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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
 
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

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
 
Friday, October 16
 

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

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

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

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