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Dynamics 365/CRMUG [clear filter]
Monday, November 27
 

10:00 MST

Dynamics 365/CRM - D365 for Sales and Service: New Features and Functions
In this one hour segment, view the Dynamics 365/CRM roadmap for Sales and Service see a demo of Dynamics 365 and next release features.

Speakers
avatar for Katie Cook

Katie Cook

Senior Dynamics 365 Product Marketing Manager, Microsoft


Monday November 27, 2017 10:00 - 11:00 MST
Glen 201 Telus Center

10:00 MST

Dynamics 365/CRM - What's new in 2017 - Fall Release
We will review the technical aspects of newly introduced features and show how they impact the configuration of the D365 platform using hands-on examples.

Speakers
avatar for Hossain, Mohammed

Hossain, Mohammed

Lead Technical Architect, Sierra Systems
Certified “Microsoft Dynamics CRM Technology Specialist” with more than 19 years of software development experience and more than 12 years of experiences in developing customized solutions meeting organization business requirements in Microsoft Dynamics CRM.


Monday November 27, 2017 10:00 - 11:00 MST
Glen 202 Telus Center

11:10 MST

Dynamics 365/CRM - Mobile Options for Microsoft Dynamics 365
In this session, we will cover the mobile solutions for Microsoft Dynamics 365, from the native mobile app by Microsoft, to out of the box solution, such as Resco, to the Microsoft mobile solution for Field Service. We’ll look at the benefits, most appealing functionality and features, and limitations. The session shall provide a better understanding of what options you have, when looking for a mobile solutions.


Speakers
avatar for Ivan Stano

Ivan Stano

COO, Resco.Net, Inc.



Monday November 27, 2017 11:10 - 12:10 MST
Glen 201 Telus Center

11:10 MST

Dynamics 365/CRM - Data Migrations Done Right
This session is about how to get legacy data into Microsoft Dynamics 365/CRM efficiently with the help of right tools and right strategies. Getting the migration done can be challenging due to many platform reasons. In this session we will discuss some typical pitfalls in CRM migration projects, we will also discuss some best practices that can be used in CRM migration or integration projects.

Speakers
avatar for Daniel Cai

Daniel Cai

MVP/Principal Developer, KingswaySoft Inc.



Monday November 27, 2017 11:10 - 12:10 MST
Glen 202 Telus Center

13:30 MST

Dynamics 365/CRM - Marketing Automation and Social Engagement for Dynamics CRM Presented by ClickDimensions
In this showcase, ClickDimensions will introduce the latest social marketing and social engagement tools available for B2B marketers using Dynamics 365 and the ClickDimensions marketing automation solution. Learn how to post to social networks and measure engagement inside Dynamics 365. See a demo of ClickDimensions' new social engagement solution that includes scheduling, social listening, content curation, analytics social advocacy and more. If you are a Dynamics marketer, you won't want to miss this session!


Speakers
avatar for Nicole Steen

Nicole Steen

Account Executive, ClickDimensions
A Midwest US native, Nicole was born and raised in small town North Dakota. She has been involved in sales and consulting for 11 years in various industries from technology to oil and gas and manufacturing. Her diverse background has been an asset at ClickDimensions where she now... Read More →



Monday November 27, 2017 13:30 - 14:30 MST
Glen 201 Telus Center

13:30 MST

Dynamics 365/CRM - Dynamics 365, PowerApp, Flow, and the Common Data Service Working Together to Deliver
PowerApps, Flow, CDS - PowerApps can be used to easily extend out the D365 platform into mobile specialized apps, and also reach beyond D365 to interact with other apps. Flow picks up from where the D365 workflows stop, and CDS is the underlying data broker that stiches everything together. In this session, we will review how they all complement the “classic CRM” components.


Monday November 27, 2017 13:30 - 14:30 MST
Glen 202 Telus Center

14:40 MST

Dynamics 365/CRM - The Full CRM Spectrum
• The five CRM apps of Dynamics 365; Sales, Customer Service, Field Service, Project Service Automation, and Marketing

Demo of Field Services & Project Services 
What's making headlines with Dynamics 365

• Which apps does your business need now?
• Which apps can be added as your needs grow?

Speakers
avatar for Tom Amerongen

Tom Amerongen

National Practice Lead, Microsoft Dynamics, Sierra Systems, an NTT DATA Company
20+ years experience delivering ERP and CRM solutions15+ years experience leading teams and selling Enterprise software and consulting services in the mid-market and enterprise commercial sector, public sector and nonprofit.
CW

Carlos Wood

Sierra Systems


Monday November 27, 2017 14:40 - 15:40 MST
Glen 201 Telus Center

14:40 MST

Dynamics 365/CRM - Portals for Microsoft Dynamics 365: New Features, Use Cases and Best Practices
Get to know the newly released features in July 2017 release of Dynamics Portals and learn the opportunities they enable by expanding engagement with various internal and external audiences. This exciting Portal technology is available for Dynamics 365 Customer Engagement. You will have a chance to review out of the box features and scenario use cases for various Portal templates. See the capabilities of styling, configuring and customizing Portals via a demo. Pick up a few tips, tricks and best practices along the way to make your Portal projects a success. Walk away knowing the differences between Dynamics Portals and ADX Portals for migration considerations, including Portal Source Code Release and others options for your Portal projects.

Speakers

Portals pptx

Monday November 27, 2017 14:40 - 15:40 MST
Glen 202 Telus Center

15:50 MST

Dynamics 365/CRM - User Adoption Success Panel
This is a panel made up of End User Customers where we will discuss User Adoption Strategies in these 3 areas, Planning, Deployment, Training & Support

Speakers
avatar for Rick McCutcheon

Rick McCutcheon

MVP, Full Contact Selling
Rick is the creator of the Full Contact Selling methodology. He leads a Digital Sales Transformation and Design Practice specializing in B2B and Channel Sales organizations. Rick holds the prestigious designations of CSP (Certified Sales Professional) with Distinction. He has also... Read More →


Monday November 27, 2017 15:50 - 16:50 MST
Glen 201 Telus Center

15:50 MST

Dynamics 365/CRM - User Adoption Success Panel
This is a panel made up of End User Customers where we will discuss User Adoption Strategies in these 3 areas, Planning, Deployment, Training & Support

Speakers
avatar for Rick McCutcheon

Rick McCutcheon

MVP, Full Contact Selling
Rick is the creator of the Full Contact Selling methodology. He leads a Digital Sales Transformation and Design Practice specializing in B2B and Channel Sales organizations. Rick holds the prestigious designations of CSP (Certified Sales Professional) with Distinction. He has also... Read More →


Monday November 27, 2017 15:50 - 16:50 MST
Glen 201 Telus Center
 
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