Microsoft Dynamics 365 Upgrading from 8.2.2 to 8.2.3

As part of troubleshooting Server Side Sync we upgraded our on-premise Dynamics 365 environment from version 8.2.2 to 8.2.3 (8.2.3 Details). There were several issues that occurred from this upgrade that I wanted to share to prevent you from falling into the same traps (or at least knowing how to recover when they arise).Related Articles: … Continue reading Microsoft Dynamics 365 Upgrading from 8.2.2 to 8.2.3

4×4 Series: Planning your Upgrade

I was asked to participate in the CRMUG 4x4 webinar series. These are quick webinars with multiple speakers sharing tips and answering questions. I also wanted to document my tips here for future reference.Upgrades are exciting but they can be a lot of work especially in very customized systems. Check out these tips and let … Continue reading 4×4 Series: Planning your Upgrade

May 8 Blog Review

Clearly the blog has been a bit delayed so we have a bit of catching up to do. Let's jump right in!CRMUG has lots of exciting things happening over the next few weeks. CRMUG European Congress is next week so be on the lookout for news from that. Also the Momentum Chapter Series! The DC … Continue reading May 8 Blog Review

February 12 Blog Review

In honor of Valentine’s Day let’s start out with a list of things to love about CRM:1.       It is a great way to organize all your customer data and manage your business processes2.       It is extremely extensible for all your integration and customization needs3.       It allows non-developer types (such as myself) to easily modify the … Continue reading February 12 Blog Review

October 30 Blog Review

Happy Halloween!Unfortunately (or maybe fortunately) I do not have any spooky CRM Stories for you other than users saying they didn’t do something the system says they did. Instead I have a quick blog review touching on the highlights of the last few weeks while I was busy with Summit and such. Let’s jump right … Continue reading October 30 Blog Review

Summit 2015: Day 2 Takeaways

It's a bit late but it's always good to learn more Summit takeaways. Here is what was discussed on Day 2 of Summit 2015.UpgradingBetween 2011 and 2015 there are over 1500 updates so there are many reasons to upgrade. Keep in mind that the longer you wait to upgrade the more difficult it will be. … Continue reading Summit 2015: Day 2 Takeaways

October 9 Blog Review

It’s a short blog review today because I still have lots of packing to do for CRMUG Summit! I’m looking forward to the week out in Reno connecting with so many great CRM professionals! My goals this year are to learn how to successfully upgrade from CRM 2011 to (hopefully) 2016 with minimal loss of … Continue reading October 9 Blog Review

July 17 Blog Review

Welcome to this week’s blog review! The most important takeaway today is that all of you should join me at the Nationals Game tomorrow (July 18). This is a meet up for the Washington, DC area CRMUG chapters. It will be a great way to meet other CRM users and learn a bit more about … Continue reading July 17 Blog Review

July 1 Blog Review

This week’s blog review is a bit early due to the Holiday but the CRM news-machine is still running. Lots of great tips and tricks to share with you today.PowerObjects posted two great how-to articles. How to Hide the Lead Qualify Button without Coding talks about how you can remove the Account and Contact create … Continue reading July 1 Blog Review

June 26 Blog Review

Apparently everyone is off on vacation except for me. I just have a few quick posts to highlight for you this week.First of all, several weeks ago we talked about the importance of people in your CRM deployment. This week Leon Tribe talked about the Top Ten Secrets to a Successful CRM Deployment: Part two … Continue reading June 26 Blog Review