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Upgrade [clear filter]
Wednesday, October 14
 

9:45am

Getting Ready to Pull the CRM Trigger
This initial Upgrade Track session kicks off CRMUG Summit 2015 with an Ask the Experts session in understanding when and why to upgrade your current CRM Platform. No matter what CRM you may be using, important factors should be considered in understanding when is the right time, what components, deployment models, or other considerations should be examined before you attempt to hit your ideal CRM bullseye!

Speakers
avatar for Chris Cognetta

Chris Cognetta

Chief Technologist - Health and Public Sector D365, DXC Technology
Chris Cognetta is the Chief Technologist for Healthcare and Public Sector & DXC Technology and is based in Tampa, Fl. Chris is a Microsoft Business Solutions 365 MVP, along with being an active community member, Azure & CRMUG Medic Founder, CRMUG Programming Board.. Chris is an frequent... Read More →
avatar for Zara Kamruddin

Zara Kamruddin

Senior Microsoft Dynamics CRM Consultant, NexusTek
As a CRM enthusiast, Zara has paved her career by focusing on Dynamics CRM. Starting as a sales analyst in 2010, she worked on a small implementation of CRM 4.0 with just 12 users. It was there that she became the 'accidental administrator'. She has since managed 3 different CRM... Read More →


Wednesday October 14, 2015 9:45am - 10:45am
D2

1:30pm

Scouting & Preparing as CRM GameDay Draws Near
Decisions have been made, and in the words of "Tommy Boy", you officially know it's "Go Time" with your Dynamics CRM Upgrade. This presentation session will help you prepare for game day as you dive into infrastructure, business, and planning best practices to follow in executing your Dynamics CRM Upgrade game plan.

Speakers
avatar for Beth Burrell

Beth Burrell

Sr Onboarding / Project manager, Concerto Cloud
Technology Geek turned Project Manager in the Cloud. Worked in the technology industry for 20 years with the last 4 years concentrating on cloud and the benefits it provides with the Dynamics family products. I help the CRM world understand the technology they use and help bridge... Read More →
avatar for Chris Cognetta

Chris Cognetta

Chief Technologist - Health and Public Sector D365, DXC Technology
Chris Cognetta is the Chief Technologist for Healthcare and Public Sector & DXC Technology and is based in Tampa, Fl. Chris is a Microsoft Business Solutions 365 MVP, along with being an active community member, Azure & CRMUG Medic Founder, CRMUG Programming Board.. Chris is an frequent... Read More →


Wednesday October 14, 2015 1:30pm - 2:30pm
D2

4:30pm

Org-nado - A Deep Dive Into the Technical Details of Estimating and Delivering a Combined Org 2015 Upgrade
This session offers a structured discussion with some out-of-the-box thinking applied to a large CRM project and the challenges involved in engaging a substantial CRM development team. Topic highlights include: Estimation techniques for planning and re-imagining of combining orgs to take advantage of new platform features; description of an automated build process combing multiple separate 2011 orgs (utilizes SSIS with custom pipeline components); consideration when supporting a full complement of developer sandboxes, dev, QA and production environments; and an Overview of custom ‘entity versioning and history for unmanaged solutions’ to help reduce chaos when supporting simultaneous solution development.

Speakers
avatar for Gene Olafsen

Gene Olafsen

FMGlobal
Gene is a hands-on, lead by example, architect/manager with almost 30 years of best-practice oriented, software lifecycle experience. He is the author of several programming books and appreciates what CRM Dynamics brings to the enterprise. Early career experience include supporting... Read More →
avatar for Satish Srinivas

Satish Srinivas

Sr Software Engineer, FMGlobal
I have 15 years of experience in development of large enterprise application in web, client service, mobile, SQL server [2000-2014], SSRS [2000-2014] and Dynamic CRM [4.0-2015]. My interest in CRM compasses enterprise security design, scale and performance. My current role is to drive... Read More →


Wednesday October 14, 2015 4:30pm - 6:00pm
C3

4:30pm

ADFS & Upgrading with a Mobile State of Mind
In today's Dynamics CRM deployments, internet-facing deployments and the mobile worker need to be considered. This intermediate, technical presentation will help you understand how to install ADFS/IFD for your Dynamics CRM system and support Mobile CRM scenarios.

Speakers
avatar for Chris Cognetta

Chris Cognetta

Chief Technologist - Health and Public Sector D365, DXC Technology
Chris Cognetta is the Chief Technologist for Healthcare and Public Sector & DXC Technology and is based in Tampa, Fl. Chris is a Microsoft Business Solutions 365 MVP, along with being an active community member, Azure & CRMUG Medic Founder, CRMUG Programming Board.. Chris is an frequent... Read More →


Wednesday October 14, 2015 4:30pm - 6:00pm
D2
 
Thursday, October 15
 

8:00am

Getting that CRM Upgrade to Purr Like a Kitten
This walkthrough presentation will explain steps in preparing to upgrade and maintain your new Dynamics CRM on-premises platform. Different upgrade scenarios will be shared in upgrading legacy Dynamics CRM deployments (CRM 2011, CRM 2013) and moving to the latest release.

Speakers
avatar for Beth Burrell

Beth Burrell

Sr Onboarding / Project manager, Concerto Cloud
Technology Geek turned Project Manager in the Cloud. Worked in the technology industry for 20 years with the last 4 years concentrating on cloud and the benefits it provides with the Dynamics family products. I help the CRM world understand the technology they use and help bridge... Read More →
avatar for Chris Cognetta

Chris Cognetta

Chief Technologist - Health and Public Sector D365, DXC Technology
Chris Cognetta is the Chief Technologist for Healthcare and Public Sector & DXC Technology and is based in Tampa, Fl. Chris is a Microsoft Business Solutions 365 MVP, along with being an active community member, Azure & CRMUG Medic Founder, CRMUG Programming Board.. Chris is an frequent... Read More →


Thursday October 15, 2015 8:00am - 9:00am
D2

2:00pm

Going OnPremise to CRM Online
Let's look at lessons learned and best practices in moving your Dynamics CRM environment from an on-premises environment to CRM Online. Real customer examples of lessons learned may be shared in helping shape what you need to know in taking Dynamics CRM on-premises to CRM Online.

Speakers
avatar for Scott Sewell

Scott Sewell

Senior Solution Architect, CRM MVP, Hitachi Solutions, Ltd
For the past 9 years, Scott has served as a Microsoft Dynamics CRM Solution Architect for Hitachi-Solutions (formerly as CustomerEffective). Additionally, Scott has been named a Microsoft Dynamics CRM MVP for the past 6 years. With 20 years of experience in software project implementations... Read More →


Thursday October 15, 2015 2:00pm - 3:00pm
D7

3:15pm

Your On-Target Dynamics CRM Online Upgrade Discussion
This Dynamics CRM Online Ask the Experts session will feature CRM Online Users and experts sharing best practices, what to know, and ways to handle various CRM Online upgrade scenarios. Bring your questions to share, as everyone should leave with a better understanding of how to handle upgrade scenarios to CRM Online.

Speakers
avatar for Bill Siems

Bill Siems

CRM IS Manager, Pyrotek
I work immersed in the technical aspects of Pyrotek's CRM Online org and do admin, customization, and support for our 530 global users. Ask me anything nerdy about CRM or change management!
avatar for Jim Steger

Jim Steger

Partner, Sonoma Partners
I have been part of the CRM community since Dynamics CRM 1.0 Beta in 2002. I am most passionate about improving CRM usability and adoption, specifically through targeted and immersive user interfaces and mobile applications.
avatar for Rachel Winfree

Rachel Winfree

Global Application Developer, Permobil
I am the CRM Specialist for Permobil. I have been involved with CRM Online since we added CRM to the application stack with version 2011 and all update since. We use CRM globally, and integrate with a couple (soon 3) other data sources. I love to learn how we can use and maintain... Read More →


Thursday October 15, 2015 3:15pm - 4:15pm
D2

4:45pm

Dissecting Multifaceted CRM Upgrades
Join this Ask the Experts session to share in alternative and complex Dynamics CRM upgrade scenarios. Items to be discussed will involve SDK, unmanaged versus managed solutions, xRM, and integration scenarios that bring various application impacts to your Dynamics CRM upgrade. 

Speakers
avatar for Mitch Milam

Mitch Milam

Head Coach, xRM Coaches
Mitch Milam is a speaker, author, and developer who has been in the computer industry for over 27 years. Mitch has been working with Microsoft Dynamics CRM since 2005 and has been awarded the Most Valuable Professional (MVP) title by Microsoft nine times. Today, he focuses mostly... Read More →
avatar for Jim Steger

Jim Steger

Partner, Sonoma Partners
I have been part of the CRM community since Dynamics CRM 1.0 Beta in 2002. I am most passionate about improving CRM usability and adoption, specifically through targeted and immersive user interfaces and mobile applications.


Thursday October 15, 2015 4:45pm - 5:45pm
D2
 
Friday, October 16
 

8:00am

Deployment Method of Choice
Start your Friday with a session that dives into all the different ways Microsoft Dynamics CRM can be deployed. If you ever wondered about the differences, pros, and cons, of CRM Online, On-Premises, Partner Hosted, and CRM on Azure - this session is for you.

Speakers
avatar for Gus Gonzalez

Gus Gonzalez

CEO, CRM MVP, Elev8 Solutions Group
4x Microsoft MVP, Solution Architect, readiness expert, instructional designer, certified trainer, author, and sought-after speaker in the Microsoft Dynamics CRM community.


Friday October 16, 2015 8:00am - 9:15am
D2

10:30am

Complex Enterprise Upgrades for Dynamics CRM
This Ask the Experts session focuses solely on enterprise migration or upgrade best practices. Join this session to hear some guidance and tips from the panel, but come prepared to share your own experiences, insights, and questions so that all can plan, migrate, and upgrade with hopefully limited surprises.

Speakers
avatar for Andreas Kraemer

Andreas Kraemer

CRM Business Owner, Wells Fargo Capital Finance
- Chairman of the CRMUG Board of Advisors. - CRM User Group Regional Chapter Leader in San Francisco / Bay Area and West Los Angeles. - Member of Microsoft Convergence Customer Advisory Board. - Hands-on w/ Microsoft Dynamics CRM since version 3.0 - Passionate about User Adoption... Read More →
avatar for Gene Olafsen

Gene Olafsen

FMGlobal
Gene is a hands-on, lead by example, architect/manager with almost 30 years of best-practice oriented, software lifecycle experience. He is the author of several programming books and appreciates what CRM Dynamics brings to the enterprise. Early career experience include supporting... Read More →
avatar for Satish Srinivas

Satish Srinivas

Sr Software Engineer, FMGlobal
I have 15 years of experience in development of large enterprise application in web, client service, mobile, SQL server [2000-2014], SSRS [2000-2014] and Dynamic CRM [4.0-2015]. My interest in CRM compasses enterprise security design, scale and performance. My current role is to drive... Read More →


Friday October 16, 2015 10:30am - 11:30am
D2