Skip to main content

Upgrade to Dynamics 2011 or 2013?

As we mark the countdown to the next version of Microsoft Dynamics CRM, many questions arise around what will happen next. 

When can I upgrade? Will the new version be available at the same time for online and on premise customers?
What if I'm on Dynamics CRM Online?  Will I be forced to upgrade?  Can I schedule the upgrade?
If I'm still on Dynamics CRM 4.0, should I upgrade to 2011 and then to 2013 or go straight to 2013? 

Here is an excellent blog post on the subject from Intergen. 

Microsoft has tried to make the upgrade as painless as possible while packing in as much new innovation as possible.  

You cannot get the most out of the new version without considering how new features impact your users and by providing training to help people discover new features and take advantage of them.



Popular posts from this blog

PowerApps Portal: The Successor to Microsoft Dynamics Portal

In case you have been reviewing Microsoft's new pricing for its Dynamics products which was released this month and have been unable to find Dynamics Portal, it has been rebranded as PowerApps Portal and shifted to the PowerApps side of the Microsoft product family.


Rebranding the portal product underscores the importance of app scenarios involving external users such as customers and suppliers.  It also provides a simpler interface than Dynamics 365 for occasional users.

The new portal pricing is based on the number of unique users who log into the portal each month (for authenticated users) and on the number of page views for anonymous users.  "A login provides an external authenticated user access to a single portal for up to 24 hours. Multiple logins during the 24-hour period count as 1 billable login. Internal users can be licensed either by the PowerApps per app or per users plans, or a qualifying Dynamics 365 subscription."

Pricing starts at $200/mo. for 100 dail…

ScreenMeet Remote Support Tool for Dynamics 365 Customer Service

I met Lou Guercia when he was president and CEO of Scribe Software, the leading CRM integration tool.  Scribe was acquired by TIBCO Software in 2018.  I recently reconnected with Lou and learned about ScreenMeet, the company he joined as chief operating officer.   The following is a description of the product provided by ScreenMeet:

ScreenMeet is a cloud-based remote support tool designed to integrate with Dynamics 365 Customer Service. By enabling customer service and IT support organizations to address critical technical issues directly from their CRM or ticketing platform, it streamlines the process and provides a fully browser-based support experience.

You can also use ScreenMeet with other CRM products or even on its own without a CRM.

Here is a short video demo of ScreenMeet with Dynamics integration:


ScreenMeet - Cloud-based Remote Support Integrated with Dynamics 365 Customer Support Once integrated with a Dynamics 365 CS organization, the ScreenMeet widget appears on Case pa…

Microsoft PowerApps and Microsoft Flow Licensing for Beginners

NOTE: Since this post was written, Microsoft has updated pricing.  For current pricing, see https://powerapps.microsoft.com/en-us/pricing

Next month marks two years since Microsoft announced the preview of its Flow workflow automation product.  Since then, PowerApps and Microsoft Flow have been gaining in popularity.

We at InfoStrat are receiving more questions from customers on how PowerApps and Flow are licensed by Microsoft.  This is a brief overview with links to authoritative Microsoft resources with all the details.

What are PowerApps and Flow? Microsoft PowerApps is a framework derived from Dynamics 365 (formerly Dynamics CRM) that allow you to build apps either with or without a form interface.  PowerApps works with Microsoft Flow.

Microsoft Flow is is a cloud software tool to build automated workflows that connect to many Microsoft and non-Microsoft systems and services.  For instance, you could write a workflow which would create a record in Dynamics 365 whenever a new file …