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.
I love living at the intersection of Technology and Business. Especially when using CRM to automate, streamline and improve workplace processes. My skill set includes software development, business and technical analysis, project management, and sales. But, most importantly, I love... Read More →
Wednesday October 14, 2015 9:45am - 10:45am PDT
C2
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).
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.
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.
National Marketing Strategist - Dynamics Marketing, RBA Consulting
Zack Wenthe has over 10 years marketing and operations experience in the areas of design/branding, marketing operations, marketing development, campaign management, and marketing resource management. He has worked with Fortune 500 and private corporations both in media, hospitality... Read More →
Wednesday October 14, 2015 9:45am - 10:45am PDT
D4
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.
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.
Currently I am a Technical Product Manager at FLS and Microsoft Most Valuable Professional (MVP) Microsoft Dynamics CRM since 2012. I am responsible for the CRM Partner Program and developing the roadmap for our portfolio around ISV Add-Ons. Prior to FLS, I worked for different CRM... Read More →
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).
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).
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.
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.
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.
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.
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.
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.
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.
I have been working with Dynamics CRM since v 1.0 with a focus on data integration, and process design. I work with the biggest, and coolest, Dynamics CRM implementations many in other countries. So if you want to talk about integration of data into CRM and how to improve your... Read More →
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.
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!
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!
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.
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!
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.
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.
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.
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!
Nth time CRM MVP specialising in all things difficult. If you cannot find him online poking http://crmtipoftheday.com or http://crm.audio, it must be a rare occasion when he sleeps, spends time with his family or travels from A to B... Read More →
Jason Lattimer: Development Manager at PowerObjects/HCL & Business Applications MVP Maker of Dynamics 365 developer tools, provider of knowledge, and apparently a wizard Likes: D365, IoT, & Azure development, Star Wars, beer, and songs about pirates Likes not so much: writing bios... Read More →
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.
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.
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.
Global CIO of Tata Technologies. Responsible for CRM, ERP, Infrastructure, Engineering and Product Development systems @ Tata Technologies. Tata Technologies believes "Better Products Benefit People .. That is our Business". Talk to me about Manufacturing Industry, Auto, Aero... Read More →
Dynamics CRM Specialist/Systems Analyst, Ford Motor Company
Microsoft Dynamics CRM Specialist / CRMUG Board of Advisors / Technology Project Manager / CRM Governance Guru / Quality Systems
Call Centers / CCA & CCD / Unified Service Desk
"Coming together is a beginning, staying together is progress, and working together is success." ~ Henry... Read More →
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.
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.
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.
Jason Lattimer: Development Manager at PowerObjects/HCL & Business Applications MVP Maker of Dynamics 365 developer tools, provider of knowledge, and apparently a wizard Likes: D365, IoT, & Azure development, Star Wars, beer, and songs about pirates Likes not so much: writing bios... Read More →
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.
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.
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... Read More →
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... Read More →
Rick is the creator of the Full Contact Selling methodology. He leads a Digital Sales Transformation and Design Practice specializing in B2B and Channel Sales organizations. Rick holds the prestigious designations of CSP (Certified Sales Professional) with Distinction. He has also... Read More →
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.
I love customizing and integrating Microsoft Dynamics GP and Microsoft CRM! You can ask me about any of the following:
Integration, Customization, Reporting, SmartList, SmartList Builder, Excel Reports, SmartConnect, Integration Manager, eConnect, SmartPost, Flexicoder, Extender... Read More →
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... Read More →
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.
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.
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!
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... Read More →
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!
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.
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.
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.
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.
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!
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)
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.
I've been working with CRM products ever since graduation starting out as a developer for Siebel CRM. Since then, for the past 9 years, I've been working with Dynamics CRM 1.0, 3.0, 4.0, 2011, 2013, and 2015. I've worked with many different clients and industries and am always excited... Read More →
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!
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).
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.
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... Read More →
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.
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... Read More →
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.
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.
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!
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).
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... Read More →
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.
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.
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.
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).
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.
- Chairman of the CRMUG Board of Advisors.
- CRM User Group Regional Chapter Leader in San Francisco / Bay Area and West Los Angeles.
- Member of Microsoft Convergence Customer Advisory Board.
- Hands-on w/ Microsoft Dynamics CRM since version 3.0
- Passionate about User Adoption... Read More →
Rick is the creator of the Full Contact Selling methodology. He leads a Digital Sales Transformation and Design Practice specializing in B2B and Channel Sales organizations. Rick holds the prestigious designations of CSP (Certified Sales Professional) with Distinction. He has also... Read More →
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.
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... Read More →
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.
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!
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.
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... Read More →
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.
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... Read More →
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... Read More →
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.
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!
Jason Lattimer: Development Manager at PowerObjects/HCL & Business Applications MVP Maker of Dynamics 365 developer tools, provider of knowledge, and apparently a wizard Likes: D365, IoT, & Azure development, Star Wars, beer, and songs about pirates Likes not so much: writing bios... Read More →
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).
"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.
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... Read More →
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.
Geoff Ables is a renowned customer experience and employee engagement strategist, inspirational international speaker, entrepreneur and an author who helps businesspeople create contagiously engaged employees that transform the customer experience. In 2003 he began evangelizing... Read More →
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.
DoriAnn Basaraba works as a CRM implementation manager with a focus on business process improvement and marketing automation solutions, including Microsoft Dynamics Marketing, ClickDimensions, and Salesfusion. Change management is always top-of-mind for DoriAnn, and she has assisted... Read More →
National Marketing Strategist - Dynamics Marketing, RBA Consulting
Zack Wenthe has over 10 years marketing and operations experience in the areas of design/branding, marketing operations, marketing development, campaign management, and marketing resource management. He has worked with Fortune 500 and private corporations both in media, hospitality... Read More →
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... Read More →
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.
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.
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.
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... Read More →
I have been part of the CRM community since Dynamics CRM 1.0 Beta in 2002. I am most passionate about improving CRM usability and adoption, specifically through targeted and immersive user interfaces and mobile applications.
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.
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.
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.
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.
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.
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.
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.
DoriAnn Basaraba works as a CRM implementation manager with a focus on business process improvement and marketing automation solutions, including Microsoft Dynamics Marketing, ClickDimensions, and Salesfusion. Change management is always top-of-mind for DoriAnn, and she has assisted... Read More →
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.
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... Read More →
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).
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).
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.
4x Microsoft MVP, Solution Architect, readiness expert, instructional designer, certified trainer, author, and sought-after speaker in the Microsoft Dynamics CRM community.
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.
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.
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.
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.
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.
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.
Passionate about helping companies improve their business through technology. When I'm not helping companies with their sales, marketing and customer service aspects, I can usually be found in the Blue Ridge Mountains on two wheels. I might also be cooking up some tasty tidbits on... Read More →
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.
Nth time CRM MVP specialising in all things difficult. If you cannot find him online poking http://crmtipoftheday.com or http://crm.audio, it must be a rare occasion when he sleeps, spends time with his family or travels from A to B... Read More →
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).
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).
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).
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.
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... Read More →
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.
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.
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... Read More →
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.
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... Read More →
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.
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... Read More →
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.
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.
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... Read More →
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.
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... Read More →
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).
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... Read More →
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.
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.
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.
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... Read More →
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... Read More →
Dynamics CRM Specialist/Systems Analyst, Ford Motor Company
Microsoft Dynamics CRM Specialist / CRMUG Board of Advisors / Technology Project Manager / CRM Governance Guru / Quality Systems
Call Centers / CCA & CCD / Unified Service Desk
"Coming together is a beginning, staying together is progress, and working together is success." ~ Henry... Read More →
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.
Rick is the creator of the Full Contact Selling methodology. He leads a Digital Sales Transformation and Design Practice specializing in B2B and Channel Sales organizations. Rick holds the prestigious designations of CSP (Certified Sales Professional) with Distinction. He has also... Read More →
In this how-to session we will discuss best practices for territory alignment and lead assignments to help optimize sals team performance and efficiency.
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... Read More →
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.
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... Read More →
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).
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).
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.
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... Read More →
I love living at the intersection of Technology and Business. Especially when using CRM to automate, streamline and improve workplace processes. My skill set includes software development, business and technical analysis, project management, and sales. But, most importantly, I love... Read More →
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.
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... Read More →
Friday October 16, 2015 3:30pm - 4:30pm PDT
Emerald A
