Dynamics 365 CRM Upgrades
Microsoft Dynamics 365 CRM Upgrades
Microsoft Dynamics 365 CRM Customer Engagement offers a range of business applications including Sales, Marketing, Customer Service and Field Services in the latest evolution of the Customer relationship management and customer engagement technology from Microsoft. These solutions are a proven and trusted platform that is used by 40,000+ customers and 3,800+ partners worldwide. With a beautiful and slick new unified interface, Dynamics 365 Sales, Marketing, Customer Service and Field Service includes all the functionality (and more) within the Microsoft Dynamics 365 CRM solutions that users have used and relied upon over many years.
We can offer existing Dynamics CRM Users FREE OF CHARGE estimates to bring their current solution up to date and optionally move to the cloud. Our Pre-Upgrade Assessment, with a recommended action list, will help you focus on what can reduce your upgrade cost, features you should consider moving to standard and features you should consider replacing with AppSource readymade offerings.
Empty do not remove or edit
Top Tips for your Upgrade
Many of our customers have already made the move to Dynamics 365 Customer Engagement (Sales, Customer Service and Marketing) and we’ve learnt many lessons along the way. So, here’s our top 5 tips on what to consider when planning your move to Dynamics 365 (Customer Engagement) from CRM 2013, 2015 or 2016.
1. Q: Do I have to move to the cloud?
• A: No, Dynamics 365 Customer engagement will continue to be available as an on-premises deployment.
2. Q: Can I continue use, and purchase, new users for Customer Engagement (on-premises)?
• A: Yes, if you have a current enhancement plan, you can continue to purchase extra Dynamics users.
3. Q: How is Dynamics 365 Customer engagement licensed?
• A: Perpetual license plus annual enhancement plan are available for On-Premise installs. Subscription licenses are available for both Cloud and On-Premise installs. All users are now licensed on a Named User basis.
4. Q: Do I have to recreate all the work done in my current solution?
• A: We will examinate your current business processes and use of Dynamics CRM system components throughout your organization to understand the complexity of existing configurations, customizations and integrations. From here, we can assess the expected effort and identify the business dependencies involved when migrating to Dynamics 365.
5. Q: What extra functionality is included with Dynamics 365 (Sales, Customer Service and Marketing) ?
• A: With each release of Dynamics 365 (Sales, Customer Service and Marketing), Microsoft publish a full list of new/updated features and capabilities: Microsoft Dynamics 365 Updates
Option - Clean Start Upgrade
Key Considerations:
- Do you want to include a move to Cloud or On-Premise.
- Do you want to drop customizations if no longer used or replaced by standard features.
- Do you want to replace customizations with ready made AppSource solutions.
- As your license may move from Concurrent users to Named users this needs to be considered.
Next Steps:
- We first arrange a 1 to 2 hours Teams call to understand your current business processes that are being managed in your on-premises version and map that to the capabilities of Dynamics 365.
- We then book a remote technical review (1 hour) so we can gather your current system configuration.
- After typically 8 working days, we will revert with a fully costed upgrade proposal & recommendations.
This is a no obligation process and is free of charge. So why wait reach out to us to begin the process and modernise your platform Now!
Option - Full Upgrade
If you like what you have and just want to future proof or avail of new features then a Full Upgrade is what’s needed. You simply permit our migration assessor on-premises system access to help them identify your current technical architecture. This information will then be used to develop an analysis of your current code and determine how to best optimise.
Key Considerations:
- Do you want to include a move to Cloud or On-Premise.
- Do you want to drop customisations if no longer used or replaced by standard features.
- Do you want to replace customistions with ready made AppSource solutions.
- As your license may move from Concurrent users to Named users this needs to be considered.
Next Steps:
- We first arrange a 1 to 2 hours Teams call to understand your current business processes that are being managed in your on-premises version and map that to the capabilities of Dynamics 365.
- We then book a remote technical review (1 hour) so we can gather your current system configuration.
- After typically 15 working days, we will revert with a fully costed upgrade proposal & recommendations.
Release and Support History
ProducT Release Dynamics 365 Business Applications
Product Release Release Date
2021 release wave 2 Apr 2022
2021 release wave 1 Oct 13, 2021
2020 release wave 2 Apr 26, 2021
2020 release wave 1 Oct 23, 2021
2019 release wave 2 Apr 30, 2020
Fixed Lifecycle Version Support
Product Release Release Date Extended End Date
Dynamics 365 9.0/9.1 Oct 31, 2018 Jan 13, 2026
Dynamics CRM 2016 Nov 30, 2015 Jan 13, 2026
Dynamics CRM 2015 Feb 11, 2015 Jan 14, 2025
Dynamics CRM 2013 Jan 12, 2014 Jan 09, 2024
Dynamics CRM 2011 Oct 20, 2016 Jul 13, 2021


Next Step Options
At Simply Dynamics, we build lasting customer relationships by providing high-level quality support and access to our Dynamics 365 Specialists. We work closely with our Customers to provide a tailored support package to meet their specific business needs.
Some of our Dynamics 365 Support Services include:
- Phone, email & Help Desk Support Centre
- Remote Assistance Support
- Customer Portal Support
- Project Management
- Business Process Review
- Development & Customisations
- Upgrades & Migration
- Training
Some of our Services & Support - we're here to help
Microsoft Dynamics 365 Solution Services – meeting all your business needs
Dynamics 365 Customer Portals
Your online portal forum in which to communicate, share and collaborate.
Dynamics 365 Customer Portals >
Dynamics 365 Customer Insights
Get a 360° view of your customers 24/7
Dynamics 365 Customer Insights >
Dynamics 365 Customer Voice
Collect, analyse and track real-time feedback from your Customers
Dynamics 365 Customer Voice >
Dynamics 365 Remote Assist
Share your real-time view with experts remotely & get the help you need
Dynamics 365 Remote Assist >
Dynamics 365 Field Service
Open up endless possibilities for your field service business
Dynamics 365 Field Service >
Dynamics 365 Customer Service
Deliver consistent & connected support across all channels
Dynamics 365 Customer Service >
Dynamics 365 Marketing
Automate the Customer Journey & Experience
Dynamics 365 Marketing >
Dynamics 365 Sales
Build lasting Relationships & Increase Customer Retention
Dynamics 365 Sales >
Dynamics 365 Sales Professional Pricing
Flexible & easy pricing bundles, select what you need now & add as your business needs change
Dynamics 365 Sales Professional Pricing >
Dynamics 365 CRM Pricing
Flexible & easy CRM Pricing Plans to suit all business needs
Dynamics 365 CRM Pricing >