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If you currently have a production CRM 2013 Online instance, Microsoft wants you to upgrade to 2015 by the middle of June at the latest. It is important to perform full UI and customization testing in 2015 prior to approving your 2015 online production upgrade. The more customizations and managed solutions you have deployed, the more the need for good quality assurance (QA) and user acceptance testing (UAT).
User stories are the most important aspect of delivering a successful agile project that meets (or even exceeds) the expectations of the client. The story can serve as the vehicle for determining scope, sprint planning, requirements gathering, specification documentation, as well as test script creation and training documentation. So great care must be taken to elicit, document, and gain consensus on and approval of the client’s needs before executing.
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
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Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.