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End User [clear filter]
Wednesday, October 14
 

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
 
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

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