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Monday, October 12
 

8:00am

Pre-Summit Academy Training - Day 1
Pre-Summit Academy classes are taught by experts across Microsoft Dynamics CRM and related tools. These pre-Summit classes are offered to help you extend your learning while on-site and require an additional registration. Members receive a 50% 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 the CRMUG Summit pre-conference training website.

Monday October 12, 2015 8:00am - 5:00pm
TBA

8:00pm

Chapter Leader Bash
All Dynamic Communities, Inc. chapter leaders are invited! If you are thinking about becoming a chapter leader or launching a chapter – please join us as well! Join us at The Peppermill Resort Spa Casino on Monday, October 12 from 8:00-10:00. This networking reception is sure to be an exciting opportunity to meet fellow leaders and users. Complimentary drink tickets and appetizers will be provided. Register at: http://www.eventbrite.com/e/energize-chapter-leader-training-2015-registration-17486611927

Monday October 12, 2015 8:00pm - 10:00pm
Peppermill - Terrace Lounge
 
Tuesday, October 13
 

8:00am

Pre-Summit Academy Training - Day 2
Pre-Summit Academy classes are taught by experts across Microsoft Dynamics CRM and related tools. These pre-Summit classes are offered to help you extend your learning while on-site and require an additional registration. Members receive a 50% 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 the CRMUG Summit pre-conference training website.

Tuesday October 13, 2015 8:00am - 5:00pm
TBA

8:30am

Chapter Leader Training
Fly in early to attend the ENERGIZE Leadership Training on Tuesday, October 13, 2015. Kick off your 2015 Summit with valuable leadership training to equip you with skills that can be applied to your chapter leadership role as well as in your professional career. We will cover topics such as effective communication skills, how to increase chapter attendance, and more valuable training specifically for chapter leaders. Are you taking an Academy training course in the morning or afternoon? Join us during the time you’re not in session to get the most out of education available during this week. http://www.eventbrite.com/e/energize-chapter-leader-training-2015-registration-17486611927

Speakers
avatar for Onika Allen

Onika Allen

Regional Chapter Director, Dynamic Communities
I am passionate about building the GPUG community. Overall, I am responsible for ensuring the programmatic health, success, and vitality of 170+ chapter communities around the world. I will be running around Summit to ensure that we are building, training, recognizing, and retaining world class chapter leaders and members. If you see me, say hi and let me know how I can make your membership better!


Tuesday October 13, 2015 8:30am - 2:00pm
Atlantis: Paradise D & E

2:00pm

Volunteer Immersion at CRMUG Summit
This event for volunteers across the User Groups (AXUG, CRMUG, GPUG, and NAVUG) will feature guest speakers who will talk about how to cultivate and develop your leadership skills; additionally, we’ll announce a new volunteer recognition program on which we’d like your feedback. Joining us will be Andy Hafer, Dynamic Communities founder and CEO, and Chris Elmore, who has mastered leadership techniques throughout his career as a speaker and author and in roles including help desk support, project manager, consultant, sales and marketing leader. Advance registration is required online: http://volunteer-immersion-at-summit15.eventbrite.com

Speakers
avatar for Chris Elmore

Chris Elmore

Evangelist, AvidXchange
AP Automation has been his life since 2000. Chris Elmore has helped over 500 companies realize their paperless dream through a variety of roles including: help desk support, project management, consulting, leadership, sales, management, marketing - and as a speaker and author. | | Chris’s experiences led to the publishing of The 8 Pitfalls of Accounts Payable Automation, The Argument to Automate – How Innovation Can INSPIRE Not Fire... Read More →
avatar for Laura Hoverson

Laura Hoverson

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 learning why you are passionate about CRMUG, what you love about CRM, and what training and development opportunities you are looking for! Laura has 15 years of... Read More →


Tuesday October 13, 2015 2:00pm - 4:30pm
Atlantis: Paradise D & E

5:00pm

Community Theater in the Expo
5:20pm - 5:35pm - Go ALL IN! with Andy Hafer; 5:40pm - 5:55pm - Your Summit Mobile App 411 Session; 6:00pm - 6:15pm - How Manufacturers Can Accelerate Quote to Cash  by Cincom; 6:20pm - 6:35pm - AP Automation – “The Big Picture” by Metaviewer; 6:40pm - 6:55pm - Omnichannel: A Supply Chain Disruption  by SPS Commerce; 7:00pm - 7:15pm - Improve Your Summit Experience Through Social Media Engagement; 7:20pm - 7:35pm -  Find Out How the User Group Online Community Can Help You!; 7:40pm - 7:55pm - How to Pick Your Perfect Beer with GPUG Member, MrBeer

Speakers
avatar for Trish Boccuti

Trish Boccuti

Director of Marketing, Fastpath
I'm the Director of Marketing for Fastpath.
avatar for Melissa Erickson

Melissa Erickson

Director of Member Systems, Dynamic Communities, Inc.
I'm passionate about CRM and helping users understand it better!
avatar for Mark Schindler

Mark Schindler

Cincinnati, Director: Pre-Sales
avatar for Heather Williams

Heather Williams

AXUG, CRMUG, GPUG and NAVUG


Tuesday October 13, 2015 5:00pm - 8:00pm
Hall 2

5:00pm

Welcoming Expo Reception
We welcome you to CRMUG Summit 2015 with an Expo Opening Reception. Join us in thanks to all the wonderful Sponsors who help make CRMUG Summit possible, and get lots of great networking and takeaways from all the wonderful solutions in the marketplace that enhance and improve your Dynamics CRM experiences.

Tuesday October 13, 2015 5:00pm - 8:00pm
Hall 2
 
Wednesday, October 14
 

7:00am

Breakfast - Jump Into a Great Day
Kick off the day with breakfast with CRMUG attendees.

Wednesday October 14, 2015 7:00am - 8:00am
Hall 1

8:00am

How to Use Fear to Your Advantage
Some consider George Kourounis to be fearless, but nothing could be further from the truth. It takes a certain kind of person to drive into the eye of a hurricane, to dangle from a rope over a steaming volcano or to jump into a pond with thousands of hungry piranhas, and although Kourounis has done all these things (and much more), he was not without fear. While the adventures you experience at CRMUG Summit are less life threatening, your adrenaline may still run high: perhaps you're presenting a session for the first time, or back at the office you're undertaking an upgrade or implementing a new add-on. By understanding why we are afraid to do something and by analyzing the possible outcomes, Kourounis shows that fear is not only something that can be managed & controlled, it is a vital element to accomplishing anything worthwhile. Whether in business, personal challenges or extreme exploration, fear is what gives us an edge. Kourounis teaches us how to harness our fear, and use it to our advantage.

Speakers

Wednesday October 14, 2015 8:00am - 9:15am
Hall 3

9:15am

Networking Break
Enjoy light refreshments and networking in between sessions.

Wednesday October 14, 2015 9:15am - 9:45am
Ballroom Lobby

9:45am

10 Tips for Success When Designing CRM Solutions
Designing solutions for Dynamics CRM is not like designing solutions for any other software. This presentation will show 10 tips that should be used when designing and configuring solutions in CRM.

Speakers
avatar for Gustaf Westerlund

Gustaf Westerlund

CTO, MVP, CRM-Konsulterna


Wednesday October 14, 2015 9:45am - 10:45am
D3

9:45am

CRM Workflows & Dialogs 101
In this session, we'll demonstrate how to write basic Workflows and Dialogs to accomplish common tasks in CRM. This session is for those who have heard of Workflows but have not ever created one or are unsure of how they can be used most effectively.

Speakers
avatar for Mark Rockwell

Mark Rockwell

President, Rockton Software
Life.


Wednesday October 14, 2015 9:45am - 10:45am
D1

9:45am

Dynamics CRM - Beginning Scripting
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 application & OnSave events, using groups of controls, navigation elements, notifications, and some of the specifics.

Speakers
avatar for Jason Lattimer

Jason Lattimer

Sr. Technical Architect, PowerObjects
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 out in the MSDN, Dynamics Community, and CRMUG forums and occasionally putting out some helpful tools on CodePlex & GitHub.


Wednesday October 14, 2015 9:45am - 10:45am
D7

9:45am

1-2-3 Let's Get Started: CRM End User Edition
Everyone is a beginner at something during their career. Perhaps you're new to CRM, or there's a new entity you need to learn how to use. This session will help you, as a novice, learn more about Dynamics CRM and your daily call to action as an End User.

Speakers
avatar for Alesha Baerenwald

Alesha Baerenwald

CRM Consulting Supervisor, McGladrey LLP
I am passionate about Microsoft Dynamics CRM and especially love training and teaching others to use it! You can ask me about: Configuration, Customization, Integration, Training and really anything related to CRM!


Wednesday October 14, 2015 9:45am - 10:45am
C1

9:45am

Power Up Your Productivity with Top Functional Uses of Office 365 and Dynamics CRM
Is Office 365 and Dynamics CRM Online right for you? Recent releases of Dynamics CRM have brought incredible functionality through integration with Office 365. In this session, Adam Rose, a user of Dynamics CRM, will highlight the top functional uses of CRM + O365 that attracted his organization to these products and will discuss how to leverage them to save time and increase your productivity as an End User.

Speakers
avatar for Adam Rose

Adam Rose

Inside Sales Manager, ImageSoft, Inc.
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 listening to and learning how people do what they love and then figuring out how technology, and particularly CRM, can make their life easier and more enjoyable!


Wednesday October 14, 2015 9:45am - 10:45am
C2

9:45am

Microsoft & CRMUG Conduit: Dynamics CRM UI - Sales
See, evaluate, and provide feedback on the Dynamics CRM User Interface for Sales or sales force automation 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 25 people per session. The sessions are videotaped with summary notes. Intended Audience: Sales Professionals, Sales Managers, and Business Decision Makers. This session will be repeated on Oct. 16th 8:00 am (see MSE01R).

Speakers

Wednesday October 14, 2015 9:45am - 10:45am
D10

9:45am

High Performance Customer Care
For any organization, particularly the enterprise, how do you really execute against a customer care-focused organization? Join this session to dive into how you bridge the technology islands of data, Dynamics CRM, USD, and Parature to provide high performance customer care.

Speakers

Wednesday October 14, 2015 9:45am - 10:45am
C3

9:45am

Be a Playmaker with Governance and Change Management Concepts
What is CRM governance? Why define your CRM? Join this session to bring balance to your CRM deployment and explore CRM system governance and change management. This presentation emphasizes key concepts to developing the enterprise focus needed to help drive toward success of your CRM project's overall objectives.

Speakers
avatar for  Clarissa Simpson

 Clarissa Simpson

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 Ford


Wednesday October 14, 2015 9:45am - 10:45am
D9

9:45am

Let the Source Be With You - CustomerSource
CustomerSource is all new and improved. Join this session and get a glimpse into the new look of the tool designed to help you successfully use and engage your CRM solution. Find out where the information is housed, how to search for what you need, locate trainings, and more. This session is shared across the User Group Summit conferences, with attendees from all User Groups (AXUG, CRMUG, GPUG, and NAVUG) invited to attend.

Speakers
AF

Arlin Fisher

Sr. Product Manager, Microsoft


Wednesday October 14, 2015 9:45am - 10:45am
A1

9:45am

Powering Your Customer Journey
Understand how to power your entire customer journey through the technology you likely already own. This session will help you understand what a customer journey is, and how CRM, Dynamics Marketing, e-commerce, CMS, and other tools fit together to provide the entire Journey for your prospects through customers. Attendees will walk through the customer journey of a client and we will demonstrate how all the tools integrate to provide a seamless Journey for the customer.

Speakers
ZW

Zack Wenthe

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, retail, and non-profit, where he established management practices, revenue development processes, marketing operations best practices, and innovative training... Read More →


Wednesday October 14, 2015 9:45am - 10:45am
D4

9:45am

Introduction to Service from Microsoft
In this session, attendees will gain insight into the business and consumer trends that are driving increased investment around self service and customer self service solutions. Attendees will learn how midmarket and enterprise customers have accelerated customer engagement and experienced measureable results across the areas of productive help desk, modern contact center, employee self-service and customer service. Learn how Microsoft is providing increased value through innovation. This is a great introductory session for customers interested in Microsoft's unified service offering.

Speakers

Wednesday October 14, 2015 9:45am - 10:45am
E2

9:45am

Multichannel Customer Service: Adding & Optimizing
In today's ever-changing customer service landscape, customers expect responsive service. Whether its mobile, social media, chat, email, phone or other emerging channels, consistently good service is a must.  Embracing a multichannel approach to your customer service is critical to ensuring  satisfaction, but where should you start? This session will provide an overview of best practices when implementing and maintaining a multichannel support environment and how Parature can be best leveraged to provide this experience.


Wednesday October 14, 2015 9:45am - 10:45am
E1

9:45am

Getting Ready to Pull the CRM Trigger
This initial Upgrade Track session kicks off CRMUG Summit 2015 with an Ask the Experts session in understanding when and why to upgrade your current CRM Platform. No matter what CRM you may be using, important factors should be considered in understanding when is the right time, what components, deployment models, or other considerations should be examined before you attempt to hit your ideal CRM bullseye!

Speakers
avatar for Chris Cognetta

Chris Cognetta

CRM MVP - Director, Center of Excellence/CFE, Tribridge
Chris Cognetta is the Practice Director for CRM Center of Excellence, Client Field Engineering team at Tribridge and is based in South Florida. Chris is a Microsoft MVP, Microsoft VTSP, active community member, and is the Chair for the CRMUG Florida Regional Users Group Meeting. Chris is an frequent speaker at various CRM and User Group conferences. Chris has an infrastructure, application architecture background and loves ADFS! Chris is a proven... Read More →
avatar for Zara Kamruddin

Zara Kamruddin

Senior Microsoft Dynamics CRM Consultant, NexusTek
As a CRM enthusiast, Zara has paved her career by focusing on Dynamics CRM. Starting as a sales analyst in 2010, she worked on a small implementation of CRM 4.0 with just 12 users. It was there that she became the 'accidental administrator'. She has since managed 3 different CRM implementations, one including 2000+ users. You can find her at just about every Dynamics CRM event there is, aspiring to one day become a CRM MVP!


Wednesday October 14, 2015 9:45am - 10:45am
D2

10:45am

Networking Break
Use this opportunity to network in between sessions.

Wednesday October 14, 2015 10:45am - 11:15am
Ballroom Lobby

11:15am

CRMUG Opening General Session - Microsoft Keynote
Customer engagement will separate the best from the rest in 2016. Join Bob Stutz, Corporate Vice President of Microsoft Dynamics CRM, as he shares first-hand the excitement around Microsoft Dynamics CRM and presents the vision for the solution and how users can leverage connected data and insights across sales, service and marketing to provide a superior customer experience. 

Speakers
avatar for Bob Stutz

Bob Stutz

Corporate Vice President, Microsoft
Bob Stutz brings more than 20 years of business applications development experience to Microsoft Corp. As corporate vice president of Microsoft Dynamics CRM, he is responsible for defining the long-term strategy and technology direction as well as the development and delivery of on-premises and cloud versions of Microsoft Dynamics CRM worldwide.


Wednesday October 14, 2015 11:15am - 12:25pm
C4

12:00pm

Community Theater in the Expo
12:20pm - 12:35pm - User Group Academy Sessions - Deep Dive Learning Year Round; 12:40pm - 12:55pm - American Cancer Society - The Story Behind the Group; 1:00pm - 1:15pm - Excel Tips and Tricks

Speakers
avatar for Rich Beliveau

Rich Beliveau

Academy Director, Dynamic Communities Inc.
avatar for Tara Grant

Tara Grant

VP of Marketing, Jet Reports


Wednesday October 14, 2015 12:00pm - 1:15pm
Hall 2

12:15pm

Networking Lunch and Expo
On Wednesday and Thursday in the Meal Hall, join in discussion with Microsoft Dynamics CRM users by role, industry, or specialty topic. Organized in alphabetical order, choose the table that most appeals to you and enjoy great networking with your peers to help you improve your use of CRM. Following lunch, visit the Expo to take advantage of the opportunity to browse some of the top products and solutions available through the Dynamics CRM Partner community.
Looking ahead: on Friday, join Dynamics CRM users from your geographic location during the state lunches in the Meal Hall. Organized in alphabetical order, locate and join in with local Dynamics CRM peers, chapter leaders, and product experts, while you enjoy Friday's lunch.

Wednesday October 14, 2015 12:15pm - 1:30pm
Halls 1 & 2

1:00pm

Don't Be Shy, It's Just BI!
Please join this interaction-focused, informative session about the following topics: Why BI is important to any company; how it can help various divisions and goals of your company; how you can plan for it; who in your company should be involved; some of the coolest features about BI; and so much more. The speakers for this session are all considered BI experts and are ready to give you the full perspective you need to make the best decision regarding BI. Come prepared to interact and learn all you need to know about BI! This session is shared across the User Group Summit conferences, with attendees from all User Groups (AXUG, CRMUG, GPUG, and NAVUG) invited to attend.

Speakers
AD

Anthony D'Anna

COO, deFacto Global
Anthony D'Anna, COO, co-founded deFacto Global in 2008. deFacto’s mission is to deliver a Microsoft-based, enterprise-grade, Performance Management solution to compete against products from Oracle/Hyperion and SAP/Business Objects. Anthony is highly regarded as an expert in the Corporate Performance Management field, having spent the past 20+ years managing teams to lead clients through the strategic design and implementation of business... Read More →
avatar for Noah Kluge

Noah Kluge

Sr Manager--BI Practice, Armanino
I have 15 years of BI-related experience ranging from Financial report automation within Excel to multi-terabyte data warehouse (DW) development projects. Most recently I have focused on DW and BI for Dynamics AX and NAV.
avatar for Jon Oesch

Jon Oesch

VP of Sales, Jet Reports
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...'
avatar for Gina Pabalan

Gina Pabalan

Director, Customer Support & Optimization Services, Edgewater Fullscope
Gina brings over 20 years experience working with clients to implement enterprise applications and business intelligence (“BI”). Gina has her Masters of Business Administration and is a former CPA. While working for PricewaterhouseCoopers (“PwC”) Consulting and IBM Global Services, Gina served many large global clients mainly in the manufacturing industry, and then at Microsoft, Gina managed a team dedicated to serving Microsoft... Read More →
avatar for Ulrik Pedersen

Ulrik Pedersen

COO, TARGIT
Business Intelligence and Analytics professional since 1999. Deep understanding of all facets of the Analytics space from project management, implementation, roll out and user adoption.
NR

Nils Rasmussen

CEO, Solver
Looking forward to discuss how BI360 can help you improve your financial reporting and budgeting processes. | | Also looking forward to meet with Dynamics resellers that want to build a BI practice with BI360.


Wednesday October 14, 2015 1:00pm - 2:00pm
A1

1:30pm

The CRM Superhero’s Tips, Tricks, and Toolbox
If you want to put some new shine on your implementation to ensure it is at its best, then this is the session for you.  Join CRM MVP Scott Sewell for this fun session and we'll fly up, up, and away to look at some of the best free CRM configuration tools from across the landscape. You’ll discover how they can help transform you into your super-CRM-configurator-persona. This session will be repeated on Oct. 16th 2:15 pm (see ADC15R).

Speakers
avatar for Scott Sewell

Scott Sewell

Senior Solution Architect, CRM MVP, Hitachi Solutions, Ltd
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 with a focus on data migration and integration, Scott has served as a lead on several large Microsoft Dynamics CRM projects, including a Gartner Award... Read More →


Wednesday October 14, 2015 1:30pm - 2:30pm
D4

1:30pm

Working with Tons of Data in CRM
This session dives into the tips, tricks, best practices, and the MUST DOs when working with tons of data in your Dynamics CRM environment. Designed for the CRM Administrator, don't miss this chance to learn the top tricks of the trade when working with large amounts of data!

Speakers
AF

Alex Fagundes

PowerObjects


Wednesday October 14, 2015 1:30pm - 2:30pm
D3

1:30pm

Civilized CRM
In small and mid-sized business, Administrators often have the liberty of moving a little too fast and being a bit sloppy. As your CRM usage expands, this creates a growing problem. Find out how applying strong documentation and change management will civilize your CRM, provide stability to your Users, and make your system easier to support.

Speakers
avatar for Britta Scampton

Britta Scampton

Systems Design Engineer, BGM TruNorth Wealth Partners


Wednesday October 14, 2015 1:30pm - 2:30pm
C3

1:30pm

CRM Customization Preparedness: A Planning Perspective
Most organizations using or planning to use CRM will require customizations unique to them and/or their industry. To reduce unnecessary manual efforts and duplicated fields and to increase CRM efficiency, you need to plan things out before beginning the customizations. This session will focus on what you need to consider as a CRM Administrator before diving into the customizations, to optimize your time and user adoption.

Speakers
avatar for Jamie Whited

Jamie Whited

Director of Customer Experience, The Icebox
I have spent over 7 years immersed in the Microsoft CRM and Marketing Automation world. I have experience from all perspectives including training customers, implementation of these solutions, being an end user and even from a partner perspective. If you are passionate about CRM or marketing automation - I am your gal!


Wednesday October 14, 2015 1:30pm - 2:30pm
D1

1:30pm

Get in the Know of Mobile Development
Let's take some time to get "in the know" of mobile development best practices with Dynamics CRM. Build Your Own Mobile Apps for Windows, iOS, and Android using Mobile SDK or using Azure Mobile Data Sync & Azure Mobile Services or Configuring and Extending Microsoft Dynamics CRM Mobile. Find your best working strategy based on simple scenarios or questionaires. 

Speakers
avatar for Carsten Groth

Carsten Groth

Technical Product Manager, FLS
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 Silver and Gold partners as Consultant/Developer. Since the beginning of CRM 4.0 I blog as well as joining different communities, like xRMVirtual. | So I am part... Read More →


Wednesday October 14, 2015 1:30pm - 2:30pm
D8

1:30pm

50 Tips in 50 Minutes for End Users
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 session will be repeated on Oct. 16th 10:30 am (see EUG01R).

Speakers
avatar for Brad Koontz

Brad Koontz

Director of Product Marketing, Hitachi Solutions, Ltd


Wednesday October 14, 2015 1:30pm - 2:30pm
C2

1:30pm

Microsoft & CRMUG Conduit: Dynamics CRM UI - Service
See, evaluate, and provide feedback on the Dynamics CRM User Interface for Service or existing customer engagement 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 25 people per session. The sessions are videotaped with summary notes. Intended Audience: Sales Professionals, Sales Managers, and Business Decision Makers. This session will be repeated on Oct. 16th 10:30 am (see MSE02R).

Speakers

Wednesday October 14, 2015 1:30pm - 2:30pm
D10

1:30pm

Next Generation of Customer Service
Come to this session to hear the exciting vision around the next generation of customer service and how Microsoft's service offering will lead when it comes to this innovation. For attendees looking at ways to go above and beyond their current offering to keep pace with the latest and even upcoming trends in customer service and customer engagement, this session is for you. This session is focused around "Parature by Microsoft" as part of Parafest at Summit, held simultaneously with CRMUG Summit 2015. 

Speakers

Wednesday October 14, 2015 1:30pm - 2:30pm
C4

1:30pm

Who's on First? Learning to Run Those Cases Better
Case Management has vastly improved over the years in Dynamics CRM, yet we still have the same challenges of knowing “Who’s on First” when it comes to helping our customers be successful and understanding the Key Metrics and trends to look for. Join this session to evaluate best practices in using Case Management in Dynamics CRM to serve customers better and score some runs as you learn to run those CRM bases better!

Speakers
avatar for Matthew Panzano

Matthew Panzano

CRM Practice - Director, Catapult Systems
Mr. Panzano has been in the computer systems industry for over 30 years he has worked at several fortune 500 companies, including 5 years running the Microsoft Support Team at TechData Corporation and 10 years as an Information Worker Principal Technology Specialist at Microsoft. | His specializes in the Microsoft Office365 platform and Dynamics CRM. He has been working with Microsoft’s Dynamics CRM and SharePoint since their inception... Read More →


Wednesday October 14, 2015 1:30pm - 2:30pm
D7

1:30pm

Witnessing Marketing 101 - OOTB for the End 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 in CRM. In this session, we will demonstrate the out-of-the-box marketing capability and discuss areas that are typically extended outside of CRM.

Speakers
avatar for DoriAnn Basaraba

DoriAnn Basaraba

Manager, Dynamics CRM & Marketing, Hitachi Solutions, Ltd
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 customers with user adoption initiatives and training for 15 years.
avatar for James Bowen

James Bowen

Product Manager, Hitachi Solutions
At Hitachi Solutions I provide sales support and act as Marketing Automation subject matter expert for sales and consulting teams. I have worked with CRM and Marketing Automation 5+ years and have become an expert around integration and marketing and sales alignment.


Wednesday October 14, 2015 1:30pm - 2:30pm
C1

1:30pm

Scouting & Preparing as CRM GameDay Draws Near
Decisions have been made, and in the words of "Tommy Boy", you officially know it's "Go Time" with your Dynamics CRM Upgrade. This presentation session will help you prepare for game day as you dive into infrastructure, business, and planning best practices to follow in executing your Dynamics CRM Upgrade game plan.

Speakers
avatar for Beth Burrell

Beth Burrell

Sr Onboarding / Project manager, Concerto Cloud
Technology Geek turned Project Manager in the Cloud. Worked in the technology industry for 20 years with the last 4 years concentrating on cloud and the benefits it provides with the Dynamics family products. I help the CRM world understand the technology they use and help bridge the communication gap between the Dynamics world and the Cloud world. | I am really passionate about what I do and LOVE working with my customers and the... Read More →
avatar for Chris Cognetta

Chris Cognetta

CRM MVP - Director, Center of Excellence/CFE, Tribridge
Chris Cognetta is the Practice Director for CRM Center of Excellence, Client Field Engineering team at Tribridge and is based in South Florida. Chris is a Microsoft MVP, Microsoft VTSP, active community member, and is the Chair for the CRMUG Florida Regional Users Group Meeting. Chris is an frequent speaker at various CRM and User Group conferences. Chris has an infrastructure, application architecture background and loves ADFS! Chris is a proven... Read More →


Wednesday October 14, 2015 1:30pm - 2:30pm
D2

1:30pm

Your Blueprint for Success: Best Practices in Planning and Implementing Sales Automation Projects
Leveraging the right approach to sales is like having a customized blueprint for success. But in today's competitive marketplace, technology has become an essential tool for top producing sales professionals looking to build the right approach. There are still many organizations who struggle with low technology user adoption and lack of sales leadership buy-in. This non-technical session is designed to help Sales Leaders and Sales Professionals better understand CRM and related technologies and the impact on sales best practices. This methodology will help your sales teams build powerful business development strategies through the integration of proven business processes, people skills, and the best practice use of Microsoft Dynamics CRM and related technologies.

Speakers
RM

 Rick McCutcheon

President, Full Contact Selling
Dynamics CRM MVP that specializes in Sales Force Automation, Gamification and CRM User Adoption.


Wednesday October 14, 2015 1:30pm - 2:30pm
D9

2:30pm

Networking Break
Use this opportunity to network in between sessions.

Wednesday October 14, 2015 2:30pm - 3:00pm
Ballroom Lobby

3:00pm

Bridging the Gap Between Marketing and Sales with ClickDimensions
Join ClickDimensions' VP of Sales, Brad Burks, to hear how he uses Microsoft CRM plus the ClickDimensions marketing automation solution to bridge the gap between marketing and sales. Brad will provide real examples of how ClickDimensions uses email marketing, web forms and surveys, nurture programs, content marketing and more, to generate and manage leads that turn into revenue. Get ideas that will energize you to take your sales and marketing efforts to the next level.

Speakers
avatar for Brad Burks

Brad Burks

VP of Sales, ClickDimensions


Wednesday October 14, 2015 3:00pm - 4:00pm
D8

3:00pm

Complex Quotes in Seconds with Experlogix
Sell more than just widgets? Do you configure your products and services to a customer's unique needs? Learn how Experlogix CPQ (Configure, Price, Quote) can dramatically improve quote and order speed and accuracy. This session will demonstrate several real-world examples of how Dynamics CRM customers are more competitive in today's market with the combination of Experlogix CPQ and Dynamics CRM.

Speakers
avatar for Gwyn Golden

Gwyn Golden

Director, Business Development, Experlogix
CPQ (Configure, Price, Quote) specialist


Wednesday October 14, 2015 3:00pm - 4:00pm
D2

3:00pm

Dealer Support Builds Revenue for Everyone
All too often Industrial Manufacturers are not fully aware of how their distributors or dealers view them when compared to competitive offerings. To make sure you are first choice of the best distributors and dealers, you need to put renewed focus on making yourself so attractive that you can recruit the best and support them so they generate more revenue for themselves and for you.

Speakers
avatar for Mark Schindler

Mark Schindler

Cincinnati, Director: Pre-Sales


Wednesday October 14, 2015 3:00pm - 4:00pm
D3

3:00pm

Getting Exactly the Perfect CRM Functionality for Your Company
This session includes FREE CRM solution Add-ons and tips for customizing CRM to fit right on the cheap. Microsoft CRM is a really good 80-90% fit for most companies. But real productivity gains, real customer focus and service excellence takes a 100% fit, flow, and management alignment of CRM your company and your customer mission... and that changes over time.  Find out how to get it right on a low budget.

Speakers

Wednesday October 14, 2015 3:00pm - 4:00pm
D9

3:00pm

Mobilize your Stakeholders with RESCO.NET
Microsoft Dynamics CRM doesn't have to be designed for employees only. In this showcase, RESCO.NET will outline the options and examples of how to combine CRM and mobility to provide a unique mobile experience for your stakeholders whether they are your customers, suppliers, contractors, agents, or citizens.

Speakers
avatar for Ivan Stano

Ivan Stano

COO, Resco


Wednesday October 14, 2015 3:00pm - 4:00pm
C3

3:00pm

Scribe Software Super Session: Roadmap, Demo, and Q&A
As a CRM user, customer data is at the center of your universe. At Scribe, customer-centric data has been our passion for 20 years. We will show you how our software makes CRM integration happen. We'll give you insight into the integration problems we're solving for customers worldwide. This will be a hands-on session, showing how our products work and how to take advantage of them. Ask the experts your integration questions.

Speakers
avatar for Pierre Hulsebus

Pierre Hulsebus

Senior Sales Engineer, Scribe
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 use adoption by linking CRM processes with processes in other systems then stop by and let's chat.


Wednesday October 14, 2015 3:00pm - 4:00pm
C2

3:00pm

Security Audit and Compliance Solutions for Dynamics CRM
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.

Speakers
avatar for Nate Boettcher

Nate Boettcher

Applications Engineer, Fastpath, Inc.


Wednesday October 14, 2015 3:00pm - 4:00pm
D7

3:00pm

Small Business Accounting Inside Microsoft Dynamics CRM
Are you part of a small business? Have you outgrown QuickBooks, but aren't ready to implement an enterprise system? Welcome Rockton Connect, the user-friendly accounting software built directly inside of Microsoft Dynamics CRM. Rockton Connect helps multiple roles in your company gain visibility: IT & Operations, Accounting, Sales, Marketing, and the Business Owner. Learn how Rockton Connect gives an inside view to your entire company by joining this Partner showcase!

Speakers
avatar for Mark Rockwell

Mark Rockwell

President, Rockton Software
Life.


Wednesday October 14, 2015 3:00pm - 4:00pm
D1

3:00pm

The CRM Lab: Killer Solutions to Empower CRM Users
The CRM Lab @ Cobalt is where we experiment with solving everyday problems and providing free solutions to the CRM community that fill the gap between MSCRM releases and your CRM needs. Come see us show off our most successful experiments - CRM Snapshot & CRM Intelligent Query and get a glimpse at the portal widgets that power CRMUGs website. Of course, bring your ideas. Maybe it could be the next killer free add-on!

Speakers
avatar for Chris Capistran

Chris Capistran

President, Cobalt
avatar for Michael Ochs

Michael Ochs

Lead Architect, R&D, Cobalt


Wednesday October 14, 2015 3:00pm - 4:00pm
C1

3:00pm

TKDialogs Call Scripting and Web Self Service
In this session we will show how TKDialogs can deliver great customer service in the contact center and on the web and how we complement Microsoft Dynamics CRM and Parature.

Speakers

Wednesday October 14, 2015 3:00pm - 4:00pm
D10

3:00pm

Transforming the Web Engagement Experience with Adxstudio Portals
Join Shan McArthur, CEO of Adxstudio and CRM MVP, to learn about how to extend Dynamics CRM to the web and create a fully configurable customer, partner, or citizen engagement platform. With Adxstudio Portals you can create web applications that use standard CRM entities such as lists, permissions, forms, and actions to design and deliver a self-service web portal with Dynamics CRM as the database. Learn about the possibilities in this demo on how to transform your web engagement experience with Adxstudio!

Speakers
avatar for Shan McArthur

Shan McArthur

CEO / CTO, Adxstudio, Inc.
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 14, 2015 3:00pm - 4:00pm
D4

4:00pm

Networking Break
Enjoy light refreshments and networking in between sessions.

Wednesday October 14, 2015 4:00pm - 4:30pm
Ballroom Lobby

4:30pm

Introduction to Service from Microsoft
In this session, attendees will gain insight into the business and consumer trends that are driving increased investment around self service and customer self service solutions. Attendees will learn how midmarket and enterprise customers have accelerated customer engagement and experienced measureable results across the areas of productive help desk, modern contact center, employee self-service and customer service. Learn how Microsoft is providing increased value through innovation. This is a great introductory session for customers interested in Microsoft's unified service offering.

Speakers

Wednesday October 14, 2015 4:30pm - 5:30pm
E2

4:30pm

Leveraging New Features in Parature
Learn about new features in Parature including unified portal, globalization capabilities, and more to help you better service customers and gain more insights into your service success.


Wednesday October 14, 2015 4:30pm - 5:30pm
E1

4:30pm

Dissecting the Administrator's O365 Experience with CRM
With new features in Microsoft Office 365 and Dynamics CRM, project owners and administrators need to think about how to best enable and use those features for their organization. This session walks us through some best practices in using Dynamics CRM & O365 from an administrative viewpoint.

Speakers

Wednesday October 14, 2015 4:30pm - 6:00pm
D8

4:30pm

Your Dynamics CRM Reporting Smorgasbord
There’s a veritable plethora of Dynamics CRM Reporting options provided out of the box – and beyond!  Join Dynamics CRM MVP Scott Sewell and sample your way through the report wizard, charts, and dashboards, all the way to more complex reporting needs with SSRS and other options. Scott will serve up all you need to satisfy your business intelligence appetites. 

Speakers
avatar for Scott Sewell

Scott Sewell

Senior Solution Architect, CRM MVP, Hitachi Solutions, Ltd
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 with a focus on data migration and integration, Scott has served as a lead on several large Microsoft Dynamics CRM projects, including a Gartner Award... Read More →


Wednesday October 14, 2015 4:30pm - 6:00pm
D1

4:30pm

Org-nado - A Deep Dive Into the Technical Details of Estimating and Delivering a Combined Org 2015 Upgrade
This session offers a structured discussion with some out-of-the-box thinking applied to a large CRM project and the challenges involved in engaging a substantial CRM development team. Topic highlights include: Estimation techniques for planning and re-imagining of combining orgs to take advantage of new platform features; description of an automated build process combing multiple separate 2011 orgs (utilizes SSIS with custom pipeline components); consideration when supporting a full complement of developer sandboxes, dev, QA and production environments; and an Overview of custom ‘entity versioning and history for unmanaged solutions’ to help reduce chaos when supporting simultaneous solution development.

Speakers
avatar for Gene Olafsen

Gene Olafsen

FMGlobal
Gene is a hands-on, lead by example, architect/manager with almost 30 years of best-practice oriented, software lifecycle experience. He is the author of several programming books and appreciates what CRM Dynamics brings to the enterprise. | | Early career experience include supporting test programs for the B-1 aircraft, writing the test drivers for Boeing's 737/757 engine control, involvement in debugging the firmware for Atari’s... Read More →
avatar for Satish Srinivas

Satish Srinivas

Sr Software Engineer, FMGlobal
I have 15 years of experience in development of large enterprise application in web, client service, mobile, SQL server [2000-2014], SSRS [2000-2014] and Dynamic CRM [4.0-2015]. My interest in CRM compasses enterprise security design, scale and performance. My current role is to drive security, design and solution development to enhance user experience which in turn lead to better user acceptance.


Wednesday October 14, 2015 4:30pm - 6:00pm
C3

4:30pm

Becoming a Good Security Shepherd
As a new CRM Administrator, whether using CRM Online or on-premises you are the overseer of your Dynamics CRM pasture and all the Users, teams, roles, and business units in it. Join this comprehensive presentation to learn how to administer Users, use access teams, establish roles, and create business units to improve your CRM deployment. Tend to your flock wisely and good things can happen!

Speakers
avatar for Gus Gonzalez

Gus Gonzalez

CEO, CRM MVP, Elev8 Solutions Group
4x Microsoft MVP, Solution Architect, readiness expert, instructional designer, certified trainer, author, and sought-after speaker in the Microsoft Dynamics CRM community.


Wednesday October 14, 2015 4:30pm - 6:00pm
D3

4:30pm

Start Your Engines! Rev Up Your CRM with High Octane Advanced Finds, Charts, and Dashboards
Time to fuel up and get in on the BI & Reporting action CRM Users rave about! In this demo-led session, you will learn how to access, create, and share powerful advanced finds, charts, and dashboards. Take your Dynamics CRM from 0-60 in no time!

Speakers

Wednesday October 14, 2015 4:30pm - 6:00pm
C2

4:30pm

Developing for CRM without .NET
This advanced developer session is about using alternative environments to develop CRM integrations (i.e. node.js, php, python, ruby). Join this discussion to learn best practices in alternative Dynamics CRM development that is not .NET.  

Speakers
avatar for David Berry

David Berry

Senior Software Developer, Alliance Health, LLC
I'm a 6-time Microsoft MVP, recognized as a community leader and expert in Microsoft Dynamics CRM development and extension. Ask me about TypeScript, OData, Plug-ins, Workflows, and custom Actions!
avatar for George Doubinski

George Doubinski

Dude in charge, AlexaCRM
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
avatar for Jason Lattimer

Jason Lattimer

Sr. Technical Architect, PowerObjects
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 out in the MSDN, Dynamics Community, and CRMUG forums and occasionally putting out some helpful tools on CodePlex & GitHub.


Wednesday October 14, 2015 4:30pm - 6:00pm
D9

4:30pm

New Twist to ALM
Application Lifecycle Management and change management is an important part of any CRM project or practice. This session 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.

Speakers
avatar for Shan McArthur

Shan McArthur

CEO / CTO, Adxstudio, Inc.
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 14, 2015 4:30pm - 6:00pm
D4

4:30pm

Prepare for a Better Outlook: Best Practices in Using CRM Through Microsoft Outlook
Many organizations encourage use of CRM through Microsoft Outlook. This session will explore and demonstrate how you as a User would use the Microsoft Dynamics CRM functionality through Outlook including how to track Email, Appointments, and Tasks, as well as synchronizing Contacts. We'll also cover the best practices for tracking activities in CRM and some tips and tricks to make it easier to use CRM from Outlook.

Speakers
avatar for Gretchen Opferkew

Gretchen Opferkew

Director of Education, CRM MVP, MCT, PowerObjects
Exchanging knowledge on Microsoft Dynamics CRM implementation best practices, techniques for design and architecture, and user adoption strategies.


Wednesday October 14, 2015 4:30pm - 6:00pm
C1

4:30pm

Enterprise CRM System & Data Governance Panel
Now that you're a playmaker in understanding governance and change management concepts led by Clarissa Simpson (Ford Motor Company) in an earlier session, let's discuss with a panel of experts and others who have experienced embracing CRM governance and change control over their own deployments, all while managing their vendor relationships in a successful manner.

Speakers
VB

V. Balaji

Chief Information Officer, Tata Technologies
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, Heavy Machinery - how IT systems can drive transformation across these areas - and how we leveraged Microsoft CRM, SAP ERP and Analytics across our own enterprise.
avatar for Erin Schettler

Erin Schettler

Americas CRM Product Manager, JLL
avatar for  Clarissa Simpson

 Clarissa Simpson

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 Ford


Wednesday October 14, 2015 4:30pm - 6:00pm
D7

4:30pm

ADFS & Upgrading with a Mobile State of Mind
In today's Dynamics CRM deployments, internet-facing deployments and the mobile worker need to be considered. This intermediate, technical presentation will help you understand how to install ADFS/IFD for your Dynamics CRM system and support Mobile CRM scenarios.

Speakers
avatar for Chris Cognetta

Chris Cognetta

CRM MVP - Director, Center of Excellence/CFE, Tribridge
Chris Cognetta is the Practice Director for CRM Center of Excellence, Client Field Engineering team at Tribridge and is based in South Florida. Chris is a Microsoft MVP, Microsoft VTSP, active community member, and is the Chair for the CRMUG Florida Regional Users Group Meeting. Chris is an frequent speaker at various CRM and User Group conferences. Chris has an infrastructure, application architecture background and loves ADFS! Chris is a proven... Read More →


Wednesday October 14, 2015 4:30pm - 6:00pm
D2

5:00pm

SQL for Dummies: Standard SQL to Manage Your Data
Just as there is a book, “Astro Physics for Dummies”, there too is a session "SQL for Dummies". We are not calling you dumb; quite the contrary. This session is meant to serve those who consider their knowledge of SQL at the beginner level, and who want more in-depth knowledge to get started. Learn how to query SQL tables within Microsoft SQL Server, the basic query for tables, and database views and how to write them. No prior knowledge of SQL is required to be successful in this session. If attending all three SQL sessions, please consider this Part I of the series. This session is shared across the User Group Summit conferences, with attendees from all User Groups (AXUG, CRMUG, GPUG, and NAVUG) invited to attend.

Speakers
JK

Jeremy Kingry

eBECS North America


Wednesday October 14, 2015 5:00pm - 6:00pm
A1

6:00pm

Community Theater in the Expo
6:20pm - 6:35pm - Taking A Risk Based Approach to Security in Microsoft Dynamics by Fastpath; 6:40pm - 6:55pm - Volunteering with Your User Group - Learn How You Can Be a Hero!; 7:00pm - 7:15pm - User Group Chapters - Networking and Learning You Shouldn't Miss!; 7:20pm - 7:35pm - Everybody Wants to be an MVP; 7:40pm - 7:55pm - What Works for Women At Work

Speakers
avatar for Onika Allen

Onika Allen

Regional Chapter Director, Dynamic Communities
I am passionate about building the GPUG community. Overall, I am responsible for ensuring the programmatic health, success, and vitality of 170+ chapter communities around the world. I will be running around Summit to ensure that we are building, training, recognizing, and retaining world class chapter leaders and members. If you see me, say hi and let me know how I can make your membership better!
avatar for Heather Williams

Heather Williams

AXUG, CRMUG, GPUG and NAVUG


Wednesday October 14, 2015 6:00pm - 8:00pm
Hall 2

6:00pm

Expo Reception
Visit the Expo to learn about the valuable solutions and services available from our sponsors and exhibitors.

Wednesday October 14, 2015 6:00pm - 8:00pm
Hall 2
 
Thursday, October 15
 

7:00am

Breakfast - Jump Into a Great Day
Kick off the day with breakfast with CRMUG attendees.

Thursday October 15, 2015 7:00am - 8:00am
Hall 1

8:00am

Administering Customer Service New Features
Service updates in Dynamics CRM 2013 SP1, 2015, and of course CRM Online bring new features involving entitlements, SLAs, timers, child cases, routing rules, and queues. Latest acquisition of FieldOne and extensions of Parature from Microsoft, brings up the question what could be expected for better Customer Service engagement. This educational session will provide you an overview of "Things learned from the field".

Speakers
avatar for Carsten Groth

Carsten Groth

Technical Product Manager, FLS
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 Silver and Gold partners as Consultant/Developer. Since the beginning of CRM 4.0 I blog as well as joining different communities, like xRMVirtual. | So I am part... Read More →


Thursday October 15, 2015 8:00am - 9:00am
C2

8:00am

Advanced CRM Workflows & Dialogs 201
In this session, you will see demonstrations of more advanced features of Workflows & Dialogs, such as child processes and recursion. Attendees should already be familiar with creating simple workflows.

Speakers
avatar for Mark Rockwell

Mark Rockwell

President, Rockton Software
Life.


Thursday October 15, 2015 8:00am - 9:00am
D1

8:00am

Maximizing and Designing for Best CRM Performance
Join this session to learn loads of tips, tricks, and best practices from real-world CRM systems that are large, complex, and demand top-notch performance. This session is focused mainly on on-premises CRM systems, but some tips will also apply to CRM Online and hosted environments.

Speakers
AF

Alex Fagundes

PowerObjects


Thursday October 15, 2015 8:00am - 9:00am
D9

8:00am

Understanding Your CRM Entity Basics
First and foremost, Dynamics CRM is generally understood as a database used to model and/or manage critical business data. Join this session to understand the uses of system, business, or custom entities. In this excellent entity foundation session, use case scenarios and best practices will be shared to help you achieve your desired results in modeling your data successfully.

Speakers
avatar for Melissa Erickson

Melissa Erickson

Director of Member Systems, Dynamic Communities, Inc.
I'm passionate about CRM and helping users understand it better!


Thursday October 15, 2015 8:00am - 9:00am
D8

8:00am

50 Tips in 50 Minutes: Developer Edition
If debugging is the process of removing bugs, then programming must be the process of putting them in. Nobody wants to feel that way when coding for Dynamics CRM! In this session, you'll get 50 tips for CRM developers by CRM developers aimed at getting things done faster, more effectively, or in ways you didn't know were possible.

Speakers
avatar for Daniel Cai

Daniel Cai

Principal Developer, KingswaySoft Inc.
Daniel Cai is a software developer with great passion in making things work. Daniel has been working with CRM since v4.0, and he has been awarded as a Microsoft Dynamics CRM MVP for the consecutive past 5 years.
avatar for Jason Lattimer

Jason Lattimer

Sr. Technical Architect, PowerObjects
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 out in the MSDN, Dynamics Community, and CRMUG forums and occasionally putting out some helpful tools on CodePlex & GitHub.


Thursday October 15, 2015 8:00am - 9:00am
D3

8:00am

How to Make CRM a Tool That Your Sales Team Loves!
Most salespeople treat CRM as an afterthought and relegate its usage to a recordkeeping task to keep management off their backs. By adjusting the sales process and customizing Dynamics CRM to facilitate the process, it is possible to transform a sales organization. This session will discuss sales process concepts and how CRM can be utilized to empower the salesperson, grow the pipeline, and increase the throughput of the team.

Speakers
avatar for David Squibb

David Squibb

Chief Sales & Marketing Officer, Xpertdoc
With more than 30 years experience in Sales & Marketing, I am passionate about empowering my teams to exceed targets and grow the organization. I love to facilitate the optimization of tools, process, and the art of selling to maximize results. | | I have spent most of my career working with senior executives to transform their business. My background includes leading a global $38M software and professional service business serving... Read More →


Thursday October 15, 2015 8:00am - 9:00am
C1

8:00am

SQL for Super Users: Manipulating Your Relational Data
Now you know a little bit about SQL, and you are ready to unleash your data insights with this second SQL session focusing on writing SQL queries for Analysts. This session will cover advanced query topics such as joins, aggregates, grouping, and more. Prior Basic SQL skills are assumed as a prerequisite for this session. If attending all three SQL sessions, please consider this Part II of the series. This session is shared across the User Group Summit conferences, with attendees from all User Groups (AXUG, CRMUG, GPUG, and NAVUG) invited to attend.

Speakers
JK

Jeremy Kingry

eBECS North America


Thursday October 15, 2015 8:00am - 9:00am
A1

8:00am

Leveraging CRM, SharePoint, and O365 to Streamline Your Revenue Acquisition Process
Tata Technologies, an enterprise engineering services and product development organization, embarked on a Sales War Room transformation across the 7 Key Pillars of Sales Transformation. This CRMUG member organization has since upgraded to CRM 2015. This session will provide an update of the Sales Transformation while also discussing early learnings from integrating CRM, SharePoint, and Office 365 to streamline the Revenue Acquisition process. You will also learn about the important role of Analytics in the Sales Journey.

Speakers
VB

V. Balaji

Chief Information Officer, Tata Technologies
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, Heavy Machinery - how IT systems can drive transformation across these areas - and how we leveraged Microsoft CRM, SAP ERP and Analytics across our own enterprise.


Thursday October 15, 2015 8:00am - 9:00am
D7

8:00am

Effective facilitation: Making meetings more powerful and productive
Are you tired of Death by Meeting? Come learn tools and techniques to motivate a group, build consensus, manage dysfunction, maintain focus, generate ownership and inspire to action. It's possible... really. This is a cross conference session and will be shared by other User Group Members.

Speakers

Thursday October 15, 2015 8:00am - 9:00am
D5

8:00am

Rolling in the Deep Dive of Microsoft Dynamics Marketing
Did you know that Dynamics has a great solution for all Marketing needs that is natively integrated to Dynamics CRM? Don't underestimate the things that Microsoft Dynamics Marketing (MDM) can do as you dive deeper into what it is, what it can or can't do, where it fits, and what is it good for in your marketing automation or resource management needs. Join this How2 demo-oriented session to learn and know more about MDM.

Speakers
avatar for April Desling

April Desling

Senior Solutions Architect, Coffee and Dunn
I bring a valuable financial and analytical perspective to the marketing table. Prior to becoming a Coffee + Dunn marketing operations and solutions consultant, I served as a marketing analyst, conducting retail and email segmentation and results analysis for a leading multi-channel sporting goods company. In addition, I have worked as a cost analyst, identifying, prioritizing, and analyzing improvement opportunities throughout a large... Read More →
avatar for Jon Petrucelli

Jon Petrucelli

VP, Coffee & Dunn
Dynamics Marketing - Building best in class marketing systems and programs in the Dynamics CRM world.


Thursday October 15, 2015 8:00am - 9:00am
C3

8:00am

Extending Service Across the Enterprise
In this session we will review multiple use case examples for Internal Helpdesk, where the support team could be from Information Technology, to Human Resources, or to other internal departments that are responsible for supporting employees of the same company. We will explore a number of Parature features and configurations which are best used for Internal Helpdesk use cases. 


Thursday October 15, 2015 8:00am - 9:00am
E1

8:00am

Getting that CRM Upgrade to Purr Like a Kitten
This walkthrough presentation will explain steps in preparing to upgrade and maintain your new Dynamics CRM on-premises platform. Different upgrade scenarios will be shared in upgrading legacy Dynamics CRM deployments (CRM 2011, CRM 2013) and moving to the latest release.

Speakers
avatar for Beth Burrell

Beth Burrell

Sr Onboarding / Project manager, Concerto Cloud
Technology Geek turned Project Manager in the Cloud. Worked in the technology industry for 20 years with the last 4 years concentrating on cloud and the benefits it provides with the Dynamics family products. I help the CRM world understand the technology they use and help bridge the communication gap between the Dynamics world and the Cloud world. | I am really passionate about what I do and LOVE working with my customers and the... Read More →
avatar for Chris Cognetta

Chris Cognetta

CRM MVP - Director, Center of Excellence/CFE, Tribridge
Chris Cognetta is the Practice Director for CRM Center of Excellence, Client Field Engineering team at Tribridge and is based in South Florida. Chris is a Microsoft MVP, Microsoft VTSP, active community member, and is the Chair for the CRMUG Florida Regional Users Group Meeting. Chris is an frequent speaker at various CRM and User Group conferences. Chris has an infrastructure, application architecture background and loves ADFS! Chris is a proven... Read More →


Thursday October 15, 2015 8:00am - 9:00am
D2

8:00am

Ask the Experts – User Adoption Edition: Best Practices for Small and Midsized Business CRM
Dynamics CRM can be adapted to fit any sized business. User Adoption strategies and training are especially crucial for small to mid-sized businesses due to limited resources and the need to deliver a successful CRM project with prompt ROI. In this expert panel discussion, we'll highlight winning User Adoption strategies, and will also discuss common issues and how to address. You'll walk away with the tools you need to get buy-in from your Users and a higher Return on your CRM Investment.

Speakers
avatar for Phyllis Eriksen, CIDA, CISA

Phyllis Eriksen, CIDA, CISA

Manager-Projects and Software Support, Audimation Services, Inc.
I have been working with CRM Online since CRM 2011. Besides being manager of projects and software support, I hold the roles of system administrator, customizer, trainer, SSRS report writer and change management gate keeper. We're on CRM 2015 and I really like the customization options available in this version. Because I am a fervent believer of "work INSIDE the box," I'm not worried at all about Update 1 being rolled out to our organization... Read More →
avatar for Ken Kelly

Ken Kelly

President, Kelly Roofing
Born in Naples, Florida, Ken is a traveler, businessman and humanitarian. Compassionately raised by two loving parents, Ken’s ability to search out fairness with a strong sense of organization, always looking for the potential good in any situation is his strength. Continuing tradition in 1993 by taking over the family’s roofing business provided a venue for creative implementation of successful ideas. In 2004 and 2005 the Kelly Roofing... Read More →
RM

 Rick McCutcheon

President, Full Contact Selling
Dynamics CRM MVP that specializes in Sales Force Automation, Gamification and CRM User Adoption.


Thursday October 15, 2015 8:00am - 9:00am
D4

9:00am

Networking Break
Use this opportunity to network in between sessions.

Thursday October 15, 2015 9:00am - 9:30am
Ballroom Lobby

9:30am

10 Commandments of Dynamics CRM Integration
Thou shalt not integrate, migrate, or automate without these simple rules. Join CRM Channel Manager, Katie Soderberg and Data Integration Architect, Chris Dew as they share 10 guiding principles to keep in mind as you bring together CRM with your front office, back office, or cloud-based applications. This session includes a short demonstration of SmartConnect,the No-Code Integration, Migration, and Automation Platform for Dynamics CRM.

Speakers
avatar for  Chris Dew

 Chris Dew

Director of Product Management, eOne Solutions
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, Dexterity, VB.NET, C#, Web Services, Microsoft CRM/GP Integration, Salesforce.com Integration, Node Builder, Pushing data into GP from Excel
avatar for Katie Soderberg

Katie Soderberg

CRM Channel Manager, eOne Solutions
Over the past 8 years working with Dynamics CRM, I've developed a passion for creating better customer experiences. I love “geeking out” on business process design, integrating CRM with world-class solutions, and leveraging automation to make life easier for CRM users. Looking forward to another great CRM UG event, plenty of good networking and learning opportunities!


Thursday October 15, 2015 9:30am - 10:30am
D9

9:30am

Best Practices in Professional Service Automation
From better project management and resource management to time and expense entry, hear best practices from McGladrey, a leading professional services firm, about their implementation of a professional service automation system with Dynamics CRM and Assistance PSA.

Speakers

Thursday October 15, 2015 9:30am - 10:30am
C1

9:30am

Better Documents. Faster. Knockout Customer Engagement using Dynamics CRM
Providing customers with highly personalized business documents is the key to improve customer engagement. Learn how to easily merge CRM data with dynamic customer communications in a single click. Discover powerful capabilities for template creation, collaboration workflows, and e-signature, enabling business users to manage impactful documents with optimal ease and efficiency. Supporting CRM 4 through 2015, and Cloud or on premise, Xpertdoc helps companies bring document management to a whole new weight class.

Speakers

Thursday October 15, 2015 9:30am - 10:30am
C3

9:30am

Building CRM Portals in 60 Minutes or Less!
We will build out an end to end portal solution with Dynamics CRM data in under 60 minutes! You help choose the portal elements and before your eyes, we will create a fully functioning portal solution. Delivering a CRM Portal Solution within hours, without code development sounds exciting right! How many doors of opportunity does that open within your organization or your CRM practice? Come to this session and get EXCITED about CRM Portals!

Speakers
avatar for Ian Pavlik

Ian Pavlik

Presdient, The Portal Connector
I am passionate about building the best, easiest to use and most powerful portal technology for Dynamics CRM. | | I am constantly amazed by the technology our team has build that allows you to build incredible, powerful and dynamic web portal. The Portal Connector allows you to engage your customers and team improving collaboration and customer satisfaction.


Thursday October 15, 2015 9:30am - 10:30am
C2

9:30am

Data Integration for Microsoft Dynamics CRM Done Right
Join Daniel Cai, from KingswaySoft to see how easy it is to make data migration and integration happen using the SSIS Integration Toolkit. You will learn how to integrate Microsoft Dynamics CRM data with other application or database systems using drag and drop capabilities. We will also discuss advanced topics including some best practices for your data integration development. Come see in action data integration that can be done in a matter of minutes!

Speakers
avatar for Daniel Cai

Daniel Cai

Principal Developer, KingswaySoft Inc.
Daniel Cai is a software developer with great passion in making things work. Daniel has been working with CRM since v4.0, and he has been awarded as a Microsoft Dynamics CRM MVP for the consecutive past 5 years.


Thursday October 15, 2015 9:30am - 10:30am
D10

9:30am

Driving More Value out of Microsoft Dynamics CRM
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 CRM and related technologies are being developed with customer experience in mind.

Speakers
DJ

Dean Jones

CEO, PowerObjects
I love to talk about CRM.


Thursday October 15, 2015 9:30am - 10:30am
D4

9:30am

Duplicate Data:  Prevention and Cure
Your CRM data is likely your most valuable asset. Duplicate data severely affects its value and usefulness. We'll discuss strategies and tactics - real solutions - to assist in improving and maintaining the cleanliness of the data on which your organization relies. Join us to learn about Qgate's prevention and cure for duplicate data: a system for improved searching so users find what they're looking for, a proactive duplicate prevention solution to avoid creating duplicates, and a tool for cleaning up the duplicates you already have.

Speakers

Thursday October 15, 2015 9:30am - 10:30am
D8

9:30am

Increase Your Customer Engagement, Not Your Budget
Whose primary goal is to increase their software costs? No one we know. Our customers are interested in driving what we do best - engagement. Drive deeper engagement by simplifying complex business processes through our Portal solution that’s easy for your company and the end user to use, all while staying below your budget. Session includes re-brand announcements, a product demo and case study. Your CFO and your customers wouldn't want you to miss this.

Speakers

Thursday October 15, 2015 9:30am - 10:30am
D7

9:30am

Put Customers First - Build a Community

Customers, especially with a booming Millennial generation, are and will continue to talk – on the organization’s website, within social channels, on popular review sites, and even at in-person events. How do you turn all the chatter into a productive dialogue with your customers? See how leading businesses use online to engage their customers: drive conversations, ask and answer questions, share resources and relevant content.


Speakers

Thursday October 15, 2015 9:30am - 10:30am
E2

9:30am

Self-Service Quotes and Orders with a Customer-Partner Portal
What if your customers or distribution channel could create their own quotes and orders from your website and you see all the activity within Dynamics CRM? Learn how organizations are leveraging a Configure, Price, Quote solution with a Portal to streamline the quote-to-cash process.

Speakers
JH

Jeff Holway

Experlogix


Thursday October 15, 2015 9:30am - 10:30am
D2

9:30am

Small Business Accounting inside Microsoft Dynamics CRM
Are you part of a small business? Have you outgrown QuickBooks, but aren't ready to implement an enterprise system? Welcome Rockton Connect, the user-friendly accounting software built directly inside of Microsoft Dynamics CRM. Rockton Connect helps multiple roles in your company gain visibility: IT & Operations, Accounting, Sales, Marketing, and the Business Owner. Learn how Rockton Connect gives an inside view to your entire company by joining this Partner showcase!

Speakers
avatar for Mark Rockwell

Mark Rockwell

President, Rockton Software
Life.


Thursday October 15, 2015 9:30am - 10:30am
D1

9:30am

Supercharging Your Revenue Engine with Better Data

When we talk about supercharging your revenue engine with better data it is because data is the fuel that powers your revenue campaigns. As with any high performance machine, we want to make sure that we are not running on fumes.

  • A quarter of your lead data is wrong.
  • Nearly every contact record is missing key information.
  • Poor data quality is the most common cause of poor CRM adoption (Forrester Research)

Speakers

Thursday October 15, 2015 9:30am - 10:30am
D3

10:30am

Networking Break
Enjoy light refreshments and networking in between sessions.

Thursday October 15, 2015 10:30am - 11:00am
Ballroom Lobby

11:00am

Fasten Your Seat Belts and Let's 'Excel' - Repeat
If you want a session that gives you an hour packed with great Excel tips and tricks, then look no further! Join this session to learn up to 50 great tips that will help you conquer Excel and become a power User of this every day Office tool. This session is a repeat. This session is shared across the User Group Summit conferences, with attendees from all User Groups (AXUG, CRMUG, GPUG, and NAVUG) invited to attend.

Speakers
avatar for Tara Grant

Tara Grant

VP of Marketing, Jet Reports
avatar for Noah Kluge

Noah Kluge

Sr Manager--BI Practice, Armanino
I have 15 years of BI-related experience ranging from Financial report automation within Excel to multi-terabyte data warehouse (DW) development projects. Most recently I have focused on DW and BI for Dynamics AX and NAV.


Thursday October 15, 2015 11:00am - 12:00pm
A1

11:00am

CRMUG General Community Session
The CRMUG General Community Session will sharing insight and perspective across your Dynamics CRM User Group.  We'll have recent CRMUG All-Stars share some insight and introduce this year's CRMUG All-Stars.   We'll also have some exciting announcements around your user group, including an introduction to a Volunteer Rewards Program among other items.  

Thursday October 15, 2015 11:00am - 12:00pm
C4

11:00am

Microsoft Dynamics CRM & Parature: Better Together
Come to this session to learn how leading brands and organizations are currently using Microsoft Dynamics CRM and Parature together to achieve a more productive, proactive, personalized and consistent customer experience. Learn how the use of these two solutions together creates a better view of the customer, better unifies sales, service and marketing, and works to increase customer retention and satisfaction. For those interested in bringing their CRM solutions onto a single platform and creating a next-generation customer experience, this session is for you.

Speakers
avatar for Diane Biesecker

Diane Biesecker

Senior Manager of Customer Experience, nTelos Wireless
In 2014 my team at nTelos Wireless implemented Case Management in CRM with an integration to Parature Knowledge Base. I have a long and diverse history of process improvement, with primary focus on Customer Support and Customer Experience. I am also a Six Sigma Master Black Belt from my years with GE.


Thursday October 15, 2015 11:00am - 12:00pm
E1

12:00pm

Community Theater in the Expo
12:20pm - 12:35pm - How Dynamics is Helping to Save Lives with Donor Networks of Arizona; 12:40pm - 12:55pm - Raise the Bar and Lower the Cost: Enhancing and Extending AX to the Factory Floor; 1:00pm - 1:15pm - Why Your Company NEEDS to Be a User Group Member!; 1:20pm - 1:35pm - Key WMS Functions That Give You The Competitive Advantage by Sologlobe; 1:40pm - 1:55pm - Made Simple®: A New Approach by Data Masons


Thursday October 15, 2015 12:00pm - 1:00pm
Hall 2

12:00pm

Networking Lunch and Expo
On Thursday, take the opportunity to have lunch from 12-1 p.m. and join in discussion with Microsoft Dynamics CRM users by role, industry, or specialty topic. Organized in alphabetical order, choose the table that most appeals to you and enjoy great networking with your peers to help you improve your use of CRM. Following lunch, visit the Expo from 1-2 p.m. to browse some of the top products and solutions available through the Dynamics CRM Partner community.
Looking ahead: on Friday, join Dynamics CRM users from your geographic location during the state lunches in the Meal Hall. Organized in alphabetical order, you will locate and join in with local Dynamics CRM peers, chapter leaders, and product experts, while you enjoy Friday's lunch.

Thursday October 15, 2015 12:00pm - 2:00pm
Halls 1 & 2

2:00pm

Extra Armor for Securing Your CRM System
This configuration session looks at some of the newer features of Dynamics CRM Online (2015) in allowing a CRM Administrator to use access teams and hierarchical and field security modeling to better protect and increase performance of your CRM environment.

Speakers
avatar for Gus Gonzalez

Gus Gonzalez

CEO, CRM MVP, Elev8 Solutions Group
4x Microsoft MVP, Solution Architect, readiness expert, instructional designer, certified trainer, author, and sought-after speaker in the Microsoft Dynamics CRM community.


Thursday October 15, 2015 2:00pm - 3:00pm
D3

2:00pm

Getting a Positive 'Outlook' with CRM
It is still the number one supported issue with Dynamics CRM, but let's get on the positive side of things with Dynamics CRM and Microsoft Office Outlook. Join this session to relish in some helpful tips and best practices to ensure "CRM for Outlook" is best optimized for your environment and for your Users. This session will be repeated on Oct. 16th 2:15 pm (see ADC24R).


Thursday October 15, 2015 2:00pm - 3:00pm
D2

2:00pm

Make the Most Out of CRM's Recent Updates
Find out the most important information about the new features that came with 2015 and 2015 Online Update 1 such as calculated and rollup fields, themes, and business rules. Find out when you should use a particular feature, best practices, and how to make the most out of these enhancements to the core product.

Speakers
avatar for Pete Majer

Pete Majer

Principal Consultant, Sonoma Partners
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 to learn what challenges new clients face, and leveraging knowledge of past implementations coupled with unique solutions to deliver world class applications.
avatar for Blake Scarlavai

Blake Scarlavai

Development Principal, Sonoma Partners


Thursday October 15, 2015 2:00pm - 3:00pm
D1

2:00pm

Going OnPremise to CRM Online
Let's look at lessons learned and best practices in moving your Dynamics CRM environment from an on-premises environment to CRM Online. Real customer examples of lessons learned may be shared in helping shape what you need to know in taking Dynamics CRM on-premises to CRM Online.

Speakers
avatar for Joel Lindstrom

Joel Lindstrom

Consulting Principal, MVP, Hitachi Solutions, Ltd
I am passionate about all things Dynamics CRM. I love the new features, but I also enjoy helping users of older versions of CRM get more out of it. I enjoy great tips that make life better. That's what I blog about at crmtipoftheday.com
avatar for Scott Sewell

Scott Sewell

Senior Solution Architect, CRM MVP, Hitachi Solutions, Ltd
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 with a focus on data migration and integration, Scott has served as a lead on several large Microsoft Dynamics CRM projects, including a Gartner Award... Read More →


Thursday October 15, 2015 2:00pm - 3:00pm
D7

2:00pm

Structured Information: Designing CRM 101
Just starting out on your CRM journey? Whether you've planned for this or not, let's spend some time sharing best practices in the basic principles, structure, relationships, ownership, activities, terms, and high-level security overview of Dynamics CRM. This will help in overall functional use and performance of your Dynamics CRM system.

Speakers
AF

Alex Fagundes

PowerObjects
avatar for Tad Thompson

Tad Thompson

Technical Advancement Developer, PowerObjects
I love teaching CRM and the supporting technologies, especially Business Intelligence tools, SQL Server, and infrastructure.


Thursday October 15, 2015 2:00pm - 3:00pm
D9

2:00pm

New Web API for CRM Online Development
Join this intermediate developer session to learn easier ways to create applications across different devices, languages, and platforms using a new web API that was recently released in Dynamics CRM Online 2015 Update 1.

Speakers
avatar for Mitch Milam

Mitch Milam

Head Coach, xRM Coaches
Mitch Milam is a speaker, author, and developer who has been in the computer industry for over 27 years. Mitch has been working with Microsoft Dynamics CRM since 2005 and has been awarded the Most Valuable Professional (MVP) title by Microsoft nine times. Today, he focuses mostly on xRM development, architecture, and training.


Thursday October 15, 2015 2:00pm - 3:00pm
D8

2:00pm

Take It to the Next Level with End User Experience Upgrades in CRM 2015
Your Dynamics CRM can only be as successful as the people using it: YOU! In this session for End Users and Partners on all versions of Dynamics CRM, you will power up your CRM knowledge of the many upgrades that have been made to the User Experience in CRM from 2011 to 2015 versions, including differences in individual upgrade rollups. By understanding what has changed in navigation options within CRM, you will be empowered to use your role as an End User to work with your implementation team, to ask for changes to meet your business process needs, and get the finished product you need. Don't miss this opportunity to see a demo of the features available and learn how they are utilized to boost productivity, ease-of-use, adoption, and team performance!

Speakers
avatar for Adriana Nedelcu

Adriana Nedelcu

Chart Your Biz Inc.


Thursday October 15, 2015 2:00pm - 3:00pm
C1

2:00pm

Microsoft & CRMUG Conduit: Dynamics CRM for Productivity
See, evaluate, and provide feedback on Dynamics CRM for Productivity. 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 25 people per session. The sessions are videotaped with summary notes. This session will be repeated on Oct. 16th 10:30 am (see MSE04).

Speakers

Thursday October 15, 2015 2:00pm - 3:00pm
D10

2:00pm

How to Become a Rock Star Leader and Volunteer for Your User Group
Have you ever attended a webinar, chapter meeting, or session and thought, "Hey, I could do that!"? Are you ready to take the next step into the User Group and being a volunteer or leader? Perhaps you want to lead a session or chapter, but you don't know where to start or feel you need a little extra training on your presentation skills. Attend this session and we will show you just how easy it is to step up and be a volunteer with the User Group! This session is shared across the User Group Summit conferences, with attendees from all User Groups (AXUG, CRMUG, GPUG, and NAVUG) invited to attend.

Speakers
avatar for Trish Boccuti

Trish Boccuti

Director of Marketing, Fastpath
I'm the Director of Marketing for Fastpath.
avatar for Adam Rose

Adam Rose

Inside Sales Manager, ImageSoft, Inc.
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 listening to and learning how people do what they love and then figuring out how technology, and particularly CRM, can make their life easier and more enjoyable!
avatar for Heather Williams

Heather Williams

AXUG, CRMUG, GPUG and NAVUG


Thursday October 15, 2015 2:00pm - 3:00pm
A1

2:00pm

Realizing the Value Potential of CRM
CRM is not simply a technology initiative.  To achieve competitive supremacy, your company’s mission needs to be supported by success drivers such as strategy, innovation, operational excellence, and performance measurement. If your CRM strategy is not directly connected to these drivers, your business is probably not realizing the tremendous value that CRM can deliver.  This session will focus on real-world examples of how CRM can and should be connected to the success drivers that support your company’s strategic intent.

Speakers
avatar for Will Moseley

Will Moseley

Sr. VP Sales & Marketing, mcaConnect
I'm passionate about sales and marketing operational excellence, performance metrics, strategy, process optimization, and of course, leveraging CRM to help achieve all of these things. I've been working with Dynamics CRM since version 1.0 and have helped implement hundreds of CRM deployments for leading companies across many industries.


Thursday October 15, 2015 2:00pm - 3:00pm
C3

2:00pm

Marketing Options & Automation to Complement CRM
The marketing software space is a very crowded area, and when looking for a potential marketing solution it can get overwhelming very quickly. This session will focus on the different types of marketing solutions that exist today, the pros and cons of each type, and examples of vendors in each category.

Speakers
avatar for Mishel Justesen

Mishel Justesen

Marketing Technologist, Armanino
avatar for Jamie Whited

Jamie Whited

Director of Customer Experience, The Icebox
I have spent over 7 years immersed in the Microsoft CRM and Marketing Automation world. I have experience from all perspectives including training customers, implementation of these solutions, being an end user and even from a partner perspective. If you are passionate about CRM or marketing automation - I am your gal!



Thursday October 15, 2015 2:00pm - 3:00pm
C2

2:00pm

Achieving Greater Customer Service Maturity
Wanting to calculate your customer service ROI, but don't know where to start? Looking to add additional customer service channels or create a stronger and more successful customer service offering? Nucleus Research Vice-President Rebecca Wettemann focuses on helping organizations establish and validate customer service strategies, as well as achieve greater ROI through increased customer service maturity. Attend this session to learn the steps to greater and sustained customer service success.


Thursday October 15, 2015 2:00pm - 3:00pm
C4

2:00pm

Ask the Experts – User Adoption Edition: Planning a Global CRM Training Program
As if conveying process changes and new CRM technology wasn't difficult enough, many organizations face challenges of varying geographies and languages in their User base. In this session, panelists will share their experiences with rolling out training across the globe and how success and failures would shape their advice to newcomers. Even if you have already deployed, there are plenty of tips and tricks to contribute and also take away from the experiences shared.

Speakers
avatar for Alesha Baerenwald

Alesha Baerenwald

CRM Consulting Supervisor, McGladrey LLP
I am passionate about Microsoft Dynamics CRM and especially love training and teaching others to use it! You can ask me about: Configuration, Customization, Integration, Training and really anything related to CRM!
avatar for Gretchen Opferkew

Gretchen Opferkew

Director of Education, CRM MVP, MCT, PowerObjects
Exchanging knowledge on Microsoft Dynamics CRM implementation best practices, techniques for design and architecture, and user adoption strategies.


Thursday October 15, 2015 2:00pm - 3:00pm
D4

3:00pm

Networking Break
Use this opportunity to network in between sessions.

Thursday October 15, 2015 3:00pm - 3:15pm
Ballroom Lobby

3:15pm

10 Tips on Integration Best Practices
During this session, you will learn the top 10 best practices when designing, developing, and managing integrations with Dynamics CRM. Find out the top IT concepts you need to consider and plan for when putting an integration in place.

Speakers
avatar for Pierre Hulsebus

Pierre Hulsebus

Senior Sales Engineer, Scribe
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 use adoption by linking CRM processes with processes in other systems then stop by and let's chat.


Thursday October 15, 2015 3:15pm - 4:15pm
D1

3:15pm

Building Dashboards with Dynamics CRM 2015 Using Power BI
Do you want to understand how to create interactive dashboards using Dynamics CRM 2015 and Power BI? In this session, you will discover best practices to build and deploy these dashboards to Power BI Sites and Dynamics CRM 2015. You will learn to use the advanced Q/A functionality with Power BI to query data in dashboards, graphs, and charts, as well as how to extend dashboards to mobile iPad and Surface Power BI Apps. This session will be repeated on Oct. 16th 1:00 pm (see ADC23R).

Speakers
avatar for Steve Ivie

Steve Ivie

Solution Consultant, Tribridge
I am business solutions architect and author, responsible for designing, building and presenting customized business solutions with Microsoft Dynamics CRM and Office 365, in addition to integrating Power BI, Marketing, Dynamics GP, Dynamics AX, Dynamics NAV and related ISV products. | For 15 years, I have been working on business technologies for industries such as financial services, life science, healthcare, professional services... Read More →


Thursday October 15, 2015 3:15pm - 4:15pm
D3

3:15pm

Ask the MVPs: Admin-Foundation Edition
This ask the MVPs session is aimed at anyone newly responsible to managing their CRM project or deployment, whether they are using Dynamics CRM Online or on-premises. A panel of Dynamics CRM MVPs will answer your questions on all things administrative to assist you in managing and finding success with Dynamics CRM for your organization.

Speakers

Thursday October 15, 2015 3:15pm - 4:15pm
D4

3:15pm

So Tell Me What You Want, What You Really, Really Want
Do your CRM Users really know what they want?  Join this member showcase to learn how a CRM Administrator transformed himself, his user base, and his entire company from Users to power Users by keeping things simple. From the internal sale, system design, implementation, user adoption, and post-rollout; wanting is reality in this CRM confession.  

Speakers
avatar for Dan Madden

Dan Madden

CRM Specialist, SEI
CRM Best Practices: - Administration - Implementations - Dashboards / Reporting - Database Integrity - Sales and Marketing Alignment - Marketing Automation - Business Processes


Thursday October 15, 2015 3:15pm - 4:15pm
D9

3:15pm

Extending with xRM Tooling
Join this session to take a look at the new APIs built on top of the existing Dynamics CRM APIs, which allow you to support and extend for building Windows client applications for Dynamics CRM.

Speakers
avatar for Mitch Milam

Mitch Milam

Head Coach, xRM Coaches
Mitch Milam is a speaker, author, and developer who has been in the computer industry for over 27 years. Mitch has been working with Microsoft Dynamics CRM since 2005 and has been awarded the Most Valuable Professional (MVP) title by Microsoft nine times. Today, he focuses mostly on xRM development, architecture, and training.


Thursday October 15, 2015 3:15pm - 4:15pm
D8

3:15pm

Seven Deadly Sins of CRM Development
Join this session to learn about common development and design faults and how to prevent them without resorting to corporal punishment.

Speakers
avatar for George Doubinski

George Doubinski

Dude in charge, AlexaCRM
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
avatar for Gustaf Westerlund

Gustaf Westerlund

CTO, MVP, CRM-Konsulterna


Thursday October 15, 2015 3:15pm - 4:15pm
E2

3:15pm

The Stack is Hot! New Features in Microsoft Excel & OneNote Integration with CRM
Dynamics CRM Users are buzzing about the hot new integration features with Microsoft Excel and OneNote. Learn how you can harness the power and productivity of new Excel and OneNote integration functionality with CRM, including a look at features in upcoming CRM Online and On Premises releases.

Speakers
avatar for Adriana Nedelcu

Adriana Nedelcu

Chart Your Biz Inc.


Thursday October 15, 2015 3:15pm - 4:15pm
C1

3:15pm

Microsoft & CRMUG Conduit: Dynamics CRM Guided User Experience
See, evaluate, and provide feedback on Dynamics CRM Guided User 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 25 people per session. The sessions are videotaped with summary notes. This session will be repeated on Oct. 16th 2:15 pm (see MSE06R).

Speakers

Thursday October 15, 2015 3:15pm - 4:15pm
D10

3:15pm

Ask the Experts – User Adoption Edition: Enterprise CRM Strategies and Pitfalls to Avoid
Join this Enterprise Ask the Experts session to discuss User Adoption best practices for Enterprise organizations. We will discuss strategies and challenges in how to get departments and Users across large organizations on the same page when using Dynamics CRM. This session will particularly address the planning, alignment, and adoption concepts for the enterprise organization.

Speakers
avatar for Andreas Kraemer

Andreas Kraemer

CRM Business Owner, Wells Fargo Capital Finance
- 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, Dashboards, Process Improvement and Efficiencies created through Dynamics CRM | - Business and Product Owner CRM for AARP (Washington, DC) from... Read More →
RM

 Rick McCutcheon

President, Full Contact Selling
Dynamics CRM MVP that specializes in Sales Force Automation, Gamification and CRM User Adoption.


Thursday October 15, 2015 3:15pm - 4:15pm
D7

3:15pm

50 Real World Tips to CRM Success
A 2015 Microsoft Visionary Award winning company opens up their CRM and goes through a customer’s journey to show how they use CRM to automate and control 50 of their best business practices.

Speakers
avatar for Ken Kelly

Ken Kelly

President, Kelly Roofing
Born in Naples, Florida, Ken is a traveler, businessman and humanitarian. Compassionately raised by two loving parents, Ken’s ability to search out fairness with a strong sense of organization, always looking for the potential good in any situation is his strength. Continuing tradition in 1993 by taking over the family’s roofing business provided a venue for creative implementation of successful ideas. In 2004 and 2005 the Kelly Roofing... Read More →


Thursday October 15, 2015 3:15pm - 4:15pm
C3

3:15pm

Chapter Leaders (Prospective and Current): Learn How to Lead Your Pack
Chapters are highly regarded when it comes to continued education and networking with User Group Members. Come to this session if you are curious about leading a local Chapter. Managers of the Chapter program will share best practices on how to successfully "lead the pack". This session is shared across the User Group Summit conferences, with attendees from all User Groups (AXUG, CRMUG, GPUG, and NAVUG) invited to attend.

Speakers
avatar for Onika Allen

Onika Allen

Regional Chapter Director, Dynamic Communities
I am passionate about building the GPUG community. Overall, I am responsible for ensuring the programmatic health, success, and vitality of 170+ chapter communities around the world. I will be running around Summit to ensure that we are building, training, recognizing, and retaining world class chapter leaders and members. If you see me, say hi and let me know how I can make your membership better!
avatar for Gretchen Ingbretson

Gretchen Ingbretson

Chapter Manager, CRMUG
Chapters, chapters, chapters!! I want to help and get you involved at your local events.
avatar for Rose Spitzer

Rose Spitzer

GPUG Chapter Manager, Dynamic Communities


Thursday October 15, 2015 3:15pm - 4:15pm
A1

3:15pm

Stop, Drop & Roll out a Marketing Automation Platform
With a marketing automation platform chosen, it’s important to know what you need to consider when implementing it to ensure that your marketing team is set up for success. Attendees will learn tips on implementation that will include data integrity, managing forms, HTML template migration, and more. An example of a 90-day implementation plan will also be shown and discussed.

Speakers
avatar for Jamie Whited

Jamie Whited

Director of Customer Experience, The Icebox
I have spent over 7 years immersed in the Microsoft CRM and Marketing Automation world. I have experience from all perspectives including training customers, implementation of these solutions, being an end user and even from a partner perspective. If you are passionate about CRM or marketing automation - I am your gal!


Thursday October 15, 2015 3:15pm - 4:15pm
C2

3:15pm

Interactive Discussion: Customer Insights on Empowering Service & Satisfaction
Join an all-star lineup of industry analysts including "the godfather of CRM" Paul Greenberg, ThinkJar Principal and Founder and former Gartner analyst Esteban Kolsky, and Nucleus Research Vice-President Rebecca Wettemann for a moderated panel where these esteemed thought leaders share what customer-focused brands and organizations are doing right to set them apart from and ahead of the pack. This is a must-attend session for all attendees as customer-centricity continues its climb as the last great brand differentiator. This session is focused around "Parature by Microsoft" as part of Parafest at Summit, held simultaneously with CRMUG Summit 2015. CRMUG attendees are welcome to join if room is available.


Thursday October 15, 2015 3:15pm - 4:15pm
E1

3:15pm

Your On-Target Dynamics CRM Online Upgrade Discussion
This Dynamics CRM Online Ask the Experts session will feature CRM Online Users and experts sharing best practices, what to know, and ways to handle various CRM Online upgrade scenarios. Bring your questions to share, as everyone should leave with a better understanding of how to handle upgrade scenarios to CRM Online.

Speakers
avatar for Bill Siems

Bill Siems

CRM IS Manager, Pyrotek
I work immersed in the technical aspects of Pyrotek's CRM Online org and do admin, customization, and support for our 530 global users. Ask me anything nerdy about CRM or change management!
avatar for Jim Steger

Jim Steger

Partner, Sonoma Partners
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.
avatar for Rachel Winfree

Rachel Winfree

Global Application Developer, Permobil
I am the CRM Specialist for Permobil. I have been involved with CRM Online since we added CRM to the application stack with version 2011 and all update since. We use CRM globally, and integrate with a couple (soon 3) other data sources. I love to learn how we can use and maintain CRM better.


Thursday October 15, 2015 3:15pm - 4:15pm
D2

4:15pm

Networking Break
Enjoy light refreshments and networking in between sessions.

Thursday October 15, 2015 4:15pm - 4:45pm
Ballroom Lobby

4:45pm

Mastering Rollup and Calculated Fields in CRM 2013/2015
Understand the basics of the new calculated and rollup field features in CRM 2015. Pick up some tips and tricks on using these calculating fields to do more without writing code, and learn about some of the constraints you have to work around.

Speakers
avatar for Jerry Weinstock

Jerry Weinstock

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 Internet Lead Capture. I am a 5th year Microsoft MVP (Most Valuable Professional). CRMUG Board of Director's member 2014-2015


Thursday October 15, 2015 4:45pm - 5:45pm
D3

4:45pm

Relationships - How Many Parents Can YOU Handle?
This session examines a case for handling the data entry of an entity with more than one parent with one-to-many relationships.  The demonstration will model one parent gathering the entity data to transfer to the other parent at completion.

Speakers
avatar for Glen Wolinsky

Glen Wolinsky

Lead Applications Developer, Miller & Martin PLLC
I have been a developer for over 18 years and have been working with CRM for over a year. The main body of my work at Miller & Martin has been in Practice Management system development and implementation along with a great deal of integration-related programming to move our data throughout our systems.



Thursday October 15, 2015 4:45pm - 5:45pm
D8

4:45pm

Growing Pains - Lessons Learned the Hard Way
When successful organizations grow, CRM has to evolve too. Benefit from the hindsight of other systems administrators as they share what they learned along the way. This Ask the Experts session will share the growing pains of other CRM Administrators in their CRM journey.

Speakers
avatar for Zara Kamruddin

Zara Kamruddin

Senior Microsoft Dynamics CRM Consultant, NexusTek
As a CRM enthusiast, Zara has paved her career by focusing on Dynamics CRM. Starting as a sales analyst in 2010, she worked on a small implementation of CRM 4.0 with just 12 users. It was there that she became the 'accidental administrator'. She has since managed 3 different CRM implementations, one including 2000+ users. You can find her at just about every Dynamics CRM event there is, aspiring to one day become a CRM MVP!
avatar for Britta Scampton

Britta Scampton

Systems Design Engineer, BGM TruNorth Wealth Partners
avatar for Jamie Whited

Jamie Whited

Director of Customer Experience, The Icebox
I have spent over 7 years immersed in the Microsoft CRM and Marketing Automation world. I have experience from all perspectives including training customers, implementation of these solutions, being an end user and even from a partner perspective. If you are passionate about CRM or marketing automation - I am your gal!


Thursday October 15, 2015 4:45pm - 5:45pm
C3

4:45pm

A Mobile & CRM Administrative View
Join this session for a look at going mobile with Dynamics CRM. During this session we will look at how to plan, configure, test, and troubleshoot your CRM configuration in the new mobile world. The mobile platform provides many new opportunities for CRM Users, but having many different types of devices to support can lead to increased complexity for administrators like you.  Learn how to provide a good user experience to your Users, no matter what device they are using.

Speakers
avatar for Ivan Kurtev

Ivan Kurtev

Enterprise Technical Architect, Hitachi Solutions America Ltd
avatar for Joel Lindstrom

Joel Lindstrom

Consulting Principal, MVP, Hitachi Solutions, Ltd
I am passionate about all things Dynamics CRM. I love the new features, but I also enjoy helping users of older versions of CRM get more out of it. I enjoy great tips that make life better. That's what I blog about at crmtipoftheday.com


Thursday October 15, 2015 4:45pm - 5:45pm
D1

4:45pm

SQL for Administrators: Getting Down to the Nitty Gritty
In this session you can expect to learn how to navigate SQL Server Management Studio and what all the different sections are. From there you will learn you how to query the SQL Server Dynamics Management Views and how to utilize the wealth of data stored within them. If attending this session, it is best that you are familiar with SQL Server and know how to write basic queries. If attending all three SQL sessions, please consider this the final part of the series. This session is shared across the User Group Summit conferences, with attendees from all User Groups (AXUG, CRMUG, GPUG, and NAVUG) invited to attend.

Speakers
JK

Jeremy Kingry

eBECS North America


Thursday October 15, 2015 4:45pm - 5:45pm
A1

4:45pm

Dynamics CRM - Advanced Scripting
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 SO; and more!

Speakers
avatar for Jason Lattimer

Jason Lattimer

Sr. Technical Architect, PowerObjects
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 out in the MSDN, Dynamics Community, and CRMUG forums and occasionally putting out some helpful tools on CodePlex & GitHub.


Thursday October 15, 2015 4:45pm - 5:45pm
D4

4:45pm

Microsoft & CRMUG Conduit: Dynamics CRM Process and Task Based Experiences
See, evaluate, and provide feedback on Dynamics CRM Process and Task Based 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 25 people per session. The sessions are videotaped with summary notes. This session will be repeated on Oct. 16th 2:15 pm (see MSE05R).

Speakers

Thursday October 15, 2015 4:45pm - 5:45pm
D10

4:45pm

Press Your Luck & Embrace the Unified Service Desk
"No Whammies, no Whammies, Stop!" From CCA, to CCD, and now to USD the Unified Service Desk - if used correctly will ensure "no Whammies" for you in your customer care journey. Join this session to hear best practices in using USD in bringing unified customer care experiences to your customers.

Speakers
avatar for Steven Foster

Steven Foster

CRM Product and Marketing Manager, Intergen
I see myself as a bit of an evangelist for CRM. I have been working with CRM systems for over 15 years across many platforms with Dynamics CRM for the last 8 years. I have worked on many projects across many industries and many countries and I bring this knowledge to my sessions. I am a CRM MVP and blog and tweet regularly so please connect at www.nakedcrm.com or @FozzyNZ.


Thursday October 15, 2015 4:45pm - 5:45pm
D7

4:45pm

Deadly Sins of CRM - Why 30%-60% of Projects Fail, and How To Recover
This session takes off the gloves and delivers an open discussion of why some CRM projects fail - and how to successfully recover. Better yet, we show you how to set yourself up for success from the start! You will benefit from over 15 years of research to learn how to execute your project right the first time; or how to recover if you are experiencing a failure. The session includes 3 specific, real-world cases of failed projects, and how those projects were turned around to deliver a successful project with broad user adoption.

Speakers
avatar for Geoff Ables

Geoff Ables

Managing Partner, Author/CRM Bible, C5 Insight
Talk to me about how to turn around your struggling CRM project - or how to avoid the pitfalls if you're just starting! Or talk to me about riding a Harley-Davidson, or writing books. | | Between 30%-60% of CRM projects fail - and the reason is almost never the technology. I help organizations to understand the causes of failure and work directly with sales, marketing and customer care teams to put CRM to work for them, and to change their... Read More →



Thursday October 15, 2015 4:45pm - 5:45pm
C1

4:45pm

Bakeoff! Dynamics Marketing vs. Marketing in CRM
Have you been wondering whether you should use Dynamics Marketing? This session will compare and contrast it against Marketing in CRM and clarify which solution works best for your marketing needs and goals.

Speakers
avatar for DoriAnn Basaraba

DoriAnn Basaraba

Manager, Dynamics CRM & Marketing, Hitachi Solutions, Ltd
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 customers with user adoption initiatives and training for 15 years.
ZW

Zack Wenthe

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, retail, and non-profit, where he established management practices, revenue development processes, marketing operations best practices, and innovative training... Read More →
avatar for Margaret Wise

Margaret Wise

Senior Director, Arke
Margaret is an 18 year veteran of the CRM industry and a Dynamics CRM expert since v1.0. With Arke, Margaret is focused on helping companies through digital transformations with the goal of improving customer experience. This includes creating a strategic roadmap, implementing martech solutions, integrations and analytics. In addition to frequent contributions to CRM UG, Margaret is active in the ATL tech community as a long time board member... Read More →


Thursday October 15, 2015 4:45pm - 5:45pm
D9

4:45pm

Knowledge for Customer Service: Measuring & Improving
KCS (Knowledge Centered Support) is a widely recognized best practice for capturing and reusing knowledge as integral part of service. Some of its key principles include creation of knowledge content within the workflow of solving problems and evolving content based on demand and usage. This session will provide an introduction to the concepts and benefits of KCS as well as organizational adoption and measurement strategies. This session is focused around "Parature by Microsoft" as part of Parafest at Summit, held simultaneously with CRMUG Summit 2015. CRMUG attendees are welcome to join if room is available.

Speakers

Thursday October 15, 2015 4:45pm - 5:45pm
E1

4:45pm

Reinventing Field Service with Cloud and IoT
More efficient field resources enhance total value and create new revenue generating opportunities while building loyalty and trust. Learn how FieldOne, from Microsoft will empower your business to execute a field service management strategy that drives business growth as well as enhance operational efficiency and effectiveness.  

Speakers

Thursday October 15, 2015 4:45pm - 5:45pm
E2

4:45pm

Dissecting Multifaceted CRM Upgrades
Join this Ask the Experts session to share in alternative and complex Dynamics CRM upgrade scenarios. Items to be discussed will involve SDK, unmanaged versus managed solutions, xRM, and integration scenarios that bring various application impacts to your Dynamics CRM upgrade. 

Speakers
avatar for Mitch Milam

Mitch Milam

Head Coach, xRM Coaches
Mitch Milam is a speaker, author, and developer who has been in the computer industry for over 27 years. Mitch has been working with Microsoft Dynamics CRM since 2005 and has been awarded the Most Valuable Professional (MVP) title by Microsoft nine times. Today, he focuses mostly on xRM development, architecture, and training.
avatar for Jim Steger

Jim Steger

Partner, Sonoma Partners
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.


Thursday October 15, 2015 4:45pm - 5:45pm
D2

4:45pm

The Role of Managers and Executive Leaders in User Adoption
What is the role for managers and executive sponsors in a Dynamics CRM project? This Ask the Experts panel discussion shares a handful of those best practices and provides 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.

Speakers
avatar for Brad Koontz

Brad Koontz

Director of Product Marketing, Hitachi Solutions, Ltd
avatar for Dan Madden

Dan Madden

CRM Specialist, SEI
CRM Best Practices: - Administration - Implementations - Dashboards / Reporting - Database Integrity - Sales and Marketing Alignment - Marketing Automation - Business Processes


Thursday October 15, 2015 4:45pm - 5:45pm
C2
 
Friday, October 16
 

7:00am

Breakfast - Jump Into a Great Day
Kick off the day with breakfast with CRMUG attendees.

Friday October 16, 2015 7:00am - 8:00am
Hall 1

8:00am

Improve Your Work Life with SharePoint: How Companies Use SharePoint to Do More!
This session will provide an overview of SharePoint and a drill into its features that can improve your everyday work experiences. See examples from numerous companies on how SharePoint has solved business problems beyond basic document management. Have you created a unique solution using SharePoint? Come and share it with the group! This session is designed to be interactive and informative. This session is shared across the User Group Summit conferences, with attendees from all User Groups (AXUG, CRMUG, GPUG, and NAVUG) invited to attend.

Speakers

Friday October 16, 2015 8:00am - 9:00am
A1

8:00am

CRM Mobile Deployment Best Practices
In this Ask the Experts session, our panelists will share top tips and best practices to all things mobile-related in using Dynamics CRM for today's agile worker. After the panel shares some of their top tips for deploying mobile solutions for CRM, you get to Ask the Experts your own questions about planning, deploying, and supporting a mobile environment for your Users.

Speakers
avatar for Nikita Polyakov

Nikita Polyakov

Mobile Solutions Practice Director, PowerObjects
Speaker, Author and a 7 year Microsoft MVP. Nikita has deep technical background in Dynamics CRM and Microsoft Developer eco-system. Passionate about mobility, web and user experience.
avatar for Jim Steger

Jim Steger

Partner, Sonoma Partners
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.


Friday October 16, 2015 8:00am - 9:15am
C3

8:00am

Intermediate Charting - XML Rated
This session will showcase the various XML considerations to customizing your charting and dashboard capabilities within Dynamics CRM.

Speakers
avatar for Art Small

Art Small

Solution Architect, Zero2Ten (An Edgewater Fullscope Company)
I've been working with Dynamics CRM since the 4.0 days (starting in 2008) first as a customer administering it, then later as a partner. I'm a "techie" at heart and love all of the Microsoft products and mobile capabilities with CRM as well as MS in general. I presently assist in the sales cycles for my partner by configuring and demonstrating CRM. I love to provide webinars and training on the product too. I can demo CRM with Parature and I'm... Read More →


Friday October 16, 2015 8:00am - 9:15am
D8

8:00am

xRM For Newbies - Because We're Not Dummies
New CRM Administrators are given a plethora of great features and tools to use at their fingertips with many out of the box features in Dynamics CRM. However, you may want to evaluate xRM offerings. So what is xRM? What can you do with it, and where should you go from here? This presentation shares some best practices in the "why" of xRM and when it should be applied outside of OOTB features already natively available to you.

Speakers
avatar for Mike Hammons

Mike Hammons

Senior Director, Infinity Info Systems
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 the Big Green Egg!


Friday October 16, 2015 8:00am - 9:15am
D7

8:00am

CRM Form and Entity Customizations 101
In this session, learn how to use the form editor in CRM to modify the layout of forms and add new fields to a given entity. We will cover basic customization steps that can be accomplished by a new CRM Administrator. Tabs, Sections, Fields, Notes, Bing Maps, or anything form-related may be shared. Join this How2 session to dive right in.

Speakers
avatar for Mark Rockwell

Mark Rockwell

President, Rockton Software
Life.


Friday October 16, 2015 8:00am - 9:15am
D1

8:00am

6 Steps to Successfully Managing Your CRM Environment
In this session, you will learn six key strategies to successful management of your Dynamics CRM Environment: Developing a strategic roadmap; Managing change, including planning for flexibility; How to use a development backlog to manage changes; Prioritizing and grooming the backlog; Release planning, including estimating and “spending” capacity; and Communicating changes to Users. CRM Administrators/IT support and organizational leadership will come away with actionable strategies to improve management of your Dynamics CRM environment, which will in turn increase your ROI and User Adoption.

Speakers

Friday October 16, 2015 8:00am - 9:15am
E2

8:00am

Ask the MVPs: Developer Edition
This ask the MVPs session is aimed at anyone newly responsible to extending and developing on top of Dynamics CRM, whether they are using Dynamics CRM Online or on-premises. A panel of Dynamics CRM MVPs will answer your questions on all things development to assist you in managing and finding success with Dynamics CRM for your organization.

Speakers

Friday October 16, 2015 8:00am - 9:15am
D3

8:00am

Is There a Doctor in the House? The Anatomy of Effective Service Management
Paging all CRM Service Residents! Join the CRM Service Doctor for this demo-oriented session on the anatomy of effective service management. You'll come away with best practices and a demonstration on how to guide your customer care through Dynamics CRM case management, Service Level Agreements (SLAs), and more.

Speakers
avatar for Sarah Jelinek

Sarah Jelinek

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.


Friday October 16, 2015 8:00am - 9:15am
D9

8:00am

War & Peace: The Treaty Discussion that Marketing and Sales Need to Have
Join this Ask the Experts discussion in finding best practices in how sales and marketing Dynamics CRM Users can not only live peacefully together, but thrive in the same CRM environment.

Speakers
avatar for DoriAnn Basaraba

DoriAnn Basaraba

Manager, Dynamics CRM & Marketing, Hitachi Solutions, Ltd
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 customers with user adoption initiatives and training for 15 years.
avatar for James Bowen

James Bowen

Product Manager, Hitachi Solutions
At Hitachi Solutions I provide sales support and act as Marketing Automation subject matter expert for sales and consulting teams. I have worked with CRM and Marketing Automation 5+ years and have become an expert around integration and marketing and sales alignment.
avatar for Mishel Justesen

Mishel Justesen

Marketing Technologist, Armanino
avatar for Margaret Wise

Margaret Wise

Senior Director, Arke
Margaret is an 18 year veteran of the CRM industry and a Dynamics CRM expert since v1.0. With Arke, Margaret is focused on helping companies through digital transformations with the goal of improving customer experience. This includes creating a strategic roadmap, implementing martech solutions, integrations and analytics. In addition to frequent contributions to CRM UG, Margaret is active in the ATL tech community as a long time board member... Read More →



Friday October 16, 2015 8:00am - 9:15am
C2

8:00am

Microsoft & CRMUG Conduit: Dynamics CRM UI - Marketing
See, evaluate, and provide feedback on the Dynamics CRM User Interface for Marketing scenarios. This will include concepts and insights to Microsoft Dynamics Marketing and social engagement 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 25 people per session. The sessions are videotaped with summary notes. This session was orginally held Oct. 15th 8:00 am (see MSE03).

Speakers
SJ

Shailesh Jain

Microsoft


Friday October 16, 2015 8:00am - 9:15am
E1

8:00am

Microsoft & CRMUG Conduit: Dynamics CRM UI - Sales
See, evaluate, and provide feedback on the Dynamics CRM User Interface for Sales or sales force automation 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 25 people per session. The sessions are videotaped with summary notes. Intended Audience: Sales Professionals, Sales Managers, and Business Decision Makers. This session was originally held Oct. 14th 9:45 am (see MSE01).


Friday October 16, 2015 8:00am - 9:15am
D10

8:00am

Failure to Connect: Why Organizations Aren't Getting More from Collaboration
Collaboration as we know it has changed dramatically over the years. It wasn't that long ago that we had to make a concerted effort to connect with one another; now that same effort is required to disconnect.  So why do organizations continue to struggle to connect with employees, customers, and partners?  This session will tackle this question and more, taking an in-depth look into why collaboration fails to meet our expectations and what organizations can do today to forge new connections, become more productive, increase employee engagement, and build a lasting culture of collaboration.

Speakers
avatar for Curtis Hughes

Curtis Hughes

Managing Partner, C5 Insight
Curtis Hughes is a consultant, coach, speaker, and author, as well as a Co-founder and Managing Partner of Charlotte-based C5 Insight, a team of strategists, consultants and technology experts that help organizations work together better. Curtis has nearly 20 years of experience consulting with businesses and government agencies across North America, Europe and Asia in the areas of collaboration, digital workplace, company culture, employee... Read More →


Friday October 16, 2015 8:00am - 9:15am
C1

8:00am

Deployment Method of Choice
Start your Friday with a session that dives into all the different ways Microsoft Dynamics CRM can be deployed. If you ever wondered about the differences, pros, and cons, of CRM Online, On-Premises, Partner Hosted, and CRM on Azure - this session is for you.

Speakers
avatar for Gus Gonzalez

Gus Gonzalez

CEO, CRM MVP, Elev8 Solutions Group
4x Microsoft MVP, Solution Architect, readiness expert, instructional designer, certified trainer, author, and sought-after speaker in the Microsoft Dynamics CRM community.


Friday October 16, 2015 8:00am - 9:15am
D2

8:00am

Do Users Trust Your Data?
We all know that User Adoption is vital to the success of our CRM projects. One of the most important factors driving Adoption is data quality. In this session, learn the data strategies you need to ensure your Users trust that your Dynamics CRM will provide data that is accurate, routinely kept up-to-date, formatted correctly, eliminates redundancies, and is reportable. Help your Users understand how to correctly access the data they need, and become important agents in the process of keeping data clean.

Speakers

Friday October 16, 2015 8:00am - 9:15am
D4

9:15am

Networking Break
Enjoy light refreshments and networking in between sessions.

Friday October 16, 2015 9:15am - 9:45am
Ballroom Lobby

9:45am

Accelerate your business with electronic signature, document generation, and workflow
Automatically generating and e-signing dynamic documents within CRM is the final step away from paper; allowing you to interact with clients in a more engaging way. Employing electronic signature and CCM tools enables your business to speed-up processes & making it easier & convenient for customers to do business with you. You’ll learn how to create, deliver and sign contracts, NDAs, quotes, invoices and documents of any kind with e-SignLive and Xpertdoc-in a single click.

Speakers
avatar for Rahim Kaba

Rahim Kaba

Director, Product Marketing, e-SignLive by Silanis
e-SignLive by Silanis has been in the e-signature business for over 20 years. Learn about our latest integration with Microsoft Dynamics CRM.


Friday October 16, 2015 9:45am - 10:15am
D2

9:45am

Demand Forecasting: Integrate Your CRM-ERP Systems for Revenue Reporting
Armanino's Demand Forecasting Solution works alongside your existing CRM and ERP systems to deliver forecasting tools that support the Sales and Operations Planning (S&OP) process and provide insight into actual revenue and net revenue for billings, bookings, and backlog. Increase data visibility, cut days from the forecasting process and deliver accurate sales numbers. Using this solution you'll be able to leverage rich, interactive graphical representations to support a wide variety of complex forecasting needs.

Speakers

Friday October 16, 2015 9:45am - 10:15am
C3

9:45am

Supercharge Dynamics CRM with No Data Entry
Business Development Premier supercharges your Dynamics CRM database by automatically searching your business extended relationship network and populating your database; all without manual data entry. The data is enhanced by layering; who knows & whom; insights on top of Thomson Reuters Corporate Insight, which shows financial data, officers and directors, and competitors for millions of companies worldwide. It's insight that helps you win more work.

Speakers

Friday October 16, 2015 9:45am - 10:15am
D3

9:45am

The (Data Analysis) Force is Strong with this One
A long time ago, (ok, 5 years ago), analytics, reporting, and dashboards were the exclusive domain of a band of skilled IT and reporting forces. Now comes a new hope. Readily available BI and Analytics tools make personalized reporting accessible to users. Learn to get Jedi-like insight out of CRM data. This session will cover advanced find, CRM Charts/Dashboards, Excel reporting, Power BI integration, and BI services offered by Hitachi.

Speakers
avatar for Matthew C. Anderson

Matthew C. Anderson

Solutions Architect, Hitachi Solutions


Friday October 16, 2015 9:45am - 10:15am
D1

10:15am

Networking Break
Use this opportunity to network in between sessions.

Friday October 16, 2015 10:15am - 10:30am
Ballroom Lobby

10:30am

Getting Data into Microsoft Dynamics CRM Faster
This session discusses the best practices that can be utilized to get data into Microsoft Dynamics CRM faster, which is particularly important for any initial data migration or ongoing integration.

Speakers
avatar for Daniel Cai

Daniel Cai

Principal Developer, KingswaySoft Inc.
Daniel Cai is a software developer with great passion in making things work. Daniel has been working with CRM since v4.0, and he has been awarded as a Microsoft Dynamics CRM MVP for the consecutive past 5 years.


Friday October 16, 2015 10:30am - 11:30am
D7

10:30am

CRM Form and Entity Customizations 201
This session takes the lessons learned in the form and entity customizations 101 class and discusses quick create forms, quick view forms, subgrids, collapsing tabs, related entity navigation, and other form customizations and performance optimizations you will need as you take on more advanced CRM Administrator tasks.

Speakers
avatar for Mike Hammons

Mike Hammons

Senior Director, Infinity Info Systems
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 the Big Green Egg!


Friday October 16, 2015 10:30am - 11:30am
D1

10:30am

The 'Excel'lent Way to Work with CRM Data
Learn how to open, analyze, edit, and save changes to CRM data right within Excel Online, as well as the Excel Desktop Application. This demonstration-led session will show you some excellent ways to work with Dynamics CRM data.

Speakers
avatar for Nick Waverek

Nick Waverek

Marketing & CRM Manager, eOne Solutions


Friday October 16, 2015 10:30am - 11:30am
D9

10:30am

Azure App Services + CRM = Magic
In this session, we will explore using Azure App Services to build amazing CRM solutions like you have never imagined. The journey includes exploring API Services and Logic Apps and more.

Speakers
avatar for George Doubinski

George Doubinski

Dude in charge, AlexaCRM
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


Friday October 16, 2015 10:30am - 11:30am
D8

10:30am

50 Tips in 50 Minutes for End Users
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 session was originally held Oct. 14th 1:30 pm (see EUG01).

Speakers
avatar for Brad Koontz

Brad Koontz

Director of Product Marketing, Hitachi Solutions, Ltd


Friday October 16, 2015 10:30am - 11:30am
C1

10:30am

Microsoft & CRMUG Conduit: Dynamics CRM App for Productivity
See, evaluate, and provide feedback on Dynamics CRM for Productivity. 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 25 people per session. The sessions are videotaped with summary notes. This session was originally held Oct. 15th 2:00 pm (see MSE04).

Speakers

Friday October 16, 2015 10:30am - 11:30am
E2

10:30am

Microsoft & CRMUG Conduit: Dynamics CRM UI - Service
See, evaluate, and provide feedback on the Dynamics CRM User Interface for Service or existing customer engagement 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 25 people per session. The sessions are videotaped with summary notes. This session was originally held Oct. 14th 1:30 pm (see MSE02).


Friday October 16, 2015 10:30am - 11:30am
D10

10:30am

Microsoft Industry Conduit: Financial Services
This Microsoft conduit roundtable discussion will feature industry lead from Microsoft, Tom Feher, discussing trends & opportunities for organizations throughout the Financial Services sector. This will be a presentation with an emphasis on how Microsoft is looking at the industry and a discussion on how everyone is working towards Dynamics CRM success in this industry. 

Speakers
avatar for Tom Feher

Tom Feher

Financial Services Industry Director, Microsoft Corporation
Tom Feher has more than 20 years of experience in financial services sales and technology. He is Financial Services Industry director at Microsoft Dynamics CRM, where he is responsible for driving all aspects of business development, including industry strategy, solutions, strategic partnerships, marketing and sales. Previously, Mr. Feher was an Enterprise Industry Account Executive in banking within Microsoft’s Financial Services Group... Read More →


Friday October 16, 2015 10:30am - 11:30am
E1

10:30am

Microsoft Industry Conduit: Manufacturing
This Microsoft conduit roundtable discussion will feature industry lead from Microsoft, Gil Garcia, discussing trends & opportunities for organizations throughout the Manufacturing sector. This will be a presentation with an emphasis on discussion on how Microsoft is looking at the industry and how everyone is working towards Dynamics CRM success in this industry. 

Speakers
avatar for Gil Garcia

Gil Garcia

Director US Dynamics Mfg & CPG, Microsoft
Dynamics AX and CRM- Industrial Equipment Mfg./Automotive/ A&D/High tech/Chemicals/Primary metals/Life Sciences/Durable CPG (MTS)/Non Durable CPG/Food and Beverage


Friday October 16, 2015 10:30am - 11:30am
A2

10:30am

Microsoft Industry Conduit: Professional Services
This Microsoft conduit roundtable discussion will feature industry lead from Microsoft, Ted Kempf, discussing trends & opportunities for organizations throughout the Professional Services sector. This will be a presentation with an emphasis on discussion on how Microsoft is looking at the industry and how everyone is working towards Dynamics CRM success in this industry. 

Speakers
avatar for Ted Kempf

Ted Kempf

Director Service Industries, Microsoft
Ted Kempf | Service Industries Director, Microsoft Dynamics | | As Service Industries Director, Ted Kempf is responsible for developing and managing the execution of Microsoft Dynamics enterprise business solutions for the U.S. Service Industries. | | Prior to joining Microsoft, Mr. Kempf was Vice President Product Marketing and Strategy at Deltek, a midmarket business software company, where he managed all product direction and... Read More →


Friday October 16, 2015 10:30am - 11:30am
A3

10:30am

Microsoft Industry Conduit: Public Sector
This Microsoft conduit roundtable discussion will feature industry lead from Microsoft, Herb Quinde discussing trends & opportunities for organizations throughout the Public Sector.   This will be a presentation with an emphasis on discussion in how Microsoft is looking at the industry and how everyone is working towards Dynamics CRM success in this industry. 

Speakers

Friday October 16, 2015 10:30am - 11:30am
A5

10:30am

Complex Enterprise Upgrades for Dynamics CRM
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.

Speakers
avatar for Andreas Kraemer

Andreas Kraemer

CRM Business Owner, Wells Fargo Capital Finance
- 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, Dashboards, Process Improvement and Efficiencies created through Dynamics CRM | - Business and Product Owner CRM for AARP (Washington, DC) from... Read More →
avatar for Gene Olafsen

Gene Olafsen

FMGlobal
Gene is a hands-on, lead by example, architect/manager with almost 30 years of best-practice oriented, software lifecycle experience. He is the author of several programming books and appreciates what CRM Dynamics brings to the enterprise. | | Early career experience include supporting test programs for the B-1 aircraft, writing the test drivers for Boeing's 737/757 engine control, involvement in debugging the firmware for Atari’s... Read More →
avatar for Satish Srinivas

Satish Srinivas

Sr Software Engineer, FMGlobal
I have 15 years of experience in development of large enterprise application in web, client service, mobile, SQL server [2000-2014], SSRS [2000-2014] and Dynamic CRM [4.0-2015]. My interest in CRM compasses enterprise security design, scale and performance. My current role is to drive security, design and solution development to enhance user experience which in turn lead to better user acceptance.


Friday October 16, 2015 10:30am - 11:30am
D2

10:30am

The Theory of Evolution In Successful Project Management
Successful Project Management can sometimes feel like an oxymoron. Solve the mystery and learn how to do it successfully and without any stress. This session will reveal some tried and true practices from a few long time successful Project Managers. This session is shared across the User Group Summit conferences, with attendees from all User Groups (AXUG, CRMUG, GPUG, and NAVUG) invited to attend.

Speakers
avatar for Craig O'Connor

Craig O'Connor

Manager - AX Optimization Services, mcaConnect
I have been working with Axapta/Dynamics AX since 2000. Over the years I have run both global AX implementation practices as well as had my own firm. I have had the pleasure of working on over 125 implementations in 6 different countries.
avatar for GG Rowe

GG Rowe

IT Project Manager, Planar Systems Inc.
I'm been working with AX for about 4 years now, I led our company's project to migrate from a legacy ERP to AX 2012 R1/CU3 RTM. We've been live since May 2013. Besides being the ERP project manager, I also developed the AX security model for the company. August 2014, we completed a conversion to combine 2 legal entities. I've been in IT my entire career supporting software applications with a strong focus on supply chain processes. I have... Read More →


Friday October 16, 2015 10:30am - 11:30am
A1

10:30am

Voice of the Customer: Listen. Understand. Act.
Does your organization collect and value customer feedback?  Does your organization use this customer feedback to improve specific business outcomes?  Join us as we apply analytics to Customer Experience feedback, metrics, and measures to gain understanding and shape business outcomes.  As you develop more robust capabilities to listen to your customers and capture metrics at critical touch points, let’s take a look at insightful customer-focused analytics.  Reviewing quantitative & qualitative data, customer data correlated with operational data to provide insight into customer trends.

Speakers
avatar for Jessica Noble

Jessica Noble

CX Practice Leader, Tribridge
Jessica Noble has responsibility for the Customer Experience (CX) business consulting practice area for Tribridge with a background in Sales, Product Management, CRM, and CX. She specializes in working alongside customers to transform their organizations and realize their unique CX goals. She is passionate about understanding the customer journey, aligning processes with the desired experience and enabling employees to deliver a delightful... Read More →
avatar for Michael Porreca

Michael Porreca

Director, Business Intelligence & Analytics, Tribridge


Friday October 16, 2015 10:30am - 11:30am
C3

10:30am

How Social Engagement Can Drive Timely Marketing
Social Engagement opens up new channels of understanding for your prospects, customers, and market segment. Come see the solution and hear real marketing scenarios leveraging Social Engagement.

Speakers
avatar for Margaret Wise

Margaret Wise

Senior Director, Arke
Margaret is an 18 year veteran of the CRM industry and a Dynamics CRM expert since v1.0. With Arke, Margaret is focused on helping companies through digital transformations with the goal of improving customer experience. This includes creating a strategic roadmap, implementing martech solutions, integrations and analytics. In addition to frequent contributions to CRM UG, Margaret is active in the ATL tech community as a long time board member... Read More →


Friday October 16, 2015 10:30am - 11:30am
C2

10:30am

Demystifying CTI: Telephony Integration with CRM
Computer Telephony Integration (CTI) has been a term banded about for years, along with lots of others like VOIP, SIP, Predictive dialing, etc. In this non-technical session, we will break down what all this means and more importantly, how your Users can benefit from taming this mystical thing called CTI. Learn how to improve User Adoption by simplifying activities for your Users and improving the customer experience.

Speakers
avatar for Rowland Dexter

Rowland Dexter

Managing Director, QGate


Friday October 16, 2015 10:30am - 11:30am
D4

11:30am

Networking Lunch and Final Expo Hours
On Friday, join Dynamics CRM users from your geographic location during the state lunches in the Meal Hall. Organized by alphabetical order, locate and join in with local Dynamics CRM peers, chapter leaders, and product experts, while you enjoy lunch. Following lunch, take a final opportunity to visit the Expo by sponsors and exhibitors.

Friday October 16, 2015 11:30am - 1:00pm
Halls 1 & 2

11:40am

Community Theater in the Expo
12:00pm - 12:15pm - Tips and Tricks & Need to Know Information About to Your User Group Website; 12:20pm - 12:35pm - Mars Fishcare Member Showcase


Friday October 16, 2015 11:40am - 1:00pm
Hall 2

1:00pm

15 Tips from the CRM Tipsters
Oops, they did it again!? The CRM Tipsters are back with 15 tips on CRM configuration or technical best practices. This session promises to leave you with lots of great takeaways to benefit your CRM environment.

Speakers
avatar for George Doubinski

George Doubinski

Dude in charge, AlexaCRM
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
avatar for Joel Lindstrom

Joel Lindstrom

Consulting Principal, MVP, Hitachi Solutions, Ltd
I am passionate about all things Dynamics CRM. I love the new features, but I also enjoy helping users of older versions of CRM get more out of it. I enjoy great tips that make life better. That's what I blog about at crmtipoftheday.com


Friday October 16, 2015 1:00pm - 2:00pm
D8

1:00pm

Understanding Teams from an Evolution, Security, and Transformation Perspective
This session focuses on the evolution and transformation of CRM Teams from CRM 4.0, CRM 2011, and CRM 2013/2015 upgrade path. Learn how security interaction has changed with teams and Users, with real-world migration path examples. Understand how to use the Team Security Model to better scale and increase performance of CRM for a superior User experience. This session will conclude with a demo/review of converting ownership teams to access teams in bulk using the multiple execute SDK method, and also a SSIS package that accomplishes the same using the KingswaySoft connector for CRM.

Speakers
avatar for Satish Srinivas

Satish Srinivas

Sr Software Engineer, FMGlobal
I have 15 years of experience in development of large enterprise application in web, client service, mobile, SQL server [2000-2014], SSRS [2000-2014] and Dynamic CRM [4.0-2015]. My interest in CRM compasses enterprise security design, scale and performance. My current role is to drive security, design and solution development to enhance user experience which in turn lead to better user acceptance.


Friday October 16, 2015 1:00pm - 2:00pm
D2

1:00pm

Your Avid CRM Integration Discussion
Share in this Ask the Experts discussion around all things CRM integration related. The panel will share best practices before diving into some great Q&A with all of you to help answer your integration questions.

Speakers
avatar for Daniel Cai

Daniel Cai

Principal Developer, KingswaySoft Inc.
Daniel Cai is a software developer with great passion in making things work. Daniel has been working with CRM since v4.0, and he has been awarded as a Microsoft Dynamics CRM MVP for the consecutive past 5 years.
avatar for  Chris Dew

 Chris Dew

Director of Product Management, eOne Solutions
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, Dexterity, VB.NET, C#, Web Services, Microsoft CRM/GP Integration, Salesforce.com Integration, Node Builder, Pushing data into GP from Excel
avatar for Pierre Hulsebus

Pierre Hulsebus

Senior Sales Engineer, Scribe
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 use adoption by linking CRM processes with processes in other systems then stop by and let's chat.


Friday October 16, 2015 1:00pm - 2:00pm
D3

1:00pm

Customers Corner: Data With & Within CRM
This Ask the Experts session will share tips, suggestions, and best practices from a panel of Dynamics CRM customers on their guidance of how to work with data in and around a Dynamics CRM environment.

Speakers
avatar for Phyllis Eriksen, CIDA, CISA

Phyllis Eriksen, CIDA, CISA

Manager-Projects and Software Support, Audimation Services, Inc.
I have been working with CRM Online since CRM 2011. Besides being manager of projects and software support, I hold the roles of system administrator, customizer, trainer, SSRS report writer and change management gate keeper. We're on CRM 2015 and I really like the customization options available in this version. Because I am a fervent believer of "work INSIDE the box," I'm not worried at all about Update 1 being rolled out to our organization... Read More →
avatar for Sarah Jelinek

Sarah Jelinek

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.
avatar for Rachel Winfree

Rachel Winfree

Global Application Developer, Permobil
I am the CRM Specialist for Permobil. I have been involved with CRM Online since we added CRM to the application stack with version 2011 and all update since. We use CRM globally, and integrate with a couple (soon 3) other data sources. I love to learn how we can use and maintain CRM better.


Friday October 16, 2015 1:00pm - 2:00pm
D7

1:00pm

Building Dashboards with Dynamics CRM 2015 Using Power BI
Do you want to understand how to create interactive dashboards using Dynamics CRM 2015 and Power BI? In this session, you will discover best practices to build and deploy these dashboards to Power BI Sites and Dynamics CRM 2015. You will learn to use the advanced Q/A functionality with Power BI to query data in dashboards, graphs, and charts, as well as how to extend dashboards to mobile iPad and Surface Power BI Apps. This session was originally held Oct. 15th 3:15 pm (see ADC23).

Speakers
avatar for Steve Ivie

Steve Ivie

Solution Consultant, Tribridge
I am business solutions architect and author, responsible for designing, building and presenting customized business solutions with Microsoft Dynamics CRM and Office 365, in addition to integrating Power BI, Marketing, Dynamics GP, Dynamics AX, Dynamics NAV and related ISV products. | For 15 years, I have been working on business technologies for industries such as financial services, life science, healthcare, professional services... Read More →


Friday October 16, 2015 1:00pm - 2:00pm
D1

1:00pm

Azure and the Cloud - They're Not Just Colors and Fluff!
In this session you will learn that Azure has much more to offer than just infrastructure services.  We will cover how Azure can be utilized for integration services (Azure App Services), document services (Azure Document DB), Web/Mobile Apps, Machine Learning, and more. The goal is to provide an overview of services and how they may apply to your implementations today. This session is shared across the User Group Summit conferences, with attendees from all User Groups (AXUG, CRMUG, GPUG, and NAVUG) invited to attend.

Speakers
avatar for Tim Harris

Tim Harris

VP Strategy & Sales, Arbela Technologies
Tim brings more than 15 years of software and business ERP consulting experience. His experience ranged from building industry solutions for the postal industry supply chain with SAP to Manufacturing, Distribution, Engineering, Construction and Professional Services solutions with Dynamics AX. He has a talent for successfully implementing large, complex ERP solutions. By focusing on solving business problems through best practice guidance and... Read More →


Friday October 16, 2015 1:00pm - 2:00pm
A1

1:00pm

CRM Implementation 101: Making Your Journey Less Painful - A Marketer's Perspective
It doesn't matter what size your organization is, implementing a CRM platform is a challenging journey. This member showcase session is geared towards marketing professionals who have been tasked with the duties of a CRM implementation. This session will provide attendees with some of the top pain points that can happen during an implementation and provide some advice on how to handle them.

Speakers
avatar for Mishel Justesen

Mishel Justesen

Marketing Technologist, Armanino



Friday October 16, 2015 1:00pm - 2:00pm
C2

1:00pm

Microsoft Industry & Member Showcase: Financial Services - SEI
This session will highlight SEI a user of Microsoft Dynamics CRM within the Financial services sector. Join Dan Madden, Investment Manager Services with SEI, as he shares end-to-end Dynamics CRM trials and tribulations, and most importantly, successes of using Dynamics CRM.

Speakers
avatar for Dan Madden

Dan Madden

CRM Specialist, SEI
CRM Best Practices: - Administration - Implementations - Dashboards / Reporting - Database Integrity - Sales and Marketing Alignment - Marketing Automation - Business Processes


Friday October 16, 2015 1:00pm - 2:00pm
E1

1:00pm

Microsoft Industry & Member Showcase: Manufacturing – Kingston Valves
This session will highlight Kingston Valves a user of Microsoft Dynamics CRM within the Manufacturing sector. Join Mark Nastri, National Sales Manager with Kingston Valves, as he shares end-to-end Dynamics CRM trials and tribulations, and most importantly, successes of using Dynamics CRM.

Speakers

Friday October 16, 2015 1:00pm - 2:00pm
E2

1:00pm

C4 Goes Boom! A Customer Care & Call Center Discussion
Join this Ask the Experts panel to dive into a great discussion around the 4 Cs of customer care and call center optimization. Panelists will share some best practices they've learned along the way, then field your questions for a healthy discussion.

Speakers
avatar for Steven Foster

Steven Foster

CRM Product and Marketing Manager, Intergen
I see myself as a bit of an evangelist for CRM. I have been working with CRM systems for over 15 years across many platforms with Dynamics CRM for the last 8 years. I have worked on many projects across many industries and many countries and I bring this knowledge to my sessions. I am a CRM MVP and blog and tweet regularly so please connect at www.nakedcrm.com or @FozzyNZ.
avatar for Jessica Noble

Jessica Noble

CX Practice Leader, Tribridge
Jessica Noble has responsibility for the Customer Experience (CX) business consulting practice area for Tribridge with a background in Sales, Product Management, CRM, and CX. She specializes in working alongside customers to transform their organizations and realize their unique CX goals. She is passionate about understanding the customer journey, aligning processes with the desired experience and enabling employees to deliver a delightful... Read More →
avatar for  Clarissa Simpson

 Clarissa Simpson

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 Ford


Friday October 16, 2015 1:00pm - 2:00pm
C3

1:00pm

Back to School: How CRMUG Academy Will Advance Your Career
In this CRMUG session, Rich Beliveau, Academy Director for Dynamic Communities and all the User Groups, will provide insight to the infamous CRMUG Blackbelt Training programming which is specifically geared for those new and aspiring to become better Dynamics CRM Administrators or project owners.  Rich will also cover other elements to training across CRMUG that involves technical and functional topics.   

Speakers
avatar for Rich Beliveau

Rich Beliveau

Academy Director, Dynamic Communities Inc.


Friday October 16, 2015 1:00pm - 2:00pm
D9

1:00pm

Your Blueprint for Success: Best Practices in Sales Process Mapping
This is a non-technical session designed for business professionals on best practices in sales process mapping for new business development, account management, and partner relationship management. This session is valuable for both new and experienced Business Leaders. This session is shared across the User Group Summit conferences, with attendees from all User Groups (AXUG, CRMUG, GPUG, and NAVUG) invited to attend.

Speakers
RM

 Rick McCutcheon

President, Full Contact Selling
Dynamics CRM MVP that specializes in Sales Force Automation, Gamification and CRM User Adoption.


Friday October 16, 2015 1:00pm - 2:00pm
D4

2:00pm

Networking Break
Use this opportunity to network in between sessions.

Friday October 16, 2015 2:00pm - 2:15pm
Ballroom Lobby

2:15pm

The CRM Superhero’s Tips, Tricks, and Toolbox
If you want to put some new shine on your implementation to ensure it is at its best, then this is the session for you.  Join CRM MVP Scott Sewell for this fun session and we'll fly up, up, and away to look at some of the best free CRM configuration tools from across the landscape. You’ll discover how they can help transform you into your super-CRM-configurator-persona. This session was originally held Oct. 14th 1:30 pm (see ADC15).

Speakers
avatar for Scott Sewell

Scott Sewell

Senior Solution Architect, CRM MVP, Hitachi Solutions, Ltd
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 with a focus on data migration and integration, Scott has served as a lead on several large Microsoft Dynamics CRM projects, including a Gartner Award... Read More →


Friday October 16, 2015 2:15pm - 3:15pm
D7

2:15pm

Getting a Positive 'Outlook' with CRM
It is still the number one supported issue with Dynamics CRM, but let's get on the positive side of things with Dynamics CRM and Microsoft Office Outlook. Join this session to relish in some helpful tips and best practices to ensure "CRM for Outlook" is best optimized for your environment and for your Users. This session was originally held Oct. 15th 2:00 pm (see ADC24).


Friday October 16, 2015 2:15pm - 3:15pm
D4

2:15pm

Best Practices for Territory Alignment and Lead Assignments
In this how-to session we will discuss best practices for territory alignment and lead assignments to help optimize sals team performance and efficiency.

Speakers
avatar for Art Small

Art Small

Solution Architect, Zero2Ten (An Edgewater Fullscope Company)
I've been working with Dynamics CRM since the 4.0 days (starting in 2008) first as a customer administering it, then later as a partner. I'm a "techie" at heart and love all of the Microsoft products and mobile capabilities with CRM as well as MS in general. I presently assist in the sales cycles for my partner by configuring and demonstrating CRM. I love to provide webinars and training on the product too. I can demo CRM with Parature and I'm... Read More →


Friday October 16, 2015 2:15pm - 3:15pm
D4

2:15pm

PowerPivots, PowerQuery and Powerful Excel - Are You Ready?
There are a lot of "power" packed things in this title, and if you join this session you will be powering up your Microsoft Excel knowledge. Excel is one of the top reporting tools used in today's business world. Make sure you are up to speed with all of the cool tips and tricks that will improve your experience with Excel and ultimately, your work life! This session is shared across the User Group Summit conferences, with attendees from all User Groups (AXUG, CRMUG, GPUG, and NAVUG) invited to attend.

Speakers
avatar for Noah Kluge

Noah Kluge

Sr Manager--BI Practice, Armanino
I have 15 years of BI-related experience ranging from Financial report automation within Excel to multi-terabyte data warehouse (DW) development projects. Most recently I have focused on DW and BI for Dynamics AX and NAV.


Friday October 16, 2015 2:15pm - 3:15pm
A1

2:15pm

Workflows: Gathering Form Info and Visual Status
This session will demonstrate how to create a “form task” for gathering data from multiple Users at the same time. The business case example will involve sending out a form to each User for an approval and additional data input.

Speakers
avatar for Glen Wolinsky

Glen Wolinsky

Lead Applications Developer, Miller & Martin PLLC
I have been a developer for over 18 years and have been working with CRM for over a year. The main body of my work at Miller & Martin has been in Practice Management system development and implementation along with a great deal of integration-related programming to move our data throughout our systems.



Friday October 16, 2015 2:15pm - 3:15pm
D3

2:15pm

Microsoft & CRMUG Conduit: Dynamics CRM Guided User Experience
See, evaluate, and provide feedback on Dynamics CRM Guided User 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 25 people per session. The sessions are videotaped with summary notes. This session was originally held Oct. 15th 3:15 pm (see MSE06).

Speakers

Friday October 16, 2015 2:15pm - 3:15pm
E2

2:15pm

Microsoft & CRMUG Conduit: Dynamics CRM Process and Task Based Experiences
See, evaluate, and provide feedback on Dynamics CRM Process and Task Based 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 25 people per session. The sessions are videotaped with summary notes. This session was originally held Oct. 15th 4:45 pm (see MSE05).

Speakers

Friday October 16, 2015 2:15pm - 3:15pm
E1

2:15pm

CRM Confession - User Adoption Edition: Worst CRM Mistakes Ever
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.

Speakers
avatar for Zara Kamruddin

Zara Kamruddin

Senior Microsoft Dynamics CRM Consultant, NexusTek
As a CRM enthusiast, Zara has paved her career by focusing on Dynamics CRM. Starting as a sales analyst in 2010, she worked on a small implementation of CRM 4.0 with just 12 users. It was there that she became the 'accidental administrator'. She has since managed 3 different CRM implementations, one including 2000+ users. You can find her at just about every Dynamics CRM event there is, aspiring to one day become a CRM MVP!
avatar for Adam Rose

Adam Rose

Inside Sales Manager, ImageSoft, Inc.
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 listening to and learning how people do what they love and then figuring out how technology, and particularly CRM, can make their life easier and more enjoyable!


Friday October 16, 2015 2:15pm - 3:15pm
D1

3:15pm

Networking Break
Enjoy light refreshments and networking in between sessions.

Friday October 16, 2015 3:15pm - 3:30pm
Ballroom Lobby

3:30pm

Getting Things Done with O365
In this session we will show you how you can use Microsoft Office tools like Outlook, OneDrive and OneNote to get organized, get things done, and even get your life back. We will show you how to free yourself from your desk because everything you need is also available on your tablet and phone! This session is shared across the User Group Summit conferences, with attendees from all User Groups (AXUG, CRMUG, GPUG, and NAVUG) invited to attend.

Speakers

Friday October 16, 2015 3:30pm - 4:30pm
A1

3:30pm

Closing CRMUG Feedback Session - Your CRMUG Experience Roundtable
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!

Speakers
avatar for Bryan Erstad

Bryan Erstad

CRMUG Membership Manager, CRMUG
avatar for Laura Hoverson

Laura Hoverson

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 learning why you are passionate about CRMUG, what you love about CRM, and what training and development opportunities you are looking for! Laura has 15 years of... Read More →
avatar for Tony Stein

Tony Stein

Director, CRMUG
As with any CRMUG Summit, my motto is to ensure you "Take 5". There is enormous value and information shared in a peer to peer environment. Take advantage, go all in, and ensure there are at least 5 things minimum you'll take home to improve upon your CRM adoption, deployment, or development. | I'm interested in hearing what the CRMUG community wants to learn, understand, or improve upon in their CRM endeavors.


Friday October 16, 2015 3:30pm - 4:30pm
D1

3:30pm

Become a Change Leader, Not a Change Manager
60-70 percent of change management initiatives fail, according to the Harvard Business Review. Even change management as a technique is being pressured to change. This session is designed to help business leaders at all levels take away three things that will help you become a change leader and not a change manager. This is a cross conference session and will be shared by other User Group Members.

Speakers
avatar for Chris Elmore

Chris Elmore

Evangelist, AvidXchange
AP Automation has been his life since 2000. Chris Elmore has helped over 500 companies realize their paperless dream through a variety of roles including: help desk support, project management, consulting, leadership, sales, management, marketing - and as a speaker and author. | | Chris’s experiences led to the publishing of The 8 Pitfalls of Accounts Payable Automation, The Argument to Automate – How Innovation Can INSPIRE Not Fire... Read More →


Friday October 16, 2015 3:30pm - 4:30pm
Emerald A