Microsoft Dynamics CRM 2016 is full of new features that will convince you there’s never been a better time to upgrade from Microsoft Dynamics CRM 2011, 2013, or even 2015. But what does it take to upgrade from an earlier version of Dynamics CRM to 2016 if you have an on-premise solution?

This blog post will to give you an overview of the process involved in upgrading. It will also provide you a good idea of what to expect and how to prepare. Green Beacon has assisted many customers with successful Microsoft Dynamics CRM upgrades that have involved hundreds of users, complex integrations and myriad records and customizations. We know Microsoft Dynamics CRM from the inside out and can help you upgrade in even the most complex situations.

A Microsoft Dynamics CRM upgrade is a step-by-step process. In each step, you advance from a previous version of CRM and closer towards Dynamics CRM 2016.  The process involves a number of activities, which is best explained with an infographic.

Important note: This infographic assumes you are doing a like-for-like upgrade. It does not address how new functionality available in 2016 may replace customizations made to your previous version of CRM.

When planning an upgrade to Microsoft Dynamics 2016, it is important to account for potential issues that may arise during the process. It is not unusual for problems to occur during any software upgrade, and it wise to prepare for them in advance. These issues might include integration failures, existing code failures, and user experience changes.

Here are the 9 most common issues that occur during a Microsoft Dynamics CRM 2016 upgrade.

Other Helpful Resources for Microsoft Dynamics CRM Upgrades

The Legacy Feature Check Tool identifies any deprecated legacy features from CRM 4.0 that need to be upgraded. [Note: This is tool is only relevant if your current CRM 2011 instance was upgraded from CRM 4.0.]

The Custom Code Validation Tool identifies any unsupported client side code that needs to be fixed.

Contact Green Beacon for help with your on-premise upgrade to Microsoft Dynamics CRM 2016.

Check here to see some of the exciting updates for Microsoft Dynamics CRM 2016 available online or on-premise.

By Green Beacon Solutions, a Gold-Certified Microsoft Dynamics CRM Partner headquartered in Newton, Massachusetts with offices throughout the United States.

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