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
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
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... Read More →
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
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 →
CRMUG Program Coordinator, Dynamic Communities, Inc.
Laura is the program coordinator for CRMUG. She loves working with members and hearing what they want to learn and share! She is energized by the ways CRMUG helps members gain confidence in using Dynamics CRM and engages members as volunteer-leaders within the community. She enjoys... Read More →
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.
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.
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 →
Wednesday October 14, 2015 9:45am - 10:45am PDT
D7
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.
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 PDT
C1
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.
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.
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 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.
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.
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!
Chief Technologist - Health and Public Sector D365, DXC Technology
Chris Cognetta is the Chief Technologist for Healthcare and Public Sector & DXC Technology and is based in Tampa, Fl. Chris is a Microsoft Business Solutions 365 MVP, along with being an active community member, Azure & CRMUG Medic Founder, CRMUG Programming Board.. Chris is an frequent... Read More →
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 →
Wednesday October 14, 2015 9:45am - 10:45am PDT
D2
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.
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... Read More →
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.
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...'
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... Read More →
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.
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.
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.
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 →
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.
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.
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.
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.
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... Read More →
Chief Technologist - Health and Public Sector D365, DXC Technology
Chris Cognetta is the Chief Technologist for Healthcare and Public Sector & DXC Technology and is based in Tampa, Fl. Chris is a Microsoft Business Solutions 365 MVP, along with being an active community member, Azure & CRMUG Medic Founder, CRMUG Programming Board.. Chris is an frequent... Read More →
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.
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 →
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.
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.
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.
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!
4x Microsoft MVP, Solution Architect, readiness expert, instructional designer, certified trainer, author, and sought-after speaker in the Microsoft Dynamics CRM community.
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!
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.
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 →
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.
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.
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 →
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.
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)
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.
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 PDT
A1
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.
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... Read More →
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 →
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.
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).
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.
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 →
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!
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.
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 →
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 →
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.
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... Read More →
Power Platform UG Program Director, Dynamic Communities
As the PowerBIUG, PowerAppsUG and FlowUG Program Director I work with our Members, Board of Advisors and Committees to facilitate networking and valuable educational content. If you're interested in getting involved message me on twitter @rosespitzer or email me at rose.spitzer@pbiusergroup.com... Read More →
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.
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 →
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.
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 →
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.
CRM MVP, Business Technology Strategist, CRM Innovation
Talk to me about: CRM and Waterskiing. I have been working with CRM since V1.2 in the Spring of 2003. At CRM Innovation I am responsible for working with clients to help them implement CRM the way their business works. Also, I manage our CRM Solutions for Event Management and Advanced... Read More →
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 →
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.
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.
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.
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.
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, 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.
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.
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).
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.
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... Read More →
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.
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.
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 →
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.
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.
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... 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 →
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.
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... 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 →
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.
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.
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 →
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.
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
