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.
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Q. What are product updates?
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?
Q. What do I do if I have an older version of Microsoft Dynamics CRM?
Q. Will my customisations still work when I upgrade?
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.