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Posts Tagged 'upgrade'

We are pleased to present below all posts tagged with 'upgrade'. If you still can't find what you are looking for, try using the search box.

What You Need to Know About the New Microsoft Dynamics Upgrade Cycle

If your organization is using Dynamics 365 Online or is considering moving to online, there are a few things you need to know and consider about the upgrade cycle. This blog pertains to Sales, Marketing, Customer Service, Field Service, and Project Service Automation.

Upgrading SharePoint: Everything You Need To Know For A Successful Transition

Earlier this March, all the long hours and late nights of the Microsoft SharePoint team came to fruition with the announcement of the release of SharePoint 2016 on May 4, 2016.  As you start planning for a potential migration to SharePoint 2016, we have put together a checklist to ensure your project success.  Continue reading to understand how projects fail and how to avoid this fate!

 

Upgrading From CRM 2011 to CRM 2015?

Microsoft has added a lot of functionality to CRM since version 2011.  If you’re on Microsoft Dynamics CRM 2011 (or earlier), Dynamics CRM 2013 or are on Dynamics CRM 2015 but have not yet applied Update Rollup 1, this article provides a useful list of resources to help you understand the new benefits for your users. 

CRM 2011 to CRM 2015 Update Rollup 1

Best Practice for Creating Sandbox Instance for CRM 2015 Online Upgrade Testing

If you currently have a production CRM 2013 Online instance, Microsoft wants you to upgrade to 2015 by the middle of June at the latest. It is important to perform full UI and customization testing in 2015 prior to approving your 2015 online production upgrade. The more customizations and managed solutions you have deployed, the more the need for good quality assurance (QA) and user acceptance testing (UAT).

Early Adopter Issues with Sandbox Instances in CRM 2015 Online

Many companies choose to defer the upgrade to the CRM 2015 Online version from 2013 in order to complete adequate testing of customizations. Should you find yourself in this situation and have the need to stand up a new sandbox instance of 2013, you can do it but it’s going to be a multiple step process. This blog details the CRM Online Instance Manager.

From CRM 2011 to CRM 2015: 9 New Form Features

CRM 2015 Has Maps on Forms

Welcome to the third in a six-part series on the new features available to you if you are upgrading from CRM 2011 to CRM 2015, with a focus on changes made to CRM forms.

In this article, we will look at 9 new features available on the forms within Microsoft Dynamics CRM 2015.

From CRM 2011 to CRM 2015: The User Experience

Upgrading from CRM 2011 to CRM 2015 - the User Interface

If you're upgrading from CRM 2011 to CRM 2015, there are some game-changing upgrades to the user experience that will radically improve your teams performance, and your ability to ensure that everyone is using a consistent (but flexible) process.  

From CRM 2011 to CRM 2015: Introduction

Still working with CRM 2011?  Working with CRM 2013, but wondering if you should go ahead and jump to CRM 2015?

This blog series outlines the many upgrades available to you by upgrading to the latest version of CRM 2013 - the latest version of the MIcrosoft Dynamics CRM application.  The upgrade is due to be released in December, 2014.

SharePoint: Knowing What is in the Box and Using PowerShell to Move it

When considering an upgrade to your SharePoint environment, there are three questions you should always ask before you start.

Is Your CRM 2011 Ready for the Next Update (UR12, aka Polaris)?

Microsoft will be rolling out Update Rollup 12 (UR12), also known as the Polaris update, for Microsoft Dynamics CRM 2011 Online and On-Premise in January, 2013.  This update contains some exciting new functionality that your users will love.  But it may also require that you make updates to the JavaScript on your CRM forms or you may experience errors.  Be careful - if you're not prepared, your CRM 2011 could stop working as expected and slow your team down!

This article was updated on 1/23/2013 with additional information about UR12.

This article contains the information you need in order to make sure that your CRM is ready for this update.

SharePoint 2013 - A SharePoint Conference Recap and The Exciting Road Ahead

Last week, C5 Insight attended the annual SharePoint Conference in Las Vegas. It was a very full and eventful week, which was the primary reason I did not blog each evening on the daily events as I have in the past. My goal for this blog post is to summarize the overall conference highlights and some of the features that we see as very promising in SharePoint 2013.

CRM 4 On-Premise to CRM 2011 Online Data Migration – C5 Insight Is LIVE!

Well it’s official, C5 Insight has officially migrated our data from CRM 4 On-Premise to CRM 2011 ONLINE!! I am sure a lot of you are asking well how did you do this? As you may or may not know Microsoft has not released any upgrade path for current or any new Dynamics CRM customers to move their data to cloud hosted.

When we first started thinking about doing this we wanted to be on the forefront of this new release and go “Online” as quick as possible. However we also wondered how we would get our data migrated since Microsoft did not have any published avenue for us to follow. As a Scribe MVP, Scribe Insight (www.ScribeSoft.com) was the product of choice to get this migration successfully completed. With that said we did have to overcome a few obstacles throughout the way which I will mention later on, but overall we had great success. 

Upgrade Paths for Microsoft Dynamics CRM 2011

You may have heard that Dynamics CRM 2011 requires 64-bit architecture. This is true and is giving some folks some heartburn when they start to think about upgrading their CRM 4.0 deployments, many of which are still living in a 32-bit world.

Internet Explorer 9, CRM 4.0 and CRM 2011

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The beta of Internet Explorer 9 (IE9) is now available and I was trying it out both of the most recent versions of Dynamics CRM – it is definitely worth taking the time to download the free upgrade.

WARNING: Internet Explorer is in Beta right now - I do not recommend upgrading your browser until it is in full release (see notes at the bottom of this entry for more information).

Error When Upgrading CRM 3.0 to CRM 4.0: ImportDefaultDataAction failed

A couple of hours into an upgrade of CRM 3.0 to CRM 4.0, I got an obscure error that, at first, had me a little stressed out: Action Microsoft.Crm.Setup.Server.ImportDefaultDataAction failed. Entity with id 5f2e7ae7-d327-49b5-a343-61d48f1bcd28 already has the label Currency for the column LocalizedName and language 1033 - update entity with id 43bec19f-dafc-4e1f-b0a7-243907ca3db0 cannot have the same label -- Retry -- or -- Cancel -- I left the error message where it was (after clicking Retry ...

Upgrading CRM 3.0 SBE to CRM 4.0 Professional - Part II: The Outlook Client

I posted previously about my experiences upgrading CRM 3.0 SBE (the Small Business Server edition) to CRM 4.0 Professional. One major area I wanted to address also was the upgrade of the Outlook client. We've dealt with a lot of upgrades of the laptop, or offline, client, and run into some issues. Basically, you want to uninstall the 3.0 client and then do a clean install of the 4.0 client. Of course, you need to be logged in as the user who will be using Outlook/CRM, and have local admin right ...

Upgrading CRM 3.0 SBE to CRM 4.0 Professional

I recently performed my first upgrade of CRM 3.0 SBE (on Small Business Server 2003 R2) to CRM 4.0 Professional. Here are some important considerations if you are planning for your own upgrade

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CPR for CRM Study

The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.

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SharePoint Readiness Assessment

This 60-second assessment is designed to evaluate your organization's collaboration readiness.

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CRM Self Assessment

Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.

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SharePoint Feedback Solution

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.

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SharePoint Upgrade Checklist

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.