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CRMUG Summit 2015 Content is nearly finalized.   Minimal updates may be made however through mid-September 2015.  

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End User [clear filter]
Wednesday, October 14
 

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