Is a CRM Upgrade Right for You?

If you’re still running CRM on-premise, Microsoft has made a Dynamics 365 on-premise version available that might better fit your business needs.shutterstock_628146863 (1)

Should you upgrade Microsoft Dynamics CRM 2016 to Dynamics 365 for Customer Engagement? Or should you migrate to the cloud? Here are some questions to ask yourself:

1. How out of date is your CRM software?

Microsoft requires you to go through each upgrade sequentially, so if you are on Microsoft Dynamics 2015, you must first upgrade to 2016 and then to Dynamics 365. The days of installing one version of software and keeping it forever are over. Your software assurance plan enables you to keep your software current.

2. Why is your CRM software out of date?

Do you lack the resources to keep your CRM software up-to-date? Do you need to find a new CRM partner? Do you have extensive customizations and integrations that make an upgrade more complicated? An advantage of the cloud-based version of Dynamics 365 for Sales and Customer Service is that your software is always automatically kept current.

3. Do you have a CRM upgrade project plan?

A CRM upgrade requires putting together a project plan, identifying what systems will also need to be upgraded or tested, and who will do the work. Before going into a live production environment, the system needs to be thoroughly tested, especially if you decide to use the same SQL Server instance. You also need to have a plan in place of what you’ll do if the upgrade fails. How will you roll-back to the prior CRM system? Has your backup and recovery process been thoroughly tested?

4. Is the timing right?

Can you keep business operations running normally during the upgrade? The peak of your busy season is most likely not the best time for you to upgrade to new software.

5. How will the new CRM functionality improve business operations?

With every upgrade, you have an opportunity to improve your business processes. Some features that you relied on may go away. You’ll want to take some time to evaluate the differences between the systems, and how you can use new features to your advantage.

So…is a CRM upgrade worth it?

That’s your call. If you want help weighing your options, contact us.

Author: Shannon Sheldon, Engagement Manager

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