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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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Wednesday
, October 14
9:45am PDT
10 Tips for Success When Designing CRM Solutions
D3
Dynamics CRM - Beginning Scripting
D7
Power Up Your Productivity with Top Functional Uses of Office 365 and Dynamics CRM
C2
Microsoft & CRMUG Conduit: Dynamics CRM UI - Sales
D10
High Performance Customer Care
C3
Be a Playmaker with Governance and Change Management Concepts
D9
Powering Your Customer Journey
D4
Multichannel Customer Service: Adding & Optimizing
E1
1:30pm PDT
The CRM Superhero’s Tips, Tricks, and Toolbox
D4
Working with Tons of Data in CRM
D3
Civilized CRM
C3
50 Tips in 50 Minutes for End Users
C2
Microsoft & CRMUG Conduit: Dynamics CRM UI - Service
D10
Next Generation of Customer Service
C4
Who's on First? Learning to Run Those Cases Better
D7
3:00pm PDT
Bridging the Gap Between Marketing and Sales with ClickDimensions
D8
Complex Quotes in Seconds with Experlogix
D2
Dealer Support Builds Revenue for Everyone
D3
Getting Exactly the Perfect CRM Functionality for Your Company
D9
Mobilize your Stakeholders with RESCO.NET
C3
Scribe Software Super Session: Roadmap, Demo, and Q&A
C2
Security Audit and Compliance Solutions for Dynamics CRM
D7
Small Business Accounting Inside Microsoft Dynamics CRM
D1
The CRM Lab: Killer Solutions to Empower CRM Users
C1
TKDialogs Call Scripting and Web Self Service
D10
Transforming the Web Engagement Experience with Adxstudio Portals
D4
4:30pm PDT
Leveraging New Features in Parature
E1
Dissecting the Administrator's O365 Experience with CRM
D8
Your Dynamics CRM Reporting Smorgasbord
D1
Org-nado - A Deep Dive Into the Technical Details of Estimating and Delivering a Combined Org 2015 Upgrade
C3
Becoming a Good Security Shepherd
D3
Start Your Engines! Rev Up Your CRM with High Octane Advanced Finds, Charts, and Dashboards
C2
Enterprise CRM System & Data Governance Panel
D7
ADFS & Upgrading with a Mobile State of Mind
D2
Thursday
, October 15
8:00am PDT
Administering Customer Service New Features
C2
50 Tips in 50 Minutes: Developer Edition
D3
How to Make CRM a Tool That Your Sales Team Loves!
C1
Leveraging CRM, SharePoint, and O365 to Streamline Your Revenue Acquisition Process
D7
Rolling in the Deep Dive of Microsoft Dynamics Marketing
C3
Extending Service Across the Enterprise
E1
Getting that CRM Upgrade to Purr Like a Kitten
D2
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
Extra Armor for Securing Your CRM System
D3
Getting a Positive 'Outlook' with CRM
D2
Make the Most Out of CRM's Recent Updates
D1
Going OnPremise to CRM Online
D7
Structured Information: Designing CRM 101
D9
New Web API for CRM Online Development
D8
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
10 Tips on Integration Best Practices
D1
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
Extending with xRM Tooling
D8
Seven Deadly Sins of CRM Development
E2
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
Mastering Rollup and Calculated Fields in CRM 2013/2015
D3
Relationships - How Many Parents Can YOU Handle?
D8
Growing Pains - Lessons Learned the Hard Way
C3
A Mobile & CRM Administrative View
D1
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
Friday
, October 16
8:00am PDT
CRM Mobile Deployment Best Practices
C3
Intermediate Charting - XML Rated
D8
xRM For Newbies - Because We're Not Dummies
D7
CRM Form and Entity Customizations 101
D1
6 Steps to Successfully Managing Your CRM Environment
E2
Ask the MVPs: Developer Edition
D3
Is There a Doctor in the House? The Anatomy of Effective Service Management
D9
War & Peace: The Treaty Discussion that Marketing and Sales Need to Have
C2
Microsoft & CRMUG Conduit: Dynamics CRM UI - Marketing
E1
Microsoft & CRMUG Conduit: Dynamics CRM UI - Sales
D10
Deployment Method of Choice
D2
Do Users Trust Your Data?
D4
9:45am PDT
Accelerate your business with electronic signature, document generation, and workflow
D2
Demand Forecasting: Integrate Your CRM-ERP Systems for Revenue Reporting
C3
Supercharge Dynamics CRM with No Data Entry
D3
The (Data Analysis) Force is Strong with this One
D1
10:30am PDT
Getting Data into Microsoft Dynamics CRM Faster
D7
CRM Form and Entity Customizations 201
D1
50 Tips in 50 Minutes for End Users
C1
Microsoft & CRMUG Conduit: Dynamics CRM App for Productivity
E2
Microsoft & CRMUG Conduit: Dynamics CRM UI - Service
D10
Microsoft Industry Conduit: Financial Services
E1
Microsoft Industry Conduit: Manufacturing
A2
Microsoft Industry Conduit: Professional Services
A3
Complex Enterprise Upgrades for Dynamics CRM
D2
Voice of the Customer: Listen. Understand. Act.
C3
How Social Engagement Can Drive Timely Marketing
C2
Demystifying CTI: Telephony Integration with CRM
D4
1:00pm PDT
15 Tips from the CRM Tipsters
D8
Understanding Teams from an Evolution, Security, and Transformation Perspective
D2
Your Avid CRM Integration Discussion
D3
Customers Corner: Data With & Within CRM
D7
Building Dashboards with Dynamics CRM 2015 Using Power BI
D1
Microsoft Industry & Member Showcase: Financial Services - SEI
E1
Microsoft Industry & Member Showcase: Manufacturing – Kingston Valves
E2
C4 Goes Boom! A Customer Care & Call Center Discussion
C3
Your Blueprint for Success: Best Practices in Sales Process Mapping
D4
2:15pm PDT
The CRM Superhero’s Tips, Tricks, and Toolbox
D7
Getting a Positive 'Outlook' with CRM
D4
Best Practices for Territory Alignment and Lead Assignments
D4
Microsoft & CRMUG Conduit: Dynamics CRM Guided User Experience
E2
Microsoft & CRMUG Conduit: Dynamics CRM Process and Task Based Experiences
E1
CRM Confession - User Adoption Edition: Worst CRM Mistakes Ever
D1
3:30pm PDT
Become a Change Leader, Not a Change Manager
Emerald A
Timezone
CRMUG Summit 2015
America/Los Angeles
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CRMUG Summit 2015
Oct 12
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16, 2015
Monday
, October 12
Tuesday
, October 13
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, October 14
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, October 15
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Reno, NV, United States
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M
Marty
Ed Gonzales
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Robert Floyd
Heather Williams
Corrie Rands
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, October 16
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