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Dynamics 365 CRM: what you need to know about the impending automatic upgrade

Microsoft has modernised the way it updates Dynamics 365 and part of that includes ensuring every customer is upgraded within a certain timeframe. It’s important to take control over the upgrade date so you can sequence the process according to your business requirements.

Take control of your Microsoft Dynamics 365 automatic upgrade

From April 2019, Microsoft is changing the way it updates Dynamics 365 Online and will be automatically applying updates to your environment. These updates will be backward compatible so your apps and customisations will continue to work post-update. New features with major, disruptive changes to the user experience are off by default. This means you will be able to test them before enabling these features for your organisation.

For customers who are currently on v8.2, your upgrade to v9 will be automatically scheduled between 17 August 2018 and 31 January 2019. You should contact your Empired SDM before 16 August to get in early and set a date that suits your business needs.

There are a number of key technical changes that may impact the upgrade to v9, such as deprecated features that you may need to rework, and new features that can help you drive more value from your CRM investment.

As a Microsoft Gold CRM partner, we can help you manage the upgrade so you can optimise your results without unduly impacting your operations.

Here’s a quick snapshot of what to expect in this upgrade:

New features to look forward to in version 9

Some of the new features in version 9 include:

  • enhanced usability through user interface improvements including a more intuitive experience
  • improved ability to define role-based apps to deliver a more personalised user experience
  • introduction of the PowerPlatform including the Common Data Service, Flow, and PowerApps, so you can quickly and easily create line of business applications and workflows
  • updated Outlook app that follows the unified interface look and feel

Features that will disappear in future versions of Dynamics 365 CRM

The following features still exist in version 9 but will be removed from future releases, so it’s important to plan now for when these will no longer be available:

  • SOAP API will be turned off in favour of the REST WEB API
  • Customer Service Hub replaces the Interactive Service Hub
  • migration to the new Outlook Add-in should happen as soon as possible
  • service scheduling will be replaced with Universal Resource Scheduling
  • dialogs will be replaced by business process flows and tasks flows
  • standard SLAs will be replaced by enhanced SLAs
  • Relationship Roles will be replaced by Connection Roles
  • Mail Merge will be replaced by Word/Excel document generation (which was introduced in version 8)
  • announcements entity will be deprecated.

Technical changes to be aware of

  • API limits will now be 60,000 API calls per five-minute sliding window
  • Integrated applications must be TLS1.2 compliant, which may require a rebuild of custom integrations to use .NET 4.6.2 instead of .NET 4.5.2
  • JavaScript which references deprecated client-side APIs should be rewritten before the APIs are removed
  • users can now set business process stages using JavaScript.

What to do next

Every Dynamics 365 CRM customer will be upgraded to version 9 automatically. To make sure this upgrade delivers the best possible outcomes for your business, Empired has a Dynamics 365 v9 advisory service. It only takes a few days and will help you understand the impact of the upgrade and let you prepare accordingly.

For more information on the upgrade and on the Empired Dynamics 365 CRM advisory service, contact us today.

Posted by: Rowan Miller, Solution Sales Manager, Business Applications | 08 August 2018

Tags: Microsoft Dynamics 365

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