Quick Tip: It’s time to schedule your Dynamics 365 July 2017 update

by | Jan 16, 2018 | Dynamics 365 CRM QuickTips, Dynamics 365 Fundamentals, Microsoft Dynamics 365 |

It has been a long time coming for existing Dynamics 365 customers, but at long last, you can schedule your update to Dynamics 365 July 2017 update (Yes JULY 2017 Update!). Scheduling your update is quick and easy and will give you some much requested new features including

  • Multi-Select Option Sets
  • A clean fresh user interface
  • Updated Outlook Client
  • Virtual Entities for integration with other data sources
  • Improved Activity Timeline
  • Business Process Flow enhancements

Scheduling your update can be initiated by any user with a Dynamics Administrator Role or greater.

Here is a short video we created to outline the process of scheduling your update.

 

Scheduling Your Dynamics 365 July 2017 Update

Simply go to the Office 365 Administrator Portal, select Dynamics 365 from the left-hand navigation. You will see a list of all of your Dynamics 365 Instances.. Switch to the UPDATES tab and select the instance that you wish to update.

enCloud9 | Microsoft Dynamics 365 CRM Consultants Quick Tip: It's time to schedule your Dynamics 365 July 2017 update Dynamics 365 CRM QuickTips Dynamics 365 Fundamentals Microsoft Dynamics 365

The next screen allows you to choose the update date as well as an alternative date, at least 14 days later. This update must be in high demand as – as of this writing, you can only schedule updates for the last week in February.

enCloud9 | Microsoft Dynamics 365 CRM Consultants Quick Tip: It's time to schedule your Dynamics 365 July 2017 update Dynamics 365 CRM QuickTips Dynamics 365 Fundamentals Microsoft Dynamics 365

The final screen allows you to approve the dates that you have selected.

enCloud9 | Microsoft Dynamics 365 CRM Consultants Quick Tip: It's time to schedule your Dynamics 365 July 2017 update Dynamics 365 CRM QuickTips Dynamics 365 Fundamentals Microsoft Dynamics 365

You are finished once you have approved the update . You should receive an email from Microsoft confirming the update. As the date of your update approaches, you will continue to receive reminders. Finally the day of your update, access to Dynamics 365 will be restricted for about 15 – 30 minutes while the update is applied.

If you have questions about scheduling your Dynamics 365 July 2017 update enCloud9 is available to help you out. Contact us at 1- 844- 264-0729 for a complimentary analysis of your Dynamics 365 system.

 

 

 

 

 

Are you ready to accelerate your sales?

enCloud9 | Microsoft Dynamics 365 CRM Consultants Quick Tip: It's time to schedule your Dynamics 365 July 2017 update Dynamics 365 CRM QuickTips Dynamics 365 Fundamentals Microsoft Dynamics 365
enCloud9 | Microsoft Dynamics 365 CRM Consultants Quick Tip: It's time to schedule your Dynamics 365 July 2017 update Dynamics 365 CRM QuickTips Dynamics 365 Fundamentals Microsoft Dynamics 365

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