Dynamics CRM Spring Wave 14 Rolling Out

The Dynamics CRM Spring Wave 14 is rolling out.

The notifications started hitting administrator’s email in-boxes early this week. So, the release is actually a little early! Fine by me as I like nice surprises like this.

You can find more details and getting ready steps here: http://www.microsoft.com/en-us/dynamics/crm-customer-center/get-ready-for-the-next-release.aspx

As a Friday Tip the following is what you can expect as part of the upgrade notice. This update isn’t exactly following the previously communicated process of CDU’s (Customer Driven Update). Microsoft was going to provide 90, 30, 15, and 7 day notices of upgrades once they were scheduled. In this case, the notifications just started showing up in email inboxes. Technically Microsoft applied a UR (update rollup) and you have the option of completing the steps for the actual CDU.

As a refresher, going forward a UR will be bug fixes and performance improvements, and will be automatically applied. A CDU will have functionality improvements and notifications and potentially additional steps are required from the customer/user.

In any case here is what the email will look like. if you haven’t received yours already.

Spring Wave Email NotificationOnce you receive your notification, login to your CRM application and go to Settings, Administration.

Spring Wave AdministrationStart with selecting the “Install Product Updates” link. This will take you to a nicely done additional details screen. Check out the materials here as Microsoft did a nice job.

Spring Wave DetailsHere is what you find if you click the More links on this page.

Spring Wave Fine Print and Resources

Now it’s time to click the Update button; you will get a chance to back out of your don’t want to start the process just yet.

Spring Wave Last ChanceOnce you click OK on this page though, it’s too late. The upgade begins but you get to watch a nice little video while you wait. The update time varies, most are taking between 10-20 minutes.

Spring Wave InstallingThat’s it! You are done.

Spring Wave Ready Rock and RollAfter the upgrade is complete you will see the following changes to your system.

Spring Wave Customer Service 1

And here are the admin settings for configuring all the new Customer Service capabilities.

Spring Wave Customer Service Admin

You are now ready to enjoy the Dynamics CRM Spring Wave 14 Updates.

Next tip I’ll cover the Social Listening and Marketing updates that are also included in this wave. There are a few more steps required to add those capabilities.

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