Upgrade CRM customization from MS CRM 4/11 to
Dynamics CRM 365/9.0

Microsoft CRM Dynamics CRM 365/9.0 is great but are you ready for it? What are the challenges?

Data transfer can be tricky

Data transfer can be tricky

Trying to upgrade by yourself can result in data loss and CRM left in inoperable state.
There’s no one click solution

There’s no one click solution

You will need to learn a new Application Programming Interface (API).
Staff training needed

Staff training needed

Your staff will need to learn the new CRM’s navigation paradigm.

What are the benefits of upgrading to Microsoft CRM Dynamics CRM 365/9.0?

  • Premier enterprise-level customer relations management solution
  • Cross platform support! (iPad, iPhone, windows surfaces)
  • User Productivity boost with a new process oriented user interface
  • Real Time workflows
  • Highly configurable business rules

How does WaveAccess add value to your upgrade service?

Increase the performance of the software within your infrastructure;
Educate advanced users within your organization how to customize your CRM, empowering your business and improving your ROI.

How does WaveAccess upgrade your Microsoft CRM Dynamics CRM 365/9.0?

First, we thoroughly learn about your CRM customization needs. Then, we analyze your code and divide our findings into 4 parts:

  • Components that must be entirely reprogrammed by us
  • Components that can be configured by your end-users
  • Components that can be more effectively programmed but this work can be postponed if needed
  • Components that are operational and require no work at all

After our initial analysis within each component category, we initiate the 3 following activities:

  • We replace the JavaScript on the Microsoft CRM Dynamics CRM 365/9.0 forms with new configurable business rules that can be further tweaked by your advanced users when needed
  • We leverage Microsoft CRM Dynamics CRM 365/9.0 real time workflows to substitute server side plug-ins that give advanced users the power to adjust implemented business processes on the fly
  • We increase system performance by eliminating all extra overhead communication within the server, allowing only required information to be transferred from user’s browser to the CRM server and vice versa

Why choose WaveAccess for your customized Microsoft CRM Dynamics CRM 365/9.0?

For more than eight years, WaveAccess has been trusted by a number of clients to develop add-ons for Microsoft CRM, build vertical solutions on top of CRM and perform various data migrations and CRM upgrade tasks. We pride ourselves in our expertise in Dynamics CRM, and we are happy to provide our services to help your business reach your goals.

After years in this industry, we know which approaches work, as well as which approaches don’t. We know the solutions that can optimize your Microsoft CRM Dynamics CRM 365/9.0 without changing your infrastructure.

Whether you are upgrading from CRM 4.0 or CRM 2016, WaveAccess has the tools, people, and experience to get you to Microsoft CRM Dynamics CRM 365/9.0 faster.

Upgrade CRM customization from CRM 4.0/2011/2013/2015 to Microsoft CRM Dynamics CRM 365/9.0

To make upgrading CRM customization from Microsoft CRM Dynamics CRM 365/9.0 to CRM 2013 as simple as possible, Microsoft Dynamics CRM 2013 introduced a new “Business Rules” functionality that allows advanced users to configure form level business logic, such as making controls visible/hidden, or setting default values.
Upgrade-CRM-from-2011-to-2013
This is the easiest way to upgrade CRM customization from CRM 4.0/CRM 2011 to Microsoft CRM Dynamics CRM 365/9.0 and to implement custom business logic through UI and it’s not necessary now to write scripts to handle the following actions:

  • Show error message
  • Set field value
  • Set business required
  • Set visibility
  • Lock or unlock field

Business Rules can be accessed from any entity form after upgrading to Microsoft CRM Dynamics CRM 365/9.0:
Creating-New-Business-Rule
We have described a few examples, where Business Rules in Microsoft CRM Dynamics CRM 365/9.0 can be applied instead of coding.

Set Field Value

Task: Set Former Client field (formerclient) value to “No” if Client (client) field value is “Yes”.

Below is js code of onChange handler event for these fields that allow solving problems.
function onChangeСlient () {
        var value = Xrm.Page.getAttribute("client").getValue();
        if (value)
            Xrm.Page.getAttribute("formerclient").setValue(false);
    }
    function onChangeFormerClient() {
        var value = Xrm.Page.getAttribute("formerclient").getValue();
        if (value)
            Xrm.Page.getAttribute("client").setValue(false);
    }
The screenshot below displays how this business logic can be implemented with the help of Business Rules after upgrade to Microsoft CRM Dynamics CRM 365/9.0.
Setting-Field-Value-with-the-help-of-Business-Rules-in-CRM-2013

Setting field as business required.

Task: It is necessary to set the field Spouse/Partner Name ( spousesname ) Business Required if the Marital Status ( familystatuscode ) does not equal Single ( single ) and vice versa.

Below is js code of onChange event handler for Family status fields that allows solving this task.
function changeAttribute() {
        var value = Xrm.Page.getAttribute("familystatuscode").getValue();
        if (value == 1) {
            Xrm.Page.getAttribute("spousesname").setRequiredLevel("none");
        }
        else {
            Xrm.Page.getAttribute("spousesname").setRequiredLevel("required");
        }
    }
The same logic is implemented with the help of Business Rules in Microsoft CRM Dynamics CRM 365/9.0:
setting-field-as-business-required-with-the-help-of-business-rules-in-crm-2013
crm_help_with_upgrade_2013_4

Setting visibility and lock/unlock field.

Task: Do not show field Spouse/Partner name if Marital status equals “Single”.

Below is js code of onChange event handler for Family status fields that allows solving this task.
function changeAttribute() {
        var value = Xrm.Page.getAttribute("familystatuscode").getValue();
        var visibleValue = value == 1;
        Xrm.Page.getControl("spousesname").setVisible(visibleValue);
    }
The same logic is implemented with the help of Business Rules in MS Microsoft CRM Dynamics CRM 365/9.0:
Help-with-upgrading-to-Microsoft-Dynamics-CRM-2013
To lock/unlock field, select this action:
Locking-unlocking-field

Show the error message.

Task: Show error message if user selects the same contact for Manager and Assistant field within one Contact form.

Js code is below:
function sameFieldChange() {
        var value = Xrm.Page.getAttribute("manager").getValue();
        var isError = value == 1;
        var control = Xrm.Page.getControl("assistant");
        if (isError) {
            control.setNotification("Manager equals Assistant. Please, set another person as a Manager");
        }
        else {
            control.clearNotification();
        }
    }
The same logic is implemented with the help of Business Rules in Microsoft CRM Dynamics CRM 365/9.0:
Showing-error-message-with-the-help-of-Business-Rules-in-CRM-2013

Let’s get started

Outsource your CRM upgrade to WaveAccess
and enjoy Microsoft’s newest CRM tool today

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How we process your personal data

When you submit the completed form, your personal data will be processed by WaveAccess USA. Due to our international presence, your data may be transferred and processed outside the country where you reside or are located. You have the right to withdraw your consent at any time.
Please read our Privacy Policy for more information.