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CRMUG Summit 2015
CRMUG Summit 2015 Content is nearly finalized. Minimal updates may be made however through mid-September 2015.
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Admin-Configuration
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Admin-Foundation
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BI & Reporting
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Developer
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Ask the Experts
Deep Dive
How2
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End User
All
Ask the Experts
Deep Dive
How2
Presentation
Engaging Microsoft
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Roundtable
Enterprise
All
Ask the Experts
Deep Dive
How2
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Expo
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Refreshments-Meal
Roundtable
General
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Academy
Expo
Networking
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Roundtable
Leadership
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Marketing
All
Ask the Experts
How2
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Parafest
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Ask the Experts
How2
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Partner Showcase
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Partner Showcase
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Refreshments-Break
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Refreshments-Break
Refreshments-Meal
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Refreshments-Meal
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Monday
, October 12
Peppermill - Terrace Lounge
8:00pm •
Chapter Leader Bash
TBA
8:00am •
Pre-Summit Academy Training - Day 1
Tuesday
, October 13
Atlantis: Paradise D & E
8:30am •
Chapter Leader Training
2:00pm •
Volunteer Immersion at CRMUG Summit
Hall 2
5:00pm •
Welcoming Expo Reception
5:00pm •
Community Theater in the Expo
TBA
8:00am •
Pre-Summit Academy Training - Day 2
Wednesday
, October 14
A1
9:45am •
Let the Source Be With You - CustomerSource
1:00pm •
Don't Be Shy, It's Just BI!
5:00pm •
SQL for Dummies: Standard SQL to Manage Your Data
Ballroom Lobby
9:15am •
Networking Break
10:45am •
Networking Break
2:30pm •
Networking Break
4:00pm •
Networking Break
C1
9:45am •
1-2-3 Let's Get Started: CRM End User Edition
1:30pm •
Witnessing Marketing 101 - OOTB for the End User
3:00pm •
The CRM Lab: Killer Solutions to Empower CRM Users
4:30pm •
Prepare for a Better Outlook: Best Practices in Using CRM Through Microsoft Outlook
C2
9:45am •
Power Up Your Productivity with Top Functional Uses of Office 365 and Dynamics CRM
1:30pm •
50 Tips in 50 Minutes for End Users
3:00pm •
Scribe Software Super Session: Roadmap, Demo, and Q&A
4:30pm •
Start Your Engines! Rev Up Your CRM with High Octane Advanced Finds, Charts, and Dashboards
C3
9:45am •
High Performance Customer Care
1:30pm •
Civilized CRM
3:00pm •
Mobilize your Stakeholders with RESCO.NET
4:30pm •
Org-nado - A Deep Dive Into the Technical Details of Estimating and Delivering a Combined Org 2015 Upgrade
C4
11:15am •
CRMUG Opening General Session - Microsoft Keynote
1:30pm •
Next Generation of Customer Service
D1
9:45am •
CRM Workflows & Dialogs 101
1:30pm •
CRM Customization Preparedness: A Planning Perspective
3:00pm •
Small Business Accounting Inside Microsoft Dynamics CRM
4:30pm •
Your Dynamics CRM Reporting Smorgasbord
D10
9:45am •
Microsoft & CRMUG Conduit: Dynamics CRM UI - Sales
1:30pm •
Microsoft & CRMUG Conduit: Dynamics CRM UI - Service
3:00pm •
TKDialogs Call Scripting and Web Self Service
D2
9:45am •
Getting Ready to Pull the CRM Trigger
1:30pm •
Scouting & Preparing as CRM GameDay Draws Near
3:00pm •
Complex Quotes in Seconds with Experlogix
4:30pm •
ADFS & Upgrading with a Mobile State of Mind
D3
9:45am •
10 Tips for Success When Designing CRM Solutions
1:30pm •
Working with Tons of Data in CRM
3:00pm •
Dealer Support Builds Revenue for Everyone
4:30pm •
Becoming a Good Security Shepherd
D4
9:45am •
Powering Your Customer Journey
1:30pm •
The CRM Superhero’s Tips, Tricks, and Toolbox
3:00pm •
Transforming the Web Engagement Experience with Adxstudio Portals
4:30pm •
New Twist to ALM
D7
9:45am •
Dynamics CRM - Beginning Scripting
1:30pm •
Who's on First? Learning to Run Those Cases Better
3:00pm •
Security Audit and Compliance Solutions for Dynamics CRM
4:30pm •
Enterprise CRM System & Data Governance Panel
D8
1:30pm •
Get in the Know of Mobile Development
3:00pm •
Bridging the Gap Between Marketing and Sales with ClickDimensions
4:30pm •
Dissecting the Administrator's O365 Experience with CRM
D9
9:45am •
Be a Playmaker with Governance and Change Management Concepts
1:30pm •
Your Blueprint for Success: Best Practices in Planning and Implementing Sales Automation Projects
3:00pm •
Getting Exactly the Perfect CRM Functionality for Your Company
4:30pm •
Developing for CRM without .NET
E1
9:45am •
Multichannel Customer Service: Adding & Optimizing
4:30pm •
Leveraging New Features in Parature
E2
9:45am •
Introduction to Service from Microsoft
4:30pm •
Introduction to Service from Microsoft
Hall 1
7:00am •
Breakfast - Jump Into a Great Day
Hall 2
12:00pm •
Community Theater in the Expo
6:00pm •
Expo Reception
6:00pm •
Community Theater in the Expo
Hall 3
8:00am •
How to Use Fear to Your Advantage
Halls 1 & 2
12:15pm •
Networking Lunch and Expo
Thursday
, October 15
A1
8:00am •
SQL for Super Users: Manipulating Your Relational Data
11:00am •
Fasten Your Seat Belts and Let's 'Excel' - Repeat
2:00pm •
How to Become a Rock Star Leader and Volunteer for Your User Group
3:15pm •
Chapter Leaders (Prospective and Current): Learn How to Lead Your Pack
4:45pm •
SQL for Administrators: Getting Down to the Nitty Gritty
Ballroom Lobby
9:00am •
Networking Break
10:30am •
Networking Break
3:00pm •
Networking Break
4:15pm •
Networking Break
C1
8:00am •
How to Make CRM a Tool That Your Sales Team Loves!
9:30am •
Best Practices in Professional Service Automation
2:00pm •
Take It to the Next Level with End User Experience Upgrades in CRM 2015
3:15pm •
The Stack is Hot! New Features in Microsoft Excel & OneNote Integration with CRM
4:45pm •
Deadly Sins of CRM - Why 30%-60% of Projects Fail, and How To Recover
C2
8:00am •
Administering Customer Service New Features
9:30am •
Building CRM Portals in 60 Minutes or Less!
2:00pm •
Marketing Options & Automation to Complement CRM
3:15pm •
Stop, Drop & Roll out a Marketing Automation Platform
4:45pm •
The Role of Managers and Executive Leaders in User Adoption
C3
8:00am •
Rolling in the Deep Dive of Microsoft Dynamics Marketing
9:30am •
Better Documents. Faster. Knockout Customer Engagement using Dynamics CRM
2:00pm •
Realizing the Value Potential of CRM
3:15pm •
50 Real World Tips to CRM Success
4:45pm •
Growing Pains - Lessons Learned the Hard Way
C4
11:00am •
CRMUG General Community Session
2:00pm •
Achieving Greater Customer Service Maturity
D1
8:00am •
Advanced CRM Workflows & Dialogs 201
9:30am •
Small Business Accounting inside Microsoft Dynamics CRM
2:00pm •
Make the Most Out of CRM's Recent Updates
3:15pm •
10 Tips on Integration Best Practices
4:45pm •
A Mobile & CRM Administrative View
D10
9:30am •
Data Integration for Microsoft Dynamics CRM Done Right
2:00pm •
Microsoft & CRMUG Conduit: Dynamics CRM for Productivity
3:15pm •
Microsoft & CRMUG Conduit: Dynamics CRM Guided User Experience
4:45pm •
Microsoft & CRMUG Conduit: Dynamics CRM Process and Task Based Experiences
D2
8:00am •
Getting that CRM Upgrade to Purr Like a Kitten
9:30am •
Self-Service Quotes and Orders with a Customer-Partner Portal
2:00pm •
Getting a Positive 'Outlook' with CRM
3:15pm •
Your On-Target Dynamics CRM Online Upgrade Discussion
4:45pm •
Dissecting Multifaceted CRM Upgrades
D3
8:00am •
50 Tips in 50 Minutes: Developer Edition
9:30am •
Supercharging Your Revenue Engine with Better Data
2:00pm •
Extra Armor for Securing Your CRM System
3:15pm •
Building Dashboards with Dynamics CRM 2015 Using Power BI
4:45pm •
Mastering Rollup and Calculated Fields in CRM 2013/2015
D4
8:00am •
Ask the Experts – User Adoption Edition: Best Practices for Small and Midsized Business CRM
9:30am •
Driving More Value out of Microsoft Dynamics CRM
2:00pm •
Ask the Experts – User Adoption Edition: Planning a Global CRM Training Program
3:15pm •
Ask the MVPs: Admin-Foundation Edition
4:45pm •
Dynamics CRM - Advanced Scripting
D5
8:00am •
Effective facilitation: Making meetings more powerful and productive
D7
8:00am •
Leveraging CRM, SharePoint, and O365 to Streamline Your Revenue Acquisition Process
9:30am •
Increase Your Customer Engagement, Not Your Budget
2:00pm •
Going OnPremise to CRM Online
3:15pm •
Ask the Experts – User Adoption Edition: Enterprise CRM Strategies and Pitfalls to Avoid
4:45pm •
Press Your Luck & Embrace the Unified Service Desk
D8
8:00am •
Understanding Your CRM Entity Basics
9:30am •
Duplicate Data: Prevention and Cure
2:00pm •
New Web API for CRM Online Development
3:15pm •
Extending with xRM Tooling
4:45pm •
Relationships - How Many Parents Can YOU Handle?
D9
8:00am •
Maximizing and Designing for Best CRM Performance
9:30am •
10 Commandments of Dynamics CRM Integration
2:00pm •
Structured Information: Designing CRM 101
3:15pm •
So Tell Me What You Want, What You Really, Really Want
4:45pm •
Bakeoff! Dynamics Marketing vs. Marketing in CRM
E1
8:00am •
Extending Service Across the Enterprise
11:00am •
Microsoft Dynamics CRM & Parature: Better Together
3:15pm •
Interactive Discussion: Customer Insights on Empowering Service & Satisfaction
4:45pm •
Knowledge for Customer Service: Measuring & Improving
E2
9:30am •
Put Customers First - Build a Community
3:15pm •
Seven Deadly Sins of CRM Development
4:45pm •
Reinventing Field Service with Cloud and IoT
Hall 1
7:00am •
Breakfast - Jump Into a Great Day
Hall 2
12:00pm •
Community Theater in the Expo
Halls 1 & 2
12:00pm •
Networking Lunch and Expo
Friday
, October 16
A1
8:00am •
Improve Your Work Life with SharePoint: How Companies Use SharePoint to Do More!
10:30am •
The Theory of Evolution In Successful Project Management
1:00pm •
Azure and the Cloud - They're Not Just Colors and Fluff!
2:15pm •
PowerPivots, PowerQuery and Powerful Excel - Are You Ready?
3:30pm •
Getting Things Done with O365
A2
10:30am •
Microsoft Industry Conduit: Manufacturing
A3
10:30am •
Microsoft Industry Conduit: Professional Services
A5
10:30am •
Microsoft Industry Conduit: Public Sector
Ballroom Lobby
9:15am •
Networking Break
10:15am •
Networking Break
2:00pm •
Networking Break
3:15pm •
Networking Break
C1
8:00am •
Failure to Connect: Why Organizations Aren't Getting More from Collaboration
10:30am •
50 Tips in 50 Minutes for End Users
C2
8:00am •
War & Peace: The Treaty Discussion that Marketing and Sales Need to Have
10:30am •
How Social Engagement Can Drive Timely Marketing
1:00pm •
CRM Implementation 101: Making Your Journey Less Painful - A Marketer's Perspective
C3
8:00am •
CRM Mobile Deployment Best Practices
9:45am •
Demand Forecasting: Integrate Your CRM-ERP Systems for Revenue Reporting
10:30am •
Voice of the Customer: Listen. Understand. Act.
1:00pm •
C4 Goes Boom! A Customer Care & Call Center Discussion
D1
8:00am •
CRM Form and Entity Customizations 101
9:45am •
The (Data Analysis) Force is Strong with this One
10:30am •
CRM Form and Entity Customizations 201
1:00pm •
Building Dashboards with Dynamics CRM 2015 Using Power BI
2:15pm •
CRM Confession - User Adoption Edition: Worst CRM Mistakes Ever
3:30pm •
Closing CRMUG Feedback Session - Your CRMUG Experience Roundtable
D10
8:00am •
Microsoft & CRMUG Conduit: Dynamics CRM UI - Sales
10:30am •
Microsoft & CRMUG Conduit: Dynamics CRM UI - Service
D2
8:00am •
Deployment Method of Choice
9:45am •
Accelerate your business with electronic signature, document generation, and workflow
10:30am •
Complex Enterprise Upgrades for Dynamics CRM
1:00pm •
Understanding Teams from an Evolution, Security, and Transformation Perspective
D3
8:00am •
Ask the MVPs: Developer Edition
9:45am •
Supercharge Dynamics CRM with No Data Entry
1:00pm •
Your Avid CRM Integration Discussion
2:15pm •
Workflows: Gathering Form Info and Visual Status
D4
8:00am •
Do Users Trust Your Data?
10:30am •
Demystifying CTI: Telephony Integration with CRM
1:00pm •
Your Blueprint for Success: Best Practices in Sales Process Mapping
2:15pm •
Getting a Positive 'Outlook' with CRM
2:15pm •
Best Practices for Territory Alignment and Lead Assignments
D7
8:00am •
xRM For Newbies - Because We're Not Dummies
10:30am •
Getting Data into Microsoft Dynamics CRM Faster
1:00pm •
Customers Corner: Data With & Within CRM
2:15pm •
The CRM Superhero’s Tips, Tricks, and Toolbox
D8
8:00am •
Intermediate Charting - XML Rated
10:30am •
Azure App Services + CRM = Magic
1:00pm •
15 Tips from the CRM Tipsters
D9
8:00am •
Is There a Doctor in the House? The Anatomy of Effective Service Management
10:30am •
The 'Excel'lent Way to Work with CRM Data
1:00pm •
Back to School: How CRMUG Academy Will Advance Your Career
E1
8:00am •
Microsoft & CRMUG Conduit: Dynamics CRM UI - Marketing
10:30am •
Microsoft Industry Conduit: Financial Services
1:00pm •
Microsoft Industry & Member Showcase: Financial Services - SEI
2:15pm •
Microsoft & CRMUG Conduit: Dynamics CRM Process and Task Based Experiences
E2
8:00am •
6 Steps to Successfully Managing Your CRM Environment
10:30am •
Microsoft & CRMUG Conduit: Dynamics CRM App for Productivity
1:00pm •
Microsoft Industry & Member Showcase: Manufacturing – Kingston Valves
2:15pm •
Microsoft & CRMUG Conduit: Dynamics CRM Guided User Experience
Emerald A
3:30pm •
Become a Change Leader, Not a Change Manager
Hall 1
7:00am •
Breakfast - Jump Into a Great Day
Hall 2
11:40am •
Community Theater in the Expo
Halls 1 & 2
11:30am •
Networking Lunch and Final Expo Hours
Timezone
CRMUG Summit 2015
America/Los Angeles
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CRMUG Summit 2015
Oct 12
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16, 2015
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Monday
, October 12
Tuesday
, October 13
Wednesday
, October 14
Thursday
, October 15
Friday
, October 16
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Atlantis: Paradise D & E
Ballroom Lobby
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Peppermill - Terrace Lounge
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