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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Going from CRM 4.0 to ...
Microsoft Dynamics CRM (Archived)

Going from CRM 4.0 to 2016

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Posted on by Community Member

Hello,

I have a customer that is upgrading from 4.0 (on prem) to 2016 (online). 

They have asked me what are the main feature upgrades that they should be aware of in 2016 (over 4.0). 

All I can think of is the following....

1. Business Process Flows

2. Universal Search

3. Advanced Find

4. The Social Pane

5. Dashboards

Am I missing anything??

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I have the same question (0)
  • Verified answer
    Wayne Walton Profile Picture
    Wayne Walton 13,730 on at

    Mobile support, and mobile offline support would be big.

    The updated Customer Service dashboard

    Unified Service Desk

    Deep(er) integration into Office, Exchange, and Sharepoint

    Field Service and Project Service

    InsideView Insights

  • Verified answer
    Aiden Kaskela Profile Picture
    Aiden Kaskela 19,696 on at

    Hi,

    Advanced find was still available in CRM 4. There are some other key items available though:

    Word Templates - my 2015+ client love using them instead of having me build a report for them.

    Solution Availability - there are some amazing, free solutions available for CRM 2011+ and that's just not possible with CRM 4.

    General Support - if they have any issues with CRM 4.0 now they're not going to get much help from Microsoft.

    If they're considering CRM Online, there's a whole world of interoperability with other Microsoft products like Power BI.

    Hope this helps! I'd appreciate if you'd mark this as Answering your question.

    Thanks,

     Aiden

  • Community Member Profile Picture
    Community Member on at

    Thanks Guys

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