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BI & Reporting [clear filter]
Wednesday, October 14
 

9:45am

Power Up Your Productivity with Top Functional Uses of Office 365 and Dynamics CRM
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.

Speakers
avatar for Adam Rose

Adam Rose

Inside Sales Manager, ImageSoft, Inc.
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
C2

1:00pm

Don't Be Shy, It's Just BI!
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.

Speakers
AD

Anthony D'Anna

COO, deFacto Global
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 →
avatar for Noah Kluge

Noah Kluge

Sr Manager--BI Practice, Armanino
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.
avatar for Jon Oesch

Jon Oesch

VP of Sales, Jet Reports
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...'
avatar for Gina Pabalan

Gina Pabalan

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 →
avatar for Ulrik Pedersen

Ulrik Pedersen

COO, TARGIT
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.
NR

Nils Rasmussen

CEO, Solver
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.


Wednesday October 14, 2015 1:00pm - 2:00pm
A1

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

Start Your Engines! Rev Up Your CRM with High Octane Advanced Finds, Charts, and Dashboards
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!

Speakers

Wednesday October 14, 2015 4:30pm - 6:00pm
C2

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

SQL for Super Users: Manipulating Your Relational Data
Now you know a little bit about SQL, and you are ready to unleash your data insights with this second SQL session focusing on writing SQL queries for Analysts. This session will cover advanced query topics such as joins, aggregates, grouping, and more. Prior Basic SQL skills are assumed as a prerequisite for this session. If attending all three SQL sessions, please consider this Part II 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 8:00am - 9:00am
A1

11:00am

Fasten Your Seat Belts and Let's 'Excel' - Repeat
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.

Speakers
avatar for Tara Grant

Tara Grant

VP of Marketing, Jet Reports
avatar for Noah Kluge

Noah Kluge

Sr Manager--BI Practice, Armanino
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
A1

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

The Stack is Hot! New Features in Microsoft Excel & OneNote Integration with CRM
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.

Speakers
avatar for Adriana Nedelcu

Adriana Nedelcu

Chart Your Biz Inc.


Thursday October 15, 2015 3:15pm - 4:15pm
C1

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

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

PowerPivots, PowerQuery and Powerful Excel - Are You Ready?
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.

Speakers
avatar for Noah Kluge

Noah Kluge

Sr Manager--BI Practice, Armanino
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.


Friday October 16, 2015 2:15pm - 3:15pm
A1

3:30pm

Getting Things Done with O365
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.

Speakers

Friday October 16, 2015 3:30pm - 4:30pm
A1