 365 consolidates industry driving ERP and CRM frameworks into a single cloud service. In our previous blog posts, we have talked about the 10 reasons to migrate to MS Dynamics 365. In this article, we look at 5 ways in which MS Dynamics 365 for sales can help your sales team turn leads into relationships.

  1. Predictive intelligence by giving an automated lead scoring and prioritization that demonstrates a lead’s probability to contact and likelihood to convert, the Sales team can identify which leads to go after.
  2. Signals from Exchange and Dynamics 365 uncover relationship well-being, risk, and next best activity, allowing sales teams to concentrate on the most critical prospects and customers. Real-time interactive dashboards ensure that actionable insights are effortlessly available so sales teams can make quick data driven decisions.
  3. Business intelligence is easy to comprehend and helps to follow up on customer insights. Customer relationship based insights to help you prioritize better and increase personal engagement.
  4. Social Insights dissect social posts to recognize and follow up on purchasing signals from potential leads. Access a snapshot of social activities through implanted buzz volume, patterns, and sentiment analysis.
  5. Embedded OneNote encourages note taking and sharing straightforwardly from inside the business application. Easily capture pictures and transcribed notes for sharing with the sales team. Effectively share discussions, occasions, notes, and archives with associates, regardless of the possibility that they aren’t clients of Dynamics 365 for sales.

MS Dynamics 365 for Sales is adaptable, versatile, extensible and scalable. It gives smart bits of knowledge to help sales representatives offer more in less time, wiping out a significant number of the diversions that can shield deal experts from concentrating on their actual needs. In short, MS Dynamics 365 can enable you to develop your business and increase your profitability by closing deals faster and more efficiently while simultaneously nurturing your relationship with each customer.

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.