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


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/
 


See you at CRMUG Summit 2013!


Tribridge will be attending the CRMUG Summit in Tampa, this coming week Oct 20 – Oct 24th, 2013. For more details please go to www.crmugsummit.com. It’s never too late to register. Please look for our Concerto Cloud Branding and See you at booth 713!

Here’s my schedule in case your attending. I’d love to meet you or your co-workers at talk anything CRM! I will be at the Tribridge Lunch Tables – Daily from 12-2pm EST. Look for the Tribridge & Concerto Signs!

Tuesday October 22 4:15pm
ADFS and Single Sign on for MSCRM
http://sched.co/10Ww7ik

Wednesday October 23 10:00am
Ask the MVPS – System Administrator Edition
http://sched.co/10Ww6La

Wednesday October 23 3:45pm
You Stay Classy and Keep it Tidy – CRM Administrators
http://sched.co/10Ww71G

Wednesday October 23 5:00pm
Ask the MVPS – Developer Edition
http://sched.co/10Ww5Hi

Wednesday October 23 5:00pm
So you want to be a CRM superstar
http://sched.co/10Ww71I


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!


Microsoft Convergence 2013 is only 3 days away!


Microsoft’s Convergence 2013 is only 7 days away! Starting March 17, 2013 in New Orleans.

I’ve posted my schedule for those attending! You can always find me in the lunch room at the Tribridge Tables. I’ve love to meet with everyone following my blogs and posts! Please stop by and introduce yourself.

Monday:
11:00–2:00 Lunch (look for blue table cloths)
12:00 Best Practices in ADFS Claims Authentication – Chris Cognetta Tribridge Presenting room 265
1:30 CRM 2011 & SharePoint – Gus Gonzalez and Chris Cognetta
3:00 Technology Roundtable – Upgrades – Chris Cognetta
6:00–9:00 Welcome Reception
(Tribridge Customers Come by our Concerto Booth for goodie bag.  We will be wearing black shirts.)

Tuesday:
12:00–2:00 Lunch (look for blue table cloths and grey shirts)
5:00 Ask the MVP’s CRM – Chris Cognetta from Tribridge

Wednesday:
12:00–2:00 Lunch (look for blue table cloths and blue shirts)
2:00 Ask the MVP’s CRM – Chris Cognetta from Tribridge presenting
6:00-10:00 Tribridge Customer Only Party

Thursday:
11:00am-2:00pm Concerto Cloud Booth by Tribridge
4:00pm-5:00pm Improving Healthcare with CRM & HealthVault
 


Best Practices for Implementing CRM 2011 Claims Based Authentication


Presentation from the CRM UG Summit 2011 in Las Vegas, November 11, 2011

Configuring ADFS/IFD for CRM2011 can be challenging. During this session we will explore the technology, focus on key configuration points, and discuss best practices and tips. The information presented during the session is based on lessons learned from working in the trenches on more than 40 real-world implementation of CRM 2011 since Feb 2011.

 CRMUG_Summit_2011_IFDADFS