1. Microsoft Dynamics Customer Driven Update (CDU)
11/10/2018
Microsoft Dynamics Customer Driven Update (CDU)
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

2. Customer Driven Update (CDU) for CRMOL
Microsoft Dynamics
11/10/2018
What is Customer Driven Update (also known as CDU)?
Review the CRMOL Update Policy and Communications Cadence
The goal of the presentation is to provide you an overview ON THE customer driven update feature OR also known as “CDU” and the policy built around it as well as what our communications cadence look like
Answer Questions
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

3. CRM Online Customer Driven Updates – What is it?
A Customer Driven Update (CDU) is a feature within the CRM Online Application that provides System Administrators control over scheduling for major updates. This enables the customer to “drive” the timing of the update to be the most suitable for their company, in turn allowing them to manage their Microsoft Dynamics CRM Online instances.
Customer Driven Updates, WHAT IS IT? A customer driven update, also commonly referred to as “CDU” is a feature within the CRM Online Application that provides System Administrators control over scheduling for major updates.
This enables the customer to “drive” the timing of the update to be the most suitable for their company’s needs, in turn, allowing them to manage their Microsoft Dynamics CRM Online instances or orgs.

4. Customer Driven Upgrade (CDU) Benefits
Microsoft Dynamics
Customer Driven Upgrade (CDU) Benefits
11/10/2018 2 3 1
Relevant and timely communication reminders starting 90 days out
Enables the power of choice
Provides customer the ability to drive scheduling
This feature provides a number of benefits to the customer, ranging from enabling the power of choice, which gives the customer full control over scheduling for major releases through consenting their update coupled with relevant and timely communication reminders starting 90 days.
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

5. CRM Online Customer Driven Updates UI Experience
Choose Open to open the selected CRM instance.
Shows the
instance type.
Choose Manage updates now to change the date for your update.
Shows the region where your tenant resides.
Shows the current and target version of CRM Online. Choose Change target version to update to a different version of CRM Online.
This page allows the customer to manage all of their CRM Online instances. They can perform a multitude of actions from this page. A few key action include:
Changing their target version, should there be multiple versions available to them
Reschedule an update
View details of their maintenance window and
Approve an update
The date defaults to the alternate date if the primary date is missed. Choose Reschedule update to change the date for your update.
Choose Approve Update to proceed with the scheduled date.

6. CRM Online Customer Driven Updates UI Experience
Enter preferred
date
Next, this is a view into the calendar that the customer would see should they opt to select to re-schedule an update

7. CRM Online Customer Driven Updates UI Experience Cont.
Approve date
In the final view of the UI experience walk through we are providing you, the customer will see a page which is a summary of the selected schedule for the instance is being managed.
Once the customer approves the changes they will then be re-direct back to the instance picker page at which point they will also need to approve the actual update

8. CRM Online Update Policy – How it Works?
This policy is intended to provide the latest and greatest features and platform to our customers ultimately enhance their experience and suit their business needs.
The simplest way to articulate the Update Policy is that we do two Major Updates a year and a customer must take at least one update a year or customers can be one version behind.
Microsoft Dynamics CRM 2015 Update
(Vega)
Microsoft Dynamics CRM 2015 Update 1
(Carina)
Microsoft Dynamics CRM 2016
(Ara)
Major Release Versions
In this slide you will see the CRM Online update policy, the intent of the policy is to provide the latest and greatest features and platform to our customers - ultimately enhancing their overall experience
Now let me walk you through the Policy:
We do 2 major updates a year a customers must take at least one of those updates per year
If they do not, the next available release then becomes mandatory

9. CRMOL Customer Driven Upgrade Experience – Notification Cadence
Microsoft Dynamics
CRMOL Customer Driven Upgrade Experience – Notification Cadence
11/10/2018
T-MINUS
Schedule
90 Days
– 90 days before update (approved)
– 90 days before update (needs approval)
30 Days
– 30 days before update (approved)
– 30 days before update (needs approval)
15 Days
– 15 days before update (approved)
– 15 days before update (needs approval)
7 Days
– 7 days before update (approved)
In-product Alert
– 7 days before update (needs approval)
Update Day
Web Update in progress (Only approved)
Post
– Update successful
– Update fallback to secondary slot
– Update will be rescheduled
WEB
IN PRODUCT
Lastly we would like to leave with an overview of the robust communications cadence built into the CDU experience. Once the customer has been scheduled they will begin to see a series of communications and/or alerts, some of which will require action on the customer’s part. These notifications will come at the:
90 day
30 day
15 day
7 day mark
As well as while your update is in progress and once its complete.
NOTE: s are set to CRM System Administrators & Notifications List per Instance (Organization)
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

11. Microsoft Dynamics
11/10/2018
Disclaimer
© 2015 Microsoft Corporation. All rights reserved. This presentation contains Microsoft Confidential Information and is intended for Microsoft internal use only, or for Microsoft customers/partners under NDA. The Microsoft Dynamics CRM features illustrated in this document are related to pre-release products under development. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. All pre-release product release dates and features specified are preliminary based on current expectations, and are subject to change without notice. Microsoft may make changes to specifications and product descriptions at any time, without notice. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. NO LICENSE, EXPRESS OR IMPLIED, BY ESTOPPEL OR OTHERWISE, TO ANY INTELLECTUAL PROPERTY RIGHTS IS GRANTED BY THIS PRESENTATION. Microsoft products are not intended for use in medical, life saving, or life sustaining applications. Microsoft Confidential. Internal use only.
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© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.