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.



More details..

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



Just Rewarded MVP Award 2015-2016 year. Thank you!

Thank you to my family, followers, customers, supporters and Tribridge for helping me maintain my Microsoft CRM MVP Award for this year. It’s truly an honor to receive this award and I look forward to sharing more CRM 2016 and Azure details this coming year. Thank you!



Microsoft Officially Announces Microsoft Dynamics CRM 2016!

Microsoft Officially took the warps off the fall release, which will be known as Microsoft Dynamics CRM 2016.  Key updates will brought to the on premise version, previously only available on CRM Online.

Updated Features include an enhanced excel experience, next generation CRM for Outlook App, Office Delve integration, Share documents across One Note, Office 365 Group and One Drive for Business, tighter Cortana integration and slew of other fixes and updates waiting for you.

The official release annoucement can be found here:

Based on past releases, we can expect to see this hit the shelves end of November, beginning of December. Stay tuned for more updates.


Join me and my CRM MVPs at The MVP Virtual Conference (MVP V-Conf)

The MVP Virtual Conference (MVP V-Conf) is a new, virtual, 2-day event that showcases how the best and brightest independent technology experts are using Microsoft technologies today. Tune in and see what the community of power users are saying about the mobile-first, cloud-first world of possibility with Microsoft re-imagined.
These sessions will be presented by Americas’ Region Microsoft Most Valuable Professionals (MVPs), who are exceptional community leaders who are passionate about sharing their real-world knowledge of Microsoft products with their IT Pro, developer and consumer communities around the world.
The theme of this first conference is “The Power of Community” where we will showcase how the community can help one another learn, thrive and grow, and demonstrate how Microsoft’s MVPs shape these technical communities. 
The MVP V-Conf Keynote address will be delivered by Steven Guggenheimer, Corporate Vice President of the Developer eXperience (DX) group at Microsoft Corp.
More details..

Microsoft Announces Release of CRM 2015 Spring Wave

This is going to be a great release. Online only for now, provides updates to navigation giving a 3rd layer of breadcrumbs similar to Microsoft Dynamics Marketing. New email folder based routing, faster form loads just to name a few. Here’s all the details.. Enjoy!

Note: We expect OnPremise and Private cloud users to get this release in Fall 2015 (December).

Countdown to Convergence 2015! See you there!

Countdown to Convergence 2015

We are less than four weeks out from Convergence 2015 and the anticipation is building! Over the next month we will be sending you, our registered attendees, regular e-mail communications that will provide you with event information, tips to help you get ready, and ways to get energized. We look forward to seeing you in Atlanta!

In this edition: Session Updates | Networking | Atlanta Resources | Quick Links | Next Newsletter Edition


Now published: General Sessions We are excited to unveil our lineup of General Sessions at Convergence! This year, Convergence will feature seven General Sessions taking place on Monday & Tuesday that will address some of the most important issues facing business leaders today. With content delivered by Microsoft executives and other industry leaders such as marketing pioneer Seth Godin, these strategic sessions will provide fresh, new perspectives and innovative solutions. Search by ‘General Sessions’ in Schedule Builder to review the full list and add them to your personalized schedule today.


Making the connection One of the most valuable aspects of Convergence is the opportunity to network and connect with thousands of other attendees who have similar interests, similar roles, or work in similar industries. Whether through planned activities or just informal opportunities, you’ll find yourself making connections that will last long after the event is over. Here are few ways you can maximize your time:

  • Review all the opportunities on our Networking page. From Roundtable Discussions to all the offerings that the Convergence Experience Center provides, the options abound.
  • Make sure you’ve opted-in during the registration process to have a QR code printed on your badge. Like a virtual business card, this will let you scan and share your contact information with others easily (don’t worry, you can still go back to your registration record and opt-in if you haven’t already).
  • Read through our Convergence Insider blog about networking at Convergence for some tips and perspectives from past attendees.

New to Convergence? If this is your first-time to Convergence, never fear! We know sometimes it can be overwhelming to try to navigate a new experience, so we’re here to help.

  • Read the latest Convergence Insider blog that highlights first-time attendance tips from some of our Convergence veterans.
  • We’ll also have first-time attendee buttons onsite that you can wear so other Convergence attendees can easily identify you and provide additional help and guidance.
  • We’ll have our Information Desk and roving information staff available to you all week, but if you want to talk with someone in more detail, you can stop by our main Information Desk in the Registration Foyer at the Georgia World Congress Center on Sunday, March 15 between 4:00 – 6:00pm where we’ll a variety of event experts available to help you get the most out of your experience.


Navigating the ATL Make the most of your time in the great city of Atlanta! Here are a few ways you can find out more about what the city has to offer:

  • Read our Convergence Insider blog about favorite dining recommendations from past attendees. Atlanta has a thriving culinary scene, so take advantage of the many, many great restaurants with your colleagues.
  • Access the Atlanta website that has been specially created for Convergence attendees. It includes information on attractions, things to do, dining, as well as special offers.
  • Connect to #CONV15 on Twitter. Share any recommendations you have and see what others are saying!


Key Convergence Web Links Convergence Social Media Links
Convergence website   Agenda   Session Catalog / Schedule Builder   Sponsor/Exhibitor listing   FAQ Convergence Community page Facebook Twitter (and use #CONV15) LinkedIn YouTube


What to expect The next edition of the Countdown Newsletter will be all about the Convergence Experience Center, considered the hub of the conference. From exploring hundreds of partner solutions in the Expo Experience, to demos and technical support within the Microsoft Solutions Experience, and much, much more, we’ll introduce you to the myriad of opportunities to learn and connect within this amazing space. Stay tuned!

Download & Video pages have been updated.

I have updated my sites download and video pages with a lot of new links. Enjoy!

Dynamics CRM Videos & Ebooks

Dynamics CRM Videos and eBooks are now available for Sales, Service, Social Listening, Mobile and upgrading. Take a look:

Training & Adoption Kit for Microsoft Dynamics CRM

Looking to build Custom training for your company for Microsoft Dynamics CRM?

Create your own training materials for Microsoft Dynamics CRM Online 2015 Update and Microsoft Dynamics CRM 2015 (on-premises)!

Here are links to several editable eBooks and help files that you can customize any way you like. Replace images and screen shots, edit the text, use your own logo — whatever works to make your training materials match your system and style.


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:

 Mobile Tablet Productivity Enhancements


CRM Customer Center:


CRM Online Upgrade Video


Videos and EBooks:


Hierarchical Security Modeling in Microsoft Dynamics CRM 2015


Mobile Tablet Productivity Enhancements