CRMUG Summit 2015

With new features in Microsoft Office 365 and Dynamics CRM, project owners and administrators need to think about how to best enable and use those features for their organization. This session walks us through some best practices in using Dynamics CRM & O365 from an administrative viewpoint.

There’s a veritable plethora of Dynamics CRM Reporting options provided out of the box – and beyond!  Join Dynamics CRM MVP Scott Sewell and sample your way through the report wizard, charts, and dashboards, all the way to more complex reporting needs with SSRS and other options. Scott will serve up all you need to satisfy your business intelligence appetites. 

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.