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

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.

As such, Raymond James represents one of Microsoft's largest Dynamics CRM user bases. To get ready for the change, expected late this summer, Shawn Tabor, the technology product manager for CRM at Raymond James, spends much of his time educating the 4,400 users about what to expect in the new version.

"My job is to vet out and understand the requirements across the spectrum," he says. "It boils down to helping users understand the upgrade process and use the tool--and map all that into CRM functionality."


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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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