How Do You Upgrade 4,400 Users to Microsoft Dynamics CRM 4.0? Very Carefully

May 29 2008

Sometime during the late summer, Raymond James Financial Inc., a regional broker in the southeastern United States, will upgrade approximately 2,600 staff members and 1,800 support personnel in nearly 2,000 offices from Microsoft Dynamics CRM 3.0 to version 4.0.

About Jason Gumpert

As the editor of, Jason oversees all editorial content on the site and at our events, as well as providing site management and strategy. He can be reached at

Prior to co-founding, Jason was a Principal Software Consultant at Parametric Technology Corporation (PTC), where he implemented solutions, trained customers, managed software development, and spent some time in the pre-sales engineering organization. He has also held consulting positions at CSC Consulting and Monitor Group.

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