What to Do Before Upgrading Microsoft Dynamics365

What to Do Before Upgrading Microsoft Dynamics365 In today's competitive business environment, old systems cannot help you stay competitive.

So, you have to upgrade your existing systems.

The case is not different for Microsoft Dynamics365. However, if you have implemented the software for your business, you should upgrade it periodically to derive the maximum performance of the software.

It will help if we first explore the benefits of implementing Microsoft Dynanics365 for your business: ● Automation of tasks ● Increase the return on investment ● Enhance customer satisfaction ● Shortens the sales cycle ● Get seamless connectivity in your information systems ● Elicit valuable insights from data to improve decision-making ● Easy deployment and scalability ● Increase productivity and collaboration in your organization In short, the implementation of Microsoft Dynamics365 can help you stay competitive by giving many benefits to tackle the challenges in the competition.

A Dynamics 365 ERP can improve your business processes by automating them. For example, you can improve your business reporting process with ERP software as the tool gives you real-time information.

In addition, the tool helps to better access customer information, allows faster delivery times, and improves order accuracy.

With the software, you can cut inventory costs apart from effectively managing your inventory.

The Upgrading Process After you implement Microsoft Dynamics 365, you need to upgrade it periodically. Microsoft provides the updates online, delivering two major updates in April and October.

Moreover, Microsoft delivers minor updates from time to time. Such updates usually relate to bug fixing and performance improvements.

Before a major release, Microsoft allows customers to: ● ● ● ●

Download the detailed release plan See a preview for the update to test new features Schedule the date and time of the upgrade Automatically be updated to the latest version

While some changes will be automatic, others will have to be enabled by the administrator.

Best Practices for the Upgrade But, you should carry out the Microsoft Dynamics365 upgrade following the best practices, which are as follows: ● Check whether you have the right environment set. Typically, there have to be four environments: production, UAT, Test and Development. The different environments separate development from work. ● You need to have a sandbox and a production to carry out a dynamics 365 upgrade.

You will see the update previews going into the sandbox for testing before proceeding to the production environment. ● You have to download the release plan, which usually becomes available three months before the release. After going through the release, you can develop a fair idea of the changes in the upgrade. If you find the release notes lengthy, you need to look at the summaries. ● Test the updates, and you should not miss out on this critical step. Despite being timeconsuming, you should not fail to test the updates to ensure they are working properly. If you find any issues, you should fix them.

In addition, you should review whether the updates' customizations, integrations, and thirdparty solutions have supported your systems because unsupported functions are likely to stop functioning after the upgrade.

Conclusion There is no doubt that you can reap substantial benefits by implementing Microsoft Dynamics 365 for your business. The benefits can help your business grow and effectively handle challenges. In addition, you will see your business increasing productivity and efficiency by having features to improve your current business practices and processes.

But, you need to upgrade the software to keep it up-to-date. And, you should choose a convenient time for the upgrade. Also, you should keep yourself updated about the latest upgrades, released by Microsoft.