Upgrades and Implementation
D365CE/CRM Shared Sessions
Secondary Track: Administration
Considering an upgrade? Wading through the documentation? In this session we will sort through the requirements, discuss the best practices, pitfalls, gotchas, planning tips, and much more necessary to successfully upgrade your Dynamics 365/CRM to the cloud or remain On-Premises. You will come away with a comprehensive checklist of server requirements, security configuration and guidelines, client deployment strategy, change management ideas and training plan. We will also review migration versus in-place upgrade, email processing, and handling customizations and processes.