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End User [clear filter]
Wednesday, October 14
 

9:45am

1-2-3 Let's Get Started: CRM End User Edition
Everyone is a beginner at something during their career. Perhaps you're new to CRM, or there's a new entity you need to learn how to use. This session will help you, as a novice, learn more about Dynamics CRM and your daily call to action as an End User.

Speakers
avatar for Alesha Baerenwald

Alesha Baerenwald

CRM Consulting Supervisor, McGladrey LLP
I am passionate about Microsoft Dynamics CRM and especially love training and teaching others to use it! You can ask me about: Configuration, Customization, Integration, Training and really anything related to CRM!


Wednesday October 14, 2015 9:45am - 10:45am
C1

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

1:30pm

50 Tips in 50 Minutes for End Users
Where do you even begin? This fast paced presentation will dive into some of the most helpful and useful tips that any CRM User can leverage to get more out of their Dynamics CRM experience. We are all End Users, but you may also be in charge of ensuring adoption of CRM happens for your team and department. Join this session to take away some of the greatest functional tips to help the everyday User. This session will be repeated on Oct. 16th 10:30 am (see EUG01R).

Speakers
avatar for Brad Koontz

Brad Koontz

Director of Product Marketing, Hitachi Solutions, Ltd


Wednesday October 14, 2015 1:30pm - 2:30pm
C2

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

1:30pm

Witnessing Marketing 101 - OOTB for the End User
Many organizations extend the Marketing functionality of Microsoft Dynamics CRM by integrating another solution such as Dynamics Marketing or a third party. However, there are some built-in marketing features in CRM. In this session, we will demonstrate the out-of-the-box marketing capability and discuss areas that are typically extended outside of CRM.

Speakers
avatar for DoriAnn Basaraba

DoriAnn Basaraba

Manager, Dynamics CRM & Marketing, Hitachi Solutions, Ltd
DoriAnn Basaraba works as a CRM implementation manager with a focus on business process improvement and marketing automation solutions, including Microsoft Dynamics Marketing, ClickDimensions, and Salesfusion. Change management is always top-of-mind for DoriAnn, and she has assisted... Read More →
avatar for James Bowen

James Bowen

Product Manager, Hitachi Solutions
At Hitachi Solutions I provide sales support and act as Marketing Automation subject matter expert for sales and consulting teams. I have worked with CRM and Marketing Automation 5+ years and have become an expert around integration and marketing and sales alignment.


Wednesday October 14, 2015 1:30pm - 2:30pm
C1

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

4:30pm

Prepare for a Better Outlook: Best Practices in Using CRM Through Microsoft Outlook
Many organizations encourage use of CRM through Microsoft Outlook. This session will explore and demonstrate how you as a User would use the Microsoft Dynamics CRM functionality through Outlook including how to track Email, Appointments, and Tasks, as well as synchronizing Contacts. We'll also cover the best practices for tracking activities in CRM and some tips and tricks to make it easier to use CRM from Outlook.

Speakers
avatar for Gretchen Opferkew

Gretchen Opferkew

Director of Education, CRM MVP, MCT, PowerObjects
Exchanging knowledge on Microsoft Dynamics CRM implementation best practices, techniques for design and architecture, and user adoption strategies.


Wednesday October 14, 2015 4:30pm - 6:00pm
C1

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

How to Make CRM a Tool That Your Sales Team Loves!
Most salespeople treat CRM as an afterthought and relegate its usage to a recordkeeping task to keep management off their backs. By adjusting the sales process and customizing Dynamics CRM to facilitate the process, it is possible to transform a sales organization. This session will discuss sales process concepts and how CRM can be utilized to empower the salesperson, grow the pipeline, and increase the throughput of the team.

Speakers
avatar for David Squibb

David Squibb

Chief Sales & Marketing Officer, Xpertdoc
With more than 30 years experience in Sales & Marketing, I am passionate about empowering my teams to exceed targets and grow the organization. I love to facilitate the optimization of tools, process, and the art of selling to maximize results. I have spent most of my career working... Read More →


Thursday October 15, 2015 8:00am - 9:00am
C1

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

2:00pm

Take It to the Next Level with End User Experience Upgrades in CRM 2015
Your Dynamics CRM can only be as successful as the people using it: YOU! In this session for End Users and Partners on all versions of Dynamics CRM, you will power up your CRM knowledge of the many upgrades that have been made to the User Experience in CRM from 2011 to 2015 versions, including differences in individual upgrade rollups. By understanding what has changed in navigation options within CRM, you will be empowered to use your role as an End User to work with your implementation team, to ask for changes to meet your business process needs, and get the finished product you need. Don't miss this opportunity to see a demo of the features available and learn how they are utilized to boost productivity, ease-of-use, adoption, and team performance!

Speakers
avatar for Adriana Nedelcu

Adriana Nedelcu

Chart Your Biz Inc.


Thursday October 15, 2015 2:00pm - 3:00pm
C1

2:00pm

Marketing Options & Automation to Complement CRM
The marketing software space is a very crowded area, and when looking for a potential marketing solution it can get overwhelming very quickly. This session will focus on the different types of marketing solutions that exist today, the pros and cons of each type, and examples of vendors in each category.

Speakers
avatar for Mishel Justesen

Mishel Justesen

Marketing Technologist, Armanino
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 2:00pm - 3:00pm
C2

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
 
Friday, October 16
 

8:00am

Is There a Doctor in the House? The Anatomy of Effective Service Management
Paging all CRM Service Residents! Join the CRM Service Doctor for this demo-oriented session on the anatomy of effective service management. You'll come away with best practices and a demonstration on how to guide your customer care through Dynamics CRM case management, Service Level Agreements (SLAs), and more.

Speakers
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.


Friday October 16, 2015 8:00am - 9:15am
D9

8:00am

War & Peace: The Treaty Discussion that Marketing and Sales Need to Have
Join this Ask the Experts discussion in finding best practices in how sales and marketing Dynamics CRM Users can not only live peacefully together, but thrive in the same CRM environment.

Speakers
avatar for DoriAnn Basaraba

DoriAnn Basaraba

Manager, Dynamics CRM & Marketing, Hitachi Solutions, Ltd
DoriAnn Basaraba works as a CRM implementation manager with a focus on business process improvement and marketing automation solutions, including Microsoft Dynamics Marketing, ClickDimensions, and Salesfusion. Change management is always top-of-mind for DoriAnn, and she has assisted... Read More →
avatar for James Bowen

James Bowen

Product Manager, Hitachi Solutions
At Hitachi Solutions I provide sales support and act as Marketing Automation subject matter expert for sales and consulting teams. I have worked with CRM and Marketing Automation 5+ years and have become an expert around integration and marketing and sales alignment.
avatar for Mishel Justesen

Mishel Justesen

Marketing Technologist, Armanino
avatar for Margaret Wise

Margaret Wise

Senior Director, Arke
Margaret is an 18 year veteran of the CRM industry and a Dynamics CRM expert since v1.0. With Arke, Margaret is focused on helping companies through digital transformations with the goal of improving customer experience. This includes creating a strategic roadmap, implementing martech... Read More →



Friday October 16, 2015 8:00am - 9:15am
C2

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

50 Tips in 50 Minutes for End Users
Where do you even begin? This fast paced presentation will dive into some of the most helpful and useful tips that any CRM User can leverage to get more out of their Dynamics CRM experience. We are all End Users, but you may also be in charge of ensuring adoption of CRM happens for your team and department. Join this session to take away some of the greatest functional tips to help the everyday User. This session was originally held Oct. 14th 1:30 pm (see EUG01).

Speakers
avatar for Brad Koontz

Brad Koontz

Director of Product Marketing, Hitachi Solutions, Ltd


Friday October 16, 2015 10:30am - 11:30am
C1

1:00pm

Your Blueprint for Success: Best Practices in Sales Process Mapping
This is a non-technical session designed for business professionals on best practices in sales process mapping for new business development, account management, and partner relationship management. This session is valuable for both new and experienced Business Leaders. 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 Rick McCutcheon

Rick McCutcheon

MVP, Full Contact Selling
Rick is the creator of the Full Contact Selling methodology. He leads a Digital Sales Transformation and Design Practice specializing in B2B and Channel Sales organizations. Rick holds the prestigious designations of CSP (Certified Sales Professional) with Distinction. He has also... Read More →


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

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