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Upgrades

Is it time to brush the dust off of your systems?

Empellor CRM has mastered the art of updating systems so that they work cohesively in your favor instead of being a stumbling block to your daily operations.

CRM Upgrades

What types of upgrades?

Every upgrade is unique, so we honor your specific concerns and take all the necessary measures to ensure your project is quickly and safely accomplished. We perform upgrades to the latest version of Dynamics 365 for Sales and migrate on-premise CRM to Dynamics 365 Online. Implementing new functionality as needed, we create process specific customizations and reports. Performing an update can be simple or complex, but regardless of your needs, our consultants will ensure your success.

What is the process?

CRM Upgrades

Pull back the curtains

We begin all upgrades with a detailed assessment of your current environment and examine your infrastructure, integrations, reporting, existing code base, customizations and third party add-ons. The outcome of this stage is a roadmap to the latest version that outlines a list of actions that need to be performed in order to complete the upgrade successfully.

Staging

Staging

Next we establish an upgrade environment where we perform whatever actions necessary to prepare the current system for the upgrade. Some examples of this include:

  • Code modifications to support the latest version
  • Upgrading third party tools
  • Report migrations
  • Refactoring code to best practices
  • Training plan to take advantage of all the new features

Empellor CRM will perform multiple “practice” upgrades in the staging environment, so you can breathe easy when it’s time to go live.

Implementation

Implementation

Because of the preparation and QA in the staging environment, the actual implementation will be a non-event. When complete, the new version will continue growing your company meaningfully in alignment with your goals!