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Implementing Microsoft Dynamics 365 Customer Engagement

You're reading from   Implementing Microsoft Dynamics 365 Customer Engagement Configure, customize, and extend Dynamics 365 CE in order to create effective CRM solutions

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Product type Paperback
Published in Mar 2020
Publisher Packt
ISBN-13 9781838556877
Length 426 pages
Edition 1st Edition
Concepts
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Author (1):
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Mahender Pal Mahender Pal
Author Profile Icon Mahender Pal
Mahender Pal
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Table of Contents (14) Chapters Close

Preface 1. Introduction to Dynamics 365 CE FREE CHAPTER 2. Implementation Methodology 3. Requirement Gathering and Analysis 4. Preparing Functional and Technical Design Documents 5. Configuring Your Dynamics 365 CE Organization 6. Customizing Dynamics 365 CE 7. Extending Dynamics 365 CE 8. Integrating Dynamics 365 CE with Other Applications 9. Business Intelligence and Reporting 10. Testing and User Training Planning 11. Migration and Upgrade 12. Deployment and Go-Live Support 13. Other Books You May Enjoy

Upgrading to Dynamics 365 CE

We have discussed details about Dynamics 365 CE in all the previous chapters, but here, we are going to discuss how to upgrade to Dynamics 365 CE if you are using earlier versions of Dynamics CRM—for example, if you are working with Dynamics CRM 2011, 2013, 2015, or 2016. How you can upgrade to Dynamics 365 CE depends on which Dynamics CRM version and deployment you are using currently. For example, for online customers, it is mandatory to upgrade to the latest version after a specific duration that is determined by Microsoft. Here, there is no control over the online deployment, and you have to move to the latest version. But if you are working with an on-premises deployment, then you can choose when you want to upgrade to the new version.

If you are working with an earlier Dynamics CRM version that is closer to Dynamics 365 CE, such as Dynamics...

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