Please stop by and introduce yourself! I’d love to meet you or help answer a question! For other times not mentioned below I will be at the social media command center on the Expo Floor.
We are less than 30 days away from the biggest Dynamics event of the year. If you haven’t been to Convergence before, let me say that I would gladly give up my personal vacation time to attend. Convergence is the mecca for all things Dynamics including Dynamics CRM and ERP solutions, along with training courses from the CRMUG!
You will also find partners like Tribridge, and other ISV’s like ADX Studios and Trillium. Make sure to stop the booths inn the Convergence Expo! Convergence will be Atlanta GA Convention Center – March 3 – March 7, with CRMUG training on March 7th.
I will be presenting at both the CRMPC and CRMUG (partner and users groups) On Monday and Friday:
Dissecting CRM 2013 Upgrades – Best Practices and Lessons Learned at 3:15 – 4:00 pm
I will also be a member of the 2014 Convergence Social Media team, so you can find me at the Social Media Command Center, as well as with the Tribridge team during lunch and evenings at booth 609.
Looking forward to seeing everyone there, please stop by and introduce yourself!
Link to the event:
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!
More about Tribridge’s Concerto Private Cloud..
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.
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.
Thank you again to the community for helping me achieve this MVP Award for my second year.
One of the main reasons I wanted to become an MVP was not only to help others, but the deep interaction with Microsoft CRM product team. This is the core benefit of the MVP program. This November 18-23 will be no different as all Microsoft MVP’s are headed to Redmond for interaction with their prospective product teams.
From the CRM MVP team, it was great to see so many of my fellow MVP’s including some new ones from around the Globe. The interaction with this team of MVPs is priceless, second to none. We communicate daily with each other and form a giant virtual helpdesk helping each other with the daily challenges our companies, users and other MVPs encounter.
Unfortunately, all content from the MVP Summit is under strict NDA so we cannot share with you any details. Best Rest Assure, knowing that more good things are on the way from the CRM Product Team.
Thank you the community for helping me achieve this MVP Award.
We also took our customary CRM MVP photo.. I’m the tall guy in the back row glowing in white
Also got to take a picture with my Italian Mafia MVP’s from Italy! I’m in the middle!
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
Wednesday October 23 10:00am
Ask the MVPS – System Administrator Edition
Wednesday October 23 3:45pm
You Stay Classy and Keep it Tidy – CRM Administrators
Wednesday October 23 5:00pm
Ask the MVPS – Developer Edition
Wednesday October 23 5:00pm
So you want to be a CRM superstar
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.
A very nice rollout! Thanks to the Microsoft Product Team for a great job on this fantastic release!
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.