After you update: next steps to success with Microsoft Dynamics CRM
Applies To: Dynamics CRM 2013
Now that you've updated to the most current version of Microsoft Dynamics CRM - or added Microsoft Social Listening or Microsoft Dynamics CRM to your subscription - we want to make sure that you have the information you need to take full advantage of the exciting new features and tools. We’ve pulled together a few things to help you learn more about what these new versions offer for your organization.
Haven’t updated yet? See the “Get ready for the next release” page.
Microsoft Dynamics CRM Spring ’14 releases
Here are some useful resources to help your organization transition to the new versions of Microsoft Dynamics CRM, Microsoft Social Listening and Microsoft Dynamics Marketing. These new features should be available to use right away without any additional level of configuration.
Your next steps with the new functionality of Microsoft Dynamics CRM
Visit the Dynamics CRM Help Center to learn about the many new features included in this latest release of Microsoft Dynamics CRM.
Read the Administration Guide for Unified Service Desk for Microsoft Dynamics CRM to learn more about this new functionality.
Your next steps with Microsoft Social Listening
Visit the Social Listening Help Center to learn how to make Microsoft Social Listening help you hear what your customers are saying.
Your next steps with Microsoft Dynamics Marketing
Visit the Dynamics Marketing Help Center to learn how to make Microsoft Dynamics Marketing help your marketing teams create and deliver amazing customer experiences.
Previous versions of “After you update” pages
Microsoft Dynamics CRM 2013 – Online and on premise
If you’ve updated to Microsoft Dynamics CRM 2013 and need more information to help you adopt the new features and functions, please review the sections below. This section is applicable only after you update to Microsoft Dynamics CRM 2013 – if you have already updated to Microsoft Dynamics Marketing Spring ‘14, please refer to the beginning section of this web page.
Test your changes before you go live
If you’re using CRM Online Fall ‘13, you can take advantage of a new test environment (non-production instance) to test your code or changes before you go live. CRM Online Fall ‘13 subscribers can obtain one or more non-production instances.
Subscribers with 25 or more users are eligible for one free non-production instance (the admin will receive a notification in the admin toolbar for any free non-production instances).
All customers can buy non-production instances.
Non-production instances are not available for trial customers.
Microsoft Online Services administrators can add a non-production instance as an add-on from the Office 365 admin center.
Learn about new features and tools
To make the transition to CRM Online Fall ‘13 or CRM 2013 go smoothly, use the following resources to learn about new features and tools for administrators:
Define and update business processes
Automate your organization’s business processes to drive consistency for your teams. You can create a new business process or use/adapt an existing process.
Ready to learn more about business processes?
Update your customized forms
CRM Online Fall ‘13 and CRM 2013 introduce a significant change to how main forms look and behave. After updating, you’ll need to take a few steps to take full advantage of the new user interface. Use the following resources to get started:
Upgrade CRM for Outlook
Microsoft Dynamics CRM 2011 for Outlook with CRM 2011 Update Rollup 12 or later is compatible with CRM Online Fall ‘13 and CRM 2013. This gives administrators time to do a phased rollout of CRM 2013 for Outlook. We recommend you upgrade however, to take full advantage of the new features. Use the following link to get started with the upgrade:
Check out new mobility features
Ready to go mobile with CRM Online Fall ‘13 or CRM 2013? Learn about using Microsoft Dynamics CRM for tablets and smart phones.
Train your users
After you become familiar with the new features in CRM Online Fall ‘13 or CRM 2013, it’s time to train your users. Take advantage of these great resources:
Need extra assistance getting the most from your CRM Online Fall ‘13 or CRM 2013 implementation? Contact your Microsoft Dynamics partner. If you don’t have a partner, you can find one through the Microsoft Dynamics Marketplace.
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