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

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Engaging Microsoft [clear filter]
Wednesday, October 14
 

9:45am

Microsoft & CRMUG Conduit: Dynamics CRM UI - Sales
See, evaluate, and provide feedback on the Dynamics CRM User Interface for Sales or sales force automation scenarios. Note: Microsoft Conduits with CRMUG are your opportunity to provide feedback directly to the Microsoft Dynamics CRM Product Team. Meet with the Microsoft Dynamics CRM Product Team members (User Experience Research and Program Management) for an incredible opportunity to influence the future of the product. Due to the sensitive nature of this opportunity, you will be required to sign a standard Microsoft Non-Disclosure Agreement (NDA) prior to the beginning of each of these sessions. These sessions are limited to 25 people per session. The sessions are videotaped with summary notes. Intended Audience: Sales Professionals, Sales Managers, and Business Decision Makers. This session will be repeated on Oct. 16th 8:00 am (see MSE01R).

Speakers

Wednesday October 14, 2015 9:45am - 10:45am
D10

1:30pm

Microsoft & CRMUG Conduit: Dynamics CRM UI - Service
See, evaluate, and provide feedback on the Dynamics CRM User Interface for Service or existing customer engagement scenarios. Note: Microsoft Conduits with CRMUG are your opportunity to provide feedback directly to the Microsoft Dynamics CRM Product Team. Meet with the Microsoft Dynamics CRM Product Team members (User Experience Research and Program Management) for an incredible opportunity to influence the future of the product. Due to the sensitive nature of this opportunity, you will be required to sign a standard Microsoft Non-Disclosure Agreement (NDA) prior to the beginning of each of these sessions. These sessions are limited to 25 people per session. The sessions are videotaped with summary notes. Intended Audience: Sales Professionals, Sales Managers, and Business Decision Makers. This session will be repeated on Oct. 16th 10:30 am (see MSE02R).

Speakers

Wednesday October 14, 2015 1:30pm - 2:30pm
D10

1:30pm

Next Generation of Customer Service
Come to this session to hear the exciting vision around the next generation of customer service and how Microsoft's service offering will lead when it comes to this innovation. For attendees looking at ways to go above and beyond their current offering to keep pace with the latest and even upcoming trends in customer service and customer engagement, this session is for you. This session is focused around "Parature by Microsoft" as part of Parafest at Summit, held simultaneously with CRMUG Summit 2015. 

Speakers

Wednesday October 14, 2015 1:30pm - 2:30pm
C4
 
Thursday, October 15
 

2:00pm

Microsoft & CRMUG Conduit: Dynamics CRM for Productivity
See, evaluate, and provide feedback on Dynamics CRM for Productivity. Note: Microsoft Conduits with CRMUG are your opportunity to provide feedback directly to the Microsoft Dynamics CRM Product Team. Meet with the Microsoft Dynamics CRM Product Team members (User Experience Research and Program Management) for an incredible opportunity to influence the future of the product. Due to the sensitive nature of this opportunity, you will be required to sign a standard Microsoft Non-Disclosure Agreement (NDA) prior to the beginning of each of these sessions. These sessions are limited to 25 people per session. The sessions are videotaped with summary notes. This session will be repeated on Oct. 16th 10:30 am (see MSE04).

Speakers

Thursday October 15, 2015 2:00pm - 3:00pm
D10

3:15pm

Microsoft & CRMUG Conduit: Dynamics CRM Guided User Experience
See, evaluate, and provide feedback on Dynamics CRM Guided User Experiences. Note: Microsoft Conduits with CRMUG are your opportunity to provide feedback directly to the Microsoft Dynamics CRM Product Team. Meet with the Microsoft Dynamics CRM Product Team members (User Experience Research and Program Management) for an incredible opportunity to influence the future of the product. Due to the sensitive nature of this opportunity, you will be required to sign a standard Microsoft Non-Disclosure Agreement (NDA) prior to the beginning of each of these sessions. These sessions are limited to 25 people per session. The sessions are videotaped with summary notes. This session will be repeated on Oct. 16th 2:15 pm (see MSE06R).

Speakers

Thursday October 15, 2015 3:15pm - 4:15pm
D10

4:45pm

Microsoft & CRMUG Conduit: Dynamics CRM Process and Task Based Experiences
See, evaluate, and provide feedback on Dynamics CRM Process and Task Based Experiences. Note: Microsoft Conduits with CRMUG are your opportunity to provide feedback directly to the Microsoft Dynamics CRM Product Team. Meet with the Microsoft Dynamics CRM Product Team members (User Experience Research and Program Management) for an incredible opportunity to influence the future of the product. Due to the sensitive nature of this opportunity, you will be required to sign a standard Microsoft Non-Disclosure Agreement (NDA) prior to the beginning of each of these sessions. These sessions are limited to 25 people per session. The sessions are videotaped with summary notes. This session will be repeated on Oct. 16th 2:15 pm (see MSE05R).

Speakers

Thursday October 15, 2015 4:45pm - 5:45pm
D10
 
Friday, October 16
 

8:00am

Microsoft & CRMUG Conduit: Dynamics CRM UI - Marketing
See, evaluate, and provide feedback on the Dynamics CRM User Interface for Marketing scenarios. This will include concepts and insights to Microsoft Dynamics Marketing and social engagement scenarios. Note: Microsoft Conduits with CRMUG are your opportunity to provide feedback directly to the Microsoft Dynamics CRM Product Team. Meet with the Microsoft Dynamics CRM Product Team members (User Experience Research and Program Management) for an incredible opportunity to influence the future of the product. Due to the sensitive nature of this opportunity, you will be required to sign a standard Microsoft Non-Disclosure Agreement (NDA) prior to the beginning of each of these sessions. These sessions are limited to 25 people per session. The sessions are videotaped with summary notes. This session was orginally held Oct. 15th 8:00 am (see MSE03).

Speakers
SJ

Shailesh Jain

Microsoft


Friday October 16, 2015 8:00am - 9:15am
E1

8:00am

Microsoft & CRMUG Conduit: Dynamics CRM UI - Sales
See, evaluate, and provide feedback on the Dynamics CRM User Interface for Sales or sales force automation scenarios. Note: Microsoft Conduits with CRMUG are your opportunity to provide feedback directly to the Microsoft Dynamics CRM Product Team. Meet with the Microsoft Dynamics CRM Product Team members (User Experience Research and Program Management) for an incredible opportunity to influence the future of the product. Due to the sensitive nature of this opportunity, you will be required to sign a standard Microsoft Non-Disclosure Agreement (NDA) prior to the beginning of each of these sessions. These sessions are limited to 25 people per session. The sessions are videotaped with summary notes. Intended Audience: Sales Professionals, Sales Managers, and Business Decision Makers. This session was originally held Oct. 14th 9:45 am (see MSE01).


Friday October 16, 2015 8:00am - 9:15am
D10

10:30am

Microsoft & CRMUG Conduit: Dynamics CRM App for Productivity
See, evaluate, and provide feedback on Dynamics CRM for Productivity. Note: Microsoft Conduits with CRMUG are your opportunity to provide feedback directly to the Microsoft Dynamics CRM Product Team. Meet with the Microsoft Dynamics CRM Product Team members (User Experience Research and Program Management) for an incredible opportunity to influence the future of the product. Due to the sensitive nature of this opportunity, you will be required to sign a standard Microsoft Non-Disclosure Agreement (NDA) prior to the beginning of each of these sessions. These sessions are limited to 25 people per session. The sessions are videotaped with summary notes. This session was originally held Oct. 15th 2:00 pm (see MSE04).

Speakers

Friday October 16, 2015 10:30am - 11:30am
E2

10:30am

Microsoft & CRMUG Conduit: Dynamics CRM UI - Service
See, evaluate, and provide feedback on the Dynamics CRM User Interface for Service or existing customer engagement scenarios. Note: Microsoft Conduits with CRMUG are your opportunity to provide feedback directly to the Microsoft Dynamics CRM Product Team. Meet with the Microsoft Dynamics CRM Product Team members (User Experience Research and Program Management) for an incredible opportunity to influence the future of the product. Due to the sensitive nature of this opportunity, you will be required to sign a standard Microsoft Non-Disclosure Agreement (NDA) prior to the beginning of each of these sessions. These sessions are limited to 25 people per session. The sessions are videotaped with summary notes. This session was originally held Oct. 14th 1:30 pm (see MSE02).


Friday October 16, 2015 10:30am - 11:30am
D10

10:30am

Microsoft Industry Conduit: Financial Services
This Microsoft conduit roundtable discussion will feature industry lead from Microsoft, Tom Feher, discussing trends & opportunities for organizations throughout the Financial Services sector. This will be a presentation with an emphasis on how Microsoft is looking at the industry and a discussion on how everyone is working towards Dynamics CRM success in this industry. 

Speakers
avatar for Tom Feher

Tom Feher

Financial Services Industry Director, Microsoft Corporation
Tom Feher has more than 20 years of experience in financial services sales and technology. He is Financial Services Industry director at Microsoft Dynamics CRM, where he is responsible for driving all aspects of business development, including industry strategy, solutions, strategic... Read More →


Friday October 16, 2015 10:30am - 11:30am
E1

10:30am

Microsoft Industry Conduit: Manufacturing
This Microsoft conduit roundtable discussion will feature industry lead from Microsoft, Gil Garcia, discussing trends & opportunities for organizations throughout the Manufacturing sector. This will be a presentation with an emphasis on discussion on how Microsoft is looking at the industry and how everyone is working towards Dynamics CRM success in this industry. 

Speakers
avatar for Gil Garcia

Gil Garcia

Director US Dynamics Mfg & CPG, Microsoft
Dynamics AX and CRM- Industrial Equipment Mfg./Automotive/ A&D/High tech/Chemicals/Primary metals/Life Sciences/Durable CPG (MTS)/Non Durable CPG/Food and Beverage


Friday October 16, 2015 10:30am - 11:30am
A2

10:30am

Microsoft Industry Conduit: Professional Services
This Microsoft conduit roundtable discussion will feature industry lead from Microsoft, Ted Kempf, discussing trends & opportunities for organizations throughout the Professional Services sector. This will be a presentation with an emphasis on discussion on how Microsoft is looking at the industry and how everyone is working towards Dynamics CRM success in this industry. 

Speakers
avatar for Ted Kempf

Ted Kempf

Director Service Industries, Microsoft
Ted Kempf Service Industries Director, Microsoft Dynamics As Service Industries Director, Ted Kempf is responsible for developing and managing the execution of Microsoft Dynamics enterprise business solutions for the U.S. Service Industries. Prior to joining Microsoft, Mr... Read More →


Friday October 16, 2015 10:30am - 11:30am
A3

10:30am

Microsoft Industry Conduit: Public Sector
This Microsoft conduit roundtable discussion will feature industry lead from Microsoft, Herb Quinde discussing trends & opportunities for organizations throughout the Public Sector.   This will be a presentation with an emphasis on discussion in how Microsoft is looking at the industry and how everyone is working towards Dynamics CRM success in this industry. 

Speakers

Friday October 16, 2015 10:30am - 11:30am
A5

1:00pm

Microsoft Industry & Member Showcase: Financial Services - SEI
This session will highlight SEI a user of Microsoft Dynamics CRM within the Financial services sector. Join Dan Madden, Investment Manager Services with SEI, as he shares end-to-end Dynamics CRM trials and tribulations, and most importantly, successes of using Dynamics CRM.

Speakers
avatar for Dan Madden

Dan Madden

CRM Specialist, SEI
CRM Best Practices: - Administration - Implementations - Dashboards / Reporting - Database Integrity - Sales and Marketing Alignment - Marketing Automation - Business Processes


Friday October 16, 2015 1:00pm - 2:00pm
E1

1:00pm

Microsoft Industry & Member Showcase: Manufacturing – Kingston Valves
This session will highlight Kingston Valves a user of Microsoft Dynamics CRM within the Manufacturing sector. Join Mark Nastri, National Sales Manager with Kingston Valves, as he shares end-to-end Dynamics CRM trials and tribulations, and most importantly, successes of using Dynamics CRM.

Speakers

Friday October 16, 2015 1:00pm - 2:00pm
E2

2:15pm

Microsoft & CRMUG Conduit: Dynamics CRM Guided User Experience
See, evaluate, and provide feedback on Dynamics CRM Guided User Experiences. Note: Microsoft Conduits with CRMUG are your opportunity to provide feedback directly to the Microsoft Dynamics CRM Product Team. Meet with the Microsoft Dynamics CRM Product Team members (User Experience Research and Program Management) for an incredible opportunity to influence the future of the product. Due to the sensitive nature of this opportunity, you will be required to sign a standard Microsoft Non-Disclosure Agreement (NDA) prior to the beginning of each of these sessions. These sessions are limited to 25 people per session. The sessions are videotaped with summary notes. This session was originally held Oct. 15th 3:15 pm (see MSE06).

Speakers

Friday October 16, 2015 2:15pm - 3:15pm
E2

2:15pm

Microsoft & CRMUG Conduit: Dynamics CRM Process and Task Based Experiences
See, evaluate, and provide feedback on Dynamics CRM Process and Task Based Experiences. Note: Microsoft Conduits with CRMUG are your opportunity to provide feedback directly to the Microsoft Dynamics CRM Product Team. Meet with the Microsoft Dynamics CRM Product Team members (User Experience Research and Program Management) for an incredible opportunity to influence the future of the product. Due to the sensitive nature of this opportunity, you will be required to sign a standard Microsoft Non-Disclosure Agreement (NDA) prior to the beginning of each of these sessions. These sessions are limited to 25 people per session. The sessions are videotaped with summary notes. This session was originally held Oct. 15th 4:45 pm (see MSE05).

Speakers

Friday October 16, 2015 2:15pm - 3:15pm
E1