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CRMUG Summit 2015

CRMUG Summit 2015 Content is nearly finalized. Minimal updates may be made however through mid-September 2015.

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8:00am PDT

Advanced CRM Workflows & Dialogs 201 D1 Maximizing and Designing for Best CRM Performance D9 50 Tips in 50 Minutes: Developer Edition D3 SQL for Super Users: Manipulating Your Relational Data A1 Ask the Experts – User Adoption Edition: Best Practices for Small and Midsized Business CRM D4

9:30am PDT

10 Commandments of Dynamics CRM Integration D9 Best Practices in Professional Service Automation C1 Better Documents. Faster. Knockout Customer Engagement using Dynamics CRM C3 Building CRM Portals in 60 Minutes or Less! C2 Data Integration for Microsoft Dynamics CRM Done Right D10 Driving More Value out of Microsoft Dynamics CRM D4 Duplicate Data: Prevention and Cure D8 Increase Your Customer Engagement, Not Your Budget D7 Self-Service Quotes and Orders with a Customer-Partner Portal D2 Small Business Accounting inside Microsoft Dynamics CRM D1 Supercharging Your Revenue Engine with Better Data D3

2:00pm PDT

Make the Most Out of CRM's Recent Updates D1 Take It to the Next Level with End User Experience Upgrades in CRM 2015 C1 Microsoft & CRMUG Conduit: Dynamics CRM for Productivity D10 Realizing the Value Potential of CRM C3 Marketing Options & Automation to Complement CRM C2 Achieving Greater Customer Service Maturity C4 Ask the Experts – User Adoption Edition: Planning a Global CRM Training Program D4

3:15pm PDT

Building Dashboards with Dynamics CRM 2015 Using Power BI D3 Ask the MVPs: Admin-Foundation Edition D4 So Tell Me What You Want, What You Really, Really Want D9 The Stack is Hot! New Features in Microsoft Excel & OneNote Integration with CRM C1 Microsoft & CRMUG Conduit: Dynamics CRM Guided User Experience D10 Ask the Experts – User Adoption Edition: Enterprise CRM Strategies and Pitfalls to Avoid D7 50 Real World Tips to CRM Success C3 Your On-Target Dynamics CRM Online Upgrade Discussion D2

4:45pm PDT

Growing Pains - Lessons Learned the Hard Way C3 SQL for Administrators: Getting Down to the Nitty Gritty A1 Dynamics CRM - Advanced Scripting D4 Microsoft & CRMUG Conduit: Dynamics CRM Process and Task Based Experiences D10 Press Your Luck & Embrace the Unified Service Desk D7 Deadly Sins of CRM - Why 30%-60% of Projects Fail, and How To Recover C1 Bakeoff! Dynamics Marketing vs. Marketing in CRM D9 Knowledge for Customer Service: Measuring & Improving E1 Reinventing Field Service with Cloud and IoT E2 Dissecting Multifaceted CRM Upgrades D2 The Role of Managers and Executive Leaders in User Adoption C2