Pre-Summit Academy classes are taught by experts across Microsoft Dynamics CRM and the related tools. These pre-Summit classes are offered to help you extend your learning while on-site and require an additional registration. Premium Members receive a significant discount on tuition or payment and most classes allow you to practice in Dynamics CRM while in class. For more information, session objectives and details please check out http://crmugsummit.com/pre-conference-training/
Pre-Summit Academy classes are taught by experts across Microsoft Dynamics CRM and the related tools. These pre-Summit classes are offered to help you extend your learning while on-site and require an additional registration. Premium Members receive a significant discount on tuition or payment and most classes allow you to practice in Dynamics CRM while in class. For more information, session objectives and details please check out http://crmugsummit.com/pre-conference-training/
CRMUG Summit kicks-off after 2 days of great CRMUG Academy learning and welcomes you to CRMUG Summit 2014 with an Expo Opening Reception in thanks to all the wonderful Sponsors who help make CRMUG Summit possible. Join in the reception and take a few things away from all the wonderful solutions in the marketplace that enhance and better your Dynamics CRM experiences.
Tuesday October 14, 2014 5:00pm - 8:00pm CDT
Expo Floor
It’s been said that laughter is the best medicine, and our keynote speaker, Steve Rizzo, is here to give us our daily dose! Steve’s insights will help you prepare for an outstanding Summit 2014 experience as he encourages you to shift your way of thinking to discover greater enthusiasm, increased productivity, and new levels of success in your career and in your life. We’ll learn the secrets of success, life balance, and change and stress management through… - Shifting focus and your way of thinking to get the results you want. - Training yourself to be resilient and motivated throughout the day, every day. - Enjoying yourself during the process of achieving your goals. - Starting each day with an unstoppable attitude to succeed. - Using humor to nip negative thoughts in the bud before emotional havoc sets in. - Creating lifelong habits for success and happiness in business and in life. Steve was a national headline comedian and is the author of the best-selling book, “Get Your SHIFT Together.” He is often called upon as the go-to guy on the topic of personal development for many network, cable and radio media outlets, including MSNBC and CNBC. His immensely popular PBS special revealed why he’s an expert on attitude, humor and the power of positive thinking.
Are you new to CRMUG Summit or attending alone? Then stop by The HUB during our first break of CRMUG Summit. You can meet other members who are here for the first time or in similar roles with similar challenges as you. You will be welcomed by other members, CRMUG Staff, and if medical attention is needed our CRMUG Medics will be nearby as well.
Wednesday October 15, 2014 9:15am - 9:45am CDT
The HUB
This how to session is about guiding navigation optimization in your new Dynamics CRM 2013 environment. What do you need where and why, learn new navigation enhancements and tools with the Ribbon workbench and QuickView Menu that may enable faster CRM adoption and ultimately make your life a tish easier.
Come grab a bigger piece of the CRM pie. With the latest and greatest from Dynamics CRM there certainly is more pie to go around. Join this session to learn best practices ensuring you as a CRM Administrator know what to do in upgrading your Dynamics CRM environment.
Chief Technologist - Health and Public Sector D365, DXC Technology
Chris Cognetta is the Chief Technologist for Healthcare and Public Sector & DXC Technology and is based in Tampa, Fl. Chris is a Microsoft Business Solutions 365 MVP, along with being an active community member, Azure & CRMUG Medic Founder, CRMUG Programming Board.. Chris is an frequent... Read More →
Wednesday October 15, 2014 9:45am - 10:45am CDT
276
In this session our presenters will provide a live walk through on SDK integration. This will cover writing data to CRM, pulling data into CRM, using plugins to push/pull data and using JavaScript on the front end to push and pull data.
So what if you're a Dynamics CRM newbie? Join this demo lead session to walk through and understand the navigation basics in Dynamics CRM 2011 and 2013 to ensure all users come to terms with the fundamentals in using Dynamics CRM from day one.
This demonstration session will dive into how Service leaders can best use the service scheduling functionality in Dynamics CRM. Services, Capabilities, Service-Restrictions and the question what is needed to get the best performance out of build-in scheduling engine – that is, what you can expect from this session.
Currently I am a Technical Product Manager at FLS and Microsoft Most Valuable Professional (MVP) Microsoft Dynamics CRM since 2012. I am responsible for the CRM Partner Program and developing the roadmap for our portfolio around ISV Add-Ons. Prior to FLS, I worked for different CRM... Read More →
Wednesday October 15, 2014 9:45am - 10:45am CDT
264
See, evaluate and provide feedback on CRM application for smartphone for sales people. We will solicit feedback (1) from users who have used Microsoft CRM Smartphone application, (2) new smartphone applications, and (3) prioritizing mobile scenarios. Note: Microsoft Conduits with CRMUG are your opportunity to provide feedback directly to the Microsoft Dynamics CRM Product Team. Meet with the Microsoft Dynamics CRM Product Team members (User Experience Research and Program Management” for an incredible opportunity to influence the future of the product. Due to the sensitive nature of this opportunity, you will be required to sign a standard Microsoft Non-Disclosure Agreement (NDA) prior to the beginning of each of these sessions. These sessions are limited to 20 people per session. The sessions are videotaped with summary notes. (Intended Audience: Sales Professionals, Sales Managers, and Business Decision Makers)
I worked at 2 startups prior to MS as a developer and have been on the Dynamics CRM team for 3 years. My primary area of focus has been the CRM 2013 webclient revamp. Now I drive our application infrastructure (client extensibility and web client experience) as well as our CRM for... Read More →
Wednesday October 15, 2014 9:45am - 10:45am CDT
280
Mike is a Senior Program Manager on Microsoft Dynamics CRM Platform team. He drives the strategy and design of the data modeling, query, search, and CRM Online sandbox areas of Dynamics CRM. He has been with Microsoft for 13 years, with the last 3 years spent on the CRM team. Prior... Read More →
Wednesday October 15, 2014 9:45am - 10:45am CDT
267
The way that people and organizations interact is fundamentally changing with the continued evolution of social networks such as Twitter, Facebook and LinkedIn. Learn how to make social truly actionable in your sales, service and marketing strategies with Microsoft Social Listening.
Stefan Kummer joined the Microsoft Family in Spring 2013 through the Acquisition of Netbreeze, a Switzerland based social analytics company. Since then he is responsible for defining and driving the features of Microsoft Social Listening together with his team and provide great customer... Read More →
Wednesday October 15, 2014 9:45am - 10:45am CDT
265
As a CRM project owner across the enterprise, you are responsible for maximizing the value and investment of your CRM deployment. To effectively do so requires validation, communication of change and business process management, along with a relationship best practice in working with your vendor to effectively deploy and control your CRM investment. This will touch on these important elements to ensure change management is guided in the right direction to help with best possible outcomes for your deployment.
Passionate about helping companies improve their business through technology. When I'm not helping companies with their sales, marketing and customer service aspects, I can usually be found in the Blue Ridge Mountains on two wheels. I might also be cooking up some tasty tidbits on... Read More →
Wednesday October 15, 2014 9:45am - 10:45am CDT
262
User adoption is key to CRM implementation. Prof. John Kotter of Harvard has described the well-known 8 steps of change - how to make changes in organizations stick. Isn't implementing a new CRM a drastic organizational change? Come and listen to Gustaf Westerlund, CEO and MVP talk about his adaptation of the Kotter's 8 steps of change for CRM - how to make the CRM change stick!
Attend this session to learn how Parature empowers organizations across major industries to centralize their customer service and support efforts. Learn the concepts that parature employs to drive the most value in Knowledge Management, Self-Service and Multi-Channel execution. Come away with a good understanding of Parature's place within the world of "CRM" applications.
Product Marketing Manager, Parature, From Microsoft
I've been with Parature for almost 5 years and thus have spent half a decade consumed in the customer support space. I've held customer facing roles, leading our Advisory programs and worked on our company positioning within marketing. I also have held the role of CRM Admin across... Read More →
Wednesday October 15, 2014 9:45am - 10:45am CDT
261
You need to monitor and analyze the performance of your Dynamics CRM deployment. How do you identify and resolve these performance challenges? Let's use this session to discuss best practices to optimize performance and share ideas and tools that help identify areas for performance improvement for both CRM and SQL servers.
Start this session off with CRMUG and diving into what's on tap for your CRMUG Summit 2014, then you'll hear from Microsofts CRM R&D leadership on the current state and future direction for Microsoft Dynamics CRM suite of products. This keynote will discuss the current releases and will also cover the new enhancements and technical advances coming in the future across Microsoft Dynamics CRM, Microsoft Social Listening, Microsoft Dynamics Marketing, and Parature!
As GM of program management of CRM, Jujhar is responsible for the product strategy and direction of the CRM product line.Jujhar Singh is an experienced technology and business leader with deep knowledge of CRM, Business Analytics, Social Media and Web technologies. Jujhar has 20... Read More →
During our first lunch hour roundtable discussions we will have most tables labeled by states or geographic regions most applicable to you. Come sit down and talk with other members from your own backyard!
Wednesday October 15, 2014 12:30pm - 1:30pm CDT
Hall 3
Empowering your employees to create an enticing culture and atmosphere to provide "Zappos-like" service will improve customer loyalty and satisfaction. How can you build up your employees' motivation, making them WANT to work for you and WANT to please every customer? Join us for this interactive session where you will learn how! Note: This is a cross conference session and will be shared by other User Group members.
Andy Snook is a frequent speaker on IT audit best practices, streamlining IT security and overcoming IT compliance challenges. He is a Certified in Risk and Information Systems Controls (CRISC) as well as certified in Microsoft Dynamics and SAP. In 2011, he was named to Dynamics... Read More →
This session is all about presenting and discussing the many features within Dynamics CRM 2013 that may help your automation needs. Whether they are workflows (synchronous and asynchronus), dialogs, business rules, business process flows, or actions; great learning and discussion awaits around best practices and picking the right tool for the job. Join this session to dive into the many options to figure out what automated tactic is best for your automation needs.
Join this session and dissect some of those key features and administrative changes you need to be aware of in using Dynamics CRM 2013. Whether converting from Dynamics CRM 2011 or using 2013 for the first time, a variety of administrative details should be discussed including Access Teams, Server Side Sync, Quick Create and Quick View forms, Real-time workflows, business rules, business process flows, and non-production orgs.
4x Microsoft MVP, Solution Architect, readiness expert, instructional designer, certified trainer, author, and sought-after speaker in the Microsoft Dynamics CRM community.
Wednesday October 15, 2014 1:30pm - 2:30pm CDT
264
This session dives into the enablement and connection of Power BI functionality with your Dynamics CRM Environment. From setup, deployment, customization, and use of both Power Query and Power Pivot with Microsoft Excel and Dynamics CRM, this only heightens what else you can do with your CRM data.
This 1st jam session is a panel of 3 CRM experts that will each give you a list of all the tools they have in their own personal toolbox and will each demonstrate one of their favorites. This session will feature a variety of items to share including CRM One-Click Navigation, or Dynamics CRM DevTools which is extension to Google Chrome to name a couple. More to come and don't miss a beat in this Jam session!
So you've been tracking your activities, your opportunity data, your leads and so forth. Are you curious to what you can do with that data you are required to capture? Have you had a query you just can't crack? Advanced Find is all about understanding the basics. This demo enabled session will give you the fundamentals to becoming a pro at advanced find queries.
See, evaluate, and provide feedback on new features and improvements (1) Self Service reporting (i.e. pipeline management and analysis), and (2) Predicative analysis (i.e. automatically rating an opportunity).
Note: Microsoft Conduits with CRMUG are your opportunity to provide feedback directly to the Microsoft Dynamics CRM Product Team. Meet with the Microsoft Dynamics CRM Product Team members (User Experience Research and Program Management” for an incredible opportunity to influence the future of the product. Due to the sensitive nature of this opportunity, you will be required to sign a standard Microsoft Non-Disclosure Agreement (NDA) prior to the beginning of each of these sessions. These sessions are limited to 20 people per session. The sessions are videotaped with summary notes. (Intended Audience: Sales Professionals, Sales Managers, and Business Decision Makers)
Leveraging the right approach to sales is like having a customized blueprint for success. And in today's competitive marketplace, technology has become an essential tool for top producing sales professionals. But there are still many organizations who struggle with technology basics like user adoption and leadership buy-in. This non-technical session, designed for sales leaders and business professionals, will explore the positive impact that CRM and related technologies can have on enforcing sales best practices. Attendees will learn the fundamentals of how sales teams can build powerful business development strategies through the integration of: 1) proven business processes; 2) people skills and 3) the best practice use of Microsoft Dynamics CRM and related technologies.
Rick is the creator of the Full Contact Selling methodology. He leads a Digital Sales Transformation and Design Practice specializing in B2B and Channel Sales organizations. Rick holds the prestigious designations of CSP (Certified Sales Professional) with Distinction. He has also... Read More →
Wednesday October 15, 2014 1:30pm - 2:30pm CDT
262
An in depth look at how Parature's customers have configured the system to get the most value. You will see how the system is set up and applied to several use cases in customer support/service across varying industries.
Join this panel-led discussion with industry experts talking about the issues and best practices for upgrading complex CRM environments. This is even more important now that CRM Online is being updated twice annually.
CRM MVP, Business Technology Strategist, CRM Innovation
Talk to me about: CRM and Waterskiing. I have been working with CRM since V1.2 in the Spring of 2003. At CRM Innovation I am responsible for working with clients to help them implement CRM the way their business works. Also, I manage our CRM Solutions for Event Management and Advanced... Read More →
Wednesday October 15, 2014 1:30pm - 2:30pm CDT
260
Are you optimizing the tools in hand throughout your organization? It's likely everyone in your organization is touching Microsoft Outlook and Excel daily. Join this ask the experts discussion to explore ways in driving CRM adoption and best practices with the tools people use every day with Microsoft Outlook and Excel.
Passionate about helping companies improve their business through technology. When I'm not helping companies with their sales, marketing and customer service aspects, I can usually be found in the Blue Ridge Mountains on two wheels. I might also be cooking up some tasty tidbits on... Read More →
CRM for Distribution is enabling distributors to improve sales effectiveness and achieve results. Join us to see a “day in the life” of a Distribution Sales Professional powered by CRM for Distribution and find out how your competitors are achieving higher win rates, improving collaboration between inside and outside sales team, capturing cost to serve and much more. CRM for Distribution is a Microsoft Certified Solution Pack and is available for Dynamics CRM 2013 and 2011, on-premise or in the cloud.
David is a CRM expert with experience that spans over 20 years. While being responsible for Sales at Beringer he is also the Executive Sponsor for our key CRM implementation projects with oversight on Planning & Requirements Analysis, Solution Design, and Implementation.
David... Read More →
Wednesday October 15, 2014 3:00pm - 4:00pm CDT
265
Duplicate data we all know is a bad thing in CRM. But how bad is bad? This is a part education, part training session. Using QGate’s Paribus Discovery we will show you how to IDENTIFY the level of the duplication in your CRM. We also show you how you can RESOLVE the problem. We offer benchmarks so you can compare your results with others. A trial copy of Paribus Discovery will be available for each attendee, if you have your laptop with you follow the steps to install and be ready to run when you get back to the office.
Do more with less, and deliver loyalty-inducing, omni-channel service excellence. That's a tall order for both commercial and government arenas. See how Adxstudio Portals eases capacity strain and enhances customer service with robust portal communities deeply integrated within Dynamics CRM. Join Adxstudio's Shan McArthur as he reveals the secret mix of portals apps you can use to deliver outstanding customer-centric service in your operations.
Portal solutions for Dynamics CRM are my specialty. As we are an ISV that has invested significantly in CRM solution management, I also am quite familiar with ALM topics as well.
Wednesday October 15, 2014 3:00pm - 4:00pm CDT
260
In today’s world of customer-centric business strategies, more and more companies are turning to sophisticated document creation tools to simplify, accelerate and personalize their sales processes. In the Lead-to-Close scenario, document automation delivers tangible business benefits – shortened sales cycle, lower cost-of-sale, higher win rate and more dollars per deal. It is also profoundly transforming the business landscape by enabling companies to enhance the customer experience with a winning combination of speed, accuracy and customization along each and every touch point. Come see how Xpertdoc’s Customer Communications Management platform leveraging Dynamics CRM 2013 is helping companies drive business success and profitability.
It can be hard for sales and marketing teams to grab on to the most relevant information required to support their efforts. Unless you’re constantly updating and researching, your information is like Jell-O. It’s not full formed (incomplete), it’s nearly fluid and impossible to grab on to (constantly in motion, changing), it’s difficult to understand (context) and it contains unknown and mysterious ingredients (data sources).
Don’t let your sales and marketing teams rely on a bowl full of jelly to make crucial business decisions. Learn how you can firm up, complete and enhance the information you need with D&B’s indispensable customer and lead information streaming directly into your CRM.
In this session geared toward end-users and administrators alike, we’ll explore a variety of techniques that Sonoma Partners has employed for its customers to make CRM initiatives more successful and ensure a positive experience for end-users of the system. We’ll see a handful of configurations and customizations you can make to your CRM system to guarantee that your CRM investment has a positive return and becomes a valued part of your users’ toolboxes.
I'm a Principal Consultant at Sonoma Partners with over 10 years of industry and CRM experience. My primary responsibilities are leading consulting teams through the implementation of Microsoft CRM for Sonoma Partners’ customers with a primary focus on execution strategy, executive... Read More →
I'm a User Experience (UX) architect with an M.S. in Human-Computer Interaction and over 7 years of experience building websites and mobile applications.
At Sonoma Partners I helped set up the Enterprise Mobility practice, which focuses on researching, designing and delivering... Read More →
Wednesday October 15, 2014 3:00pm - 4:00pm CDT
262
Learn how a CPQ (Configure, Price, Quote) solution can dramatically improve quote and order accuracy in environments where product and/or service options can be unique to each customer. A CPQ solution not only ensures complex quotes and orders are generated correctly at the time of entry, but also ensures the delivery of the right products on the fulfillment side. Experlogix extends Microsoft Dynamics CRM into sophisticated pricing and product configuration systems by expertly guiding users through every aspect of a Dynamics CRM Opportunity, Quote or Order. It even works off-line and on mobile devices
Join ClickDimensions for a deep dive into how the company uses Microsoft CRM plus the ClickDimensions marketing automation suite to generate and manage leads that turn into revenue. This presentation will provide real examples of how ClickDimensions uses email marketing, web forms and surveys, nurture programs, content marketing, social marketing, pay per click advertising, re-targeting, search engine optimization, CRM dashboards, workflows and more. This presentation is not a product demo, but rather a series of real examples and ideas that will energize you to take your sales and marketing efforts to the next level.
Explore the options of wearable technology in CRM. Resco presents the Glass CRM—a CRM app running in Google Glass. Mobile workers keep their hands free while having a constant stream of the essential information just a blink of an eye away.
Extending CRM applications to mobile devices is an important priority for organizations that are seeking to optimize their sales channels. The best results enable a flexible, scalable and responsive mobile solution with support for multiple devices within a visually engaging and user-friendly experience. The challenge is to seamlessly extend various CRM applications to mobile platforms based on an established set of business rules. This session outlines the elements required to extend a CRM application to mobile devices, covers several best practices and recommendations and describes a case study based on a real-world scenario.
The key to driving an effective CRM implementation is to proactively manage user acceptance, adoption, utilization, and proficiency in the new technology. The development and execution of a comprehensive management program minimizes the disruptive impact and accelerates the much needed user acceptance, which is critical. Hitachi Solutions understands how important effective implementations are to our clients. This is why we offer a unique change management solution on all of our Microsoft Dynamics CRM projects. It’s a holistic, structured approach that leverages our implementation expertise and project delivery methodology to help mitigate project risks and avoid the obstacles to user adoption.
There are many aspects to managing security in Dynamics CRM, and there is no single "right way" to create your security design. In this session, we will take a deep dive into some of the more complex areas of the security model. You will find out how the system evaluates the privileges granted to users through Security Roles and Teams, and how the Principle Object Access table handles record sharing. You will find out how the choices that you make impact the performance of the CRM system, and consider the possible performance benefit of using Access teams in CRM 2013. We will also look at some other aspects of the system configuration that can have a big impact on security, yet are often overlooked. There might even be a few surprises!
I try to help people figure out the best ways to use technology to be more successful. This might involve designing and building a CRM system to suit their business processes, or training users in how to use efficiently use the software tools they have. I don't accept things at face... Read More →
Wednesday October 15, 2014 4:30pm - 6:00pm CDT
264
Aimed at the savvy system administrator who is ready to apply creative use of out of the box functionality to extend their workflows while staying “in the box.” With a focus on harnessing tools and tactics to get the most out of the available functionality, discussion will include Wizards, Synchronous workflows and Business Rules.
Your CRM users are clamoring for mobile options - you have to evaluate all of the options and figure out what makes the most sense for your organization. In this session, we'll help you navigate the major options in the marketplace, from Microsoft's native mobile applications to 3rd-party solutions and finally build-your-own custom mobile options.
I've been working with CRM products ever since graduation starting out as a developer for Siebel CRM. Since then, for the past 9 years, I've been working with Dynamics CRM 1.0, 3.0, 4.0, 2011, 2013, and 2015. I've worked with many different clients and industries and am always excited... Read More →
I'm a Principal Consultant at Sonoma Partners with over 10 years of industry and CRM experience. My primary responsibilities are leading consulting teams through the implementation of Microsoft CRM for Sonoma Partners’ customers with a primary focus on execution strategy, executive... Read More →
I'm a User Experience (UX) architect with an M.S. in Human-Computer Interaction and over 7 years of experience building websites and mobile applications.
At Sonoma Partners I helped set up the Enterprise Mobility practice, which focuses on researching, designing and delivering... Read More →
Wednesday October 15, 2014 4:30pm - 6:00pm CDT
265
Change Management and Application Lifecycle Management is an important part of any CRM project or practice. Shan will demonstrate tools and techniques that you can use to automate your CRM project using ALM principals. Aside from customers/users of CRM, this session is applicable to partners and ISVs.
Portal solutions for Dynamics CRM are my specialty. As we are an ISV that has invested significantly in CRM solution management, I also am quite familiar with ALM topics as well.
Wednesday October 15, 2014 4:30pm - 6:00pm CDT
274
Join this session to share in CRM Service best practices in leveraging and using Knowledge Base and Service Level Agreements (SLAs) when using Dynamics CRM. This particular session will be good for those of you still using Dynamics CRM 2011 or on CRM 2013 and are curious to know out of the box capabilities with these features in Dynamics CRM Service.
There are a wealth of features and functionality that reside with the very productivity tools you've grown to love. Join this session to dive deep into tips and tricks in how Dynamics CRM leverages Excel and Outlook and how you leveraging these features, will help you get more out of your CRM experience, save you time, and help with adoption.
See, evaluate, and provide feedback on new features and improvements to (1) Forecast modelling (2) Office Sales productivity apps and (3) Pipeline Management.
Note: Microsoft Conduits with CRMUG are your opportunity to provide feedback directly to the Microsoft Dynamics CRM Product Team. Meet with the Microsoft Dynamics CRM Product Team members (User Experience Research and Program Management” for an incredible opportunity to influence the future of the product. Due to the sensitive nature of this opportunity, you will be required to sign a standard Microsoft Non-Disclosure Agreement (NDA) prior to the beginning of each of these sessions. These sessions are limited to 20 people per session. The sessions are videotaped with summary notes. (Intended Audience: Sales Professionals, Sales Managers, and Business Decision Makers)
Come learn about compatibility support for Outlook Client, server-side synchronization with CRM Online, and new user experience bringing SharePoint documents into CRM.
Companies going into new markets must decide how to approach multiple languages, currencies, and instances in CRM. Universally, CRM must guide global management while also meeting the requirements for individual regions. Too often companies enter new markets, set up a site, and work in isolation. This session will share how to deploy scalable solutions for complex distributed environments, exploring what to expect in cross-continental deployments and answering questions including: How can I gain a single view of a company? How do all of a customer’s global activities tie together? How can CRM assist in cross-selling to push business globally? Are CRM instances replicated?
The evolution of "Customer Care" is here. How do you as a support administrator roll it out? Come to this session to get a view of how Parature's service desk is set up and how to administer the end user and agent experience!
Reporting is no doubt crucial to your business. Building, maintaining, and understanding the performance of SQL and CRM report capabilities is therefore a must have. Join this technical session to dive into tips and tricks and best ways to optimize your SSRS Report Writer experience.
For the past 9 years, Scott has served as a Microsoft Dynamics CRM Solution Architect for Hitachi-Solutions (formerly as CustomerEffective). Additionally, Scott has been named a Microsoft Dynamics CRM MVP for the past 6 years.
With 20 years of experience in software project implementations... Read More →
Wednesday October 15, 2014 4:30pm - 6:00pm CDT
260
Surprise! You're in charge of CRM. Learn the vital tasks to administer, configure and customize your CRM environment as you begin and roll up your sleeves as the CRM owner in your organization.
Julie Yack is a Colorado-based Microsoft Dynamics CRM MVP serving clients across the globe, providing training, implementation, analysis and insight for companies wanting to take their service to the next level. Julie’s blog, www.julieyack.com, addresses pertinent topics of the... Read More →
Workflows and dialog creation no doubt helped in Dynamics CRM 2011, but with Dynamics CRM 2013 even more is to be had via Actions, Process Flows, and Business Rules. Let's spend this deep dive session discussing how we leverage these new capabilities and go deeper with business process automation in Dynamics CRM 2013.
4x Microsoft MVP, Solution Architect, readiness expert, instructional designer, certified trainer, author, and sought-after speaker in the Microsoft Dynamics CRM community.
CRM Online is easy to start up so it must be easy to administer, right? Maybe not so much. Join us as we walk through the most important responsibilities of an administrator, and we'll share best practices and tips when performing these tasks. The Office 365 environment adds even more responsibilities so we'll discuss User creation, multi-instance/Dev instance management, monitoring and reducing storage, how the Office 365 Administrator Portal can help you, preparing for updates and more.
In this session we’ll look at using the functionality documented in the CRM SDK to interact with forms and form data. We’ll look at working within the & OnSave events, using groups of controls, navigation elements, notifications, and some of the specifics when working with option sets, lookups, and sub-grids.
CRM Development Consultant & CRM MVP, Ledgeview Partners
Jason has been working with Dynamics CRM since v1.2 and has performed the full spectrum of technical duties from installation to custom development. In his current role he primarily focuses on extending the product to meet the needs of his customers. You can often find him helping... Read More →
Where do you even begin? This fast paced presentation will dive into some of the most helpful and useful tips that any CRM user can leverage to get more out of their Dynamics CRM experience. We are all end users but you may also be in charge of ensuring adoption of CRM happens for your team and department. Join this session to take away some of the greatest functional tips to help the everyday user.
Many organizations extend the Marketing functionality of Microsoft Dynamics CRM by integrating another solution such as Dynamics Marketing or a third party. However, there are some built-in marketing features, as well. In this session, we will demonstrate the out-of-the-box marketing capability and discuss areas that are typically extended outside of CRM.
Passionate about helping companies improve their business through technology. When I'm not helping companies with their sales, marketing and customer service aspects, I can usually be found in the Blue Ridge Mountains on two wheels. I might also be cooking up some tasty tidbits on... Read More →
Portal solutions for Dynamics CRM are my specialty. As we are an ISV that has invested significantly in CRM solution management, I also am quite familiar with ALM topics as well.
See, evaluate and provide feedback on Customer Service scenarios integrating communities. Note: Microsoft Conduits with CRMUG are your opportunity to provide feedback directly to the Microsoft Dynamics CRM Product Team. Meet with the Microsoft Dynamics CRM Product Team members (User Experience Research and Program Management” for an incredible opportunity to influence the future of the product. Due to the sensitive nature of this opportunity, you will be required to sign a standard Microsoft Non-Disclosure Agreement (NDA) prior to the beginning of each of these sessions. These sessions are limited to 20 people per session. The sessions are videotaped with summary notes. (Intended Audience: Support/Customer Care Professionals and Business Decision Makers)
I worked at 2 startups prior to MS as a developer and have been on the Dynamics CRM team for 3 years. My primary area of focus has been the CRM 2013 webclient revamp. Now I drive our application infrastructure (client extensibility and web client experience) as well as our CRM for... Read More →
This session will cover Parature integration capabilities with Microsoft Dynamics CRM. What is possible today, where do you need developer skills, what can you do as a consultant/administrator. See how Parature Live Chat and Knowledge Base helps your company offering a better service for your customers.
Currently I am a Technical Product Manager at FLS and Microsoft Most Valuable Professional (MVP) Microsoft Dynamics CRM since 2012. I am responsible for the CRM Partner Program and developing the roadmap for our portfolio around ISV Add-Ons. Prior to FLS, I worked for different CRM... Read More →
Techie Talk is a specific ask the experts discussion with a small panel of CRM experts to help steer the conversation around topics of interest for those in a technical and/or developer role with Dynamics CRM. This topic focuses on all things around performance and optimization of your Dynamics CRM environment.
CRM MVP, Business Technology Strategist, CRM Innovation
Talk to me about: CRM and Waterskiing. I have been working with CRM since V1.2 in the Spring of 2003. At CRM Innovation I am responsible for working with clients to help them implement CRM the way their business works. Also, I manage our CRM Solutions for Event Management and Advanced... Read More →
This developer presentation goes into various aspects of data modeling in Dynamics CRM delivered by one of the community resident experts, Gustaf Westerlund, CRM MVP.
If your company has grown beyond QuickBooks, or an ERP system is just too big and cumbersome, why not have your financials inside CRM? CRM is already a rich platform for running your business, and your accounting system should be tightly integrated with your customers. Come explore Rockton Connect – a new accounting system built inside of Dynamics CRM that delivers insight to your business.
Succeeding with CRM in the Financial Services Industry starts with achieving user adoption which is not always an easy feat; but, when your CRM Solution is tailored to your industry specific needs, high levels of user adoption can be achieved. Join us for a discussion of real life customer stories about overcoming industry challenges with Hitachi Solutions IP (Intellectual Property) in the Insurance, Banking and Capital Markets industries.
Discover how a new integration framework between Perceptive Software and Microsoft Dynamics CRM delivers a complete picture of all the documents and data impacting your customer relationships. Perceptive Software's process and content management technology integrates seamlessly with Dynamics CRM to create a consolidated view of content across your organization. Gain access to all of your unstructured content, including correspondence, invoices, purchase orders, inventory listings and more, from right inside your existing Dynamics CRM application.
Discover how a new integration framework between Perceptive Software and Microsoft Dynamics CRM delivers a complete picture of all the documents and data impacting your customer relationships. Perceptive Software's process and content management technology integrates seamlessly with Dynamics CRM to create a consolidated view of content across your organization. Gain access to all of your unstructured content, including correspondence, invoices, purchase orders, inventory listings and more, from right inside your existing Dynamics CRM application.
Digital fingerprints can leave an impression on your business. You need to understand how to deliver value by having a holistic view of your data across all touch points within your organization. Join us to learn how integration with Microsoft Dynamics CRM and marketing automation, business intelligence and more using Scribe will put the data you need, right where you need it.
I have been working with Dynamics CRM since v 1.0 with a focus on data integration, and process design. I work with the biggest, and coolest, Dynamics CRM implementations many in other countries. So if you want to talk about integration of data into CRM and how to improve your... Read More →
Thursday October 16, 2014 9:15am - 10:15am CDT
264
Leverage your CRM and extend its value to build customer loyalty, improve satisfaction and increase sales. Using examples of next generation, content marketing and remarketing strategies, you’ll understand how organizations can utilize crowd-sourced content and the right automation tools. With successful case studies in hand, we’ll see how your customer engagement can be turned into a major business intelligence asset across multiple channels. Learn the proven tactics to effectively use your current content to expand your customer-base and brand awareness, and walk away with an entirely new way of thinking related to your current marketing strategy. This is a cross conference session and will be shared by other User Group members.
Andy Steggles is the author of “Social Networking for Non-Profits” ( http://higherlogic.com/snfnp ), published by the American Society of Association Executives (ASAE). The book focuses on how to increase member engagement in a mobile and web 2.0 world.
One of PowerObjects 5 core values is “Always Add Value”, and we spend most of our time inventing new ways to add value to our customers and to Dynamics CRM. In this session, we’ll look at case studies of how organizations get the greatest value out of CRM through planning, building, and training. We’ll talk about how organizations can add value using development, mobile, and add-ons. And we’ll discuss how Dynamics and related technologies are being developed with customer experience in mind. You’ll come away inspired with more ideas for how your organization can drive more value out of Microsoft Dynamics CRM.
Discover how Smart Data helps sales and marketing professionals outsmart the competition, and learn why it accelerates CRM adoption. We’ll expose the differences between Smart Data and Big Data and share six practical tips for using Smart Data to drive revenue and CRM ROI.
You wouldn’t build your CRM system from scratch – why build your BI? With ZAP’s pre-packaged solution that is installed and running in days and weeks vs. months and years – it’s not hard to see why hundreds of organizations are now choosing ZAP. ZAP has spent millions on analytics, so you don’t have to. And when you choose ZAP you not only have our world-class support but you’ll also have the support of our ever-growing community where users just like you have answers to real-world issues. Attend our session and find out how we can transform your organization. The first 75 people to register and attend will receive BI Revolution T-shirt!
Learn how you can improve your sales staff’s productivity through the deployment of a customer or dealer portal. Sales reps can shift their focus to more strategic activities such as cultivating new business while quotes and orders are being generated by your customers or dealers over a web based CRM portal. Experlogix extends Microsoft Dynamics into a sophisticated product configuration system by expertly guiding users through every aspect of even the most complex Dynamics CRM Opportunity, Quote or Order.
Are you looking for more information than the native Dynamics CRM Audit Trail tool can give you? Do you want to know who has viewed CRM records? Do you want to know which users made which changes to your CRM data (not just that changes were made)? Join Fastpath for this partner showcase where we’ll show you the reporting capabilities of our latest tool.
Andy Snook is a frequent speaker on IT audit best practices, streamlining IT security and overcoming IT compliance challenges. He is a Certified in Risk and Information Systems Controls (CRISC) as well as certified in Microsoft Dynamics and SAP. In 2011, he was named to Dynamics... Read More →
Thursday October 16, 2014 9:15am - 10:15am CDT
267
TinderBox is the leading sales automation software solution for Microsoft Dynamics CRM, offering a robust integration that leverages your data for web-based sales document generation, management, tracking, and electronic signature (eSignature). We help our clients own their sales process from presentation to close with data-driven sales documents in the cloud. Increase sales productivity by quickly generating consistent, trackable proposals, presentations, or contracts, learning from prospect engagement, and closing more deals faster with electronic signature.
Duane will show how you can use Microsoft Dynamics CRM in any industry while focusing on using the XRM capabilities of Microsoft Dynamics CRM and how Cincom has used its Acquire for Microsoft Dynamics CRM ISV solution in several industries to extend Microsoft Dynamics CRM capabilities. The session also covers utilizing the XRM platform capabilities from newly created entities and fields. Topics include workflows, plugins, business process maps, advanced find, charts and graphs, JavaScript and business rules. The session also reviews why a company would want or need to utilize the Cincom Acquire® for Microsoft Dynamics CRM ISV solution.
North America Partner Channels Director, Cincom Systems
Talk to me about selling and implementing CRM2013. Let's discuss how complex business processes traditionally require code to be written to facilitate the business logic and how our Business Rules Engine can be used instead of writing code! Our Cincom CPQ solution goes a lot further... Read More →
Thursday October 16, 2014 9:15am - 10:15am CDT
275
As a new CRM Administrator you've come to learn that one of the great strength's of Dynamics CRM is Microsoft Outlook integration. Join this session for presentation guidance on how to best deploy, manage, and maintain your CRM Outlook client for your users.
Designed with the Excel novice in mind (and taught by someone who also disliked Algebra in High school) this session will gently walk you through formulas and other functionality, taking the intimidation out of Excel and putting its power in your hands. Regardless of your industry or background, this class will show you how to interact with and analyze your CRM data. This class is strongly recommended for those planning to attend the session “Creative Excel use in xRM Deployments” and who wouldn’t consider themselves comfortable with Excel formulas.
You have implemented your CRM System and you think things are just humming along just fine. But they probably aren't. Learn the questions you need to ask yourself and your team members to test or confirm that you won't start crying one day at the office (or lose your job) due to an operational oversight. We will examine security, CRM configurations and IT infrastructure points of failure.
CRM MVP, Business Technology Strategist, CRM Innovation
Talk to me about: CRM and Waterskiing. I have been working with CRM since V1.2 in the Spring of 2003. At CRM Innovation I am responsible for working with clients to help them implement CRM the way their business works. Also, I manage our CRM Solutions for Event Management and Advanced... Read More →
Thursday October 16, 2014 10:45am - 11:45am CDT
264
Dynamics CRM offers an expanded number of form configuration choices, making it easier than ever to make a form that is great or terrible. In this demonstration oriented session we will cover best practices for form configuration in CRM 2013 which include quick view forms, business rules, among other features. This session will also expand on Form development and the use of Javascript from a technical perspective.
Now that you're familiar with the managing concepts in using the service calendar, let's just dive right into the details of scheduling and notifying resources to perform services on your service calendar. What are the best practices in using this functionality? Join this session to find out.
Currently I am a Technical Product Manager at FLS and Microsoft Most Valuable Professional (MVP) Microsoft Dynamics CRM since 2012. I am responsible for the CRM Partner Program and developing the roadmap for our portfolio around ISV Add-Ons. Prior to FLS, I worked for different CRM... Read More →
Thursday October 16, 2014 10:45am - 11:45am CDT
262
Join us for an interactive and informative session in learning specific use case examples when implementing Parature helped raise the bar with managing customer inquiries and yielded existing customer & service success. What makes Parature valuable to their daily operations? Dive in and lets find out.
This session will provide an overview of Social Listening. See, evaluate and provide feedback on new Social Listening experience. Note: Microsoft Conduits with CRMUG are your opportunity to provide feedback directly to the Microsoft Dynamics CRM Product Team. Meet with the Microsoft Dynamics CRM Product Team members (User Experience Research and Program Management” for an incredible opportunity to influence the future of the product. Due to the sensitive nature of this opportunity, you will be required to sign a standard Microsoft Non-Disclosure Agreement (NDA) prior to the beginning of each of these sessions. These sessions are limited to 20 people per session. The sessions are videotaped with summary notes. (Intended Audience: Sales Professionals, Sales Managers, Business Decision Makers, and Marketing Professionals)
Stefan Kummer joined the Microsoft Family in Spring 2013 through the Acquisition of Netbreeze, a Switzerland based social analytics company. Since then he is responsible for defining and driving the features of Microsoft Social Listening together with his team and provide great customer... Read More →
Thursday October 16, 2014 10:45am - 11:45am CDT
280
Come for a brief overview of the improvements we have made to Dynamics CRM for Tablets, followed by a question and answer session with a member of the R&D team
Tata Technologies embarked on an ambitious program to triple its revenue by 2017. A global sales transformation program deployed during 2 years across three territories had seven pillars to the sales transformation, including reorganizing the sales force, institutionalizing a sales war room, strengthening its demand generation team, and architecting a bid response team. Learn how this program succeeded, lever- aging Microsoft CRM, Marketing Automation, and sales analytics powered by Business Intelligence.
Global CIO of Tata Technologies. Responsible for CRM, ERP, Infrastructure, Engineering and Product Development systems @ Tata Technologies. Tata Technologies believes "Better Products Benefit People .. That is our Business". Talk to me about Manufacturing Industry, Auto, Aero... Read More →
Thursday October 16, 2014 10:45am - 11:45am CDT
265
The combination of CRM from Cobalt, Personify Interactive and Higher Logic’s Connected Community™ is a foundation to build customer loyalty, grow brand awareness and extend market share. Together they have re-launched five successful communities that leverage the power of CRM from all angles. Hear from each of the experts involved in bringing this amazing customer and community experience to life through a case study presentation based on your very own CRMUG. Learn how you can build similar customer-focused communities and more importantly, the strategies to make it work for your organization.
Best practices for email integration to your Dynamics CRM environment is the focus of this session. With various options, even those beyond Microsoft Outlook, including Server Side Sync, Email Router, Forward Mailbox, and custom solutions; what do you need to know about the best solution for you and when to choose what? Join this session to explore further.
This technical and quasi-administrative session goes through best practices in why you need and how you manage both production and non-production CRM environments. This cautionary yet proactive look will help you realize the benefits for having both environments for your organization.
Is your Dynamics CRM environment configured and fine-tuned to be the best it can be? This session will dive into tips and tricks to ensure everyone walks away with practical knowledge focused on ensuring that both Consultants and Administrators are delivering quality work within your CRM deployment.
For the past 9 years, Scott has served as a Microsoft Dynamics CRM Solution Architect for Hitachi-Solutions (formerly as CustomerEffective). Additionally, Scott has been named a Microsoft Dynamics CRM MVP for the past 6 years.
With 20 years of experience in software project implementations... Read More →
Thursday October 16, 2014 10:45am - 11:45am CDT
274
This is an ask the experts panel discussion primarily for the CRM Owner or Administrator. Although everyone should be accountable to learning their Dynamics CRM system, much of that responsibility falls onto you. Let's dive into best practices in training our users to adopt CRM.
I enjoy work as a Consultant and Trainer, helping companies improve the management of their sales, marketing, and customer service processes by leveraging Customer Relationship Management and Business Intelligence technologies.
As a Microsoft Certified Trainer, I am also passionate... Read More →
This how to session helps a new CRM Administrator understand when a new entity makes sense, how to create a new entity, and best practices for the new entity. This includes the role of planning, identifying and evaluating the requirements of the entity as it relates to your business purpose and need. We'll dive into various scenarios that may explain and decide what solution is best for your entity endeavors.
About 30% of your brain is devoted to processing visual inputs and given the right information you can interpret what you are seeing "pre-attentively," without even consciously thinking about it. In this session, we will look at how using our knowledge of cognitive psychology to show us the best practices for data visualization and apply this to the art of creating effective charts in Dynamics CRM. We will discuss the best use of different chart types, appropriate color choices, reducing visual clutter and "chart junk" and providing context for your data. This will cover "what should I do?" and "why?" rather than the technical details of how to achieve this with a specific piece of software. The main focus will be on Dynamics CRM charts and dashboards, but the approaches are just as valid using Excel, PowerPivot, SSRS or big analytics products.
I try to help people figure out the best ways to use technology to be more successful. This might involve designing and building a CRM system to suit their business processes, or training users in how to use efficiently use the software tools they have. I don't accept things at face... Read More →
The CRM administration interface is typically fine – but some tasks can become tedious if you have to repeat several steps over and over for multiple views, fields, or users – If you’ve ever scratched your head and thought “there’s got to be a better way!” – you are in luck! We will demo several open-source or very-low cost utilities that solve common administration challenges and will transform you into the CRM Superhero. (Mask & Cape not included.)
Currently I am a Technical Product Manager at FLS and Microsoft Most Valuable Professional (MVP) Microsoft Dynamics CRM since 2012. I am responsible for the CRM Partner Program and developing the roadmap for our portfolio around ISV Add-Ons. Prior to FLS, I worked for different CRM... Read More →
For the past 9 years, Scott has served as a Microsoft Dynamics CRM Solution Architect for Hitachi-Solutions (formerly as CustomerEffective). Additionally, Scott has been named a Microsoft Dynamics CRM MVP for the past 6 years.
With 20 years of experience in software project implementations... Read More →
This session will demonstrate how to do Phone and Windows 8 development for your CRM project. Learn how to effectively use oAuth to authenticate your device and integrate with the REST endpoint.
Nth time CRM MVP specialising in all things difficult. If you cannot find him online poking http://crmtipoftheday.com or http://crm.audio, it must be a rare occasion when he sleeps, spends time with his family or travels from A to B... Read More →
This session will provide an overview of Digital Marketing. See, evaluate and provide feedback on new digital marketing experiences. Note: Microsoft Conduits with CRMUG are your opportunity to provide feedback directly to the Microsoft Dynamics CRM Product Team. Meet with the Microsoft Dynamics CRM Product Team members (User Experience Research and Program Management” for an incredible opportunity to influence the future of the product. Due to the sensitive nature of this opportunity, you will be required to sign a standard Microsoft Non-Disclosure Agreement (NDA) prior to the beginning of each of these sessions. These sessions are limited to 20 people per session. The sessions are videotaped with summary notes. (Intended Audience: Sales Professionals, Sales Managers, Business Decision Makers, and Marketing Professionals)
Through discovery of enterprise change management best practices in Part 1, let's discuss with a panel of experts and others who have had to embrace CRM governance and change control over their own deployments all the while managing their vendor relationships in a successful manner.
Global CIO of Tata Technologies. Responsible for CRM, ERP, Infrastructure, Engineering and Product Development systems @ Tata Technologies. Tata Technologies believes "Better Products Benefit People .. That is our Business". Talk to me about Manufacturing Industry, Auto, Aero... Read More →
Dynamics CRM Specialist/Systems Analyst, Ford Motor Company
Microsoft Dynamics CRM Specialist / CRMUG Board of Advisors / Technology Project Manager / CRM Governance Guru / Quality Systems
Call Centers / CCA & CCD / Unified Service Desk
"Coming together is a beginning, staying together is progress, and working together is success." ~ Henry... Read More →
Microsoft has made great improvements to their user information portal, CustomerSource, over the past year. Attend this session to learn about how CustomerSource can assist in answering your Microsoft Dynamics questions, enhance your Dynamics investment, and make your staff more efficient by providing access to interactive and downloadable training material. At the close of this session you will know how to navigate CustomerSource, access training resources, search for technical documentation, and download product code. Every company using Dynamics needs to know this information!
Come to this session to explore how you can bend, stretch and wrap Parature's technology using the API tools. Take support software to the next level with this deep dive content on developing alongside Parature.
This technical session dives into the Outlook client details. Troubleshooting, Installation, and Performance of the Outlook client will be shared. We'll discuss process isolation techniques and its benefits and other Outlook client troubleshooting tips. Some of Outlook's best technical tips will be shared when working with Dynamics CRM 2011 and 2013.
This ask the experts panel discussion will share best practices for managing change within your organization. Consequently, how do you achieve that desired state of success with a blended approach of change management and technology adoption with Dynamics CRM? Your CRM Panel of Experts will share some top tips and then focus on good dialogue and discussion from your questions to dive further into this important adoption topic.
I have been working with Dynamics CRM since 1.0 Beta. I did consulting in MSCRM for 11 years, worked with lots of clients and industries. I have experienced every type of relationship with Microsoft: As a consultant , Microsoft Partner, Microsoft Employee and now End User. Currently... Read More →
The Microsoft Dynamics MVP Program recognizes a few CRM professionals with the Microsoft® Most Valuable Professional (MVP) Award. Join this ask the experts session to ask questions about best practices for all end users when using Dynamics CRM?
Julie Yack is a Colorado-based Microsoft Dynamics CRM MVP serving clients across the globe, providing training, implementation, analysis and insight for companies wanting to take their service to the next level. Julie’s blog, www.julieyack.com, addresses pertinent topics of the... Read More →
This tour of Codeplex will dive into best practices in how CRM Administrators and Project Owners can leverage use borrowed code to enhance your existing Dynamics CRM deployments. Use case scenarios and examples will be shared.
CRM Development Consultant & CRM MVP, Ledgeview Partners
Jason has been working with Dynamics CRM since v1.2 and has performed the full spectrum of technical duties from installation to custom development. In his current role he primarily focuses on extending the product to meet the needs of his customers. You can often find him helping... Read More →
Learn the ins and outs of implementing ADFS for claims based authentication. Additionally, this session will dive into CRM Online user provisioning and identity federation. Be ready for an administrative packed hour as our presenter dives into lessons learned with these capabilities in Dynamics CRM.
Chief Technologist - Health and Public Sector D365, DXC Technology
Chris Cognetta is the Chief Technologist for Healthcare and Public Sector & DXC Technology and is based in Tampa, Fl. Chris is a Microsoft Business Solutions 365 MVP, along with being an active community member, Azure & CRMUG Medic Founder, CRMUG Programming Board.. Chris is an frequent... Read More →
CRM has evolved, just as the modern workforce has. Once a tool for simple sales automation or contact management, CRM now keeps companies and customers connected whenever and wherever. With the mobile workforce on the rise, this “always connected” capability is a necessity. Microsoft’s MOCA release (i.e. CRM for Tablet & Phone) provides Dynamics customers the ability to easily and quickly extend the platform to the mobile work force. Learn the pros and cons, limitations, options and best practices for providing end users, regardless of role, more flexibility and the best possible user experience.
I am currently a CRM Consultant with Neudesic responsible for pre-sales, delivery and consultant mentoring / onboarding within the practice. My experience with CRM technologies spans across 18 years and a large number of industries such as Hospitality, Gaming, Software Publishing... Read More →
The 2nd jam session is another panel of CRM experts that will each give you a list of all the tools they have in their own personal toolbox and will each demonstrate one of their favorites. This session will feature items like the CRM Solutions Manager, the Adxstudio ALM Toolkit, or a testing and debugging solution called Imposter. More to come and don't miss a beat in this Jam session!
Nth time CRM MVP specialising in all things difficult. If you cannot find him online poking http://crmtipoftheday.com or http://crm.audio, it must be a rare occasion when he sleeps, spends time with his family or travels from A to B... Read More →
If you are new to Dynamics CRM or still yet familiar with Dynamics CRM 2011 this session walks you through some key end-user sales functionality and user interface changes now apparent with Dynamics CRM 2013. The demo oriented session not only walks you through the navigation basics and fundamentals in using the latest from Microsoft but also helps you understand what those key differences are from using CRM 2011. This session will be particularly helpful for those still using Dynamics CRM 2011 today and migrating or recently upgraded to using Dynamics CRM 2013.
Senior CRM Consultant/Trainer, Arctic Information Technology, Inc.
Sarah is a proud geek that loves technology and loves Dynamics CRM. She has had the opportunity to see the positive impact CRM has made for businesses and users since version 3.0 while delivering training and providing consulting services.
Are you new to the marketing functionality in Dynamics CRM? Not sure where to start, this session will give you an understanding of how to enter, track, and report on your marketing initiatives. We will discuss marketing campaigns, determine when to use leads versus contacts, and the importance of creating marketing list. This session will also focus on best practices around Lead, Campaign, and List Management. Leave the conference as a “marketing champion”. Submit your questions today to judyv@crmug.com.
Judy has more than 18 years of experience in marketing in the Microsoft Dynamics community. She is looked upon by her peers as a leader by sharing her marketing knowledge and expertise of comprehensive marketing strategies and reporting through Microsoft Dynamics CRM marketing module... Read More →
See, evaluate and provide feedback on scenarios integrating Office applications into the sales process. Note: Microsoft Conduits with CRMUG are your opportunity to provide feedback directly to the Microsoft Dynamics CRM Product Team. Meet with the Microsoft Dynamics CRM Product Team members (User Experience Research and Program Management” for an incredible opportunity to influence the future of the product. Due to the sensitive nature of this opportunity, you will be required to sign a standard Microsoft Non-Disclosure Agreement (NDA) prior to the beginning of each of these sessions. These sessions are limited to 20 people per session. The sessions are videotaped with summary notes. (Intended Audience: Sales Professionals, Sales Managers, and Business Decision Makers)
I manage the team that delivers the content for the Microsoft Dynamics CRM SDK. This includes the content, samples, and tools for developers. Talk to me about how we can provide content, samples, and tools to help developers be more productive creating solutions for Microsoft Dynamics... Read More →
Sr. Content Publishing Manager - enduser help & training, Microsoft
Making the product easy to learn, easy to use - and helpful information easy to discover: that's the goal of my writing team. We develop text topics, videos, eBooks, and walkthroughs that answer questions and show you what's possible with an area of the product. Many items are available... Read More →
Join this Enterprise customer panel, as our panel of experts discuss best practices to get various departments and users across multiple geographies on the same page when using Dynamics CRM. This is a global, large-scale, or multi-locational CRM user adoption ask the experts discussion.
- Chairman of the CRMUG Board of Advisors.
- CRM User Group Regional Chapter Leader in San Francisco / Bay Area and West Los Angeles.
- Member of Microsoft Convergence Customer Advisory Board.
- Hands-on w/ Microsoft Dynamics CRM since version 3.0
- Passionate about User Adoption... Read More →
Rick is the creator of the Full Contact Selling methodology. He leads a Digital Sales Transformation and Design Practice specializing in B2B and Channel Sales organizations. Rick holds the prestigious designations of CSP (Certified Sales Professional) with Distinction. He has also... Read More →
Dynamics CRM Specialist/Systems Analyst, Ford Motor Company
Microsoft Dynamics CRM Specialist / CRMUG Board of Advisors / Technology Project Manager / CRM Governance Guru / Quality Systems
Call Centers / CCA & CCD / Unified Service Desk
"Coming together is a beginning, staying together is progress, and working together is success." ~ Henry... Read More →
An in depth look at how Parature's customers have configured the system to get the most value. You will see how the system is set up and applied to several use cases in customer support/service across varying industries.
Join this demo oriented session to see how practical data migration, beyond what you could accomplish using the CRM Data Import Wizard, can be accomplished quickly with the right guide and tools provided with SQL Server SSIS.
For the past 9 years, Scott has served as a Microsoft Dynamics CRM Solution Architect for Hitachi-Solutions (formerly as CustomerEffective). Additionally, Scott has been named a Microsoft Dynamics CRM MVP for the past 6 years.
With 20 years of experience in software project implementations... Read More →
Rolling out a critical business system like Microsoft Dynamics CRM can present some challenges in the bandwidth of your teams. Whether IT or the business owns CRM, identifying which resources will own and support CRM is par for the course. In this session, we will present a case study of how CLEAResult has dealt with these challenges. Through interactive discussion, participants will explain challenges they have encountered and exchange ideas on how to build the infrastructure of human resources to support CRM success.
As a new CRM Administrator, this how to demonstration session is all about workflows 101. Understanding what they are, how to create, maintain, and leverage Dynamics CRM workflows is a great first step in diving into your automation prowess.
I enjoy work as a Consultant and Trainer, helping companies improve the management of their sales, marketing, and customer service processes by leveraging Customer Relationship Management and Business Intelligence technologies.
As a Microsoft Certified Trainer, I am also passionate... Read More →
Tap into the powerful partnership for creative problem solving in a low cost, no code fashion utilizing Excel and CRM out of the box features. This session will focus on the application of Excel Formulas and Macros to interact with data and prepare it for use in CRM. From modifying existing data to creating “Faux Integrations” to move data from other systems into CRM, there will be plenty of examples and business cases to get your creative juices flowing. Novice users are encouraged to attend “Excel Essentials for the CRM Administrator” prior to the session.
Are you facing a 2nd and long? CRM Governance is essential in moving your team down the field. This session will encourage a proper CRM offensive game-plan in governing your CRM Project and making it successful. This session will also dive into master data management and R.A.C.I. (Responsible, Accountable, Consulted, and Informed) philosophies in how to best administer effective CRM governance.
Dynamics CRM Specialist/Systems Analyst, Ford Motor Company
Microsoft Dynamics CRM Specialist / CRMUG Board of Advisors / Technology Project Manager / CRM Governance Guru / Quality Systems
Call Centers / CCA & CCD / Unified Service Desk
"Coming together is a beginning, staying together is progress, and working together is success." ~ Henry... Read More →
The Microsoft Dynamics MVP Program recognizes a few CRM professionals with the Microsoft® Most Valuable Professional (MVP) Award. Join this ask the experts session to ask questions about best practices for all those who extend, develop, and/or manipulate their Dynamics CRM deployments.
Julie Yack is a Colorado-based Microsoft Dynamics CRM MVP serving clients across the globe, providing training, implementation, analysis and insight for companies wanting to take their service to the next level. Julie’s blog, www.julieyack.com, addresses pertinent topics of the... Read More →
So you've seen the charts and dashboards your manager and others rave about, but why should you be missing out on the action to get at them, create your own, and become a Dashboard Diva or Dude in your own right? Join this demo lead session to see and learn firsthand steps in creating your own Dynamics CRM dashboards.
Gain an all-up understanding of the marketing suite of services and products: Dynamics Marketing, Social Listening, and Insights. Explore benefits, use cases, and how they integrate with CRM from a Marketing point of view. This session primarily dives into some of the newest features and benefits that Dynamics CRM offers marketing professionals.
National Marketing Strategist - Dynamics Marketing, RBA Consulting
Zack Wenthe has over 10 years marketing and operations experience in the areas of design/branding, marketing operations, marketing development, campaign management, and marketing resource management. He has worked with Fortune 500 and private corporations both in media, hospitality... Read More →
Whether you or your team is chartered with updating leads, opportunities, cases, etc., there are ritualistic best practices to be shared from the moment you log on to Dynamics CRM to the moment we feverishly put Windows to sleep. Join this presentation to share in the best practices end users should focus on to fine tune their daily routine.
See, evaluate and provide feedback on future CRM immersive and integrated experiences. Note: Microsoft Conduits with CRMUG are your opportunity to provide feedback directly to the Microsoft Dynamics CRM Product Team. Meet with the Microsoft Dynamics CRM Product Team members (User Experience Research and Program Management” for an incredible opportunity to influence the future of the product. Due to the sensitive nature of this opportunity, you will be required to sign a standard Microsoft Non-Disclosure Agreement (NDA) prior to the beginning of each of these sessions. These sessions are limited to 20 people per session. The sessions are videotaped with summary notes. (Intended Audience: Sales Professionals, Sales Managers, and Business Decision Makers)
This ask the experts session focuses solely on enterprise migration or upgrade best practices. Join this session to hear some guidance and tips from the panel, but come prepared to share your own experiences, insights, and questions so that all can plan, migrate, and upgrade with hopefully limited surprises.
Global CIO of Tata Technologies. Responsible for CRM, ERP, Infrastructure, Engineering and Product Development systems @ Tata Technologies. Tata Technologies believes "Better Products Benefit People .. That is our Business". Talk to me about Manufacturing Industry, Auto, Aero... Read More →
- Chairman of the CRMUG Board of Advisors.
- CRM User Group Regional Chapter Leader in San Francisco / Bay Area and West Los Angeles.
- Member of Microsoft Convergence Customer Advisory Board.
- Hands-on w/ Microsoft Dynamics CRM since version 3.0
- Passionate about User Adoption... Read More →
I have been part of the CRM community since Dynamics CRM 1.0 Beta in 2002. I am most passionate about improving CRM usability and adoption, specifically through targeted and immersive user interfaces and mobile applications.
Nothing, but did we get your attention? Great. If you find a commonality, feel free to share it with us at the session, which will be all about CRMUG Chapters: the ins and outs, why you should attend a local meeting, how to launch a chapter, and how to join a volunteer leadership team. We’ll share why hundreds of CRMUG members get value out of attending these meetings every quarter. If you’ve ever had a question about CRMUG Chapters, now is the time to be adventurous and join us at this session to find an answer. This session will be educational for all member types – partners or users, newbies or long-time members. Remember, everyone benefits from CRMUG Chapters (and adorable cat memes).
Have you heard the buzz about the Chapter Program? There's certainly a growing excitement around chapters in the AXUG, CRMUG, GPUG, and NAVUG communities. I'm fortunate enough to focus a lot on leadership development, which means I get to work with new and existing chapter leaders... Read More →
Thursday October 16, 2014 4:45pm - 5:45pm CDT
Ferrara Theatre
For nearly 2 decades we have been implementing CRM and over that time we have defined the top 5 Critical Success Factors (CSFs) for a successful CRM implementation. Number 1 is Executive Sponsorship. This session covers why this is so important and what it means. As an executive, you may also be interested in the other 4 CSFs.
Joint founder of QGate, having previously worked for IBM. Then as a freelance consultant in the field of Sales Force Automation (SFA) which predated CRM. So I have been doing this a while!
I am happy to talk about any subject that leads to customers and end users getting more... Read More →
Come to this session to explore how you can bend, stretch and wrap Parature's technology using the API tools. Take support software to the next level with this deep dive content on developing alongside Parature.
Please be sure to join your colleagues for an exciting, casual dining CRMUG evening opportunity, “Dinner with Peers”, on Thursday October 16 @ roughly 7:00pm. Let's all meet up at the The HUB on 2nd floor where you will have a unique chance to dine with individuals working in the same profession as yourself. There are multiple local restaurants, all within walking distance of Convention Center. Members of CRMUG will be able to guide you and others in directions that offer you a chance to meet up with other CRM peers in like roles, industries, or with similar CRM interests and dine as professionals. Note: We do not have reservations for attendees but merely wanted a chance to help you break the ice with other CRM users like you and guide groups in helpful & worthwhile direction. Costs of the evening event is not included in the conference fees. You are on your own for dinner but I do recommend a friendly game of paper, rock, scissors to see who is stuck with the bill! :)
Thursday October 16, 2014 6:45pm - 7:15pm CDT
The HUB
Let's polish up this CRM admin newbie track with a great panel of experts discussion on the best practices and discussion for other's from folks just like you diving into your CRM administrative experiences as a newcommer. Bring your questions and share in this discussion.
I have been working with CRM for the past 8 years (since CRM 3.0). I have 3 years experience with Resco Mobile CRM and 5 years with Scribe Insight. I am very passionate about teaching people how to use CRM to enhance their business processes.
Senior CRM Consultant/Trainer, Arctic Information Technology, Inc.
Sarah is a proud geek that loves technology and loves Dynamics CRM. She has had the opportunity to see the positive impact CRM has made for businesses and users since version 3.0 while delivering training and providing consulting services.
How can you help your users to make sense of their business data? The out-of-the-box chart designer in CRM can only take you so far. To build the most effective data visualizations you will need to crack open that chart XML with a free text editor and edit it to take full advantage of the capabilities of the chart rendering capabilities of Dynamics CRM. In this session we will work through several examples of how to improve on the standard charts, changing properties of the chart series and axes for better effect. Techniques include changing chart colors, labels, axis and legend titles, using a split axis, avoiding "palette shift" and faking conditional formatting.
I try to help people figure out the best ways to use technology to be more successful. This might involve designing and building a CRM system to suit their business processes, or training users in how to use efficiently use the software tools they have. I don't accept things at face... Read More →
Come grab a bigger piece of the CRM pie. With the latest and greatest from Dynamics CRM there certainly is more pie to go around. Join this session to learn best practices ensuring you as a CRM Administrator know what to do in upgrading your Dynamics CRM environment. (This is a repeat session).
Chief Technologist - Health and Public Sector D365, DXC Technology
Chris Cognetta is the Chief Technologist for Healthcare and Public Sector & DXC Technology and is based in Tampa, Fl. Chris is a Microsoft Business Solutions 365 MVP, along with being an active community member, Azure & CRMUG Medic Founder, CRMUG Programming Board.. Chris is an frequent... Read More →
This session will cover the new sdk.soap.js JavaScript library and will show you how to easily and efficiently integrate with the CRM soap endpoint using the new library.
I manage the team that delivers the content for the Microsoft Dynamics CRM SDK. This includes the content, samples, and tools for developers. Talk to me about how we can provide content, samples, and tools to help developers be more productive creating solutions for Microsoft Dynamics... Read More →
Where do you even begin? This fast paced presentation will dive into some of the most helpful and useful tips that any CRM user can leverage to get more out of their Dynamics CRM experience. We are all end users but you may also be in charge of ensuring adoption of CRM happens for your team and department. Join this session to take away some of the greatest functional tips to help the everyday user. (This is a repeat session).
With the new Dynamics Marketing hitting the street, there are now even more options for extending the marketing functionality of Dynamics CRM. In this presentation, we’ll lay out all of the various options for marketers and discuss the pros and cons of each option while giving the participants the opportunity to share their experiences with each other.
Jon Petrucelli is a 10+ year veteran of the Dynamics CRM and Marketing Automation business. Through the years, Jon has been a part of some great Dynamics CRM partners that have won the Global CRM Partner of the Year recognition and has engaged in hundreds of Dynamics projects and... Read More →
Power BI is a tool that works with SQL Server and Microsoft Dynamics CRM; both On Premise and Online. Whether you’re in sales, marketing, or service roles in your organization join this session to see how valuable Power BI can be for your organization in analyzing and consuming the data that is before your very eyes.
Passionate about helping companies improve their business through technology. When I'm not helping companies with their sales, marketing and customer service aspects, I can usually be found in the Blue Ridge Mountains on two wheels. I might also be cooking up some tasty tidbits on... Read More →
Attend this session to learn how Parature empowers organizations across major industries to centralize their customer service and support efforts. Learn the concepts that parature employs to drive the most value in Knowledge Management, Self-Service and Multi-Channel execution. Come away with a good understanding of Parature's place within the world of "CRM" applications.
Product Marketing Manager, Parature, From Microsoft
I've been with Parature for almost 5 years and thus have spent half a decade consumed in the customer support space. I've held customer facing roles, leading our Advisory programs and worked on our company positioning within marketing. I also have held the role of CRM Admin across... Read More →
See, evaluate and provide feedback on future ways of tracking and syncing your mailbox's emails, appointments, contacts, and tasks. Note: Microsoft Conduits with CRMUG are your opportunity to provide feedback directly to the Microsoft Dynamics CRM Product Team. Meet with the Microsoft Dynamics CRM Product Team members (User Experience Research and Program Management” for an incredible opportunity to influence the future of the product. Due to the sensitive nature of this opportunity, you will be required to sign a standard Microsoft Non-Disclosure Agreement (NDA) prior to the beginning of each of these sessions. These sessions are limited to 20 people per session. The sessions are videotaped with summary notes. (Intended Audience: Sales Professionals, Sales Managers, and Business Decision Makers)
A true CRM system applies to all customer interactions across leads, prospects and customers who interact via sales, service, support, invoicing and a myriad of other business specific areas. With more and more businesses adopting best of breed cloud solutions how do business leaders maintain a central CRM data store. Customer data and interactions exist in you ERP, your web chat, your service applications, your prospecting system, account manager opportunities, field agent reports, website interactions, twitter, marketing tools and an endless number of other ways. How, Where, When and Why should all this data be stored and shared.
General purpose, full function mobile applications for Dynamics CRM are great for providing the breadth of system use functionality many users require. However, there are many situations where full fidelity isn't required and even inhibit user adoption. In this ask the experts discussion we will discuss the pros/cons of task based mobile applications in a group discussion.
CRM MVP, Business Technology Strategist, CRM Innovation
Talk to me about: CRM and Waterskiing. I have been working with CRM since V1.2 in the Spring of 2003. At CRM Innovation I am responsible for working with clients to help them implement CRM the way their business works. Also, I manage our CRM Solutions for Event Management and Advanced... Read More →
Welcome to the CRM Witness protection program, where our ask the experts panel will reveal some of the stupidest things they ever did in CRM, and the smartest ways they were able to fix it? Join in this self-humility filled session that only leads to renowned CRM mastery.
This beginner session is a hands on look at to how new CRM Administrators optimize and configure forms in Dynamics CRM 2011 or 2013. Join this how2 session to join in the fun.
In this session, we will demonstrate the capabilities within CRM to manage data duplication and discuss the differences in approaches and tools between CRM 2011 and CRM 2103.
This is a non-technical session designed for business professionals and CRM project managers on how to expand CRM into the HR world. CRM that is traditionally used in sales, marketing and customer service to track leads, opportunities and customers, is now used in HR to help acquire, develop and retain top talent. During this session we’ll share how integrating CRM into a HR department is the new secret sauce to hiring talented individuals who can take their company to the next level, retain top talent and manage them throughout the life cycle of their tenure.
I'm with Genbil, a Microsoft ISV partner offering a fully integrated HR solution that is built on the CRM framework. Our HR solution includes recruiting, training mgmt., and performance tracking along with a recruiting, learning Management and self-service portal.
I like to talk... Read More →
Join this ask the experts session to share in an all-inclusive CRM Administrators discussion on Dynamics CRM security. Top Tips will be shared followed by constructive and helpful Q&A and dialogue with you the attendees on all things security.
4x Microsoft MVP, Solution Architect, readiness expert, instructional designer, certified trainer, author, and sought-after speaker in the Microsoft Dynamics CRM community.
I try to help people figure out the best ways to use technology to be more successful. This might involve designing and building a CRM system to suit their business processes, or training users in how to use efficiently use the software tools they have. I don't accept things at face... Read More →
Just the like a road after a harsh winter, very rarely is the upgrade to CRM 2013 a smooth ride. This ask the experts panel discussion is to collectively share top tips and tricks when upgrading from CRM 2011 or even 4.0 on the way to CRM 2013. Additionally, ample time for Q&A will be shared between attendees and panelists.
Chief Technologist - Health and Public Sector D365, DXC Technology
Chris Cognetta is the Chief Technologist for Healthcare and Public Sector & DXC Technology and is based in Tampa, Fl. Chris is a Microsoft Business Solutions 365 MVP, along with being an active community member, Azure & CRMUG Medic Founder, CRMUG Programming Board.. Chris is an frequent... Read More →
Bob Kanzler is the Microsoft Dynamics™ CRM project manager and lead Microsoft Dynamics™ CRM consultant. He comes to McGladrey LLP with 15 years of business analysis and development experience. His recent development experience revolves around the Microsoft development suites... Read More →
For those already comfortable with some of the more basic tasks in CRM, this session will dive further into what is possible using JavaScript. Topics will include: Using the REST endpoint to create, read, update, and delete data, creating and executing SOAP messages to perform more advanced interactions like qualifying leads, and creating HTML/JavaScript web resources that interact with your forms.
CRM Development Consultant & CRM MVP, Ledgeview Partners
Jason has been working with Dynamics CRM since v1.2 and has performed the full spectrum of technical duties from installation to custom development. In his current role he primarily focuses on extending the product to meet the needs of his customers. You can often find him helping... Read More →
Attendees will provide feedback on Readiness. What gaps exist in CRM Readiness? What are (were) your readiness pain points? What can we provide to make a “great” readiness experience? We will also be interested in understanding what is important and differentiated at an individual level for recognition through badging.
Note: Microsoft Conduits with CRMUG are your opportunity to provide feedback directly to the Microsoft Dynamics CRM Product Team. Meet with the Microsoft Dynamics CRM Product Team members (User Experience Research and Program Management) for an incredible opportunity to influence the future of the product. Due to the sensitive nature of this opportunity, you will be required to sign a standard Microsoft Non-Disclosure Agreement (NDA) prior to the beginning of each of these sessions. These sessions are limited to 20 people per session. The sessions are videotaped with summary notes. (Intended Audience: Sales Professionals, Sales Managers, IT Professionals, Support Managers, and Business Decision Makers)
Shilpa is a Senior Program Manager for Readiness and Community enablement with Microsoft Dynamics CRM product group. In her current role, her primary focus is the MVP community, product suggestions and feedback and enabling product readiness for partners, customers and field. She... Read More →
Empower your teams with native Microsoft document management and collaboration solutions designed for easy adoption, accessible anywhere, and on most devices. Office 365 delivers world class enterprise ready tools that work seamlessly with Microsoft Dynamics CRM on-premise or online systems. Day-to-day operations include processes for team collaboration, document management, project management, customer service, sales and marketing. This will be a live demonstration from a user’s perspective. It will include sample technical tidbits with configuration examples.
Robert leads the Dynamics CRM business for Bennett Adelson. Robert comes with a strong background in business process management, software development, database, web, and application design. Robert’s background blends well with Dynamics CRM, and his passion shines through as he... Read More →
Techie Talk is a technical ask the experts discussion with a small panel of CRM experts to help steer the conversation around topics of interest for those in a technical and/or developer role with Dynamics CRM. This topic focuses on all things related to integration best practices, standards, and guidance.
I love customizing and integrating Microsoft Dynamics GP and Microsoft CRM! You can ask me about any of the following:
Integration, Customization, Reporting, SmartList, SmartList Builder, Excel Reports, SmartConnect, Integration Manager, eConnect, SmartPost, Flexicoder, Extender... Read More →
I have been working with Dynamics CRM since v 1.0 with a focus on data integration, and process design. I work with the biggest, and coolest, Dynamics CRM implementations many in other countries. So if you want to talk about integration of data into CRM and how to improve your... Read More →
This roundtable discussion will embrace many of the challenges small businesses have in adopting and leveraging Dynamics CRM. Our panel of experts will share their tips, tricks, and experiences in how they've embraced CRM adoption in a small business.
Rick is the creator of the Full Contact Selling methodology. He leads a Digital Sales Transformation and Design Practice specializing in B2B and Channel Sales organizations. Rick holds the prestigious designations of CSP (Certified Sales Professional) with Distinction. He has also... Read More →
This user adoption panel discussion is meant to discuss best practices in identifying at least 3 "WOW" factors when rolling out CRM to users. What are those top features that get users excited to adopt CRM? In this session, panelists will discuss the aspects of CRM that have the biggest impact on their users, and participants will have the opportunity to contribute their experiences.
I love living at the intersection of Technology and Business. Especially when using CRM to automate, streamline and improve workplace processes. My skill set includes software development, business and technical analysis, project management, and sales. But, most importantly, I love... Read More →
With obvious broader capabilities in Dynamics CRM 2013 around social and marketing capabilities, we need an ask the experts discussion to highlight some of the best practices and share in those top tips. Additionally, broad discussion with Q&A will hopefully steer all of us on a better path with our social and marketing endeavors with Dynamics CRM.
Senior CRM Consultant/Trainer, Arctic Information Technology, Inc.
Sarah is a proud geek that loves technology and loves Dynamics CRM. She has had the opportunity to see the positive impact CRM has made for businesses and users since version 3.0 while delivering training and providing consulting services.
National Marketing Strategist - Dynamics Marketing, RBA Consulting
Zack Wenthe has over 10 years marketing and operations experience in the areas of design/branding, marketing operations, marketing development, campaign management, and marketing resource management. He has worked with Fortune 500 and private corporations both in media, hospitality... Read More →
Our last lunch together at CRMUG Summit will feature some of our popular networking roundtable opportunities where you can dine and join in discussion with users of like roles or speciality topics with regards to Dynamics CRM. They are common special interest group discussions over lunch. Sit at the table that most appeals to you and find another nugget of peer networking gold to take back to your CRM environment.
Friday October 17, 2014 12:15pm - 1:00pm CDT
Hall 3
With the power of CRM, Mail Merge is more than an old stand by for business letters and mailing labels. The sessions will walk through creating Mail Merge templates inside of CRM and harnessing their power in unique business cases. Learn how to give your users the ability to benefit from a broad range of CRM data for filling out forms, running reports and preparing for meetings with customers all inside the friendly and familiar format of Microsoft Word.
In this "how-to" session we will discuss best practices for Territory Alignment and Lead Assignments to help optimize Sales Team Performance and efficiency.
Join this session to learn best practices for building the right queries in Microsoft Social Listening to return results that matter. We'll build campaigns and queries, step-by-step. Then, we'll look at social listening results and discuss strategies for further query optimization.
DoriAnn Basaraba works as a CRM implementation manager with a focus on business process improvement and marketing automation solutions, including Microsoft Dynamics Marketing, ClickDimensions, and Salesfusion. Change management is always top-of-mind for DoriAnn, and she has assisted... Read More →
Join us for an interactive and informative session in learning specific use case examples when implementing Parature helped raise the bar with managing customer inquiries and yielded existing customer & service success. What makes Parature valuable to their daily operations? Dive in and lets find out.
See, evaluate and provide feedback on future experiences of GETTING HELP from Dynamics CRM. Note: Microsoft Conduits with CRMUG are your opportunity to provide feedback directly to the Microsoft Dynamics CRM Product Team. Meet with the Microsoft Dynamics CRM Product Team members (User Experience Research and Program Management) for an incredible opportunity to influence the future of the product. Due to the sensitive nature of this opportunity, you will be required to sign a standard Microsoft Non-Disclosure Agreement (NDA) prior to the beginning of each of these sessions. These sessions are limited to 20 people per session. The sessions are videotaped with summary notes. (Intended Audience: Sales Professionals, Sales Managers, and Business Decision Makers)
Have you already worked with the out-of-the-box CRM - SharePoint integration? Have you wondered what other kinds of integration may also be possible? If so, this is definitely the technical session for you. This session will walk through the out-of-the-box scenario and demo it as well as many other scenarios to include: Odata and Business Connectivity Services, Advanced document management and Contextual Templating, BI Dashboards, Customer Portals and Web Parts!
This technical ask the experts session dives into the various methodologies or approaches leveraged for Dynamics CRM deployments. Who are the owners and are you risk adverse? How do you approach testing, approval, and additional scope requests for your Dynamics CRM deployment?
This blended session with an ask the experts panel yet providing presentation style tips and tricks is geared for those in a technical capacity working within your Dynamics CRM environment. The best of the CRM Tip of the Day blog will be shared and hopefully coveted by all. Join the tipsters and don't miss out.
Nth time CRM MVP specialising in all things difficult. If you cannot find him online poking http://crmtipoftheday.com or http://crm.audio, it must be a rare occasion when he sleeps, spends time with his family or travels from A to B... Read More →
CRM MVP, Business Technology Strategist, CRM Innovation
Talk to me about: CRM and Waterskiing. I have been working with CRM since V1.2 in the Spring of 2003. At CRM Innovation I am responsible for working with clients to help them implement CRM the way their business works. Also, I manage our CRM Solutions for Event Management and Advanced... Read More →
In today’s economic climate, selling your products and services is more challenging than ever before. Competition is fierce and customers are demanding more value from every purchase. Along with these challenges, comes the opportunity to show more value and provide better overall customer service than the competition. Join us for this informative session and learn how to: - Unleash the power of your sales and marketing data - Enhance collaboration between inside/outside teams - Improve forecasting & quote follow up - Reduce sales cycles & lessen costs - Track net customer profitability
David is a CRM expert with experience that spans over 20 years. While being responsible for Sales at Beringer he is also the Executive Sponsor for our key CRM implementation projects with oversight on Planning & Requirements Analysis, Solution Design, and Implementation.
David... Read More →
This user adoption panel will be geared to more of the system administrators and I.T. professionals in house, but it focuses around the best practices and standards to leverage for keeping your data clean, accurate, up to date, and what role data should have in your organization. Join this user adoption ask the experts session and share in the discussion.
Joint founder of QGate, having previously worked for IBM. Then as a freelance consultant in the field of Sales Force Automation (SFA) which predated CRM. So I have been doing this a while!
I am happy to talk about any subject that leads to customers and end users getting more... Read More →
What is the role for managers and executive sponsors in a Dynamics CRM project? This ask the experts panel discussion shares in a handful of those best practices yet providing ample time for Q&A. Our hope is that all managerial or executive roles are fully engaged and supportive of your Dynamics CRM initiative, provided they understand their role and support go forward.
This ask the experts session features best practices in leveraging CRM from multiple-sources, yet with more conveniences to access CRM we need to keep focused on getting the user to embrace and use the system in the first place. Join us to absorb, share, and contribute to the discussion.
I have been working with CRM for the past 8 years (since CRM 3.0). I have 3 years experience with Resco Mobile CRM and 5 years with Scribe Insight. I am very passionate about teaching people how to use CRM to enhance their business processes.
I have been part of the CRM community since Dynamics CRM 1.0 Beta in 2002. I am most passionate about improving CRM usability and adoption, specifically through targeted and immersive user interfaces and mobile applications.
Data is the life blood of a CRM system, its health directly affects the health of the system. User adoption can be negatively affected by poor data. So let's face this together and look at options to keep data healthy.
Joint founder of QGate, having previously worked for IBM. Then as a freelance consultant in the field of Sales Force Automation (SFA) which predated CRM. So I have been doing this a while!
I am happy to talk about any subject that leads to customers and end users getting more... Read More →
Let's explore an administrative view in how to establish, create and work with Goal Management in Dynamics CRM 2011 or 2013. This can be extremely helpful for your CRM stakeholders and others to embrace Dynamics CRM more clearly with defined outcomes and targets that Goal Management gives you inside Dynamics CRM.
Cloud. Cloud. Cloud. Everything is about the cloud. So much so that Gartner predicts cloud computing will become the bulk of new IT spend by 2016, yet many organizations still have hesitations about CRM cloud deployments. The benefits of cloud-based CRM systems such as fast-track deployment are widely accepted and highly publicized, but what about the never-ending questions around security, integrity and customizability? This session will teach how to effectively address and accurately respond to doubts and concerns surrounding organizational concerns around deploying CRM in the cloud.
This how to session will showcase some of the best tips and tricks used while leveraging custom workflow activities within your CRM environment. We’ll also have a quick review of the new Synchronous Workflow Capability of CRM 2013 and how it will affect your development environment.
CRM Development Consultant & CRM MVP, Ledgeview Partners
Jason has been working with Dynamics CRM since v1.2 and has performed the full spectrum of technical duties from installation to custom development. In his current role he primarily focuses on extending the product to meet the needs of his customers. You can often find him helping... Read More →
So you've been tracking your activities, your opportunity data, your leads and so forth. Are you curious to what you can do with that the data you are required to capture? Have you had a query you just can't crack? Advanced Find is all about understanding the basics. This demo enabled session will give you the fundamentals to becoming a pro at advanced find queries. (This is a repeat session).
So you've seen the charts and dashboards your manager and other's rave about, but why should you be missing out on the action to get at them, create your own, and become a Dashboard Diva or Dude in your own right? Join this demo lead session to see and learn firsthand steps in creating your own Dynamics CRM dashboards. (This is a repeat session).
Come learn how to leverage the exciting new capabilities delivered by Microsoft as part of the Leo release, Unified Service Desk (USD) for call center management, and leverage the multi-channel customer care and self-service capabilities of Parature.
Robert leads the Dynamics CRM business for Bennett Adelson. Robert comes with a strong background in business process management, software development, database, web, and application design. Robert’s background blends well with Dynamics CRM, and his passion shines through as he... Read More →
Can someone just please explain or show me how to use this stuff better? Management is down my neck and I spend most of my time each week on the road. What are the best shortcuts, tips, and use case scenarios that allow me to update my contacts, my accounts, and my pipeline faster, better, and with more accuracy? Join this session to find out.
I've been working with CRM products ever since graduation starting out as a developer for Siebel CRM. Since then, for the past 9 years, I've been working with Dynamics CRM 1.0, 3.0, 4.0, 2011, 2013, and 2015. I've worked with many different clients and industries and am always excited... Read More →
I'm a User Experience (UX) architect with an M.S. in Human-Computer Interaction and over 7 years of experience building websites and mobile applications.
At Sonoma Partners I helped set up the Enterprise Mobility practice, which focuses on researching, designing and delivering... Read More →
In this session you'll learn how to use Microsoft Dynamics CRM “Insights” to have better business conversations and win more sales. You’ll learn how to use state-of-the-art sales practices – including storytelling and prospecting techniques that really work – to dramatically improve sales productivity. Topics include:
• How to use “Insights” - new feature of CRM Online • Finding new prospects – with real-time alerts • Identifying “actionable insights” about your top prospects • Leveraging the emotional buying criteria – “People shop with their head, but buy with their heart” • Solving not Selling – how to help your prospects succeed, not just sell them on your product • Weaving it all together - Storytelling 101
From a user perspective, this ask your peers session is all about why and how you work with Microsoft regarding your Dynamics deployment. Note: This is a cross conference session and will be shared by other User Group members.
I have been working with Dynamics CRM since 1.0 Beta. I did consulting in MSCRM for 11 years, worked with lots of clients and industries. I have experienced every type of relationship with Microsoft: As a consultant , Microsoft Partner, Microsoft Employee and now End User. Currently... Read More →
I love living at the intersection of Technology and Business. Especially when using CRM to automate, streamline and improve workplace processes. My skill set includes software development, business and technical analysis, project management, and sales. But, most importantly, I love... Read More →
Finish Summit week Strong! Almost every workplace today has a mix of personnel from across the generations - The long-lasting Baby Boomers; The Gen-X and Gen-Y in line right behind; and now the Internet Generation. Attend this workshop where we examine the general characteristics of each generation and what helped shaped them. What can you most often count on and what misalignment can you avoid? Then join in what's sure to be a lively round table discussion of experiences in workplaces of your peers. Learn what works best to motivate each generation. Walk away with tips and guidelines on how you can build a cross-generational team into a well-oiled machine! Note: This is a cross conference session and will be shared by other User Group members.
When the 2013 U.S. Census was released, one of the key findings was from 2002-2012 there had been no progress in women's pay equity with women's earnings remaining at 78% of men's earnings. In that same year, Sheryl Sandberg, COO of Facebook, released her book "Lean In", which got people talking again about women in the workplace. The unique perspective Sandberg brought to the conversation was an element of personal accountability, and she encouraged women to speak up, stay engaged, and answer the question: "What would you do if you weren't afraid?". Katty Kay and Claire Shipman, two prominent journalists and the authors of the already successful Womenomics, continue the conversation with their book, "The Confidence Code: The Science and Art of Self-Assurance---What Women Should Know", released in April of 2014. This book brings science and psychology together to define confidence for women and how we can further our goals by engaging in four key behaviors: less people pleasing, more action instead of perfectionism, more risk taking, and faster failure. Note: This is a cross conference session and will be shared by other User Group members.
Business Intelligence? Are you overdosing on BI and still running your business effectively? Join this session to dive into the key performance indicators that ultimately matter so you don't get bogged down with the dashboard or reporting "Embarrassment of Riches" bug. Note: This is a cross conference session and will be shared by other User Group members.
Constantly saying what no technology provider should ever say: 'Business Intelligence has nothing to do with software. Lets talk about your people and your processes and your data...'
Momentum behind CRM Online is growing fast and big things are set to happen in the next year. Come to this session to learn about Dynamics CRM Online capabilities that are being rolled out and the strategy to fuel this growth moving forward.
All things "CRMUG" are on the line. This is your User Group let's discuss it all. What can we do better, what is working, what is not, etc. We are looking forward to you joining in the conversation to discuss not only your CRMUG Summit experience but everything else CRMUG related. This is your Dynamics CRM User Group - For Users By Users!
CRMUG Program Coordinator, Dynamic Communities, Inc.
Laura is the program coordinator for CRMUG. She loves working with members and hearing what they want to learn and share! She is energized by the ways CRMUG helps members gain confidence in using Dynamics CRM and engages members as volunteer-leaders within the community. She enjoys... Read More →
