|Microsoft Dynamics CRM Online Spring ‘14 (6.1.0)||June 2014|
|Microsoft Dynamics CRM Online 2015 Update (7.0.0)||December 2014|
|Microsoft Dynamics CRM Online 2015 Update 1 (7.1.0)||Second Quarter 2015|
Most of the update process is handled by Microsoft. However, there are a few things that you must do to prepare.
- Know when your
update is scheduled.
You will be informed of a pending update in multiple ways. See How will I know my organization is ready to update? in this topic.
- Involve your
Microsoft Dynamics CRM partner.
If you have a Microsoft Dynamics CRM partner of record, we strongly recommend that you contact them for guidance and assistance. If you do not have a partner, you may consult the Microsoft Dynamics Marketplace to identify a partner. Please note that there may be charges from partners for their services.
- Watch for
communications from Microsoft.
Microsoft will send you several communications about this subject to keep you informed about the update. They also display a notice to the users of your system in the CRM message bar. In addition, they send email communications to users that have the System Administrator role in CRM. Please make sure the email accounts associated with those user accounts are valid and being monitored. Communications will come from firstname.lastname@example.org, or for partners, you will also receive communications from the Microsoft Dynamics CRM Partner Team: email@example.com.
- Verify your
customizations are compatible.
You should take the time before your update to verify that customizations are compatible using the CRM Custom Code Validation Tool. You should do this early enough that you have time to fix any identified issues. Additionally, Microsoft will run a number of automated tests and if any of those tests fail in your instance, we will email the administrator a list of potential issues we have identified.
- Create a
non-production (Sandbox) instance in which you can test your
Ideally, you should test your customizations prior to update. This will also give you the opportunity to verify compatibility of any third-party customizations. If you identify any potential issues, please work with the solution provider to correct any issues that arise. More information: Manage CRM Online Sandbox instances
- Notify your
users prior to the update of CRM.
It is a best practice to notify your users that the system will be unavailable during the update. To get more resources to prepare users for the update, please visit Microsoft Dynamics CRM Help & Training.
- Watch for Update Completion or Reschedule emails from Microsoft.
Once your organization is updated, you’ll receive a notification from CRM Online indicating that your organization is ready to use.
|Update scheduled||All Admins||Yes||Yes||Yes|
|90 days before update||All Admins||No||Yes||Yes|
|30 days before update||All Admins||No||Yes||Yes|
|15 days before update||All Admins||No||Yes||Yes|
|7 days before update||All Admins||Yes||Yes||Yes|
|7 days before update if Admin approved||Users||No||No||Yes|
|Schedule confirmed by Admin||All Admins||No||Yes||Yes|
|Update in progress||All Admins and Users||No||No||Yes|
|Update successful||All Admins and Users||No||Yes||Yes|
|Fallback to secondary update||All Admins||No||Yes||Yes|
|Update rescheduled||All Admins||No||Yes||Yes|
“All Admins” includes CRM system administrators and Office 365 Global administrators
Because Microsoft provides major upgrades to Dynamics CRM every two years and minor upgrades every six months or more often, customers need to proactively manage their CRM systems and be aware of what is coming out and when and learn how it will affect their current systems. They must have policies and procedures in place to schedule, test, and deploy new versions on a regularly scheduled basis so they can benefit not only from the improved features and functionality but also to be fully supported by Microsoft.