Microsoft are constantly looking at ways to improve their products and Microsoft Dynamics CRM is no exception. These improvements arrive in the form of product updates or service releases.


Q. What do I need to consider before accepting the update?

As with any major release of a product, you must think about what is included and how it affects your business. Below are links to the latest updates.

Microsoft Dynamics CRM 2016
Microsoft Dynamics 2015 Spring Wave
Microsoft Dynamics CRM 2015 Release
Microsoft Dynamics CRM Spring ’14 Release

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FAQsQ. What are product updates?

Product updates are changes Microsoft make to Dynamics CRM Online. The changes can be anything from new features with new user interface, or it could be a revamped underlying structure complete with performance benefits.

Q. How do these differ from service packs and update rollups?

Service packs or service release is the Dynamics CRM On-Premise equivalent of a product update. The main difference is you have to install service packs separately.

An update rollup is an update for Dynamics CRM On-Premise. It only contains minor improvements such as bug fixes.

Q. How often do product updates occur?

Product updates for Dynamics CRM Online occur twice a year.

Service packs for Dynamics CRM On-Premise occur once a year.

Update rollups for Dynamics CRM On-Premise occur every 8-12 weeks.

Q. How can I test the product updates?

For CRM Online, there is now the concept of a “Sandbox” environment. Sandboxes are isolated from the production environment. You will have the ability to copy your production environment in order to test out the new features.

For Dynamics CRM On-Premise customers, it is recommended a test environment is created which is isolated from production. If this is not possible then the next best solution is to start a new Online trial and import your customizations. You then have 30 days to test the new features.

Q. Where do I go when I want to accept the product updates?

Sign in to Dynamics CRM Online and go to Settings > Administration. From there you’ll see Install Product Updates in the lower left corner. Select it and you’ll be on your way!

Q. What do I do if I have an older version of Microsoft Dynamics CRM?

There is no direct upgrade path from older versions of Microsoft Dynamics CRM.  This means you need to upgrade to the next version first before going to the latest.
Here are the upgrade paths for older versions of Microsoft Dynamics CRM.
Microsoft Dynamics CRM 3.0 to Microsoft Dynamics CRM 4.0
Microsoft Dynamics CRM 4.0 to Microsoft Dynamics CRM 2011
Microsoft Dynamics CRM 2011 to Microsoft Dynamics CRM 2013

Q. Will my customisations still work when I upgrade?

Some older customisations will not work in with the latest version of Microsoft Dynamics CRM.  Microsoft have released a tool which will help you identify this code.

Q. Anything else I should be aware of?

Product updates and service packs cannot be uninstalled. Therefore it is critical to test the features before accepting the update. For Dynamics CRM On-Premise, its recommended to take a backup of your system including databases before applying any updates.

If you want to keep up to date with the latest information on what Microsoft are doing with the next big release then bookmark our knowledge base pages.