Customer Driven Update CDU for CRMOL What is Customer D riven Update also known as CDU Review the CRMOL Update Policy and Communications Cadence Answer Questions CRM Online Customer Driven Updates What is it ID: 674326
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Slide1
Microsoft Dynamics Customer Driven Update (CDU)Slide2
Customer
Driven
Update
(CDU) for CRMOL
What is Customer
D
riven Update (also known as CDU)?
Review the CRMOL Update Policy and Communications Cadence
Answer QuestionsSlide3
CRM Online Customer Driven Updates – What is it?
A Customer Driven Update (CDU) is a feature
within the CRM Online Application that provides System Administrators control over
scheduling for major updates. This enables the customer to “drive” the timing of the update to be the most suitable for their company, in turn allowing them to
manage their Microsoft Dynamics CRM Online instances. Slide4
Customer
Driven Upgrade
(CDU) Benefits
Enables the power of
choice
Provides customer
the ability to drive
scheduling
Relevant and timely communication reminders starting 90 days out
123Slide5
CRM Online Customer Driven Updates UI Experience
5
Shows the
instance
type.
Choose Manage updates now to change the date for your update.
Shows the region where your tenant resides.Shows the current and target version of CRM Online. Choose Change target version to update to a different version of CRM Online.
The date defaults to the alternate date if the primary date is missed. Choose
Reschedule update to change the date for your update.
Choose Approve Update to proceed with the scheduled date.Choose Open to open the selected CRM instance.Slide6
CRM Online Customer Driven Updates UI Experience
Enter preferred
date Slide7
CRM Online Customer Driven Updates UI Experience Cont.
Approve dateSlide8
CRM Online Update Policy – How it Works?
This policy is intended to provide the latest and greatest features and platform to our customers ultimately enhance their experience and suit their business needs.
The
simplest way to articulate the Update Policy is that
we do two M
ajor Updates
a year and a customer must take at least one update a year or customers can be one version behind.
http://aka.ms/crmolpolicy
Major Release VersionsSlide9
CRMOL
Customer Driven Upgrade Experience – Notification Cadence
NOTE:
Emails are set to CRM System Administrators & Notifications List per Instance (Organization)
T-MINUSIN PRODUCTEMAIL
WEBSlide10Slide11
Disclaimer
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