1. The document outlines three steps to upgrading to Microsoft Dynamics CRM 2015, including upgrading for support, taking advantage of new features, and enhancing marketing and social engagement capabilities. 2. Key reasons to upgrade include maintaining support for older versions of SQL Server and Windows, as well as gaining access to new features in the 2015 version like business process flows, product catalogs, and mobile clients. 3. The 2015 version also enhances marketing and social engagement with tools for email marketing, A/B testing, managing digital assets and social media analytics.