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Wednesday, October 14
 

9:45am

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

Speakers
avatar for Mark Rockwell

Mark Rockwell

President, Rockton Software
Life.


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

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

1:30pm

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

Speakers
avatar for Matthew Panzano

Matthew Panzano

CRM Practice - Director, Catapult Systems
Mr. Panzano has been in the computer systems industry for over 30 years he has worked at several fortune 500 companies, including 5 years running the Microsoft Support Team at TechData Corporation and 10 years as an Information Worker Principal Technology Specialist at Microsoft... Read More →


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

4:30pm

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

Speakers

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

4:30pm

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

Speakers
avatar for Scott Sewell

Scott Sewell

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


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

4:30pm

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

Speakers
avatar for Gus Gonzalez

Gus Gonzalez

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


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

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

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

Speakers
avatar for Carsten Groth

Carsten Groth

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


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

8:00am

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

Speakers
avatar for Mark Rockwell

Mark Rockwell

President, Rockton Software
Life.


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

8:00am

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

Speakers
avatar for Melissa Erickson

Melissa Erickson

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


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

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

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

Speakers
AF

Alex Fagundes

PowerObjects
avatar for Tad Thompson

Tad Thompson

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


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

3:15pm

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

Speakers
avatar for Steve Ivie

Steve Ivie

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


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

3:15pm

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

Speakers

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

3:15pm

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

Speakers
avatar for Dan Madden

Dan Madden

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


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

3:15pm

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

Speakers
avatar for Jamie Whited

Jamie Whited

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


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

4:45pm

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

Speakers
avatar for Zara Kamruddin

Zara Kamruddin

Senior Microsoft Dynamics CRM Consultant, NexusTek
As a CRM enthusiast, Zara has paved her career by focusing on Dynamics CRM. Starting as a sales analyst in 2010, she worked on a small implementation of CRM 4.0 with just 12 users. It was there that she became the 'accidental administrator'. She has since managed 3 different CRM... Read More →
avatar for Britta Scampton

Britta Scampton

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

Jamie Whited

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


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

4:45pm

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

Speakers
avatar for Ivan Kurtev

Ivan Kurtev

Enterprise Technical Architect, Hitachi Solutions America Ltd


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
 

8:00am

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

Speakers

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

8:00am

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

Speakers
avatar for Mike Hammons

Mike Hammons

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


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

8:00am

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

Speakers
avatar for Mark Rockwell

Mark Rockwell

President, Rockton Software
Life.


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

8:00am

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

Speakers

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

8:00am

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

Speakers

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

10:30am

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

Speakers
avatar for Mike Hammons

Mike Hammons

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


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

10:30am

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

Speakers
avatar for Nick Waverek

Nick Waverek

Marketing & CRM Manager, eOne Solutions


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

10:30am

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

Speakers
avatar for Rowland Dexter

Rowland Dexter

Managing Director, QGate


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

1:00pm

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

Speakers
avatar for Phyllis Eriksen, CIDA, CISA

Phyllis Eriksen, CIDA, CISA

Manager-Projects and Software Support, Audimation Services, Inc.
I have been working with CRM Online since CRM 2011. Besides being manager of projects and software support, I hold the roles of system administrator, customizer, trainer, SSRS report writer and change management gate keeper. We're on CRM 2015 and I really like the customization options... Read More →
avatar for Sarah Jelinek

Sarah Jelinek

Senior CRM Consultant/Trainer, Arctic Information Technology, Inc.
Sarah is a proud geek that loves technology and loves Dynamics CRM. She has had the opportunity to see the positive impact CRM has made for businesses and users since version 3.0 while delivering training and providing consulting services.
avatar for Rachel Winfree

Rachel Winfree

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


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

1:00pm

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

Speakers
avatar for Steve Ivie

Steve Ivie

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


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

1:00pm

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

Speakers
avatar for Tim Harris

Tim Harris

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


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

1:00pm

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

Speakers
avatar for Mishel Justesen

Mishel Justesen

Marketing Technologist, Armanino



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

2:15pm

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


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

2:15pm

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

Speakers
avatar for Art Small

Art Small

Solution Architect, Zero2Ten (An Edgewater Fullscope Company)
I've been working with Dynamics CRM since the 4.0 days (starting in 2008) first as a customer administering it, then later as a partner. I'm a "techie" at heart and love all of the Microsoft products and mobile capabilities with CRM as well as MS in general. I presently assist in... Read More →


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