Loading…
This event has ended. View the official site or create your own event → Check it out
This event has ended. Create your own
View analytic

Sign up or log in to bookmark your favorites and sync them to your phone or calendar.

Monday, October 21
 

8:00am

Pre-Conference Training: Help! I Don't Think I Have Optimal CRM Performance
Pre-Conference Training offered by CRMUG are expert led training sessions that go much deeper into the core elements of Dynamics CRM. These half- and full-day courses are deep dives into the subject matter, and offer all users of Dynamics CRM something different and unique to the learning experience. CRMUG Academy offerings are lead by a variety of Microsoft Certified Trainers (MCTs), Microsoft Most Valuable Professionals (MVPs), and other subject matter experts. For full class descriptions and details to the course check out http://crmugsummit.com/pre-conference-training/.


Monday October 21, 2013 8:00am - 11:00am
CC-TBA
  • CPE Eligible Yes
  • Level Intermediate

8:00am

Pre-Conference Training: Installing CRM 2011 from Start to Finish
Pre-Conference Training offered by CRMUG are expert led training sessions that go much deeper into the core elements of Dynamics CRM. These half- and full-day courses are deep dives into the subject matter, and offer all users of Dynamics CRM something different and unique to the learning experience. CRMUG Academy offerings are lead by a variety of Microsoft Certified Trainers (MCTs), Microsoft Most Valuable Professionals (MVPs), and other subject matter experts. For full class descriptions and details to the course check out http://crmugsummit.com/pre-conference-training/.

Speakers
avatar for Adam Vero

Adam Vero

MVP, CRM Consultant and Trainer, CRMMasters
I try to help people figure out the best ways to use technology to be more successful. This might involve designing and building a CRM system to suit their business processes, or training users in how to use efficiently use the software tools they have. I don't accept things at face value, preferring to dig into a feature and find out how it really works, often with the aim of coming up with new ways to take advantage of that. I've been working... Read More →


Monday October 21, 2013 8:00am - 12:00pm
CC-TBA
  • CPE Eligible Yes
  • Level Intermediate

8:00am

Pre-Conference Training: Training and Beyond: Successful User Adoption for CRM
Pre-Conference Training offered by CRMUG are expert led training sessions that go much deeper into the core elements of Dynamics CRM. These half- and full-day courses are deep dives into the subject matter, and offer all users of Dynamics CRM something different and unique to the learning experience. CRMUG Academy offerings are lead by a variety of Microsoft Certified Trainers (MCTs), Microsoft Most Valuable Professionals (MVPs), and other subject matter experts. For full class descriptions and details to the course check out http://crmugsummit.com/pre-conference-training/.

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.


Monday October 21, 2013 8:00am - 12:00pm
CC-TBA
  • CPE Eligible Yes
  • Level Beginner

1:00pm

Pre-Conference Training: Administration for the New Administrator
Pre-Conference Training offered by CRMUG are expert led training sessions that go much deeper into the core elements of Dynamics CRM. These half- and full-day courses are deep dives into the subject matter, and offer all users of Dynamics CRM something different and unique to the learning experience. CRMUG Academy offerings are lead by a variety of Microsoft Certified Trainers (MCTs), Microsoft Most Valuable Professionals (MVPs), and other subject matter experts. For full class descriptions and details to the course check out http://crmugsummit.com/pre-conference-training/.


Monday October 21, 2013 1:00pm - 4:00pm
CC-TBA
  • CPE Eligible Yes
  • Level Intermediate

1:00pm

Pre-Conference Training: Building CRM Workflows in the Real World
Pre-Conference Training offered by CRMUG are expert led training sessions that go much deeper into the core elements of Dynamics CRM. These half- and full-day courses are deep dives into the subject matter, and offer all users of Dynamics CRM something different and unique to the learning experience. CRMUG Academy offerings are lead by a variety of Microsoft Certified Trainers (MCTs), Microsoft Most Valuable Professionals (MVPs), and other subject matter experts. For full class descriptions and details to the course check out http://crmugsummit.com/pre-conference-training/.

Speakers
avatar for Adam Vero

Adam Vero

MVP, CRM Consultant and Trainer, CRMMasters
I try to help people figure out the best ways to use technology to be more successful. This might involve designing and building a CRM system to suit their business processes, or training users in how to use efficiently use the software tools they have. I don't accept things at face value, preferring to dig into a feature and find out how it really works, often with the aim of coming up with new ways to take advantage of that. I've been working... Read More →


Monday October 21, 2013 1:00pm - 5:00pm
CC-TBA
  • CPE Eligible Yes
  • Level Intermediate

1:00pm

Pre-Conference Training: Marketing with Dynamics CRM 2011 - Best Practices
Pre-Conference Training offered by CRMUG are expert led training sessions that go much deeper into the core elements of Dynamics CRM. These half- and full-day courses are deep dives into the subject matter, and offer all users of Dynamics CRM something different and unique to the learning experience. CRMUG Academy offerings are lead by a variety of Microsoft Certified Trainers (MCTs), Microsoft Most Valuable Professionals (MVPs), and other subject matter experts. For full class descriptions and details to the course check out http://crmugsummit.com/pre-conference-training/.


Monday October 21, 2013 1:00pm - 5:00pm
CC-TBA
  • CPE Eligible Yes
  • Level Beginner

1:00pm

Pre-Conference Training: Microsoft Dynamics CRM 2011 and SharePoint Integration Deep Dive
Pre-Conference Training offered by CRMUG are expert led training sessions that go much deeper into the core elements of Dynamics CRM. These half- and full-day courses are deep dives into the subject matter, and offer all users of Dynamics CRM something different and unique to the learning experience. CRMUG Academy offerings are lead by a variety of Microsoft Certified Trainers (MCTs), Microsoft Most Valuable Professionals (MVPs), and other subject matter experts. For full class descriptions and details to the course check out http://crmugsummit.com/pre-conference-training/.


Monday October 21, 2013 1:00pm - 5:00pm
CC-TBA
  • CPE Eligible Yes
  • Level Advanced
 
Tuesday, October 22
 

7:00am

Breakfast: Your Daily Kick-Start
Tuesday October 22, 2013 7:00am - 8:00am
MW-Salons E&F

8:00am

Orion Has Arrived! - 'Dynamics CRM 2013'
Begin your CRMUG Summit experience by joining us for the CRMUG Summit keynote. Come learn about the exciting features of Microsoft Dynamics CRM 2013, including key enhancements in the new user experience (which features completely configurable process guidance), new tablet and mobile touch optimized experiences, and exciting new social capabilities.  Whether you are deploying CRM for the first time or looking to upgrade you will leave this session with a complete view of the incredible innovation included in Microsoft Dynamics CRM and how you can take advantage of it.

Speakers
avatar for Reuben Krippner (Microsoft)

Reuben Krippner (Microsoft)

Principal Program Manager - Social CRM, Microsoft
Reuben is a Principal Program Manager on the Microsoft Dynamics CRM team in Redmond. He leads the work on defining and designing the social CRM capabilities for the Dynamics CRM product. Reuben joined Microsoft in 2004 and has worked with Microsoft Dynamics CRM since the 1.2 release. He has over 12 years’ experience in CRM software across various roles including consulting, technical pre-sales, partner channel enablement... Read More →
avatar for Param Kahlon

Param Kahlon

Microsoft


Tuesday October 22, 2013 8:00am - 9:30am
MW-Salons E&F
  • CPE Eligible No
  • Level All

10:00am

Making Your CRM Case & Designing Your Process
To successfully embrace CRM first and foremost you need a plan and a process of how your CRM system is going to work for your business. How does the size of your target market, length of your current sales cycle, or other qualifying events influence your sales or business processes? How do you go about even planning to build your CRM or business processes, or do you need help in even making your business case for CRM in the first place? Join this roundtable discussion to share in the conversation.

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.


Tuesday October 22, 2013 10:00am - 11:00am
MW-Salon A
  • CPE Eligible No
  • Level All

10:00am

The Marketing User - Features at Your Fingertips
As a member of your organization's executive management or marketing team, do you know if you are leveraging the value that Dynamics CRM can drive to your top and bottom lines? We'll cover quick campaigns, tracking lead source and source campaigns, differences between dynamic/static lists, and much more.


Tuesday October 22, 2013 10:00am - 11:00am
MW-Salon B
  • CPE Eligible Yes
  • Level Beginner

10:00am

CRM Reporting 201: C-Level Visibility with Dynamics CRM Dashboards
Join this How2 demonstration to take an administrative dive into best practices in using CRM Dashboards. Your executive management team will be so "wowed" with what we cover in an hour, you're sure to get a raise.


Tuesday October 22, 2013 10:00am - 11:00am
MW-Salon H
  • CPE Eligible Yes
  • Level Intermediate

10:00am

Upgrade Considerations & Key Platform Enhancements in Microsoft Dynamics CRM 2013
Upgrading to CRM 2013 could mean huge value for your organization with key platform enhancements made. Come hear what an upgrade means for you (both online and on-premises), and in particular we'll cover workflow enhancements (synchronous workflows), new API custom actions, new solution management enhancements, and the security model changes you'll see in the new version.

Speakers
avatar for Matt Barbour (Microsoft)

Matt Barbour (Microsoft)

Sr Program Manager, Microsoft
I have been with Microsoft for about 8 years, and as part of the CRM Core engineering team, I am responsible for Upgrade from CRM 2011 to CRM 2013, Deployment Platform, Solutions Framework, and Developer Tooling.


Tuesday October 22, 2013 10:00am - 11:00am
MW-Salon D
  • CPE Eligible No
  • Level Intermediate

10:00am

Getting Started for Developers - The SDK
If you are starting down the journey of extending CRM, allow us to give you a boost. The SDK is a critically valuable resource - we will walk through where to find it, what it is, what it isn't, and how to best begin learning on extending Microsoft Dynamics CRM. You will get an understanding of what skillsets to build in order to extend Microsoft Dynamics CRM and how to start creating and managing code.

Speakers
avatar for Brandon Kelly (Microsoft)

Brandon Kelly (Microsoft)

Premier Field Engineer, Microsoft


Tuesday October 22, 2013 10:00am - 11:00am
MW-Salon I
  • CPE Eligible No
  • Level Beginner

10:00am

Microsoft Dynamics CRMUG Conduit: Content Management
See, evaluate, and provide your input on prototype ideas for Content Management for salespeople. 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 20 people per session.


Tuesday October 22, 2013 10:00am - 11:00am
MW-13
  • CPE Eligible No
  • Intended Audience Sales Professionals, Sales Managers, and Business Decision Makers
  • Level All

10:00am

The Web Client UX Enhancements and BPM with Microsoft Dynamics CRM 2013
Come learn about the robust Dynamics CRM 2013 web client experience improvements and additional process management capabilities that were delivered in Dynamics CRM 2011. We will cover an overview of the new flattened UX with inline navigation, navigation model changes, supported browser matrix, new controls including the editable sub-grid, new form types - quick forms and quick create forms, entity conversion investments and the extensibility options for the new client. We will share as well enhancements to how you define business processes across any entity rather than just the lead, opportunity and case processes available in Dynamics CRM 2011. And, we'll introduce you to Portable Business Logic (PBL), which allows you to define business logic for the entire Dynamics CRM application (including mobile clients).

Speakers
avatar for Wayne Higgins (Microsoft)

Wayne Higgins (Microsoft)

UX Designer, Microsoft
PG

Prashanth GanapathyRaj

Program Manager II, Microsoft


Tuesday October 22, 2013 10:00am - 11:00am
MW-Salon G
  • CPE Eligible Yes
  • Level Intermediate

10:00am

Business User Empowered: Getting to Know Advanced Find
So you've been tracking your activities, your opportunity data, your leads and so forth. Are you curious to what you can do with the data you are required to capture? Have you had a query you just can't crack? Advanced Find is all about understanding the basics. This demo-enabled session will give you the fundamentals to becoming a pro at advanced find queries.

Speakers
avatar for Melissa Erickson

Melissa Erickson

Director of Member Systems, Dynamic Communities, Inc.
I'm passionate about CRM and helping users understand it better!


Tuesday October 22, 2013 10:00am - 11:00pm
MW-Salon C
  • CPE Eligible Yes
  • Level Beginner

11:15am

CRM Gamification: The New Paradigm for Achieving End User Engagement Painlessly
Join this session to learn how to leverage your Dynamics CRM investments, and how to get users truly engaged - delivering better data quality, helping them to focus on their goals, and achieving better business results while having fun. Join an industry expert and CRM MVP in this exciting session.

Speakers
avatar for Pablo Peralta (CRM MVP)

Pablo Peralta (CRM MVP)

Product Manager, CRMGamified
Making CRM users adoption funny through gamification!


Tuesday October 22, 2013 11:15am - 12:15pm
MW-Salon B
  • CPE Eligible No
  • Level All

11:15am

Managing Microsoft Dynamics CRM & Office 365 Environments
CRM Online is easy to start up so it must be easy to administer, right? Not necessarily so. We'll walk through the most important responsibilities of an administrator, and we'll share best practices and tips when performing these tasks. The Office 365 environment adds even more responsibilities so we'll discuss User creation, multi-instance/Dev instance management, monitoring and reducing storage, how the Office 365 Administrator Portal can help you, preparing for updates, and more.


Tuesday October 22, 2013 11:15am - 12:15pm
MW-Salon H
  • CPE Eligible Yes
  • Level Intermediate

11:15am

Mobility Options in Microsoft Dynamics CRM 2013
Learn how Dynamics CRM is evolving to support the expectations of mobile users around business applications: working anywhere, anytime and on any device. We’ll detail and demonstrate the mobile investments Microsoft is making with the Mobile Client Application (MoCA) which will be delivered as part of the CRM 2013 release and run on both Windows 8 and iPad. We’ll cover the configuration, personalization and extensibility options for MoCA in detail, so you can get ready to equip your mobile team.

Speakers
BS

Beth Steinke

Program Manager, Microsoft
I am a member of the CRM R&D team, working specifically on mobility.


Tuesday October 22, 2013 11:15am - 12:15pm
MW-Salon D
  • CPE Eligible No
  • Level Intermediate

11:15am

Techie Talk: Upgrading Complex Systems
Techie Talk is a targeted roundtable discussion with a small panel of experts to help steer the conversation around topics of interest to those in a technical and/or developer role with Dynamics CRM. This topic focuses on all the unique customizations and development you've built into your existing CRM system. How do you handle that in an upgrade scenario? Let's share in our best practices.

Speakers
AF

Alex Fagundes

PowerObjects
avatar for Jerry Weinstock

Jerry Weinstock

CRM MVP, Business Technology Strategist, CRM Innovation
Talk to me about: CRM and Waterskiing. I have been working with CRM since V1.2 in the Spring of 2003. At CRM Innovation I am responsible for working with clients to help them implement CRM the way their business works. Also, I manage our CRM Solutions for Event Management and Advanced Internet Lead Capture. I am a 5th year Microsoft MVP (Most Valuable Professional). CRMUG Board of Director's member 2014-2015


Tuesday October 22, 2013 11:15am - 12:15pm
MW-Salon I
  • CPE Eligible No
  • Level Advanced

11:15am

Microsoft Dynamics CRMUG Conduit:  Sales Performance Management
See, evaluate, and provide your input on prototype ideas for Sales Performance Management for salespeople. 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 20 people per session.

Speakers
PG

Prashanth GanapathyRaj

Program Manager II, Microsoft
ML

Mary LaLomia

Microsoft


Tuesday October 22, 2013 11:15am - 12:15pm
MW-13
  • CPE Eligible No
  • Intended Audience Sales Professionals, Sales Managers, and Business Decision Makers
  • Level All

11:15am

2-4-1: CRM Application & SQL Server Maintenance and Optimization
Last call for all techies - we're going to dive into test environments, live environments, monitoring optimization, transaction logs, email routing, services running, ISS reset, restoring, etc… all dealing with both SQL Server & CRM Application Server in Dynamics CRM.

Speakers
avatar for Aaron Richards (Microsoft)

Aaron Richards (Microsoft)

Sr. Support Engineer, Microsoft
GG

Grant Geiszler (Microsoft)

Support Escalation Engineer, Microsoft


Tuesday October 22, 2013 11:15am - 12:15pm
=$J$110
  • CPE Eligible Yes
  • Level Intermediate

11:15am

Complete Solutions with Microsoft Dynamics CRM, Yammer and Netbreeze
One of the most frequently asked questions by organizations is how best to use the social media opportunity to improve their sales, service and marketing capabilities. Come to this session to learn about Yammer and Netbreeze, their architecture, and capabilities. We’ll also dive into the specifics of the integration with Dynamics CRM and the specifics of how to set it up and key business scenarios that can be met with a combined Dynamics CRM, Yammer, and the Netbreeze solution.

Speakers
avatar for Reuben Krippner (Microsoft)

Reuben Krippner (Microsoft)

Principal Program Manager - Social CRM, Microsoft
Reuben is a Principal Program Manager on the Microsoft Dynamics CRM team in Redmond. He leads the work on defining and designing the social CRM capabilities for the Dynamics CRM product. Reuben joined Microsoft in 2004 and has worked with Microsoft Dynamics CRM since the 1.2 release. He has over 12 years’ experience in CRM software across various roles including consulting, technical pre-sales, partner channel enablement... Read More →


Tuesday October 22, 2013 11:15am - 12:15pm
MW-Salon G
  • CPE Eligible Yes
  • Level Intermediate

11:15am

User Adoption: Data Integrity
This user adoption panel may be geared to more of the system administrators and I.T. professionals in house, but it focuses around the best practices and standards to leverage for keeping your data clean, accurate, up to date, and what role data should have in your organization. Join this user adoption roundtable session and share in the discussion.

Speakers
avatar for Shelley Meiners (Tribridge)

Shelley Meiners (Tribridge)

Senior Consultant, Tribridge
Love CRM,Roller Speed Skating,Traveling and spending time with Friends and Family!
avatar for Rhoda Bernstein

Rhoda Bernstein

Director AllianceNetwork, Dun & Bradstreet
All things data...


Tuesday October 22, 2013 11:15am - 12:15pm
MW-Salon A
  • CPE Eligible No
  • Level All

12:15pm

Networking Lunch (CRMUG)
Join fellow CRM users during the "Networking Lunches" held at the Marriot Tampa Waterside to dive into special interest group topics around industry, role, or specialty topic as CRMUG staff will be placing table top banners to indicate the discussion of choice during your lunch.

Tuesday October 22, 2013 12:15pm - 1:15pm
MW-Salons E&F
  • CPE Eligible No
  • Level All

1:30pm

CRM 2013 is on Target with Marketing Pilot & Netbreeze
Fresh out of the quiver and now slung, Netbreeze and Marketing Pilot have now hit their Dynamics CRM target. Join this session to share in the functional details of what Marketing Pilot and Netbreeze can do for your organization as a Marketing or Power user of Dynamics CRM.


Tuesday October 22, 2013 1:30pm - 2:30pm
MW-Salon B
  • CPE Eligible No
  • Level Beginner

1:30pm

CRM Confession: Complex Order Capture and Processing in the Field with CRM 2011
Please join us to hear the tips, techniques, and traps in using Dynamics CRM 2011 and partner solutions to create a full, end-to-end, order processing solution for our Heating and Cooling in-home sales teams. See how we, Reliance Comfort LP, used CRM to dispatch sales people, capture site details like measurements and pictures, create a fully configured order and present to customer for in-home signing, all integrated into our back end systems.


Tuesday October 22, 2013 1:30pm - 2:30pm
MW-Salon C
  • CPE Eligible No
  • Level Intermediate

1:30pm

Managing your Prospects to 'Closed Won' in Dynamics CRM
So you're acclimating yourself to Dynamics CRM, and you know one of the most powerful features is the support for your sales cycle. Make sure you understand the fundamentals of how CRM helps in taking your customers through the lifecycle of prospect >> qualified lead >> opportunity >> customer >> repeat customer. This session will share tips and tricks within Dynamics CRM, and an interactive discussion to ensure you're positioned to leverage this powerful process support in your Dynamics CRM deployment.

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.


Tuesday October 22, 2013 1:30pm - 2:30pm
MW-Salon A
  • CPE Eligible No
  • Level Beginner

1:30pm

CRM Governance & Your Role as the Quarterback
Are you facing a 2nd and long? CRM Governance is essential in moving your team down the field. This session will encourage a proper CRM offensive game-plan in governing your CRM Project and making it successful. This session will also dive into master data management and R.A.C.I (Responsible, Accountable, Consulted, and Informed) philosophies in how to best administer effective CRM governance.


Tuesday October 22, 2013 1:30pm - 2:30pm
MW-Salon D
  • CPE Eligible Yes
  • Level Intermediate

1:30pm

CRM Magic with Data Migration & Integration
Dive into the best practices and techniques that can be used for CRM migration & integration. These techniques include, leveraging the Data Import Wizard, ETL, Service Bus or BizTalk as Middleware and even elements of the SDK. There are many possibilities to this magic so join us to walk away feeling masterful with your data capabilities.

Speakers
avatar for Daniel Cai

Daniel Cai

Principal Developer, KingswaySoft Inc.
Daniel Cai is a software developer with great passion in making things work. Daniel has been working with CRM since v4.0, and he has been awarded as a Microsoft Dynamics CRM MVP for the consecutive past 5 years.


Tuesday October 22, 2013 1:30pm - 2:30pm
MW-Salon H
  • CPE Eligible No
  • Level Intermediate

1:30pm

The Admin's Guide to Rollups and Rollouts
If you've been a little fuzzy on rollups and rollouts, how to get up to speed on them, and how to handle them in your organization, make sure you attend this session. We'll cover the differences between a Release and a Roll-up and where to find information on each. Find out the differences in rollout and rollup strategies between Dynamics CRM Online, on-premise, and partner- hosted environments. From planning, to people, the tools, and variables, we'll discuss what we all need to know to rollup and rollout accordingly in our Dynamics CRM Environment!

Speakers
AF

Alex Fagundes

PowerObjects


Tuesday October 22, 2013 1:30pm - 2:30pm
MW-Salon G
  • CPE Eligible Yes
  • Level Intermediate

1:30pm

Techie Talk: Change Management & Application Lifecycle Management
Techie Talk is a targeted roundtable discussion with a small panel of experts to help steer the conversation around topic of interest to those in a technical and/or developer role with Dynamics CRM. This topic focuses on development involving Change Management across CRM development projects. NOTE: this session will be the precursor to those of you interested in the demo/how2 sessions of ALM Automation and Solution Management later in the conference.

Speakers
avatar for Jim Steger

Jim Steger

Partner, Sonoma Partners
I have been part of the CRM community since Dynamics CRM 1.0 Beta in 2002. I am most passionate about improving CRM usability and adoption, specifically through targeted and immersive user interfaces and mobile applications.


Tuesday October 22, 2013 1:30pm - 2:30pm
MW-Salon J
  • CPE Eligible No
  • Level Intermediate

1:30pm

Microsoft Dynamics CRMUG Conduit: Native Applications on Tablets for Salespeople
See and evaluate native applications on tablets for salespeople. 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 20 people per session.  

Speakers
ML

Mary LaLomia

Microsoft
BS

Beth Steinke

Program Manager, Microsoft
I am a member of the CRM R&D team, working specifically on mobility.


Tuesday October 22, 2013 1:30pm - 2:30pm
MW-13
  • CPE Eligible No
  • Intended Audience Sales Professionals, Sales Managers, and Business Decision Makers
  • Level All

1:30pm

T.I.P. the CRM Outlook Client in Your Favor
This technical session dives into the Outlook client details, as Troubleshooting, Installation, and Performance of the Outlook client will be shared. We'll discuss process isolation techniques and their benefits, and other Outlook client troubleshooting tips. Additionally, the latest code releases coming for CRM 2011 and via CRM 2013 give way to new updates that will benefit everyone, including the new exchange sync feature.

Speakers
avatar for Aaron Richards (Microsoft)

Aaron Richards (Microsoft)

Sr. Support Engineer, Microsoft
GG

Grant Geiszler (Microsoft)

Support Escalation Engineer, Microsoft


Tuesday October 22, 2013 1:30pm - 2:30pm
MW-Salon I
  • CPE Eligible Yes
  • Level Intermediate

2:45pm

50 Tips in 50 Minutes
An encore of 2012’s most popular session, this fast-paced presentation delivers 50 tips for Microsoft CRM that you can take back and implement. With topics like social CRM, mobility, extending CRM, user adoption, Office integration and collaboration you will walk away with a bag full of tricks that are guaranteed to make you more productive and your CRM sing. The Tips and Tricks are straight from our team of experienced CRM professionals and the award-winning Customer Effective Blog.


Tuesday October 22, 2013 2:45pm - 3:45pm
MW-Salon B
  • CPE Eligible No
  • Level Beginner

2:45pm

Drive the Bottom Line: Empowering Business Users with Direct Access to Customer Data Integration
Customer data in CRM plays a crucial role in driving the bottom line – business users today need access to their data at all times, in all places. With Gartner predicting that CMOs will soon control more of the IT budget than CIOs, and Scribe’s annual State of Data Integration study finding that 49% of the enterprise budget for new system investments already resides with line of business users, the shift towards empowering the LOB is well underway. Join this session for a deep understanding of the business struggles, how to empower the business user and how actual customers succeed.


Tuesday October 22, 2013 2:45pm - 3:45pm
MW-Salon H
  • CPE Eligible No
  • Level Beginner

2:45pm

Dynamics CRM Data Quality Diagnosis: Drive Improved Business Results with High Quality Data
We all know good business decisions rely on high quality customer data. But many data problems arise at the earliest data entry points, when your business, customer service and sales teams are adding data to your CRM system. In this age of deeper analytics and more informed clients and prospects, you have to capitalize on every possible edge to win or retain clients. We at Trillium Software believe that improved customer data gives you that edge over the competition in order to completely understand the needs and desires of your customers. But without the best possible data, you risk higher campaign costs and results that are less-than-optimal. And, this could lead to customer retention or satisfaction problems. Learn about ways Trillium Software can help improve your customer data before and after it reaches Dynamics CRM (on-premise or in Azure Cloud) for more accurate and fit-for-purpose customer insight.

Speakers
avatar for Steven Shissler

Steven Shissler

Director of Alliances Sales Engineering, Trillium Software
I love sports, computers and traveling, but most of all enjoy time with the family.


Tuesday October 22, 2013 2:45pm - 3:45pm
MW-12
  • CPE Eligible No
  • Level Beginner

2:45pm

Heating Up the Lead-to-Close Process
In today’s ever-changing marketplace, old school approaches to managing sales opportunities can leave customers cold. In this session, we explore the A to Z of transforming prospects into loyal customers, leveraging the power of Dynamics CRM in combination with Xpertdoc’s fully integrated, automated document output solution. Learn how you can expedite and enrich every aspect of your lead-to-close process, building automated, tailored documents that can include options for sign-off using integrated e-signature technologies. Discover how to deliver a timely and exceptional customer experience that nurtures loyalty and drives business value … the new-fashioned way.


Tuesday October 22, 2013 2:45pm - 3:45pm
MW-13
  • CPE Eligible No
  • Level Beginner

2:45pm

Leveraging a Customer/Dealer Portal for On-Demand Quotes and Orders
Learn how you can improve your sales staff’s productivity through the deployment of a customer or dealer portal. Sales reps can shift their focus to more strategic activities such as cultivating new business while quotes and orders are being generated by your customers or dealers over a web based CRM portal. Experlogix extends Microsoft Dynamics into a sophisticated product configuration system by expertly guiding users through every aspect of even the most complex Dynamics CRM, AX, GP, or NAV Quote or Order.

Speakers
JH

Jeff Holway

Experlogix


Tuesday October 22, 2013 2:45pm - 3:45pm
MW-Salon C
  • CPE Eligible No
  • Level Beginner

2:45pm

Microsoft Dynamics CRM for Manufacturers
Manufacturers of complex products and services face many challenges that traditional CRM and ERP solutions don’t address. In this session we will discuss how to connect the front-office sales activities with the back-office systems such as ERP and CAD in order to streamline sales and downstream processes. We will also discuss how to gain visibility into distributor channels and empower channel reps to sell even the most complex products and services. This session includes a case study discussion from an industrial manufacturer successfully leveraging the Microsoft Dynamics CRM based platform to sell complex products through extended channels.


Tuesday October 22, 2013 2:45pm - 3:45pm
MW-Salon A
  • CPE Eligible No
  • Level Beginner

2:45pm

Successful Deployments of Electronic Signatures
In today’s tech-savvy world, more and more companies are migrating towards online or e-commerce. Part of this growing trend is the ability to accept electronic signatures, which speed up the document process and save users time and money. AssureSign Electronic Signatures integrate with Microsoft Dynamics CRM to enhance business processes across all industries by enabling companies to generate documents and send out for signature with just one click, without ever leaving their CRM application, resulting in shorter revenue cycles and a greatly accelerated authorization process. Learn how AssureSign customers use straight-through processing to manage the signing process from within Microsoft Dynamics CRM!


Tuesday October 22, 2013 2:45pm - 3:45pm
MW-Salon J
  • CPE Eligible No
  • Level Beginner

2:45pm

The Power of Marketing Automation—From Idea to Execution
Implementing marketing automation can lead to tremendous results. And while most marketers now understand its potential benefits, not nearly enough have implemented the necessary technology and too many of those who have are only scratching the surface of its abilities.

In this session Rhett Thompson, co-founder of CoreMotives, a Silverpop company, and Scott Sewell, Technical Specialist and Microsoft MVP with Customer Effective will highlight the tremendous success that joint customers have experienced using Silverpop’s marketing automation solutions: Engage and CoreMotives.


Tuesday October 22, 2013 2:45pm - 3:45pm
MW-Salon I
  • CPE Eligible No
  • Level Beginner

2:45pm

UWGE - Users Want a Great Experience
The native experience of Dynamics CRM has come a long way since its early days, but still has a steep learning curve compared to what users get from modern mobile apps and websites. Join Jacob Cynamon-Murphy, technical specialist at Sonoma Partners, as he shares 4 robust user experiences built on top of Dynamics CRM and 4 quick, code-free tweaks you can do today to improve your users’ experiences.

Speakers
avatar for Jacob Cynamon-Murphy

Jacob Cynamon-Murphy

Technical Specialist, Sonoma Partners
Jacob has been involved with CRM for almost a decade in every capacity – consultant, developer, end-user, and seller. Currently at Sonoma Partners, he has had the opportunity to work on CRM projects for some prestigious clients, including ExactTarget and Microsoft. | | Jacob loves giving back to the community and is active as a speaker and lead in regional chapters and a board member of the national CRMUG. He has a passion for mobility and... Read More →


Tuesday October 22, 2013 2:45pm - 3:45pm
MW-Salon D
  • CPE Eligible No
  • Level Beginner

2:45pm

What Marketing and Sales Enablement Pros Really Care About in a CRM
Sales and marketing professionals all want to know how a CRM affects the bottom line and enables the sales team to be more successful. It's true that a CRM can make you more competitive and grow your business, but only if the data is clean and current. The more sales teams have access to good data, the more effective they are in their prospecting and throughout the customer engagement. The more targeted the prospects and time spent on revenue-generating activities, the more competitive an organization will be. Don't limp along using your CRM as just a funnel micro-management tool. Instead, empower your CRM to become a sales enablement engine! Rebecca Rosen will discuss some of the essential features for CRM, and how she transformed one company's CRM from a stale, universally hated application to a fresh, agile and effective engine by using D&B360 in Microsoft Dynamics.


Tuesday October 22, 2013 2:45pm - 3:45pm
MW-Salon G
  • CPE Eligible No
  • Level Beginner

4:15pm

CRM Confession: CRM for Manufacturing - Beyond Sales Force Automation
In today's manufacturing environment, change seems to be the only constant.  You really can transform your CRM data into intelligent action - remain proactive and agile to bridge the gap for competitive insights in business intelligence and sales analytics. Clarissa Simpson with NPI will share how they've leveraged their CRM data to become a core differentiator, empowering their organization with critical information for strategic decision-making, operational efficiency and harmonized business performance.


Tuesday October 22, 2013 4:15pm - 5:15pm
MW-Salon C
  • CPE Eligible No
  • Level All

4:15pm

CRM Reporting 101: Analytics Out of the Box for the Business User
Start to think of Microsoft Dynamics CRM as the #1 place to get business critical analysis of your team performance and progress. Learn how to query, analyze, and report on your CRM data with the report wizard and elsewhere, and you'll motivate the team and impress your boss. Find out all the places where charts can be displayed in Microsoft Dynamics CRM and how to make the data relevant to what you are currently looking at.

Speakers
avatar for Shelley Meiners (Tribridge)

Shelley Meiners (Tribridge)

Senior Consultant, Tribridge
Love CRM,Roller Speed Skating,Traveling and spending time with Friends and Family!


Tuesday October 22, 2013 4:15pm - 5:15pm
MW-Salon A
  • CPE Eligible Yes
  • Level Beginner

4:15pm

ADFS and Single Sign-On for Dynamics CRM
Learn the ins and outs of implementing ADFS / Claims-based authentication. Additionally, this session will dive into CRM Online user provisioning and identity federation. Be ready for an administrative-packed hour as a CRM MVP dives into lessons learned with these capabilities in Dynamics CRM.


Tuesday October 22, 2013 4:15pm - 5:15pm
MW-Salon H
  • CPE Eligible Yes
  • Level Intermediate

4:15pm

Back to the Drawing Board - Translating Existing Business Processes into High-Value Workflows
You have the opportunity to create high-value automated processes by recognizing the trends, habits and patterns of your organization. This session will go through actual case studies, tools, and resources that are helpful in starting and expanding the implementation of workflows in your organization.

Speakers
avatar for Britta Scampton

Britta Scampton

Systems Design Engineer, BGM TruNorth Wealth Partners


Tuesday October 22, 2013 4:15pm - 5:15pm
MW-Salon D
  • CPE Eligible No
  • Level Beginner

4:15pm

Implementing & Administering Social CRM in Your Deployment
There is all this "Social" goodness that now exists with Dynamics CRM, including Yammer and Skype. Join this session to figure out how you, as a CRM Administrator or Project Manager, can champion these exciting capabilities for your business.


Tuesday October 22, 2013 4:15pm - 5:15pm
MW-Salon G
  • CPE Eligible No
  • Level Intermediate

4:15pm

ALM Automation & Development in Microsoft Dynamics CRM
Application Lifecycle Management involves how you author, package, and maintain the software that you build that extends CRM 2011. This session showcases automation processes for ALM or CRM Development in your environment.


Tuesday October 22, 2013 4:15pm - 5:15pm
MW-Salon J
  • CPE Eligible Yes
  • Level Intermediate

4:15pm

Microsoft Dynamics CRMUG Conduit: Case Management Enhancements - Entitlements and SLAs
Evaluate and provide feedback on case management enhancements, including entitlements and service level agreements (SLAs) for customer care. 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 20 people per session.  


Tuesday October 22, 2013 4:15pm - 5:15pm
MW-13
  • CPE Eligible No
  • Intended Audience Support/Customer Care Professionals and Business Decision Makers
  • Level All

4:15pm

Techie Talk: Performance & Optimization Panel
Techie Talk is a targeted roundtable discussion with a small panel of experts to help steer the conversation around topics of interest to those in a technical and/or developer role with Dynamics CRM. This topic focuses on all things around Performance and Optimization of your CRM environment.

Speakers
avatar for Mitch Milam

Mitch Milam

Head Coach, xRM Coaches
Mitch Milam is a speaker, author, and developer who has been in the computer industry for over 27 years. Mitch has been working with Microsoft Dynamics CRM since 2005 and has been awarded the Most Valuable Professional (MVP) title by Microsoft nine times. Today, he focuses mostly on xRM development, architecture, and training.
avatar for Matt Witteman

Matt Witteman

Chief Customer Officer, ClickDimensions
Mr. Wittemann is an eight-time recipient of the Microsoft Most Valuable Professional (MVP) award for Dynamics CRM and the author of the Microsoft Dynamics CRM 2011 Administration Bible (Wiley, 2011). As a Summa Cum Laude graduate of the University of North Carolina (Charlotte), Mr. Wittemann began his career as a web technologist with a focus on digital marketing and corporate communications. He has been working with Microsoft CRM since 2003 as a... Read More →


Tuesday October 22, 2013 4:15pm - 5:15pm
MW-Salon I
  • CPE Eligible No
  • Level All

4:15pm

User Adoption: Leveraging Service in CRM
Once your service team understands how Dynamics CRM can make their day easier, they'll be knocking down your door for it. This roundtable discussion will feature tips, tricks and great discussion for customer service professionals. We'll focus on your experiences with case management, contact center, queues, document management, and all-around customer service excellence within your CRM environment.


Tuesday October 22, 2013 4:15pm - 5:15pm
MW-Salon B
  • CPE Eligible No
  • Level All

5:00pm

Expo Welcome Reception
Welcome to Tampa! Let's kick things off with a reception and networking opportunity in the Expo Hall. Enjoy light fare and refreshments while you visit with fellow attendees and our great sponsors and exhibitors.

Tuesday October 22, 2013 5:00pm - 8:00pm
CC-West Hall
  • CPE Eligible No
  • Level All
 
Wednesday, October 23
 

7:00am

Breakfast: Your Daily Kick-Start
Wednesday October 23, 2013 7:00am - 8:00am
CC-Ballroom A-D

8:00am

Opening General Session with Keynote Tony Dungy
Falling in line with this year's CRMUG Summit theme, this session is sure to inspire you - to elevate you - to reach new heights! We're pleased to welcome Tony Dungy - former Super Bowl-winning NFL Head Coach and New York Times best-selling author - as our keynote speaker. Coach Dungy's leadership philosophy of quiet strength, respect, and solidarity helped elevate the teams he coached to the pinnacle of success, time and time again. Be inspired as you listen to Coach Dungy share his views on the importance of goals, integrity, discipline and overcoming adversity, and walk away with ideas for putting these principles to work in your personal and professional life.

Wednesday October 23, 2013 8:00am - 9:30am
CC-Ballroom A-D
  • CPE Eligible No
  • Level All

10:00am

CRM Confession: Adapting Microsoft Dynamics CRM for Higher Education
Using Microsoft CRM, Winona State University has created a consolidated view of student information and toolset to store information not provided for in the University's central student information system. This session will cover the custom entities, special forms, data integrations, and web sites integrations used to transform CRM into a central repository of student information and communications tool for reaching out to students. See how Winona State uses the Case feature to track student interactions, reaches out to students with campaigns, and has transformed the Knowledgebase in CRM into a web-based self-service tool for prospects, students, parents, and members of the general public seeking answers to common questions.

Speakers
SG

Scott Guthrie

Winona State University


Wednesday October 23, 2013 10:00am - 11:00am
MW-Salon C
  • CPE Eligible No
  • Level All

10:00am

What Can I Do With Social CRM?
You've been hearing the rhetoric and industry buzz around "Social" and now "Social CRM". But what does that really mean, and how do you apply it in your own Dynamics CRM environment and as part of your overall business strategy? Join this session to learn tips and tricks for how all users of Dynamics CRM can embrace and use Dynamics CRM in a social & overall marketing context.


Wednesday October 23, 2013 10:00am - 11:00am
MW-Salon A
  • CPE Eligible No
  • Level Beginner

10:00am

Ask the MVPs - System Administrative Edition
The Microsoft Dynamics MVP Program recognizes the best and brightest CRM professionals with the Microsoft Most Valuable Professional (MVP) Award.  Join this session to receive great responses to your questions direct from experts on CRM administration.


Wednesday October 23, 2013 10:00am - 11:00am
MW-Salon H
  • CPE Eligible No
  • Level All

10:00am

Managing Your CRM Online Resources
Join this roundtable discussion for CRM Administrators to share best practices around keeping your CRM Online environment stable and secure. We'll cover data cleanliness, security, retention policies, and even working with Microsoft's Data Center folks. This interactive roundtable will give you better perspective and approach to administering your Dynamics CRM Online environment.


Wednesday October 23, 2013 10:00am - 11:00am
MW-Salon G
  • CPE Eligible No
  • Level Beginner

10:00am

Mobility Options in Dynamics CRM 2013 (REPEAT)
This is session is being repeated due to standing room only attendance from Tuesday's, 10 am session at CRMUG Summit 2013.  Join Program Manager, Beth Steinke from Microsoft to discussion Mobility options happening with the upcoming and fall release of Dynamics CRM 2013. 

Speakers
BS

Beth Steinke

Program Manager, Microsoft
I am a member of the CRM R&D team, working specifically on mobility.


Wednesday October 23, 2013 10:00am - 11:00am
MW-12
  • CPE Eligible No
  • Level Intermediate

10:00am

Extending CRM: Leveraging Workflows for Developers
This How2 session will showcase some of the best tips and tricks used while leveraging custom workflow activities within your CRM environment. We’ll also have a quick review of the new Synchronous Workflow Capability of CRM 2013 and how it will affect your development environment. 

Speakers
avatar for Mitch Milam

Mitch Milam

Head Coach, xRM Coaches
Mitch Milam is a speaker, author, and developer who has been in the computer industry for over 27 years. Mitch has been working with Microsoft Dynamics CRM since 2005 and has been awarded the Most Valuable Professional (MVP) title by Microsoft nine times. Today, he focuses mostly on xRM development, architecture, and training.


Wednesday October 23, 2013 10:00am - 11:00am
MW-Salon J
  • CPE Eligible Yes
  • Level Intermediate

10:00am

Microsoft Dynamics CRMUG Conduit: Improvements on end-to-end Online Service Experience
Evaluate and provide feedback on prototype ideas for improving the online service experience. The session will cover advanced options, adding and managing instances. 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 20 people per session.  


Wednesday October 23, 2013 10:00am - 11:00am
MW-13
  • CPE Eligible No
  • Intended Audience Online administrators, IT Managers, Purchase BDMs
  • Level All

10:00am

CRM Reporting 301: Going Deep with SSRS Report Writer
Reporting is no doubt crucial to your business. Building, maintaining, and understanding the performance of SQL and CRM report capabilities is therefore a must have. Join this technical session to dive into tips and tricks and best ways to optimize your SSRS Report Writer experience.

Speakers
avatar for Joel Lindstrom (CRM MVP)

Joel Lindstrom (CRM MVP)

Solution Architect, Customer Effective


Wednesday October 23, 2013 10:00am - 11:00am
MW-Salon I
  • CPE Eligible Yes
  • Level Intermediate

10:00am

Using the Dynamics Connector v3.0 for Microsoft Dynamics CRM
Providing a 360 degree view of the customer is the heartbeat of a successful CRM implementation. This session will explore best practices for getting that all-important data into - and out of - CRM. Additionally we'll showcase the latest "Dynamics Connector", which will enhance your integration success.

Speakers
avatar for Chris Hetzler

Chris Hetzler

Senior Program Manager, Microsoft
Connector for Microsoft Dynamics


Wednesday October 23, 2013 10:00am - 11:00am
MW-Salon D
  • CPE Eligible Yes
  • Level Intermediate

10:00am

User Adoption: Enterprise CRM Deployments
Join this Enterprise customer panel, as our panel of experts discuss best practices to get various departments and users across multiple geographies on the same page when using Dynamics CRM. This roundtable discussion is for global, large-scale, or multi-location CRM environments.

Speakers
avatar for Andreas Kraemer

Andreas Kraemer

CRM Business Owner, Wells Fargo Capital Finance
- Chairman of the CRMUG Board of Advisors. | - CRM User Group Regional Chapter Leader in San Francisco / Bay Area and West Los Angeles. | - Member of Microsoft Convergence Customer Advisory Board. | - Hands-on w/ Microsoft Dynamics CRM since version 3.0 | - Passionate about User Adoption, Dashboards, Process Improvement and Efficiencies created through Dynamics CRM | - Business and Product Owner CRM for AARP (Washington, DC) from... Read More →
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
RM

 Rick McCutcheon

President, Full Contact Selling
Dynamics CRM MVP that specializes in Sales Force Automation, Gamification and CRM User Adoption.


Wednesday October 23, 2013 10:00am - 11:00am
MW-Salon B
  • CPE Eligible No
  • Level All

11:15am

10 Ideas for Using MSCRM and Marketing Automation to Drive Revenue
Join ClickDimensions for a deep dive of how the company uses Microsoft CRM plus the ClickDimensions Marketing Automation suite to generate and manage leads that turn into revenue. This presentation will provide real examples of how ClickDimensions uses email marketing, web forms and surveys, nurture programs, content marketing, social marketing, pay per click advertising, re-targeting, search engine optimization, CRM dashboard, workflow and more. This presentation is not a product demo but, rather, a series of real examples and ideas that will energize you to take your sales and marketing efforts to the next level.

Speakers
avatar for Brad Burks

Brad Burks

VP of Sales, ClickDimensions


Wednesday October 23, 2013 11:15am - 12:15pm
MW-Salon H
  • CPE Eligible No
  • Level Beginner

11:15am

Are You Easy to Buy From? Using Microsoft Dynamics CRM to Support Channel Sales in Manufacturing
Did you know that 80% of a channel rep’s business goes to the manufacturer who is easiest to buy from? This session includes an in-depth view on how to use Microsoft Dynamics CRM to sell your products and services through extended channels. Gain visibility and extend expert knowledge to increase the effectiveness of your channel distributors and reps.


Wednesday October 23, 2013 11:15am - 12:15pm
MW-Salon A
  • CPE Eligible No
  • Level Beginner

11:15am

Build Engaged Customer Communities Using Dynamics CRM & Adxstudio Portals
Your customers are connected online and desire deeper engagement with their peers, the products and services they actively use, and the brands that support them. Engaged customers represent substantial lifetime value and are far more loyal and likely to advocate through word-of mouth and social channels. Join Adxstudio for a series of demonstrations and case study reveals as they share the secret of how a community-focused web portal built on Microsoft Dynamics® CRM can become an immersive, social engagement platform to interact with your customer audience, capturing their attention, deepening their understanding and ultimately advocating for and propelling your brand agenda.

Speakers
avatar for Shan McArthur

Shan McArthur

CEO / CTO, Adxstudio, Inc.
Portal solutions for Dynamics CRM are my specialty. As we are an ISV that has invested significantly in CRM solution management, I also am quite familiar with ALM topics as well.


Wednesday October 23, 2013 11:15am - 12:15pm
MW-Salon G
  • CPE Eligible No
  • Level Beginner

11:15am

Business Intelligence – Why Now is Not the Time to Build It
You wouldn’t consider the risk of building your own Customer Relationship Management system when you can purchase a solution like Microsoft Dynamics CRM – so why take on the risk and expense of building your Business Intelligence solution?

With so many BI options in the marketplace –companies are moving towards purchasing BI. However, choosing the right BI solution can be overwhelming in a landscape of vendors that provide solutions that don’t deliver or only go part of the way.

Learn why more and more organizations with revenues of 5 Million to 5 Billion are choosing ZAP’s pre-packaged BI to provide them with the visibility and transparency they require to enhance their CRM investments.


Wednesday October 23, 2013 11:15am - 12:15pm
MW-12
  • CPE Eligible No
  • Level Beginner

11:15am

Fastpath Gives You Insights on your CRM Data that Would Make the NSA Jealous
Are you looking for more information than the native Dynamics CRM Audit Trail tool can give you? Do you want to know who has viewed CRM records? Do you want to know which users made which changes to your CRM data (not just that changes were made)? Join Fastpath for this partner showcase where we’ll show you the reporting capabilities of our latest tool.


Wednesday October 23, 2013 11:15am - 12:15pm
MW-Salon J
  • CPE Eligible No
  • Level Beginner

11:15am

Making CRM Sexy Again: Rekindle CRM Adoption and Enhance Revenue Performance with InsideView CRM Intelligence™
Make your CRM irresistible. Discover how CRM Intelligence™, including social insights, makes CRM so enticing your marketing, sales, and account management teams won’t be able to keep their hands off. Generating more hot opportunities. Converting more opportunities to fast wins. Deepening account relationships. And making CRM the sexiest revenue producer in town.

Speakers
avatar for Heidi Tucker

Heidi Tucker

VP, Global Alliances, InsideView


Wednesday October 23, 2013 11:15am - 12:15pm
MW-13
  • CPE Eligible No
  • Level Beginner

11:15am

Manage Complex Quotes and Orders with a Product Configurator
Learn how a Product Configurator can dramatically improve quote and order accuracy in environments where product and/or service options can be unique to each customer. A Product Configurator not only ensures complex quotes and orders are generated correctly at the time of entry, but also ensures the delivery of the right products on the fulfillment side. Experlogix extends Microsoft Dynamics CRM and ERP into sophisticated pricing and product configuration systems by expertly guiding users through every aspect of a Dynamics CRM, AX, GP, or NAV, Quote or Order. It even works off-line and on mobile devices.

Speakers
JH

Jeff Holway

Experlogix


Wednesday October 23, 2013 11:15am - 12:15pm
MW-Salon C
  • CPE Eligible No
  • Level Beginner

11:15am

Mobilize your workforce—Resco Mobile CRM
Explore Resco Mobile CRM—one of the most advanced mobile solutions optimized for Microsoft Dynamics CRM. Find out how easy it is to use a fully featured mobile app on your device in a few moments. No need to configure any server—it is as simple as downloading any other app from the app stores. Interested in finding more about how to customize the app? Part of the session covers a customization tool Woodford that allows for adding custom/new entities, fields, redesigning the mobile views, forms, dashboard etc.

Speakers
avatar for Ivan Stano

Ivan Stano

COO, Resco


Wednesday October 23, 2013 11:15am - 12:15pm
MW-Salon D
  • CPE Eligible No
  • Level Beginner

11:15am

PSA for Microsoft Dynamics CRM 2013
Microsoft Dynamics CRM 2013 is a great tool to develop and manage relationships with your customers. Yet, there are much more possibilities to discover. On the solid Dynamics CRM platform Assistance Software has developed two extensive management solutions. Imagine being able to plan projects, keep track of time, expenses and resources, send invoices and manage Human Resources, all on a single, trusted platform. It’s possible with Assistance PSA and Assistance HRM. Find out how you can do more with Microsoft Dynamics CRM 2013 today and be more efficient tomorrow.


Wednesday October 23, 2013 11:15am - 12:15pm
MW-Salon I
  • CPE Eligible No
  • Level Beginner

11:15am

Uncovering Your CRM Mobility Options
There are numerous options for CRM mobility and understanding your choices can be intimidating and confusing. In this session we'll walk through the pros and cons of a range of options and help you make sense of them, from out-of-the box Microsoft CRM to third parties to custom mobile solutions. Attendees will also see first-hand how successful enterprises are using mobile solutions for customer relationship management. When the right mobile solution is aligned with the right CRM strategy, customers are served at a higher level, employees collaborate more effectively, and CRM system adoption is driven to new levels.



Wednesday October 23, 2013 11:15am - 12:15pm
MW-Salon B
  • CPE Eligible No
  • Level Beginner

12:00pm

Lunch and Expo
Use this opportunity to network with fellow attendees over lunch, and then visit the Expo to learn about the valuable solutions and services available from our sponsors and exhibitors.

Wednesday October 23, 2013 12:00pm - 2:00pm
CC-West Hall
  • CPE Eligible No
  • Level All

2:00pm

Expo Open (By Appointment Only)
These are bonus Expo Hall hours, available by appointment only. If you have specific exhibitors you'd like to meet with, please schedule an appointment during these hours to meet one-on-one with them in the Expo Hall. Note that some exhibitors may not be available, as breakout sessions are also happening at this time.

Wednesday October 23, 2013 2:00pm - 4:00pm
CC-West Hall
  • CPE Eligible No
  • Level All

2:15pm

CRM Confession: What CAN'T CRM do ?
See how Complete Innovations uses Dynamics CRM in the high-tech industry as much more than just a database to store information or an SFA tool to automate sales capacity. Learn how we optimized our business processes with CRM to extend beyond the firewall with innovative applications.

Speakers
avatar for Brad Freeman (Complete Innovations)

Brad Freeman (Complete Innovations)

CRM Owner, Complete Innovations


Wednesday October 23, 2013 2:15pm - 3:15pm
MW-Salon C
  • CPE Eligible No
  • Level All

2:15pm

Becoming a Proficient CRM Administrator: Manage, Maintain, and Extend CRM
Whether you are a dedicated CRM Admin or wear many hats in your organization, the responsibility of administering a CRM system can be daunting. So what can you do to take charge of your CRM system and get the most out of it for your organization, while making sure that you are keeping the system healthy and reliable? Join this session to dive into practical tips for anyone called CRM Administrator.

Speakers
avatar for Matt Witteman

Matt Witteman

Chief Customer Officer, ClickDimensions
Mr. Wittemann is an eight-time recipient of the Microsoft Most Valuable Professional (MVP) award for Dynamics CRM and the author of the Microsoft Dynamics CRM 2011 Administration Bible (Wiley, 2011). As a Summa Cum Laude graduate of the University of North Carolina (Charlotte), Mr. Wittemann began his career as a web technologist with a focus on digital marketing and corporate communications. He has been working with Microsoft CRM since 2003 as a... Read More →


Wednesday October 23, 2013 2:15pm - 3:15pm
MW-Salon G
  • CPE Eligible No
  • Level Beginner

2:15pm

CRM Security - 30 Tips and Tricks in 60 Minutes
A plethora of tips, tricks, and best practices for designing, managing, and setting User's Security Roles. We'll help you to understand the business implications of security roles, and learn how to include security role permissions in the design of your CRM system.

Speakers
avatar for Jerry Weinstock

Jerry Weinstock

CRM MVP, Business Technology Strategist, CRM Innovation
Talk to me about: CRM and Waterskiing. I have been working with CRM since V1.2 in the Spring of 2003. At CRM Innovation I am responsible for working with clients to help them implement CRM the way their business works. Also, I manage our CRM Solutions for Event Management and Advanced Internet Lead Capture. I am a 5th year Microsoft MVP (Most Valuable Professional). CRMUG Board of Director's member 2014-2015


Wednesday October 23, 2013 2:15pm - 3:15pm
MW-Salon D
  • CPE Eligible Yes
  • Level Intermediate

2:15pm

Don't Take a Performance Hit: Building a Reporting Database for CRM On-Premise and CRM Online
Everyone needs reports built against CRM data – but writing and running complex reports against your live transactional database can impact performance – and if you’re using Dynamics CRM Online, you don’t have direct access to the data for SQL reports or analytics. This practical introduction to building an off-line reporting database will get you off and running. We’ll look at some patterns and practices that take the mystery out of accomplishing this important task.

Speakers
avatar for Scott Sewell (CRM MVP)

Scott Sewell (CRM MVP)

CRM Solution Architect, Customer Effective


Wednesday October 23, 2013 2:15pm - 3:15pm
MW-Salon H
  • CPE Eligible Yes
  • Level Intermediate

2:15pm

The Microsoft Dynamics CRM 2011 Developer 'DevFest 2013'
We'll start with a list of topics and quick demonstrations ready to go and YOU (the audience) will pick which ones you want!. We will hit as many as we can in the time we have; you'll be able to choose from Quick Setup REST/JSON Javascript Setup, SOAP Calls from JavaScript Web Resources Made Easy, Advanced Debugging Techniques, HTML5 vs. Silverlight Web-Resource, Mapping Custom Fields From QuoteProduct to InvoiceProduct, etc. (EVEN IN CRM ONLINE), and much more!


Wednesday October 23, 2013 2:15pm - 3:15pm
MW-Salon J
  • CPE Eligible Yes
  • Level Advanced

2:15pm

Microsoft Dynamics CRMUG Conduit: Sales Performance Management (repeat)
See, evaluate, and provide your input on prototype ideas for Sales Performance Management for salespeople. 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 20 people per session.  

Speakers
PG

Prashanth GanapathyRaj

Program Manager II, Microsoft
ML

Mary LaLomia

Microsoft


Wednesday October 23, 2013 2:15pm - 3:15pm
MW-13
  • CPE Eligible No
  • Intended Audience Sales Professionals, Sales Managers, and Business Decision Makers
  • Level All

2:15pm

Techie Talk: Workflow Activities Panel
Techie Talk is a targeted roundtable discussion with a small panel of experts to help steer the conversation around topic of interest to those in a technical and/or developer role with Dynamics CRM.  This topic covers everything to do with Workflows and Dialogs, from best practice techniques on managing limitations of the UI, to custom assemblies and third party Workflow design tools for CRM On-premise or Online.

Speakers
avatar for Gus Gonzalez

Gus Gonzalez

CEO, CRM MVP, Elev8 Solutions Group
4x Microsoft MVP, Solution Architect, readiness expert, instructional designer, certified trainer, author, and sought-after speaker in the Microsoft Dynamics CRM community.
RK

Richard Knudson

Magneium Solutions
avatar for Adam Vero

Adam Vero

MVP, CRM Consultant and Trainer, CRMMasters
I try to help people figure out the best ways to use technology to be more successful. This might involve designing and building a CRM system to suit their business processes, or training users in how to use efficiently use the software tools they have. I don't accept things at face value, preferring to dig into a feature and find out how it really works, often with the aim of coming up with new ways to take advantage of that. I've been working... Read More →


Wednesday October 23, 2013 2:15pm - 3:15pm
MW-Salon I
  • CPE Eligible No
  • Level All

2:15pm

User Adoption: Adoption using Change Management
The old saying is still true - the only one who likes change is a wet baby. Let's discuss ideas and approaches to managing change within your organization. How do you achieve that desired state of success with a blended approach of change management and technology adoption with Dynamics CRM? Join in and share!


Wednesday October 23, 2013 2:15pm - 3:15pm
MW-Salon B
  • CPE Eligible No
  • Level All

2:15pm

User Adoption: The Ubiquitous (Mobility) CRM Discussion
Indeed, CRM 2013 is ubiquitous - it will be available on all sorts of devices at any time. This roundtable discussion features best practices in leveraging CRM from multiple sources, yet with more ways to access CRM we need to keep focused on getting our users to embrace and use the system in the first place. Join us to absorb, share, and contribute to the discussion.

Speakers
avatar for Jim Steger

Jim Steger

Partner, Sonoma Partners
I have been part of the CRM community since Dynamics CRM 1.0 Beta in 2002. I am most passionate about improving CRM usability and adoption, specifically through targeted and immersive user interfaces and mobile applications.


Wednesday October 23, 2013 2:15pm - 3:15pm
MW-Salon A
  • CPE Eligible No
  • Level All

3:45pm

CRM 2013 is on Target with Marketing Pilot & Netbreeze (repeat)
Fresh out of the quiver and now slung, Netbreeze and Marketing Pilot have now hit their Dynamics CRM target. Join this session to share in the functional details of what Marketing Pilot and Netbreeze can do for your organization as a Marketing or Power user of Dynamics CRM.


Wednesday October 23, 2013 3:45pm - 4:45pm
MW-Salon B
  • CPE Eligible No
  • Level Beginner

3:45pm

CRM Confession: Killer Non-Profit CRM Strategies
Does your non-profit organization use CRM but need some fresh ideas for making it really zip? This session will walk you through suggestions for communication strategies, fundraising, research, integrations and more in maximizing your CRM investment in the non-profit industry.


Wednesday October 23, 2013 3:45pm - 4:45pm
MW-Salon C
  • CPE Eligible No
  • Level All

3:45pm

'You Stay Classy' & Keep it Tidy CRM Administrators
Your CRM environment needs to look good and stay clean. This interactive roundtable session will provide guidance around hardware, software, load balancing, and other infrastructure elements that'll make your CRM sparkle. Maintenance of your CRM database is ongoing so we'll also discuss data integrity, form and entity cleanliness, and performance management. A little grooming of your CRM environment can be a good thing!


Wednesday October 23, 2013 3:45pm - 4:45pm
MW-Salon H
  • CPE Eligible No
  • Level Intermediate

3:45pm

Getting Intimate with CRM Workflows
Workflows provide a powerful way for you to automate and streamline many of your business processes in Dynamics CRM. In this How2 session you will get some great top tips on how to design Workflows which take less effort to create and maintain, work more reliably, and maybe do a few things you were not aware they could. You will also find out how to take advantage of the new Workflow features in CRM 2013, such as pre-event triggers, synchronous workflows, and stop messages for troubleshooting and running as Administrator.

Speakers
avatar for Adam Vero

Adam Vero

MVP, CRM Consultant and Trainer, CRMMasters
I try to help people figure out the best ways to use technology to be more successful. This might involve designing and building a CRM system to suit their business processes, or training users in how to use efficiently use the software tools they have. I don't accept things at face value, preferring to dig into a feature and find out how it really works, often with the aim of coming up with new ways to take advantage of that. I've been working... Read More →


Wednesday October 23, 2013 3:45pm - 4:45pm
MW-Salon D
  • CPE Eligible Yes
  • Level Intermediate

3:45pm

Solution Management in Microsoft Dynamics CRM
As a Developer you'll want best practices on how to author, package, and maintain your solution in your Dynamics CRM environment. This session goes into those details and provides the guidance to help ensure change management and Application Lifecycle Management (ALM) are incorporated into your environment and part of your solution management approach.

Speakers
avatar for Jim Steger

Jim Steger

Partner, Sonoma Partners
I have been part of the CRM community since Dynamics CRM 1.0 Beta in 2002. I am most passionate about improving CRM usability and adoption, specifically through targeted and immersive user interfaces and mobile applications.


Wednesday October 23, 2013 3:45pm - 4:45pm
MW-Salon J
  • CPE Eligible Yes
  • Level Advanced

3:45pm

Microsoft Dynamics CRMUG Conduit: Content Management (repeat)
See, evaluate, and provide your input on prototype ideas for Content Management for salespeople. 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 20 people per session.  


Wednesday October 23, 2013 3:45pm - 4:45pm
MW-13
  • CPE Eligible No
  • Intended Audience Sales Professionals, Sales Managers, and Business Decision Makers
  • Level All

3:45pm

Feeling the Integrated Love of SharePoint & CRM
Have you already worked with the out-of-the-box CRM - SharePoint integration? Have you wondered what other kinds of integration may also be possible? If so, this is definitely the technical session for you. This session will walk through the out-of-the-box scenario and demo it as well as many other scenarios to include: Odata and Business Connectivity Services, Advanced document management and Contextual Templating, BI Dashboards, Customer Portals and Web Parts!


Wednesday October 23, 2013 3:45pm - 4:45pm
MW-Salon I
  • CPE Eligible Yes
  • Level Intermediate

3:45pm

User Adoption: Using Goal Management for Adoption Success
One of the elements to successful teamwork is a common goal. Did you know Dynamics CRM can help? This user adoption session will showcase a demonstration of Goal Management in Dynamics CRM, and give you the opportunity share in best practices on how to apply Goal Management in your CRM environment to drive user adoption.

Speakers
avatar for Gus Gonzalez

Gus Gonzalez

CEO, CRM MVP, Elev8 Solutions Group
4x Microsoft MVP, Solution Architect, readiness expert, instructional designer, certified trainer, author, and sought-after speaker in the Microsoft Dynamics CRM community.
avatar for Andreas Kraemer

Andreas Kraemer

CRM Business Owner, Wells Fargo Capital Finance
- Chairman of the CRMUG Board of Advisors. | - CRM User Group Regional Chapter Leader in San Francisco / Bay Area and West Los Angeles. | - Member of Microsoft Convergence Customer Advisory Board. | - Hands-on w/ Microsoft Dynamics CRM since version 3.0 | - Passionate about User Adoption, Dashboards, Process Improvement and Efficiencies created through Dynamics CRM | - Business and Product Owner CRM for AARP (Washington, DC) from... Read More →


Wednesday October 23, 2013 3:45pm - 4:45pm
MW-Salon A
  • CPE Eligible No
  • Level All

5:00pm

CRM Reporting 101: Transform your CRM Information into Intelligent Action
Join this roundtable session to discuss business intelligence best practices. Using the correct data, tapping into the right resources, and finding the right owners are critical elements to focus on. We'll also discuss how to use Dynamics CRM to close the ERP/BI gap and return to your own CRM environment feeling empowered to drive intelligent business action for your organization.

Speakers
avatar for Clarissa Simpson (Percepta)

Clarissa Simpson (Percepta)

MS Dynamics CRM Administrator, Information Technology, Percepta
MS Dynamics CRM Administration, CRM as a Management Tool for Analytics & Productivity Gains, Quality Systems, International Trade, Performance Management, Marketing, User Adoption, Empowering and Building Successful, Effective & Efficient Teams, Collaboration and Sustainability.


Wednesday October 23, 2013 5:00pm - 6:00pm
MW-Salon A
  • CPE Eligible No
  • Level Intermediate

5:00pm

Administrative All-Star: So You Wanna Be a CRM Superstar?
You wear the CRM hat in your organization and are interested in taking your CRM skills to a new level. This administrative roundtable discussion is just for you. Learn from a small panel of CRM experts who are passionate about Dynamics CRM just like you and hear real world examples in how they took their CRM game to a new level.

Speakers
avatar for Gus Gonzalez

Gus Gonzalez

CEO, CRM MVP, Elev8 Solutions Group
4x Microsoft MVP, Solution Architect, readiness expert, instructional designer, certified trainer, author, and sought-after speaker in the Microsoft Dynamics CRM community.


Wednesday October 23, 2013 5:00pm - 6:00pm
MW-Salon H
  • CPE Eligible No
  • Level All

5:00pm

Managing CRM in the Real World
Managing day to day activity of a live CRM system is a challenge. This discussion is aimed at all levels of users, from System Administrator to Project Manager to Super Users. Let's tackle those issues faced on a daily basis, how they are managed and by whom. Discuss what your team structure is and how you are able to support users, and get tips and ideas from other users on how they manage the day to day activity in a busy environment. We'll also cover how you manage new requests for change, what your process is for deployment, and how successful it is.

Speakers
avatar for Christine Furminger (NCFE)

Christine Furminger (NCFE)

Programme Manager, NCFE


Wednesday October 23, 2013 5:00pm - 6:00pm
MW-Salon G
  • CPE Eligible No
  • Level Intermediate

5:00pm

Ask the MVPs - Developer Edition
The Microsoft Dynamics MVP Program recognizes the best and brightest CRM professionals with the Microsoft Most Valuable Professional (MVP) Award.  Join this session to receive great responses to your questions direct from experts on CRM development.


Wednesday October 23, 2013 5:00pm - 6:00pm
MW-Salon J
  • CPE Eligible No
  • Level All

5:00pm

Enhance Your Leadership Effectiveness through Adjusting Your Influencing Style
What separates the most effective communicators from their less successful counterparts? The ability to influence others. Influence is the art of getting others to take your lead and adopt an idea, practice or action that you believe is best for them. Effective influencing is about adjusting your influencing style to the preferred style of others. Join this workshop to become more aware of your influencing style, and learn about 10 positive influencing tactics that will help you be a more effective communicator and leader.


Wednesday October 23, 2013 5:00pm - 6:00pm
MW-Salon C
  • CPE Eligible No
  • Level All

5:00pm

Keeping Your Customer's Data Safe
As IT functions continue their march toward service-oriented delivery models, the responsibility for data protection is becoming blurred. As evident from recent news stories, there are clear financial and reputational impacts when data is compromised or stolen. Industry and regulatory standards, such as HIPAA and PCI DSS, seek to force service organizations to protect customer data. But, to be successful with protecting the customer data entrusted to your organization, you must go further and integrate a holistic approach into your organization. Join us to understand the current issues, risks, and approaches in this rapidly evolving field.


Wednesday October 23, 2013 5:00pm - 6:00pm
MW-Salon D
  • CPE Eligible No
  • Level All

5:00pm

Microsoft Dynamics CRMUG Conduit: Native Applications on Tablets for Salespeople (repeat)
See and evaluate native applications on tablets for sales people. 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 20 people per session.  

Speakers
ML

Mary LaLomia

Microsoft
BS

Beth Steinke

Program Manager, Microsoft
I am a member of the CRM R&D team, working specifically on mobility.


Wednesday October 23, 2013 5:00pm - 6:00pm
MW-13
  • CPE Eligible No
  • Intended Audience Sales Professionals, Sales Managers, and Business Decision Makers
  • Level All

5:00pm

T.I.P. the CRM Outlook Client in Your Favor (repeat)
This technical session dives into the Outlook client details, as Troubleshooting, Installation, and Performance of the Outlook client will be shared. We'll discuss process isolation techniques and their benefits, and other Outlook client troubleshooting tips. Additionally, the latest code releases coming for CRM 2011 and via CRM 2013 give way to new updates that will benefit everyone, including the new exchange sync feature.

Speakers
avatar for Aaron Richards (Microsoft)

Aaron Richards (Microsoft)

Sr. Support Engineer, Microsoft
GG

Grant Geiszler (Microsoft)

Support Escalation Engineer, Microsoft


Wednesday October 23, 2013 5:00pm - 6:00pm
MW-Salon I
  • CPE Eligible Yes
  • Level Intermediate

5:00pm

User Adoption: Making Progress with Social CRM
Social is a goldmine of opportunity for Sales, Marketing and Account Management professionals. Sounds good, but maybe you’re not sure how to tap into that goldmine. We’ll discuss practical ways to use Social to engage more effectively with prospects and customers, and reveal the secret connection to driving CRM adoption.

Speakers
avatar for Ryan Teeples

Ryan Teeples

Consultant, Ryan Teeples Consulting, Foundation CRM
I'm a marketing and technology consultant with an emphasis in non-profit CRM solutions.
avatar for Heidi Tucker

Heidi Tucker

VP, Global Alliances, InsideView


Wednesday October 23, 2013 5:00pm - 6:00pm
MW-Salon B
  • CPE Eligible No
  • Level All

6:00pm

Expo Reception
Enjoy light fare and refreshments in the Expo Hall while you visit with fellow attendees and our great sponsors and exhibitors.

Wednesday October 23, 2013 6:00pm - 8:00pm
CC-West Hall
  • CPE Eligible No
  • Level All
 
Thursday, October 24
 

7:00am

Breakfast: Your Daily Kick-Start
Thursday October 24, 2013 7:00am - 8:00am
MW-Salons E&F

8:00am

CRM Confession: Slick Processes for Contract Reviews in CRM
Effective communication within an organization is a critical component of building valuable customer relationships. As such, ImageSoft, a service provider automating, streamlining, and improving workplace processes through document and process management solutions, recently developed their own internal solution for a multi-level contract review process within CRM. Learn how they used custom entities, workflows and processes, SharePoint integration, reports and dashboards to streamline and manage contract approvals within CRM.

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 listening to and learning how people do what they love and then figuring out how technology, and particularly CRM, can make their life easier and more enjoyable!


Thursday October 24, 2013 8:00am - 9:00am
MW-Salon C
  • CPE Eligible No
  • Level All

8:00am

CRM Gamification: The New Paradigm for Achieving End User Engagement Painlessly (repeat)
Join this session to learn how to leverage your Dynamics CRM investments, and how to get users truly engaged - delivering better data quality, helping them to focus on their goals, and achieving better business results while having fun. Join an industry expert and CRM MVP in this exciting session.

Speakers
avatar for Pablo Peralta (CRM MVP)

Pablo Peralta (CRM MVP)

Product Manager, CRMGamified
Making CRM users adoption funny through gamification!


Thursday October 24, 2013 8:00am - 9:00am
MW-Salon A
  • CPE Eligible No
  • Level All

8:00am

5 Cool Features You Should Be Using in Microsoft Dynamics CRM 2011
This session is about those hidden gems in Dynamics CRM 2011 that allow you to see more and do more. There are 5 basic features that come with Dynamics CRM 2011 that if you are not using, you should be - Goals, Auditing, Filtering, Re-Importing, and Activity Feeds. Join this session to see how you, as an Administrator or Project Owner to your CRM deployment, can apply these in your CRM environment.

Speakers
avatar for Melissa Erickson

Melissa Erickson

Director of Member Systems, Dynamic Communities, Inc.
I'm passionate about CRM and helping users understand it better!


Thursday October 24, 2013 8:00am - 9:00am
MW-Salon G
  • CPE Eligible Yes
  • Level Beginner

8:00am

CRM Governance & Your Role as the Quarterback (repeat)
Are you facing a 2nd and long? CRM Governance is essential in moving your team down the field. This session will encourage a proper CRM offensive game-plan in governing your CRM Project and making it successful. This session will also dive into master data management and R.A.C.I (Responsible, Accountable, Consulted, and Informed) philosophies in how to best administer effective CRM governance.


Thursday October 24, 2013 8:00am - 9:00am
MW-Salon D
  • CPE Eligible Yes
  • Level Intermediate

8:00am

The CRM Superhero’s Secret Utility Belt
The CRM administration interface is solid – but some tasks can become tedious if you have to repeat several steps over and over for multiple views, fields, or users. If you’ve ever scratched your head and thought “there’s got to be a better way!” – you are in luck! We’ll demonstrate several open-source or very-low cost utilities that solve common administration challenges and will transform you into a CRM Superhero! (note: mask & cape are not included)

Speakers
avatar for Scott Sewell (CRM MVP)

Scott Sewell (CRM MVP)

CRM Solution Architect, Customer Effective


Thursday October 24, 2013 8:00am - 9:00am
MW-Salon H
  • CPE Eligible No
  • Level All

8:00am

Techie Talk: UI/Form Development Panel
Techie Talk is a targeted roundtable discussion with a small panel of experts to help steer the conversation around topic of interest to those in a technical and/or developer role with Dynamics CRM. This topic dives into Javascript and out-of-the-box form development best practices.

Speakers
avatar for Mitch Milam

Mitch Milam

Head Coach, xRM Coaches
Mitch Milam is a speaker, author, and developer who has been in the computer industry for over 27 years. Mitch has been working with Microsoft Dynamics CRM since 2005 and has been awarded the Most Valuable Professional (MVP) title by Microsoft nine times. Today, he focuses mostly on xRM development, architecture, and training.
avatar for Britta Scampton

Britta Scampton

Systems Design Engineer, BGM TruNorth Wealth Partners


Thursday October 24, 2013 8:00am - 9:00am
MW-Salon J
  • CPE Eligible No
  • Level All

8:00am

Microsoft Dynamics CRMUG Conduit: Marketing Pilot
See, evaluate, and provide input on current and future prototype ideas for automated marketing. 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 20 people per session.  


Thursday October 24, 2013 8:00am - 9:00am
MW-13
  • CPE Eligible No
  • Intended Audience Marketing Professionals and Managers, and Business Decision Makers familiar with Marketing Pilot.
  • Level All

8:00am

User Adoption: Training Best Practices
Are you a CRM Owner, Administrator or IT Professional? Although everyone should be accountable to learning their Dynamics CRM system, much of that responsibility falls onto you. Let's dive into best practices in training users, so they in turn will adopt CRM.

Speakers
avatar for Celia Gust (Carver County)

Celia Gust (Carver County)

Project Manager/Business Analyst, Carver County
As a County employee I am passionate about helping our departments deliver the best services to the citizens of Carver County in the most cost effective way. I believe that Dynamics XRM is a great way to do that.
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.


Thursday October 24, 2013 8:00am - 9:00am
MW-Salon B
  • CPE Eligible No
  • Level All

9:15am

CRM Confession: CRM and GIS Creatively Combined to Provide xRM Public Sector Advantage
In Carver County we maximized our limited budget dollars to provide an innovative solution for our land permitting business processes. Integrating Dynamics CRM and Geographic Information Systems (GIS) for the land permitting departments saved dollars and provided more functionality than off the shelf permit products could. See how going xRM crazy proved to be the best option for us!

Speakers
avatar for Celia Gust (Carver County)

Celia Gust (Carver County)

Project Manager/Business Analyst, Carver County
As a County employee I am passionate about helping our departments deliver the best services to the citizens of Carver County in the most cost effective way. I believe that Dynamics XRM is a great way to do that.


Thursday October 24, 2013 9:15am - 10:15am
MW-Salon C
  • CPE Eligible No
  • Level All

9:15am

CRM Reporting 201: C-Level Visibility with Dynamics CRM Dashboards (repeat)
Join this How2 demonstration to take an administrative dive into best practices in using CRM Dashboards. Your executive management team will be so "wowed" with what we cover in an hour, you're sure to get a raise.


Thursday October 24, 2013 9:15am - 10:15am
MW-Salon D
  • CPE Eligible Yes
  • Level Intermediate

9:15am

Getting More CRM Horsepower - Improving Performance
You cannot miss this session if you want to learn how to fine-tune and troubleshoot Dynamics CRM issues and performance. What are those best strategies to drive a higher performance out of your on-premise Dynamics CRM deployment? Join a CRM MVP and get ready to take notes.


Thursday October 24, 2013 9:15am - 10:15am
MW-Salon H
  • CPE Eligible No
  • Level Intermediate

9:15am

The Admin's Guide to Rollups and Rollouts (repeat)
If you've been a little fuzzy on rollups and rollouts, how to get up to speed on them, and how to handle them in your organization, make sure you attend this session. We'll cover the differences between a Release and a Roll-up and where to find information on each. Find out the differences in rollout and rollup strategies between Dynamics CRM Online, on-premise, and partner- hosted environments. From planning, to people, the tools, and variables, we'll discuss what we all need to know to rollup and rollout accordingly in our Dynamics CRM Environment!

Speakers
AF

Alex Fagundes

PowerObjects


Thursday October 24, 2013 9:15am - 10:15am
MW-Salon G
  • CPE Eligible Yes
  • Level Intermediate

9:15am

Techie Talk: The Techie 'Tool Box' Panel
Techie Talk is a targeted roundtable discussion with a small panel of experts to help steer the conversation around topics of interest to those in a technical and/or developer role with Dynamics CRM. This topic focuses on the toolsets available across the CRM Community to help you develop, extend, maintain and manage your CRM environment.

Speakers
avatar for Mitch Milam

Mitch Milam

Head Coach, xRM Coaches
Mitch Milam is a speaker, author, and developer who has been in the computer industry for over 27 years. Mitch has been working with Microsoft Dynamics CRM since 2005 and has been awarded the Most Valuable Professional (MVP) title by Microsoft nine times. Today, he focuses mostly on xRM development, architecture, and training.
avatar for Joel Lindstrom (CRM MVP)

Joel Lindstrom (CRM MVP)

Solution Architect, Customer Effective
avatar for Scott Sewell (CRM MVP)

Scott Sewell (CRM MVP)

CRM Solution Architect, Customer Effective


Thursday October 24, 2013 9:15am - 10:15am
MW-Salon J
  • CPE Eligible No
  • Level All

9:15am

How Full Is Your Bucket - Strategies for Happier Employees
Interactions between people can affect their outlook, energy, and fortitude. If the interaction is positive, a person's "bucket" will be filled. If the interaction is negative, a person's "bucket" will be diminished. People work most effectively and deal with stresses in life best when their bucket is full. This session will teach strategies for establishing positive relationships at work and in life. Once you learn these strategies, you will not only help those you work with, but you will help yourself as well.


Thursday October 24, 2013 9:15am - 10:15am
MW-Salon A
  • CPE Eligible No
  • Level All

9:15am

Microsoft Dynamics CRMUG Conduit: Automatic Case Creation from Email and Case Routing Rules
Evaluate and provide feedback on Automatic Case Creation from email channel and Case Routing Rules for customer care. 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 20 people per session.  


Thursday October 24, 2013 9:15am - 10:15am
MW-13
  • CPE Eligible No
  • Intended Audience Support/Customer Care Professionals and Business Decision Makers
  • Level All

9:15am

2-4-1: CRM Application & SQL Server Maintenance and Optimization (repeat)
Last call for all techies - we're going to dive into test environments, live environments, monitoring optimization, transaction logs, email routing, services running, ISS reset, restoring, etc… all dealing with both SQL Server & CRM Application Server in Dynamics CRM.

Speakers
avatar for Aaron Richards (Microsoft)

Aaron Richards (Microsoft)

Sr. Support Engineer, Microsoft
GG

Grant Geiszler (Microsoft)

Support Escalation Engineer, Microsoft


Thursday October 24, 2013 9:15am - 10:15am
MW-Salon I
  • CPE Eligible Yes
  • Level Intermediate

9:15am

User Adoption: Small Business CRM Deployments
This roundtable discussion will embrace many of the challenges small businesses have in adopting and leveraging Dynamics CRM. Our panel of experts will share their tips, tricks, and experiences in how they've embraced CRM adoption in a small business.

Speakers
avatar for Lina Baumberger

Lina Baumberger

CRM Administrator, CGB Enterprises
avatar for Brad Freeman (Complete Innovations)

Brad Freeman (Complete Innovations)

CRM Owner, Complete Innovations
RM

 Rick McCutcheon

President, Full Contact Selling
Dynamics CRM MVP that specializes in Sales Force Automation, Gamification and CRM User Adoption.
avatar for Britta Scampton

Britta Scampton

Systems Design Engineer, BGM TruNorth Wealth Partners


Thursday October 24, 2013 9:15am - 10:15am
MW-Salon B
  • CPE Eligible No
  • Level All

10:15am

Expo
Take advantage of this final opportunity to browse some of the top solutions available through the Dynamics Partner community.

Thursday October 24, 2013 10:15am - 12:15pm
CC-West Hall
  • CPE Eligible No
  • Level All

12:15pm

Networking Lunch (CRMUG)
Join fellow CRM users during the "Networking Lunches" held at the Marriot Tampa Waterside to dive into special interest group topics around industry, role, or specialty topic as CRMUG staff will be placing table top banners to indicate the discussion of choice during your lunch.

Thursday October 24, 2013 12:15pm - 1:15pm
MW-Salons E&F
  • CPE Eligible No
  • Level All

1:15pm

Running a Successful Mobile Pilot
A mobile deployment is not something you can just spin up and roll out; it is critical to understand your users’ mobile needs and provide them with a solution that makes them more productive.  In this session, we’ll walk through a 5-step process to running a mobile CRM pilot.  We’ll put emphasis on step 3, reviewing hands-on how to configure Dynamics CRM Mobile Express.  Additionally, we’ll review the mobile roadmap for CRM 2013 going forward, to see how it might impact your pilot program.

Speakers
avatar for Jacob Cynamon-Murphy

Jacob Cynamon-Murphy

Technical Specialist, Sonoma Partners
Jacob has been involved with CRM for almost a decade in every capacity – consultant, developer, end-user, and seller. Currently at Sonoma Partners, he has had the opportunity to work on CRM projects for some prestigious clients, including ExactTarget and Microsoft. | | Jacob loves giving back to the community and is active as a speaker and lead in regional chapters and a board member of the national CRMUG. He has a passion for mobility and... Read More →


Thursday October 24, 2013 1:15pm - 2:15pm
MW-Salon G
  • CPE Eligible Yes
  • Level Intermediate

1:15pm

Using Connections in Microsoft Dynamics CRM 2011
Go beyond account, contact, and opportunity - you'll gain insight into how "Connections" in Dynamics CRM 2011 enable multiple entity support, along with a list of other "how to" opportunities towards greater success for your CRM deployment.

Speakers
avatar for Gus Gonzalez

Gus Gonzalez

CEO, CRM MVP, Elev8 Solutions Group
4x Microsoft MVP, Solution Architect, readiness expert, instructional designer, certified trainer, author, and sought-after speaker in the Microsoft Dynamics CRM community.


Thursday October 24, 2013 1:15pm - 2:15pm
MW-Salon D
  • CPE Eligible Yes
  • Level Beginner

1:15pm

Is Your Company Overdosing on BI?
As Executives, we love business intelligence. Performance metrics are like happy pills for us - they trigger endorphins that make us happy when we start crunching and analyzing. But how much focus on business performance is too much? In a recent study of 2,300 companies only 10 were able to grow their net income by 5% each year for 10 years. The best way to achieve high performance today, and improve tomorrow, is by simultaneously concentrating on both performance and organizational health. Join us to hear what these companies are doing right, and how you can get the most from your BI by supplementing it with an organizational health regimen.


Thursday October 24, 2013 1:15pm - 2:15pm
MW-05
  • CPE Eligible No
  • Level All

1:15pm

The Customer Rules: Essential Rules for Delivering Sensational Service
Don’t miss this session, based on the book written by Lee Cockerell, former EVP of Walt Disney World. If you have been to Walt Disney World, you know customer service is number one. In this session, we will learn 39 Rules that will keep your customers coming back for more. As simple as they are profound, these principles have been shown to work in companies as large as Disney and as small as a local coffee shop; from businesses selling cutting-edge technologies like computer tablets to those selling products as timeless as shoes and handbags; at corporations as long-standing as Ford Motors and those as nascent as a brand new start-up.  


Thursday October 24, 2013 1:15pm - 2:15pm
MW-Salon A
  • CPE Eligible No
  • Level All

1:15pm

Microsoft Dynamics CRMUG Conduit: Improvements on end-to-end Online Service Experience (Repeat)
Evaluate and provide feedback on prototype ideas for improving the online service experience. The session will cover advanced options, adding and managing instances. 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 20 people per session.  


Thursday October 24, 2013 1:15pm - 2:15pm
MW-13
  • CPE Eligible No
  • Intended Audience Online administrators, IT Managers, Purchase BDMs
  • Level All

1:15pm

Techie Talk: Integration Panel
Techie Talk is a targeted roundtable discussion with a small panel of experts to help steer the conversation around topics of interest to those in a technical and/or developer role with Dynamics CRM. This topic focuses on all things related to integration best practices, standards, and guidance.

Speakers
avatar for Daniel Cai

Daniel Cai

Principal Developer, KingswaySoft Inc.
Daniel Cai is a software developer with great passion in making things work. Daniel has been working with CRM since v4.0, and he has been awarded as a Microsoft Dynamics CRM MVP for the consecutive past 5 years.
avatar for Chris Hetzler

Chris Hetzler

Senior Program Manager, Microsoft
Connector for Microsoft Dynamics
avatar for Pierre Hulsebus

Pierre Hulsebus

Senior Sales Engineer, Scribe
I have been working with Dynamics CRM since v 1.0 with a focus on data integration, and process design. I work with the biggest, and coolest, Dynamics CRM implementations many in other countries. So if you want to talk about integration of data into CRM and how to improve your use adoption by linking CRM processes with processes in other systems then stop by and let's chat.


Thursday October 24, 2013 1:15pm - 2:15pm
MW-Salon I
  • CPE Eligible No
  • Level All

1:15pm

Techie Talk: Reporting Panel
Techie Talk is a targeted roundtable discussion with a small panel of experts to help steer the conversation around topics of interest to those in a technical and/or developer role with Dynamics CRM. This topic focuses on all things reporting relative to out of the box, Dashboards, Report Writer, SSRS, etc...


Thursday October 24, 2013 1:15pm - 2:15pm
MW-Salon H
  • CPE Eligible No
  • Level All

1:15pm

User Adoption: Dynamics CRM - Myth or Reality?
Struggling with user adoption at your organization? You’re far from alone – this is regularly one of the top three issues of discussion, and ultimately can make or break your long-term success with your Dynamics implementation. In what will surely be a dynamic (pun intended) hour, we’ll review the top elements that can drive or sink user adoption, and score them against two case studies to see why they are so important. Mark will also share some time honored tools and templates that will help you, whether you’re going live soon or have been using Microsoft Dynamics CRM for a while. We’ll reserve time so you can share your ideas, successes, and not-so-successful attempts – so be sure to bring your experiences and questions.


Thursday October 24, 2013 1:15pm - 2:15pm
MW-Salon B
  • CPE Eligible No
  • Level All

1:15pm

User Adoption: Taking Advantage of the Outlook Client
Are you optimizing the tools already on-hand throughout your organization? It's likely everyone in your organization is touching Microsoft Outlook daily. Join this roundtable discussion to explore ways in driving CRM adoption and best practices with a tool people use everyday with Microsoft Outlook.

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 listening to and learning how people do what they love and then figuring out how technology, and particularly CRM, can make their life easier and more enjoyable!


Thursday October 24, 2013 1:15pm - 2:15pm
MW-Salon C
  • CPE Eligible No
  • Level All

2:30pm

Dynamics CRM Roadmap - Vision Keynote
Exciting times are ahead with Microsoft Dynamics 2013! Don’t miss the closing session for a an inside look at what’s coming next beyond CRM 2013.

Speakers
avatar for Reuben Krippner (Microsoft)

Reuben Krippner (Microsoft)

Principal Program Manager - Social CRM, Microsoft
Reuben is a Principal Program Manager on the Microsoft Dynamics CRM team in Redmond. He leads the work on defining and designing the social CRM capabilities for the Dynamics CRM product. Reuben joined Microsoft in 2004 and has worked with Microsoft Dynamics CRM since the 1.2 release. He has over 12 years’ experience in CRM software across various roles including consulting, technical pre-sales, partner channel enablement... Read More →
avatar for David Pennington

David Pennington

Director of Product Marketing, Microsoft


Thursday October 24, 2013 2:30pm - 3:30pm
MW-Salons E&F
  • CPE Eligible No
  • Level All

3:45pm

Feedback Session: Your CRMUG Experience Roundtable
All things "CRMUG" are on the line. This is your User Group let's discuss it all! What can we do better, what is working, what is not, etc… We are looking forward to you joining in the conversation to discuss not only your CRMUG Summit experience but everything else CRMUG related!

Speakers
avatar for Onika Allen

Onika Allen

Regional Chapter Director, Dynamic Communities
I am passionate about building the GPUG community. Overall, I am responsible for ensuring the programmatic health, success, and vitality of 170+ chapter communities around the world. I will be running around Summit to ensure that we are building, training, recognizing, and retaining world class chapter leaders and members. If you see me, say hi and let me know how I can make your membership better!


Thursday October 24, 2013 3:45pm - 4:30pm
MW-Salons E&F
  • CPE Eligible No
  • Level All