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Upgrading CRM - Preparing Users for the Upgrade and encouraging User Adoption

  • 1.  Upgrading CRM - Preparing Users for the Upgrade and encouraging User Adoption

    Posted Jul 21, 2018 10:21 AM

    My company is jumping from MSCRM 2011 to Dynamics 365 v9.  It is such a drastic difference, I don't know what to anticipate everything that my users will need.  I want to hear from other admins who have gone through a major CRM upgrade - a jump of 2 versions or more.  What was your experience how the users accepted the changes and what would you do differently to encourage user adoption?

    Are you in the Texas (Houston) Chapter?  It would be great to have you cover this subject in the next Houston Chapter Meeting, August 9th.  Please contact me if you are interested.



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    Becky Dotson
    CRM Consultant
    Clariant
    Houston TX
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