CRMUG Summit 2015: Full Schedule

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

9:45am PDT

CRM Workflows & Dialogs 101

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

Speakers

Mark Rockwell

President, Rockton Software

Life.

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

Admin-Foundation, How2 | Admin-Configuration, How2

Level Basic

8:00am PDT

Administering Customer Service New Features

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

Speakers

Carsten Groth

Technical Product Manager, FLS

Currently I am a Technical Product Manager at FLS and Microsoft Most Valuable Professional (MVP) Microsoft Dynamics CRM since 2012. I am responsible for the CRM Partner Program and developing the roadmap for our portfolio around ISV Add-Ons. Prior to FLS, I worked for different CRM... Read More →

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

Admin-Configuration, How2 | Admin-Foundation, How2

Level Intermediate

8:00am PDT

Advanced CRM Workflows & Dialogs 201

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

Speakers

Mark Rockwell

President, Rockton Software

Life.

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

Admin-Configuration, How2 | Admin-Foundation, How2

Level Advanced

3:15pm PDT

Building Dashboards with Dynamics CRM 2015 Using Power BI

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

Speakers

Steve Ivie

Solution Consultant, Tribridge

I am business solutions architect and author, responsible for designing, building and presenting customized business solutions with Microsoft Dynamics CRM and Office 365, in addition to integrating Power BI, Marketing, Dynamics GP, Dynamics AX, Dynamics NAV and related ISV products. For... Read More →

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

Admin-Configuration, How2 | Admin-Foundation, How2 | BI & Reporting, How2

Level Basic, Intermediate, Advanced

4:45pm PDT

Mastering Rollup and Calculated Fields in CRM 2013/2015

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

Speakers

Jerry Weinstock

CRM MVP, Business Technology Strategist, CRM Innovation

Talk to me about: CRM and Waterskiing. I have been working with CRM since V1.2 in the Spring of 2003. At CRM Innovation I am responsible for working with clients to help them implement CRM the way their business works. Also, I manage our CRM Solutions for Event Management and Advanced... Read More →

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

Admin-Configuration, How2

Level Basic, Intermediate

4:45pm PDT

Relationships - How Many Parents Can YOU Handle?

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

Speakers

Glen Wolinsky

Lead Applications Developer, Miller & Martin PLLC

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

Custom Workflow Activity Code txt

ADC09 Relationships HowManyParents pptx

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

Admin-Configuration, How2

Level Intermediate

4:45pm PDT

Press Your Luck & Embrace the Unified Service Desk

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

Speakers

Steven Foster

CRM Product and Marketing Manager, Intergen

I see myself as a bit of an evangelist for CRM. I have been working with CRM systems for over 15 years across many platforms with Dynamics CRM for the last 8 years. I have worked on many projects across many industries and many countries and I bring this knowledge to my sessions... Read More →

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

Enterprise, How2 | Admin-Configuration, How2

Level Basic, Intermediate, Advanced

8:00am PDT

Intermediate Charting - XML Rated

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

Speakers

Art Small

Solution Architect, Zero2Ten (An Edgewater Fullscope Company)

I've been working with Dynamics CRM since the 4.0 days (starting in 2008) first as a customer administering it, then later as a partner. I'm a "techie" at heart and love all of the Microsoft products and mobile capabilities with CRM as well as MS in general. I presently assist in... Read More →

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

Admin-Configuration, How2

Level Intermediate

8:00am PDT

CRM Form and Entity Customizations 101

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

Speakers

Mark Rockwell

President, Rockton Software

Life.

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

Admin-Foundation, How2 | Admin-Configuration, How2

Level Basic, Intermediate

10:30am PDT

CRM Form and Entity Customizations 201

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

Speakers

Mike Hammons

Senior Director, Infinity Info Systems

Passionate about helping companies improve their business through technology. When I'm not helping companies with their sales, marketing and customer service aspects, I can usually be found in the Blue Ridge Mountains on two wheels. I might also be cooking up some tasty tidbits on... Read More →

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

Admin-Configuration, How2 | Admin-Foundation, How2

Level Intermediate, Advanced

1:00pm PDT

Building Dashboards with Dynamics CRM 2015 Using Power BI

Speakers

Steve Ivie

Solution Consultant, Tribridge

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

Admin-Configuration, How2 | Admin-Foundation, How2 | BI & Reporting, How2

Level Basic, Intermediate, Advanced