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Welcome to Cognettacloud

9x Microsoft Business Solutions 365 MVP, I'm the CTIO for congruentX and a community Technology Evangelist Delivering Edge Experiences Using Microsoft Dynamics 365, Azure & Power Platform (Power BI, PowerApps & Power Automate) & Office 365

Presentation at IAMCP Tampa – The Genesis of the CRM/ERP Revolution

I had a wonderful time this Tuesday presenting the Evolution of Dynamics 365 at Tampa’s IAMCP lead by Jon Rivers and Beth Burrell. Jon asked me to present on  the history of Dynamics CRM/ERP for people that might be new to Dynamics thru season veterans so they could understand how we evolved into Dynamics 365. […]

How to setup load balanced SSRS Servers for CRM 2016

While not very common, there are times when a customer or client requests two servers for the CRM SRS data connector/SSRS to be installed and have load balancing configured for the servers. The idea here is failover; when one server hosting SSRS crashes, all incoming requests are routed to the secondary server. There are a […]

CRM 2016 Spring Release Best Feature : A little bit of Polymorphism

Several-out-of-the-box entities in Dynamics CRM (including Case, Lead, and Opportunity) contain a field that represents a customer, which can either be an Account or a Contact. In CRM, these fields have the Customer data type, which is a special kind of lookup field for these two specific entities. Previously, system customizers couldn’t add a Customer […]

CRM, Azure and Me… A new journey has begun.

As I look forward into the future and beyond 2016, I have taken notice of what Microsoft is doing with Azure, and how they are positioning their products CRM, AX and others to leverage Azure services. Many people think Azure is nothing more than a private cloud or Rackspace and Amazon competitor. They couldn’t be more wrong. A […]

CRM 2016 General Availability Announced at Convergence EMEA!

I’m pleased to announce that Microsoft Dynamics CRM 2016 has been released. Microsoft Dynamics CRM 2016 will be available in the Microsoft download center on December 15, 2016. Thank you to Jujhar and the entire CRM team for putting extra hours to make this release so special. Don’t forget the What’s New page at: https://www.microsoft.com/en-us/dynamics/crm-customer-center/what-s-new.aspx […]

Join me at CRMUG Summit in Reno NV October 13-16

Join me at the CRMUG Summit In Reno NV. This is the premier Dynamics CRM Event of the year. Don’t miss out, not too late to register below.   More details.. http://www.crmugsummit.com/home Here’s my preliminary schedule. Please refer to the website! Monday, October 12 8:00pm-10:00pm @ Peppermill – Terrace Lounge Chapter Leader Bash Tuesday, October […]