Move over CRM and AX! Dynamics 365 is here!


Microsoft Dynamics CRM has been rebranded as Dynamics 365 as of November 1.

We have been battling for years the Microsoft CRM and ERP products did not talk to each other out of the box, requiring integrations like Scribe, EOne or KingswaySoft. Other competitors provided seamless tools that often noted this as a weakness.

Microsoft has responded with Dynamics 365 or a 360 degree of customer across CRM and ERP. And they didn’t stop with that. Now, the Common Data Model will be integrated across all products and be exposed to PowerApps, PowerBI and other products. An Appstore, along with the ability to provide Micro Apps will be a great way for developers to extend Dynamics 365 and get direct audience with the users needing these apps.

Why is this important to me as a developer? Lot’s of opportunity to not only extend Dynamics 365, but also to use XRM as your development platform and get access to all these great feature sets.

 


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

 

 


Join me at CRMUG Summit 2014!


summit

 

 

 

 

It’s that time of year again, when all the CRM User base gets together for the biggest CRM user group event of the year. CRMUG Summit is a great place to learn, network and do all things CRM! Some details to the event can be found here.

If you’re attending, see my schedule below. Stop by to ask a question or just say hello!

Dynamics Partner Conference Oct 13-14

DynamicsPartnerConfernence

CRMUG Summit 2014 October 15-17
cmrug

Please note the 2:15 session has been moved to 8am that morning, giving you plenty of time to catch your flights.

I will be at both the MVP sessions.
mvp

mvp1


CRM 2015 has been announced. Fall Release 2014.


Before you say not again!, CRM 2015 has been announced and should be available by years end. From my initial testing, I can tell you we have reached a very stable, almost turning point with our common CRM platform. Now, like the ERP systems, we are going to see functionality enhancements not system re-designs, while keeping the same interface with some small enhancements around performance and usability. Multi-entity search now available out of the box! 🙂

The CRM team has really delivered, and is keeping the momentum by delivering today. A great way to sum up this new releases to others, its like CRM 2013 R2, but since we had the time, we changed the name too! 🙂

Press Release:
http://www.microsoft.com/en-us/news/press/2014/sep14/09-16crmpr.aspx
Bob Stutz’s Blog:
https://community.dynamics.com/crm/b/crmconnection/archive/2014/09/16/marketing-sales-service-one-cloud-for-all.aspx
Customer Center Get Ready Page:
http://www.microsoft.com/en-us/dynamics/crm-customer-center/get-ready-for-the-next-release.aspx


CRM 2013: Graphical Understanding of the New License Model


We have been fielding a ton of questions in regards to the new Microsoft Dynamics CRM 2013 Licensing Model. I thought it would be helpful to share some licensing details:crmonlinelicensingdetails

So we have three new license types along with new costs.  Specially around costs, lets talk about two great new options INCLUDED with the new cost:

1. Mobility – Microsoft is going to give you mobility licenses for your Windows 8 and IPAD tablets out of the box. Q2 2014 Roadmap shows additional devices for Windows Phone, IPhone and Android devices.
** Note: Android devices might work out of the box, but will not be supported in the first release.

2. Free Instance – Microsoft is providing another free instance for development and test, which will be accessible by all your production user licenses. This is also following best practice to have an environment to develop, test and train in.

Another feature of the new license structure is to give the flexibility for different types of users. This allows the organization the flexibility to pick and choose licensing by user. This also introduces the most amount of questions! 🙂

Here’s the key – If the user is creating Sales Entities (Accounts, Contacts, Opportunities etc.) then they need the Professional License. If the user is a backoffice user only updating (Not creating these records), then they could use the basic license. (UPDATE: it appears creating account and contact records can be handled using the Basic License – Thanks Adam Vero for bring this to my attention). For XRM applications not making use of the main these records types can really benefit from the Essential license to access Customized Entities.

Here’s a great visual chart to determine what each of the licenses provide to help you choose which one. Once upgrade, the customer will be responsible to change the license types in the O365 portal after the upgrade.

crm2013licensebreakdown


License and Mobile Changes in store for Microsoft Dynamics CRM 2013


Some more details emerged today about CRM Online License Model and Mobile Options for CRM 2013..

We plan to offer the following competitively priced license options for our next release of Microsoft Dynamics CRM Online:

Professional ($65*) For the core CRM users, who need the full capabilities of Microsoft Dynamics CRM including sales force automation as well as marketing and customer care.  We believe most users will find this license best fits their needs.

Basic ($30*)  For sales, service and marketing users who need to manage accounts, contacts, leads, cases and access custom applications as well as for business analysts who require reporting capabilities.

Essential ($15*) For light-weight users who need to access custom applications developed in house or by our vast network of partners.

(*) CRM Online list price shown per user per month in USD, actual pricing might vary by geography. Other fees may apply for add-on services such as additional storage, testing and production instances. Prices are exclusive of any fees you may incur to procure Internet connectivity.

More details from the original blog can be found here:

http://community.dynamics.com/crm/b/crmconnection/archive/2013/07/08/introducing-a-more-flexible-and-personal-way-to-buy-microsoft-dynamics-crm-online.aspx#.UdriBPm1GZE