Join me at CRMUG Summit in Reno NV October 13-16


Join me at the CRMUG Summit In Reno NV. This is the premier Dynamics CRM Event of the year. Don’t miss out, not too late to register below.

renosummit

 

More details..

http://www.crmugsummit.com/home

Here’s my preliminary schedule. Please refer to the website!

Monday, October 12

8:00pm-10:00pm @ Peppermill – Terrace Lounge Chapter Leader Bash

Tuesday, October 13

2:00pm-4:30pm @ Atlantis: Paradise D & E Volunteer Immersion at CRMUG Summit
5:00pm-8:00pm @ Hall 2 Welcoming Expo Reception

Wednesday, October 14

7:00am-8:00am @ Hall 1 Breakfast – Jump Into a Great Day
9:15am-9:45am @ Ballroom Lobby Networking Break
9:45am-10:45am @ D2 Getting Ready to Pull the CRM Trigger
11:15am-12:25pm @ C4 CRMUG Opening General Session – Microsoft Keynote
1:30pm-2:30pm @ D4 The CRM Superhero’s Tips, Tricks, and Toolbox
1:30pm-2:30pm @ D2 Scouting & Preparing as CRM GameDay Draws Near
2:30pm-3:00pm @ Ballroom Lobby Networking Break
4:00pm-4:30pm @ Ballroom Lobby Networking Break
4:30pm-6:00pm @ D2 ADFS & Upgrading with a Mobile State of Mind
6:00pm-8:00pm @ Hall 2 Expo Reception

Tribridge Customer Party – Invitation Only 7pm on..

Please contact me if your a customer or prospect and did not receive an invitation.

Thursday, October 15

7:00am-8:00am @ Hall 1 Breakfast – Jump Into a Great Day
8:00am-9:00am @ D2 Getting that CRM Upgrade to Purr Like a Kitten
9:00am-9:30am @ Ballroom Lobby Networking Break
10:30am-11:00am @ Ballroom Lobby Networking Break
11:00am-12:00pm @ C4 CRMUG General Community Session
12:00pm-2:00pm @ Halls 1 & 2 Networking Lunch and Expo
2:00pm-3:00pm @ D7 Going OnPremise to CRM Online
2:00pm-3:00pm @ C1 Take It to the Next Level with End User Experience Upgrades in CRM 2015
3:00pm-3:15pm @ Ballroom Lobby Networking Break
3:15pm-4:15pm @ D4 Ask the MVPs: Admin-Foundation Edition
3:15pm-4:15pm @ D7 Ask the Experts – User Adoption Edition: Enterprise CRM Strategies and Pitfalls to Avoid
4:15pm-4:45pm @ Ballroom Lobby Networking Break
4:45pm-5:45pm @ D2 Dissecting Multifaceted CRM Upgrades

Friday, October 16 – CANCLLED

8:00am-9:15am @ D2 Deployment Method of Choice  CANCELLED

 

 


CRM 2015 has been released.


The Microsoft CRM team has been hard at work. They have just announced the availability of CRM 2015 for both CRM Online and CRM OnPremise. Don’t worry, this is not the same major upgrade from CRM 2011 to CRM 2013, but rather more like a CRM 2013 SP2/3 release.

As of I have stated before, CRM platform has hit a nice maturity level, in where the interface and back office are very stable, scalable, etc., a lot like ERP system updates. Now, we will see even more new features and innovation for CRM, built on the same common platform. Here’s some great links!

What’s new in CRM 2015:

http://www.microsoft.com/en-us/dynamics/crm-customer-center/what-s-new.aspx

 Mobile Tablet Productivity Enhancements

https://www.youtube.com/watch?v=AsCVyFqGsZA

 

CRM Customer Center:

http://www.microsoft.com/en-us/dynamics/crm-customer-center/default.aspx

 

CRM Online Upgrade Video

https://www.youtube.com/watch?v=7f3KTlFaQ64

 

Videos and EBooks:

http://www.microsoft.com/en-us/dynamics/crm-customer-center/videos-ebooks.aspx

 

Hierarchical Security Modeling in Microsoft Dynamics CRM 2015

https://www.youtube.com/watch?v=kx5So32DrCo

 

Mobile Tablet Productivity Enhancements

https://www.youtube.com/watch?v=AsCVyFqGsZA

 


Cloud Offerings: A Gartner Prospective and Concerto Recommendation!


Tribridge has been selected as one of the cloud partners doing Cloud Right. Tribridge’s Concerto Cloud has also won Microsoft Dynamics ISV of the year 2013!  Learn more about the report here!

[gview file=”http://cognettacloud.com/wp-content/uploads/2014/02/CloudOfferings-Gartner-Perspective.pdf”]

More about Tribridge’s Concerto Private Cloud..
http://www.concertocloud.com/
 


CRM 2013 Upgrade Flurry has Started! Upgrade Checklist


Microsoft has begun switching over many of our Microsoft Dynamics CRM customers to CRM 2013.

Here’s some things you should know about the overall process:

1. Ensure you have another environment (test/dev) that matches your CRM production setup.
This is a best practice by far. Not having a test environment, makes troubleshooting and changes in your production environment almost impossible to manage. This is no different for which deployment model you have choose: Online, On-Premise or Partner Hosted.

Ensure this environment has a copy of the latest customizations, solutions, ISV’s etc. Data can also be replicated from production, using tools like the CRM 2011 Instance Adapter or tool like Scribe.

If you do not have a CRM 2011 instance for test/dev. already, its now too late to create a new one as only CRM 2013 instances are available as of Nov 4th. You will have no choice but to create a test CRM 2013 trial and import your 2011 solution which if fully supported. This will provide you with what your system will look like after the upgrade.

You should also push out your production CRM Online date as far as possible. Today, the last date available to upgrade is 2/14/2014. For other implementations, you still have some time :).

2. Understanding your Environment
Ensuring that your understand all the components that have been deployed with your CRM system is critical to the success of your upgrade. You will need to review all your Solutions, Web Resources and Custom Code to ensure that your and your ISV’s are prepared for the upgrade.

Microsoft has provided a tool to help pin point this issues.
http://www.microsoft.com/en-us/download/details.aspx?id=30151

The information provided by the tool will be a roadmap for your upgrade. Check with ISV’s website’s for their plans in regards to CRM 2013.

3. Fixes Issues
It’s very important to record and fix your issues and test them fully before User Acceptance Training (UAT). Errors with the application can quickly kill your user adoption. If you’re not ready, wait! Once the issues have been resolved your ready for testing!

4. Testing your Upgrade
Once you have all the customizations, solutions and errors fixed in your development/test server, you can now perform your User Acceptance Training (UAT) and overall product training. Please note that even with no errors, your users will need training for CRM 2013’s completely redesigned interface.

Make sure you have a strong test plan, allowing users to fully test all of their daily functions. This should also include processes they don’t often run. This should include the Outlook and Web Clients as well as desktop versions Win7/Win8 as well as Office versions (2007/2010/2013) or the combination that is being deployed by your organization.

Once you have signoff, you will want to take the solutions and ISV’s files and you will need to deployment them in the production environment the night of Production Go-Live.

5. Planning your Upgrade
Once you have completed your testing, you can now select to move in your production upgrade date from the CRM Online System. This will allow you to choose the next available date. Once the upgrade starts, you will not be able to access the system for a few hours, and as long as 24 hours.


CRM 2013: Ipad Mobile Client for CRM 2013 – Screen Shot Tour!


Without further adieu, Microsoft Dynamics CRM 2013 IPAD Mobile Screen Shots. We did not get access to this application during the Beta’s as you needed a special license to run it on the devices. I successfully downloaded and install the client from the Appstore today by searching for Dynamics CRM.

Searching the AppStore
appstore

Start Page- Enter your CRM URL (IFD – Internet Facing Deployment Required for OnPremise, CRM Online is ready to go.)
IMG_0379

How to Page on how to navigate around
IMG_0381

Sales Mobile Dashboard – Home button will take you here.
IMG_0382

Navigation Menu – Click the menu icon next to the home button
IMG_0383

Opportunity Record
IMG_0384

Account Record
IMG_0385

Quick Search – Searches up to 10 entities (uses the quick view view of each entity selected
IMG_0386

A very nice rollout! Thanks to the Microsoft Product Team for a great job on this fantastic release!


Tanguy does it Again! XrmToolbox for CRM now has Metadata Document Generator!


My good friend and fellow MVP Tanguy does it again! XrmToolbox for CRM has now been upgraded to include the CRM Metadata Document Generator. And it provides all the features of the standalone version but also adds the ability to add the location of attributes on the forms and to select attributes not on the forms.

metadatagenerator

 

 

 

 

 

 

 

 

 

 

And still has this features!
Excel or Word output (thanks to GemBox Software API)
Language selection (if multi language enable on organization)
Attributes selection:
All attributes
Optionset and boolean attributes only
Attributes used in forms
Attributes not used in forms (new)
Attributes selected manually
Attributes metadata selection
Save/load settings to avoid losing time replaying the same document generation

As usual the tool is available as part of the XrmToolBox application, on CodePlex at https://xrmtoolbox.codeplex.com/releases/view/107901