Listen to the Voice of Experience: Decisions That Help or Hinder a Microsoft Dynamics CRM 2011 Upgrade

From planning, to people, to tools, there are a number of things you need to do - or not do - when you roll out a Microsoft Dynamics CRM 2011 upgrade.

Chris Cognetta, Tribridge's Sr. Escalation Manager and a newly minted Dynamics CRM MVP, shared some tips with attendees at the recent CRMUG Summit.

"A lot of times people will come into an upgrade and want to change something that's broken," he said. "Our best practice is not to change business processes during the upgrade process. Our best process is to follow them up after the upgrade has taken place in a phase two."


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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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