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Wednesday, October 14
 

9:45am

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

Speakers
avatar for Gustaf Westerlund

Gustaf Westerlund

CTO, MVP, CRM-Konsulterna


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

1:30pm

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

Speakers
avatar for Scott Sewell

Scott Sewell

Senior Solution Architect, CRM MVP, Hitachi Solutions, Ltd
For the past 9 years, Scott has served as a Microsoft Dynamics CRM Solution Architect for Hitachi-Solutions (formerly as CustomerEffective). Additionally, Scott has been named a Microsoft Dynamics CRM MVP for the past 6 years. With 20 years of experience in software project implementations... Read More →


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

1:30pm

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

Speakers
AF

Alex Fagundes

PowerObjects


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

1:30pm

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

Speakers
avatar for Britta Scampton

Britta Scampton

Systems Design Engineer, BGM TruNorth Wealth Partners


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

1:30pm

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

Speakers
avatar for Jamie Whited

Jamie Whited

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


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

5:00pm

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

Speakers
JK

Jeremy Kingry

eBECS North America


Wednesday October 14, 2015 5:00pm - 6:00pm
A1
 
Thursday, October 15
 

8:00am

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

Speakers
AF

Alex Fagundes

PowerObjects


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

2:00pm

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

Speakers
avatar for Gus Gonzalez

Gus Gonzalez

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


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

2:00pm

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


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

2:00pm

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

Speakers
avatar for Pete Majer

Pete Majer

Principal Consultant, Sonoma Partners
I've been working with CRM products ever since graduation starting out as a developer for Siebel CRM. Since then, for the past 9 years, I've been working with Dynamics CRM 1.0, 3.0, 4.0, 2011, 2013, and 2015. I've worked with many different clients and industries and am always excited... Read More →
avatar for Blake Scarlavai

Blake Scarlavai

Development Principal, Sonoma Partners


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

2:00pm

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

Speakers
avatar for Scott Sewell

Scott Sewell

Senior Solution Architect, CRM MVP, Hitachi Solutions, Ltd
For the past 9 years, Scott has served as a Microsoft Dynamics CRM Solution Architect for Hitachi-Solutions (formerly as CustomerEffective). Additionally, Scott has been named a Microsoft Dynamics CRM MVP for the past 6 years. With 20 years of experience in software project implementations... Read More →


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

3:15pm

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

Speakers
avatar for Pierre Hulsebus

Pierre Hulsebus

Senior Sales Engineer, Scribe
I have been working with Dynamics CRM since v 1.0 with a focus on data integration, and process design. I work with the biggest, and coolest, Dynamics CRM implementations many in other countries. So if you want to talk about integration of data into CRM and how to improve your... Read More →


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

4:45pm

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

Speakers
avatar for Ivan Kurtev

Ivan Kurtev

Enterprise Technical Architect, Hitachi Solutions America Ltd


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

4:45pm

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

Speakers
JK

Jeremy Kingry

eBECS North America


Thursday October 15, 2015 4:45pm - 5:45pm
A1
 
Friday, October 16
 

10:30am

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

Speakers
avatar for Daniel Cai

Daniel Cai

MVP/Principal Developer, KingswaySoft Inc.


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

1:00pm

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

Speakers
avatar for George Doubinski

George Doubinski

Dude in charge, AlexaCRM
Nth time CRM MVP specialising in all things difficult. If you cannot find him online poking http://crmtipoftheday.com or http://crm.audio, it must be a rare occasion when he sleeps, spends time with his family or travels from A to B... Read More →


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

1:00pm

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

Speakers
avatar for Satish Srinivas

Satish Srinivas

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


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

1:00pm

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

Speakers
avatar for Tim Harris

Tim Harris

VP Strategy & Sales, Arbela Technologies
Tim brings more than 15 years of software and business ERP consulting experience. His experience ranged from building industry solutions for the postal industry supply chain with SAP to Manufacturing, Distribution, Engineering, Construction and Professional Services solutions with... Read More →


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

2:15pm

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

Speakers
avatar for Scott Sewell

Scott Sewell

Senior Solution Architect, CRM MVP, Hitachi Solutions, Ltd
For the past 9 years, Scott has served as a Microsoft Dynamics CRM Solution Architect for Hitachi-Solutions (formerly as CustomerEffective). Additionally, Scott has been named a Microsoft Dynamics CRM MVP for the past 6 years. With 20 years of experience in software project implementations... Read More →


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

2:15pm

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


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