How to Reschedule your Upgrade to Microsoft Dynamics CRM Online Fall ‘13

Some customers of xRM have asked us about a peculiar message that recently appeared in their CRM Online organizations. If you are currently a Microsoft Dynamics CRM Online subscriber, you too may have noticed this mysterious message notifying you when your organization’s upgrade to CRM Online Fall ’13 is currently scheduled. You will also receive email notifications from Microsoft 90, 30, 15, and 7 days before your scheduled upgrade date. You will not see this message or receive these emails, however, if you are currently evaluating a trial of CRM Online.

Determining your CRM Online upgrade date

To determine when your account is scheduled to be updated, log in to your CRM organization. You should see anUpdate scheduled message at the top of the screen (see below). “Your update to Microsoft Dynamics CRM Online Fall ’13 is now scheduled for….” In the screenshot below, the update is scheduled for 1/5/2014, but your date may fall between October and January.

How to Reschedule your Upgrade to Microsoft Dynamics CRM Online Fall ‘13

Rescheduling your CRM Online upgrade date

Clicking the “Learn More” button will allow you to access the page from which you can reschedule your upgrade. The page provides you with two links: “Reschedule update” and “About this update” (see below).

How to Reschedule your Upgrade to Microsoft Dynamics CRM Online Fall ‘13

Click the “Reschedule update” link. You are now asked to pick a Preferred Date and Time (see below). Select a date and time frame when you would like the upgrade to take place. You will also be asked to choose an Alternate Date and Time that is at least 7 days after your preferred date.

How to Reschedule your Upgrade to Microsoft Dynamics CRM Online Fall ‘13

Once you click “Ok”, your upgrade date is successfully rescheduled.

Why delay the upgrade to Microsoft Dynamics CRM Online Fall ’13?

Microsoft Dynamics CRM Fall ’13 offers some significant upgrades from CRM Online 2011. These upgrades include a new process-driven, simplified user interface, expanded mobility functionality, Yammer and Skype integration, and more.

With these new features, why would anyone want to delay the upgrade? There are two main reasons. First, CRM Online Fall ’13 has a new user interface that differs substantially in look and feel from the UI in CRM Online 2011. You may want to educate your users about the changes that new version will bring and train them to use the new UI. Second, you may have solutions developed by independent software vendors (ISVs) or custom code that you developed yourself that may not be immediately compatible with CRM Online Fall ’13. ISVs received the new version recently, and are likely working feverishly to update their products. If you are dependent on one or more of these solutions, you may want to delay the upgrade until the ISVs certify that the solutions are ready to work with the new version of CRM Online. You will also want to make sure that any custom code you have installed is also compatible. Work with the developers of your custom code to determine its compatibility. You will want to reschedule your upgrade date to give your team enough time to update your code and test it before Microsoft upgrades your CRM organization.

If you need help transitioning your organization to CRM Online Fall ’13, please visit www.xrm.com. Our 10-hour Prepaid Consulting blocks offer an affordable and convenient way for companies to leverage our CRM expertise.

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Get Off of My Cloud. It’s Private!

Apologies to The Rolling Stones, but these days we’re talking about software—software delivered over the internet by providers such as xRM (http://www.xrm.com/).

What’s the Cloud?

The cloud is that nebulous virtual software space out there where software resides when it doesn’t reside on your computer. That virtual space is made possible by very real hardware, but the twist is that end-users don’t need to own, or even know about, the hardware. The hardware is operated by hosting companies.

Server virtualization also allows the software to move from one real hardware location to another, transparently to the end-user. Virtualization allows hosting providers to be greener—turning off some hardware and saving electricity during low-demand periods, without interrupting service.

What’s the public cloud?

The public cloud is what most of us use every day. The public cloud provides software that is accessible to anyone with an internet connection. When you go to any popular search engine or free email site, you use software running on a machine somewhere else to get work done. A portion of the software is presented to you in your browser for you to interact with, but most of it runs elsewhere.

What’s a private cloud?

A private cloud is a segregated, secure, software-hosting space that is not publically accessible. It can only be accessed by that group of people authorized to do so. A private cloud enables a business or other organization to take advantage of having its software in the cloud (thus offloading the hardware- and software-maintenance tasks to the hosting provider), while retaining the privacy that is critical to daily operations.

If required, private clouds can also be restricted to particular hardware locations in what is called a “dedicated environment”. That means that the software and related data are not moved by server virtualization when adjusting to service load. It also means that the hardware location is dedicated to one business, ensuring complete hardware isolation as well as software isolation. Some businesses and governmental organizations are mandated by law to hold their data on dedicated hardware. A dedicated hosted environment allows even those groups to take advantage of the cloud without losing the hardware isolation they must have.

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