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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

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

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

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

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