New Workshop: Dynamics CRM Upgrade Strategies Deep Dive

I get a lot of upgrade questions and I’ve even done a few webinars on the topic. I thought it would be a good idea to package all that I have learned in the past few years upgrading my customers into a cohesive package that walks through the entire process from start to finish.

Overview

In this workshop we'll perform a step-by-step review of the entire upgrade process including:

  • Building your development and testing environments
  • Database cleanup and preparation
  • User training strategies
  • Deployment risks and recovery procedures
  • Tools you should have in your toolbox
  • Performing code reviews and updates (.NET and JavaScript)
  • Analysis best practices

Depending on the audience, we will start with Dynamics CRM version 4 and work our way through the upgrade process to Dynamics CRM 2016.

When:

Tuesday, July 26th, 2016 at 1:00pm (Central Time-US)

Class Duration:

3-4 hours

Cost Per Attendee:

$997USD

Note: Due to the interactive nature of this workshop, this session is limited to 15 attendees.

Register Here:

Eventbrite - Dynamics CRM Upgrade Strategies Deep Dive

 

Note: Registration ends at 5:00pm CDT on Friday, July 22th.

Bonuses:

In order to increase their level of success with their upcoming upgrade project, each attendee will receive single-organization licenses of each of my Dynamics CRM utilities:

This is a $ 1,539 value but your free just for attending the class!

 

Let me know if you have any questions: mitch at xrmcoaches dot com

Rescheduled: Word and Excel integration with Dynamics CRM 2016 webinar

Hi Folks,

Well, when it rains, it pours. Literally in my case today. We had a power outage which knocked out the Internet connection at my building so I had to cancel today’s Free Webinar Friday.

Since I’ve already got the month scheduled out, I’m having to make allowances. Here is what I came up with:

Word and Excel integration with Dynamics CRM 2016 (Session One)

In this webinar we'll review the Word and Excel integration features of Dynamics CRM 2016 as well as discuss the third-party integrations available.

Fri, Jul 22, 2016 7:00 AM – 8:00 AM CDT    Register here

Word and Excel integration with Dynamics CRM 2016 (Session Two)

In this webinar we'll review the Word and Excel integration features of Dynamics CRM 2016 as well as discuss the third-party integrations available.

Fri, Jul 22, 2016 11:30 AM – 12:30 PM CDT   Register here

 

Thanks and I hope to see you there.

Mitch

Next week’s Workshop: Dynamics CRM, JavaScript, Web Services, etc.

Hi Everyone,

I thought I would give you a bit more information on next week’s Dynamics CRM Developer workshop: Understanding Dynamics CRM JavaScript Web Service Technologies

A Bit of Background

There are currently two methods for implementing web-services calls into your Dynamics CRM JavaScript:

The Dynamics CRM 2011 Endpoint

The 2011 endpoint has been around since, well 2011 and Dynamics CRM 2011. It contains access points to perform both SOAP calls and REST calls to perform database operations. Most people use the 2011 endpoint for CRUD operations though you may do just about anything if you can create the correct SOAP packet.

WebAPI

With Dynamics CRM 2016, the team introduced a new WebAPI endpoint that contains the functionality of both the SOAP and REST endpoints and has been stated as being the future of API connectivity to Dynamics CRM for JavaScript (for sure) and possibly even .NET (at some point).

 

Why this Matters

Then, Microsoft announced last month that they would be deprecating the 2011 endpoint “sometime after version 9.” Dynamics CRM 2016 is version 8, so the next major release of Dynamics CRM would be version 9.

This means that at some point in the near-ish future, we’re going to have a bunch of code that no longer works.

 

Workshop Discussions

There are currently six libraries or technologies that allow you to perform web service calls against the 2011 endpoint and four that work with the new WebAPI.

In the workshop, I’ll be discussing:

  • Each of the libraries and technologies
  • What I feel are their strengths and weaknesses
  • Tools that will help you do your job (as a developer)
  • Preparing yourself for the path forward, past Dynamics CRM version 9
  • An additional framework that may help with the transition
  • Additional techniques that you may require to fully implement these libraries

 

Questions, Comments, Thoughts?

If you have any questions, then please let me know: mitch at xrmcoaches dot com

If not, then sign up for the workshop and join in on the discussions.

Understanding Dynamics CRM JavaScript Web Service Technologies

Thanks, Mitch

New webinar added to July's Free Webinar Fridays

I have added the following webinar to July’s Free Webinar Fridays:

Introduction to Dynamics CRM Project Service Automation

Friday, Jul 29, 2016 10:00 AM Central Time (U.S.) (GMT-5:00)   Register here

In this webinar we will review the installation and configuration of the new Project Service Automation feature available for Dynamics CRM Online (Spring Release).

Free Dynamics CRM Webinars for July

Hi Everyone,

Here are the webinars for July:

Word and Excel integration with Dynamics CRM 2016

Friday, July 15th, 10:00am Central Time (U.S.) (GMT-5:00)     Register here

In this webinar we'll review the Word and Excel integration features of Dynamics CRM 2016 as well as discuss the third-party integrations available.

The 5 Top Dynamics CRM Ribbon Customizations

Friday, July 22th, 10:00am Central Time (U.S.) (GMT-5:00)     Register here

In this webinar we will walk through the top 5 ribbon customization activities with Dynamics CRM and walk through using the Ribbon Workbench.

Thanks, Mitch

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