4 Benefits of Upgrading to Microsoft Dynamics 365/CRM V9 Before the Deadline

As many Microsoft Dynamics 365/CRM Users and Admins know, the deadline to upgrade to Version 9 is closing in fast.

To prepare for the upgrade, you must plan ahead. The benefits of doing so will help relieve a lot of pressure and stress on your organization and CRM system.

Here are some of the quick benefits of upgrading ahead of the January 31, 2019 deadline.

1. Identify potential impacts the upgrade will have on your organization
With some of the major upgrades, the possibility of something breaking is real.

By running an Upgrade Diagnostic, you can identify potential impacts to prevent problems in your system. 

This will help you avoid outages and keep your business process running smoothly.

2. Analyze your CRM system for complexity
Upgrade time is a good time to review your system to determine if there are any outdated or complex processes that are currently running with your application.

Sometimes, processes can be removed or updated with newer features that are provided in new releases.

Talk to your partner to know whether your upgrade planning could benefit from running a diagnostic.

The more aware of your system you are, the better.

3. Stay ahead of the curve and your competition
Every new release provides additional features and functionality.

Review the features and determine how to best incorporate them into your application.

Even if you’re not a Dynamics 365 online customer, and are using older versions of Microsoft Dynamics, whenever upgrades are available, the time to review and upgrade is now.

Don’t hesitate to move on to the next step.

By keeping up with the technology, you’re keeping up with your marketplace and are more likely to meet shifts in consumer demand.

The more you delay upgrading, the more likely you are to fall behind in your market.

4. Make transitions from older versions a lot smoother
As with lots of things, it is better to plan than it is to react after the fact.

When it comes to upgrades, it’s always best to consult your CRM partner about them.

Often, when you let Microsoft dictate the upgrade, you can have more complications rather than if you take the time to go through the motions of doing an internal review and consulting your partner about the upgrade.

CRM partners are experts and are able to assist in all things related to upgrades!

If you need help with your Microsoft Dynamics 365/CRM V9 Upgrade, reach out to Ledgeview for help.

If you still are confused about the upgrade, we have the resources to help. Download our FAQ sheet on the topic here!

Watch this Ledgeview Partners video to learn more about upgrading to V9.