Skip to main content

Top Six Mistakes in Dynamics CRM Upgrades

Every two years or so, Microsoft releases a new version of Dynamics CRM, packed with features and performance enhancements.  To take advantage of this technological progress, you have to upgrade your Dynamics CRM solution.



Here are the top six Dynamics CRM upgrade mistakes to avoid:

1. Stay one version behind.  Ten years ago customers would intentionally lag behind a version or two.  This approach is no longer viable, so if you upgrade be sure to bring your system to the current version.
2. Keep only one CRM environment.  Whether you are deploying your solution on premise or in Microsoft cloud, you need development and test environments as well as production environments.  Microsoft includes non-production environments for CRM Online if you have enough user subscriptions, or you may purchase them a la carte. 
3. Not using new features.  Each version comes with many additional features (usability, configuration, workflow and process management and developer extensions). Applying new features typically leads to a significant reduction in custom coding and making your system perform better and easier to manage. An upgrade is a prime opportunity to add new features and improve the user experience, so aim higher than reproducing what you already have.  
4. Skip versions. The upgrade path supported by Microsoft does not allow you to skip versions, so in most cases you should step through the versions until your system is current.
5. Skip reading the manual.  Microsoft provides thorough documentation on each upgrade, so be sure to study it.  Pay particular attention to the features from older versions which are no longer supported. 
6. Ignore testing and training.  Upgrades are an iterative process, so you have to test each time you attempt an upgrade before it is released to production. Microsoft fundamentally changed the user experience of Dynamics CRM in the 2013 upgrade, and users will benefit from learning the powerful new ways they can interact with the system with fewer clicks and pop-ups.  Without training, they may reject a system just because it is new.  Besides, how may end users really have sufficient training?

InfoStrat can help you successfully complete your upgrade. 

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 …