Microsoft has made many updates to the look and feel of Microsoft CRM to address some concerns users had about functionality in version 2013. This will be a large positive. But with that comes the reality that the user interface will change. That means customizations and screen configurations need to be tested ahead of time to make sure they will work properly after the upgrade. There are also some significant changes to the way CRM will render, which means it will cache differently than before. Depending on how you use CRM, you may need to work with web developers and IT staff to ensure a smooth transition.
None of this should be cause for alarm. With proper planning, any potential issues can easily be addressed. Microsoft has released a validation tool that can identify any problems ahead of time, and give you a map of what to do, should there be anything to address.
To learn more about what this update means and how you can prepare, Intellitec Solutions will be hosting 2 one hour
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