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

The DATA Act Driving Grant Management Automation

The Digital Accountability and Transparency Act enacted in May 2014 calls for making spending data available in open, standardized formats to be published online.  It is a continuation of transparency initiatives and lessons learned with experiences such as grants.gov, the 2009 economic stimulus under the Recovery Act and the spending site USASpending.gov.

Government grantees will have significant new administrative responsibilities.  Many organizations that were tracking grants in spreadsheets or documents will have to adopt more sophisticated automated grant management systems such as Microsoft Grants Manager to keep up with reporting rules.

For profit companies will lose some privacy as a result of this law.  Grant recipients will be required to disclose information including officer salaries.

Continued improvements to publishing grant opportunities such as grants.gov may make it easier to find grants. These reforms together are designed to improve the effectiveness of grant prog…

Dynamics 365 for Government Contractors (GovCon) Frequently Asked Questions (FAQ)

One of InfoStrat's most popular solutions is Dynamics 365 for Government Contractors (GovCon).



Here are some answers to frequently asked question on this solution:
Can I add new fields to the solution?  -- Yes, the solution is fully customizable and you can add your own new fields to any form, view or report.Does Dynamics 365 for GovCon work on mobile devices?  -- Yes, Microsoft offers mobile apps for all the most popular platforms including iPhone, iPad, and Android phone and tablets.Does Dynamics 365 connect with bid data systems such as Deltek and Onvia?  -- Some information services, such as Onvia, offer integration with Dynamics 365.  Others require third party solutions such as the InfoStrat integration with Deltek GovWin IQ.What do customers typically customize for their unique requirements? -- Not all contractors follow the same steps in the capture process.  Most clients will tailor the business process to add or remove steps in order to match their sales methodology.  Of…

Microsoft Dynamics 365 for Community Business Development

Local governments agencies such as the Office of the Deputy Mayor for Planning and Economic Development in my hometown of Washington, DC, - work on behalf of residents to improve living conditions, create economic opportunities and jobs by attracting businesses and helping businesses thrive. A customer relationship management system is key to work in community business development.  If you are a Microsoft customer, which apps in Dynamics 365 should you use for business development?
Core functions - All the Dynamics 365 modules track accounts (companies) and contacts (individuals) as well as activities such as phone calls, emails, letters, and meetings. Sales - Dynamics 365 for Sales provides the ability to track opportunities to attract startup businesses or businesses that are relocating from another area. Sales includes functions for qualify opportunities and working through all the steps in your workflow through a successful win.  You can ascribe dollars to opportunities as well as…