Microsoft Dynamics CRM 8.2: Your Key to Efficient Customer Relationship Management

Microsoft Dynamics CRM version 8.2 is a powerful tool designed to help businesses manage their customer relationships more effectively. This version offers improved features and functionalities that make it easier for companies to track customer interactions, automate sales processes, and provide better customer service. Dynamics CRM 8.2's strong features and easy-to-use interface assist organizations increase productivity, maintain organization, and eventually expand their clientele. The main features of Microsoft Dynamics CRM version 8.2 will be examined in this post.

What does Microsoft Dynamics version 8.2 include?

Microsoft Dynamics 365 version 8.2 includes the following packages: 

• Microsoft Dynamics 365 Server (on-premises)
• Microsoft Dynamics 365 Reporting Extensions (on-premises)
• Microsoft Dynamics 365 for Outlook (online and on-premises)
• Microsoft Dynamics 365 Language Packs (online and on-premises)
• Microsoft Dynamics 365 Tools (on-premises)

To install the update, you need to have one of the following versions of Dynamics 365 installed on your computer: 8.2 or 8.1. You can download the update from Microsoft. 

Dynamics 365 is a cloud-based suite of applications that combines CRM, ERP, and HCM products with Power BI reporting functions. It includes apps for sales, marketing, customer service, finance, and supply chain management.

Microsoft Dynamics CRM version 8.2 introduced several updates and improvements. Here are some of the key highlights:

1. Performance Enhancements: Incremental system-wide performance improvements have been made to enhance the speed and functionality of Dynamics CRM.

2. Bug Fixes: Various issues have been resolved, including:

• Emails being auto-promoted unintentionally.
• Tasks being automatically deleted or completed without manual intervention.
• Errors occurring when attempting to show Activity Feeds or send emails with attachments.

3. User Interface Improvements: Updates to the ribbon menu and other UI elements to improve user experience.

4. Service Level Agreements (SLAs): Adjustments to ensure SLAs created on non-working days (such as weekends and holidays) are handled correctly.

These updates aim to provide a more stable and efficient experience for users.

Key features of Dynamics 365 version 8.2

Dynamics 365 version 8.2 introduced several new features and enhancements. Here are some of the key updates:

• Multi-language Portal Support: This feature allows businesses to support customers, partners, and employees in multiple regions by providing content in various languages, including those with multi-byte characters like Japanese, Chinese, and Korean.
• Faceted Search for Knowledge Articles: Users can search portal content using different characteristics of knowledge articles as filters. This helps in finding relevant content more quickly and efficiently.
• Content Access Levels for Knowledge Articles: This feature allows businesses to create structured learning paths and provide content to the right audience, ensuring that only relevant information is surfaced.
• Partner Onboarding and Recruitment: Dynamics 365 version 8.2 has the ability to find, hire, and onboard partners, improving the partner channel for improved customer service and sales experiences.
• Interactive Dashboards: These dashboards are available across all devices, allowing users to view and drill into their information seamlessly, whether they are on a browser, tablet, or phone.
• Unified Interface Enhancements: The update brought consistent user experience across different devices, support for right-to-left (RTL) languages, and accessibility improvements.

These features aim to improve user experience, enhance productivity, and provide better support for global operations.

Want to explore more about Dynamics 365 CRM version 8.2? Schedule a free call now! Contact us today for ongoing support and guidance regarding the pioneer business solution.

How does Microsoft Dynamics 365 version 8.2 and Dynamics 365 version 8.2.2 differ?

• Features: Version 8.2.2 includes Microsoft Copilot for Dynamics 365, which is an AI-powered experience that can help with efficiency. 
• Updates: Service Update 8 for version 8.2.2 includes performance improvements. 
• TLS support: Version 8.2 includes support for Transport Layer Security (TLS) 1.2, which is required to connect Dynamics 365 for Outlook with Dynamics 365 (online), version 9.0. 

Microsoft Dynamics 365 is a range of business applications that covers customer resource management (CRM), enterprise resource planning (ERP), and other business areas.

Things to think about before selecting a platform to update to the most recent version of Dynamics 365

Making the big choice to upgrade to the most recent version of Dynamics 365 might have numerous advantages, but in order to guarantee a seamless transfer, there are a few things to take into account. Here are some important things to think about:

• Current System Assessment: Evaluate your existing CRM environment to understand its strengths, weaknesses, and areas that need improvement.
• Customization Compatibility: Check the compatibility of your current customizations with the new version. Upgrades often require adjustments to custom code and integrations.
• Third-Party Integrations: Assess the impact on third-party integrations. Changes in APIs may necessitate reconfiguration or redevelopment of integration points.
• Data Integrity and Backup: Plan for data migration, ensuring data integrity and creating backups to prevent data loss during the upgrade.
• Testing Procedures: Before going live, conduct thorough testing to find and fix any problems. This involves evaluating system performance as a whole as well as integrations and customizations.
• Deployment Options: Decide on the deployment model that best suits your organization, whether it's on-premises, cloud, or a hybrid approach.
• Performance Optimization: Be prepared for potential performance issues post-upgrade and plan for optimization efforts to address them.
• User Training and Change Management: Ensure that users are adequately trained on the new system and manage the change process to minimize disruption.
• Vendor Support and Updates: Collaborate with vendors for updates on third-party solutions and ensure ongoing support for the upgraded system.
• Regulatory Compliance: Verify that the new version complies with relevant industry regulations and standards.

Considering these factors can help you make an informed decision and ensure a successful upgrade to Dynamics 365.

Want to upgrade to the latest version of Dynamics 365?

Upgrade to the latest version of Dynamics 365 requires a lot of careful planning. Dynamics Square is an ideal platform for Dynamics 365 implementation partner. We can customize the solution as per your business needs while ensuring a smooth and effective transition. Businesses can take benefits of our profound expertise and experience regarding successful transition of Microsoft Dynamics 365 solution.

If you need any help, please don't hesitate to contact us by phone at +1 281 899 0865 or by email at arish.siddiqui@dynamicssquare.com.