While there are considerable questions and concerns about the CRM online transition from CRM 2011 to 2013, here are some of the common points that arise often along with their clarification.
1. Can you explain the new pricing and difference between the three main tiers?
The following diagram provides a bit more clarity on the pricing breakdown:
2. When the upgrade occurs, do we need to do anything to prepare?
There is little to no preparation yourself or your partner can do beforehand except for reviewing all items for compatibility. Upon completing that, wait for the upgrade to take place and then be prepared for questions from the users.
3. What about the interface? Will it change?
There is considerable user interface change as it is now primarily flow UI based. If not familiar with the flow UI, may want to test it in 2011 for a select few users (can be individualized) to get some fluent with the interface. It will be further flow orientated within 2013.
4. Is it possible to reschedule the 2013 upgrade?
Yes, absolutely. It must be done with Microsoft at least 7 days ahead of time through the CRM admin console.
5. Will the pricing immediately change?
No, for most clients that have been using CRM, the pricing change will occur at the NEXT anniversary date of use after the rollout of CRM 2013.
If there are any further questions, Contact Us and we will gladly help!
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
This 60-second assessment is designed to evaluate your organization's collaboration readiness.
Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.
This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.
Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.