Past Events - crm user group

Bennett Adelson is passionate about technology leadership and sharing that knowledge throughout the community. Please join us at an upcoming event.
CRM User Group
Cleveland CRM User Group
Presented by Bob Hogan
8/6/2015 3:00 PM
Cleveland Microsoft Office

User Showcase: Exploring Microsoft Social Engagement Bob Hogan – Bennett Adelson

Join Bob as he walks us through Microsoft Social Engagement. In a socially connected world, engagement with customers can happen anywhere, anytime, and it is key to growing your business. Microsoft Social Engagement puts powerful social tools in the hands of your sales, marketing, and service teams—helping them to gain insight into how people feel about your business and to proactively connect on social media with customers, fans, and critics.

Technical Academy: Complex FetchXML Views and Reports Bob Wittig – Bennett Adelson

Outer joins frustrating? Can’t get them in a view? Come see how to use advanced FetchXML techniques to generate complex views and reports. Bob will also show some report grouping and aggregation with FetchXML.

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About CRM User Group
The CRMUG is for users, by users. We engage individuals and companies using Microsoft Dynamics CRM in value-added networking and knowledge sharing, and to be the single most important communication channel for Microsoft to see guidance on future development of Dynamics CRM. Individuals from all aspects of CRM life, from executive management to CRM administration, attend our Regional Chapter meetings and gain important knowledge, strategy, and administration best-practices.
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CRM User Group
Microsoft Dynamics Marketing & A Deep Dive Into Power BI
Presented by Bob Hogan
6/4/2015 3:00 PM
Cleveland Microsoft Office

User Showcase: Microsoft Dynamics Marketing

Come and see Microsoft Dynamics Marketing in action. Microsoft Dynamics Marketing is the powerful, integrated marketing management solution from Microsoft. With Dynamics Marketing you'll get exceptional insight, control over budgets and resources, and be able to create automated, measurable multi-channel campaigns to deliver tangible results.

Technical Academy: Deep Dive Into Power BI

The Power BI cloud service works together with Excel to provide a complete self-service analytics solution. With Excel for authoring reports and Power BI for Office 365 for connecting data and sharing them, everyone in your organization has a powerful new way to work with data. Come and see the setup, data connections and usage for this powerful new Agile BI solution.

Topics covered include:

• Setup and Data Connectivity

• Power BI Sites - Insights for everyone

• Power BI Q&A - Ask a question, get a remarkable answer

• Mobile BI - Access Anywhere


About CRM User Group
The CRMUG is for users, by users. We engage individuals and companies using Microsoft Dynamics CRM in value-added networking and knowledge sharing, and to be the single most important communication channel for Microsoft to see guidance on future development of Dynamics CRM. Individuals from all aspects of CRM life, from executive management to CRM administration, attend our Regional Chapter meetings and gain important knowledge, strategy, and administration best-practices.
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CRM User Group
February CRM User Group
Presented by Bob Hogan and Rich Deken
2/5/2015 4:00 PM
Cleveland Microsoft Office

User Showcase: User Showcase: Demystifying CRM 2015 and the CRM Roadmap- Bob Hogan

Join Bob as he walks us through many of the new features in CRM 2015. Get a better understanding of the CRM Roadmap and where Unified Service Desk, Parature, Social Listening, and Dynamics Marketing fit in.

Technical Academy: Technical Academy: Reporting Options from Basic to Advanced- Bob Hogan and Rich Deken

Are you frustrated with reporting in Dynamics CRM? You are not alone. Many don’t realize the power under your fingertips, and what comes out of the box. If native reporting is not enough there’s good news. There are solutions out there. Come see how tools like PowerBI and QlikView provide enterprise-class reporting and analytics. But wait, there’s more. The team will also discuss client and server side form authoring tools that may be of interest. Think Customer Quote!

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About CRM User Group
The CRMUG is for users, by users. We engage individuals and companies using Microsoft Dynamics CRM in value-added networking and knowledge sharing, and to be the single most important communication channel for Microsoft to see guidance on future development of Dynamics CRM. Individuals from all aspects of CRM life, from executive management to CRM administration, attend our Regional Chapter meetings and gain important knowledge, strategy, and administration best-practices.
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CRM User Group
User Showcase: CRM Upgrade from 2011 to 2013; Technical Academy: Entity Based Option Sets
Presented by Oswald Companies & Bob Wittig
12/4/2014 5:45 PM
Cleveland Microsoft Office

User Showcase

Join Oswald Companies as they discuss their upgrade to CRM 2013 from 2011 with a focus on how they were able to eliminate a large amount of custom JavaScript using CRM 2013 Business Rules. Oswald will also demonstrate how they have integrated Assistance Software’s PSA solution into their CRM environment. Assistance PSA is a project and time management solution for professional service organizations. Oswald is currently using the program to help manage the annual service and renewal activities for hundreds of their group benefits clients. Oswald will also show how they plan to utilize PSA in other departments, taking advantage of the resource management and utilization functionality.

Technical Academy

Are you frustrated with managing option set values in CRM? Does the change in DEV, test in QA, deploy to production seem a bit cumbersome when you just need to add another option? One “option” (pardon the pun) is to work with a little slight-of-hand. Give your options an entity base. With a little coding and UI design your option sets can render as option sets (drop lists) to the user, but your data administrators can add options to the system with the ease of adding a record. Come see how.

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About CRM User Group
The CRMUG is for users, by users. We engage individuals and companies using Microsoft Dynamics CRM in value-added networking and knowledge sharing, and to be the single most important communication channel for Microsoft to see guidance on future development of Dynamics CRM. Individuals from all aspects of CRM life, from executive management to CRM administration, attend our Regional Chapter meetings and gain important knowledge, strategy, and administration best-practices.
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CRM User Group
CRM Dynamics Upgrade
Presented by Nick Mencl
11/19/2014 4:00 PM
Columbus Microsoft Office

Join Nick Mencl as he takes us through the CRM journey at WIL Research; from their upgrade path starting with CRM 4.0 through their current usage of CRM 2011. Learn about their initial use of dashboards and XLS exports for elementary pipeline reporting, and how Client Services generates official Proposals (Quotes) with custom “Studies”.

CRMUG Summit Recap: a high level, USD, MDM, Parature, Social Insights, Social Listening, and how they all fit into the DYN

CRM roadmap. These are hot topics for those looking to improve their customer care and social strategies.


About CRM User Group
The CRMUG is for users, by users. We engage individuals and companies using Microsoft Dynamics CRM in value-added networking and knowledge sharing, and to be the single most important communication channel for Microsoft to see guidance on future development of Dynamics CRM. Individuals from all aspects of CRM life, from executive management to CRM administration, attend our Regional Chapter meetings and gain important knowledge, strategy, and administration best-practices.
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CRM User Group
Leveraging a flexible CRM platform in an ever changing world; Workflow Wait Conditions - Best Practices
Presented by Eric Mann
10/2/2014 5:45 PM
Cleveland Microsoft Office

User Showcase: Bravo Wellness – Leveraging a flexible CRM platform in an ever changing world

Join Eric Mann from Bravo Wellness as he showcases the power of Microsoft Dynamics CRM Online, Office 365, Microsoft Dynamics GP, Scribe, and SAVO Sales Content Pro. Eric will highlight their need for a scalable CRM solution capable of providing a wide range of customization to ever changing business challenges in a fast paced high growth organization. Come learn how their initial focus on sales force automation, effectiveness and efficiency then grew into client implementation management, client service process improvement, vendor management/onboarding and marketing automation.

Eric will also highlight the many benefits and realized returns observed by Bravo Wellness. These benefits include:

- Collaboration between departments using the CRM framework - Improved sales effectiveness and reporting to direct resources for better return on investment - Increased client retention while decreasing hours spent on manual client services processes - Flexible business process automation to adjust to rapid growth and change - Single source of client engagement from marketing, sales and client services

Technical Academy: Workflow Wait Conditions - Best Practices

Solution Specialists from Bennett Adelson will demonstrate some of the best practices when writing and using CRM Workflow Wait Conditions. Training will utilize both theoretical discussions as well as practical and real-world examples in production today.


About CRM User Group
The CRMUG is for users, by users. We engage individuals and companies using Microsoft Dynamics CRM in value-added networking and knowledge sharing, and to be the single most important communication channel for Microsoft to see guidance on future development of Dynamics CRM. Individuals from all aspects of CRM life, from executive management to CRM administration, attend our Regional Chapter meetings and gain important knowledge, strategy, and administration best-practices.
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CRM User Group
User Showcase: Advanced Process Visualization, Real-Time Workflows, and Branded Emails – A Perfect Combination; Technical Academy: Real-time Workflows & Branded Email Management
Presented by MacroPoint and Bob Hogan
8/7/2014 5:45 PM
Park Center III

Join MacroPoint as they walk through (1) how they developed their advanced business process flows, (2) how they tied them to CRM fields that drive automated stage changes, and (3) how these records are automatically dropped in and out of static marketing lists tied to ClickDimensions nurture programs. These nurture programs automatically send branded emails to customers as they progress through the MacroPoint system. MacroPoint will be covering usage with a live demonstration of their system.

Join Bob Hogan, CRM Practice Director at Bennett Adelson, as he steps through the workflow architecture for the MacroPoint system, how it’s developed, and how the team manages branded email templates through the seamless integration with ClickDimensions. This session will feature technical features of CRM real-time workflows, C#, HTML, ClickDimensions email templates, and nurture programs.


About CRM User Group
The CRMUG is for users, by users. We engage individuals and companies using Microsoft Dynamics CRM in value-added networking and knowledge sharing, and to be the single most important communication channel for Microsoft to see guidance on future development of Dynamics CRM. Individuals from all aspects of CRM life, from executive management to CRM administration, attend our Regional Chapter meetings and gain important knowledge, strategy, and administration best-practices.
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CRM User Group
Advanced Process Visualization, Real-Time Workflows, and Branded Emails – A Perfect Combination; Advanced Navigation in CRM 2013
Presented by Bob Hogan & Pat Good
7/16/2014 4:00 PM
Columbus Microsoft Office
Join Bob Hogan, CRM Practice Director at Bennett Adelson, as he walks through (1) how MacroPoint developed their advanced business process flows, (2) how they tied them to CRM fields that drive automated stage changes, and (3) how these records are automatically dropped in and out of static marketing lists tied to ClickDimensions nurture programs. These nurture programs automatically send branded emails to customers as they progress through the MacroPoint system. Bob will be covering usage with a live demo, as well as dropping in some technical tidbits along the way for those looking for some “tech” knowledge.

CRM 2013 brought new navigation processes that have, in many ways, created more challenges for CRM users. Join Pat Good as she walks us through some navigation feature changes as well as some possible add-on solutions that may be of benefit to your organization.


About CRM User Group
The CRMUG is for users, by users. We engage individuals and companies using Microsoft Dynamics CRM in value-added networking and knowledge sharing, and to be the single most important communication channel for Microsoft to see guidance on future development of Dynamics CRM. Individuals from all aspects of CRM life, from executive management to CRM administration, attend our Regional Chapter meetings and gain important knowledge, strategy, and administration best-practices.
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CRM User Group
June CRM User Group
Presented by Bob Hogan
6/26/2014 5:45 PM
Park Center III
User Showcase: Boosting Productivity with Microsoft Dynamics CRM + Office 365 Empower your teams with native Microsoft document management and collaboration solutions designed for easy adoption, accessible anywhere, and on most devices. Office 365 delivers world class enterprise ready tools that work seamlessly with Microsoft Dynamics CRM on-premise or online systems. Join Bennett Adelson as they showcase the power of Microsoft Dynamics CRM + Office 365 using their production CRM system. Day-to-day operations include processes for team collaboration, document management, project management, customer service, sales and marketing. This will be a live demonstration from a user’s perspective. It may include sample technical tidbits with configuration examples. Technical Academy: Building More Scalable Workflows with Extensions: Leverage the power of the NEW CRM 2013 workflow extensions to reduce the code footprint for your plugins; clarifying the blurred lines between plugins and workflow extensions. For example, have you ever tried to run a workflow on child records from their parent. Join Bennett Adelson as they show you how! Examples to include synchronous (Real-Time) and asynchronous (Back-Ground) workflows.

About CRM User Group
The CRMUG is for users, by users. We engage individuals and companies using Microsoft Dynamics CRM in value-added networking and knowledge sharing, and to be the single most important communication channel for Microsoft to see guidance on future development of Dynamics CRM. Individuals from all aspects of CRM life, from executive management to CRM administration, attend our Regional Chapter meetings and gain important knowledge, strategy, and administration best-practices.
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CRM User Group
April 2014 CRMUG
Presented by Bob Hogan
4/3/2014 5:30 PM
Cleveland Microsoft Office
User Showcase: What’s on the 2014 Roadmap for Microsoft Dynamics CRM?

With Convergence 2014 behind us let’s take a closer look at the CRM roadmap for this year. What’s coming in Leo, Subra, and Mira? What is Parature and the new Dynamics Marketing solutions? These and more to be discussed at the April 2014 CRMUG in Cleveland.

Technical Academy: Super Grid for Microsoft Dynamics CRM

Super Grid for Microsoft Dynamics CRM and CRM Online is an industrial-strength add-on for implementing intuitive custom CRM in-place record edit and entry to any View and Sub-Grid to save lots of time and clicks in any CRM Entity. Build your own unique “My Work” dedicated editable work areas.

We will walk through installation and configuration of Super Grid.

About CRM User Group
The CRMUG is for users, by users. We engage individuals and companies using Microsoft Dynamics CRM in value-added networking and knowledge sharing, and to be the single most important communication channel for Microsoft to see guidance on future development of Dynamics CRM. Individuals from all aspects of CRM life, from executive management to CRM administration, attend our Regional Chapter meetings and gain important knowledge, strategy, and administration best-practices.
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CRM User Group
Sales Opportunity Pipeline Process
Presented by Brent Howsmon
2/6/2014 5:45 PM
Cleveland Microsoft Office
Brent Howsmon from Swagelok will demonstrate the value of an automated sales process that gives us visibility to in-process status as well as sales results. The process was designed to be easy to use, easy to follow, and provide customer insight that enables us to optimize our sales decisions. The presentation and demonstration will include the use of Opportunities, Activities, Workflows, and Reports.

About CRM User Group
The CRMUG is for users, by users. We engage individuals and companies using Microsoft Dynamics CRM in value-added networking and knowledge sharing, and to be the single most important communication channel for Microsoft to see guidance on future development of Dynamics CRM. Individuals from all aspects of CRM life, from executive management to CRM administration, attend our Regional Chapter meetings and gain important knowledge, strategy, and administration best-practices.
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CRM User Group
GIS Mapping in CRM
Presented by Bob Hogan
12/5/2013 12:00 AM
Cleveland Microsoft Office
Do you have a need for Location Analytics and Geographic Information Systems (GIS) mapping in CRM? In this presentation we'll give a brief overview and explanation of GIS and Location Analytics as it relates to CRM processes. We'll show how GIS and Location Analytics can be used to unleash the power of your existing CRM systems or devices. We'll show a few scenarios where existing information can be combined with geographic data in CRM to gain additional insight and provide a new perspective to the business challenge(s) you're facing. After this functional showcase we’ll conduct a user round table. As we wrap up the year, we’d love to hear what’s going on in your CRM world.

About CRM User Group
The CRMUG is for users, by users. We engage individuals and companies using Microsoft Dynamics CRM in value-added networking and knowledge sharing, and to be the single most important communication channel for Microsoft to see guidance on future development of Dynamics CRM. Individuals from all aspects of CRM life, from executive management to CRM administration, attend our Regional Chapter meetings and gain important knowledge, strategy, and administration best-practices.
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CRM User Group
The CRM 2013 Primer: What’s in it for me, and how do I get there?
Presented by Bob Hogan
10/3/2013 5:45 PM
Cleveland Microsoft Office
What is CRM 2013? What’s new? What’s in it for me? How do I upgrade? We’ve been asked these very same questions. Come discover CRM 2013. Learn what it takes to upgrade, and participate in users discussions around roadmap, mobility, feature sets and much more.

Bennett Adelson will take both a practical business approach describing new features and benefits, as well as deep dive into the technical considerations with upgrading, integrations, backwards compatibility, and much more.

About CRM User Group
The CRMUG is for users, by users. We engage individuals and companies using Microsoft Dynamics CRM in value-added networking and knowledge sharing, and to be the single most important communication channel for Microsoft to see guidance on future development of Dynamics CRM. Individuals from all aspects of CRM life, from executive management to CRM administration, attend our Regional Chapter meetings and gain important knowledge, strategy, and administration best-practices.
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CRM User Group
The power of CRM Offline and oData
Presented by Jimmy Briggs
from Davey Tree
8/1/2013 5:45 PM
Park Center I - Basement
Do you find yourself needing CRM data without network connectivity? Do you have remote users working with CRM data while on the road? Have you tried the Microsoft Dynamics CRM Offline Client?

Come see how Davey Tree implemented the Offline Client to allow their arborists to evolve their sales process from clipboards and paper into a data driven system. See how they enabled and promoted this with a customized opportunity (proposal), a specialized account search, and custom grid component featuring oData for you techies out there. By understanding the sales process of their users they are able to deliver and grow a solution that is easy to use and saves time; in addition to adding a higher level of value to their customer base.

About CRM User Group
The CRMUG is for users, by users. We engage individuals and companies using Microsoft Dynamics CRM in value-added networking and knowledge sharing, and to be the single most important communication channel for Microsoft to see guidance on future development of Dynamics CRM. Individuals from all aspects of CRM life, from executive management to CRM administration, attend our Regional Chapter meetings and gain important knowledge, strategy, and administration best-practices.
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CRM User Group
Extending CRM 2011 with Javascipt
Presented by Joan Wojcicki - Cleveland Indians
6/27/2013 5:45 PM
Cleveland Microsoft Office
It's not as difficult as you might think!

Learn common methods that will instantly give your CRM deployment more functionality. Did you ever want to show or hide a tab based on existing data in the entity? Or maybe based on the value entered by a user, automatically populate another field? These are some of the methods that will be discussed, as well as working with the Form Events and debugging Javascript. You will be provided with examples that you can take back to your own CRM implementation and immediately use. For both non-developers and developers.

About CRM User Group
The CRMUG is for users, by users. We engage individuals and companies using Microsoft Dynamics CRM in value-added networking and knowledge sharing, and to be the single most important communication channel for Microsoft to see guidance on future development of Dynamics CRM. Individuals from all aspects of CRM life, from executive management to CRM administration, attend our Regional Chapter meetings and gain important knowledge, strategy, and administration best-practices.
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CRM User Group
Exploring the NEW
Vision of CRM
Presented by Bob Hogan
Bennett Adelson
4/11/2013 5:45 PM
Cleveland Microsoft Office
We apologize for the late notice but due to a scheduling conflict and the Microsoft Dynamics Convergence coming up, we are postponing this meeting to April 11th.

Join Bob Hogan, CRM Practice Director, Bennett Adelson, in exploring a LIVE CRM 2011 system featuring the new components released as part of the recent 2012 Service Update. Bob will bring case study examples, testimonials, and review process strategies for empowering your mobile workforce, optimizing their experience, and enabling a collaborative sales and service experience for your customers.

Bob will also prepare a 20 minute “Tech Snack” and teach you how to manage and customize certain features of Dynamics CRM 2011. Topics include:

  • Managing the new “flat” forms (reverting to legacy forms if needed, and when it’s done automatically)
  • Managing dialogs (conforming business processes and enabling a consistent customer experience)
  • CRM/Office 365 Integration and Management (with Single-Sign-On)

About CRM User Group
The CRMUG is for users, by users. We engage individuals and companies using Microsoft Dynamics CRM in value-added networking and knowledge sharing, and to be the single most important communication channel for Microsoft to see guidance on future development of Dynamics CRM. Individuals from all aspects of CRM life, from executive management to CRM administration, attend our Regional Chapter meetings and gain important knowledge, strategy, and administration best-practices.
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CRM User Group
Exploring the Microsoft Vision for CRM
Presented by Bob Hogan
Bennett Adelson
11/27/2012 5:45 PM
Cleveland Microsoft Office
Do you have a highly mobile sales or service team? Do they find collaborating on sales opportunities challenging? What about the need for emerging market insights or the ability to know when a member of your team last communicated with your customer (and about what)? If you answered YES to any of these questions, you are not alone. Adopting a Dynamic Sales and Service organization is essential in today’s market.

So what makes a Dynamic Sales and Service organization? We believe successful Sales and Service teams need to embrace four key characteristics to be Dynamic, and ultimately win and retain customers:
  1. Highly Productive
  2. Prepared and Insightful
  3. Collaborative and Connected
  4. Quick and Mobile

Organizations and professionals that are able to excel in each of these areas will be the winners.
Come and join Bob Hogan from Bennett Adelson on Tuesday, November 27 from 5:30 p – 7:00 p for a lively discussion on the Microsoft Dynamics CRM Roadmap. Explore the Microsoft Vision for CRM and take a look at key features that make organizations highly Dynamic.
Topics include:
  • Mobility
  • Collaboration and productivity
  • Business insight
  • Your customer social community
Bob will also be on-hand afterwards to strategize or even answer technical questions on Dynamics CRM (past, present, and future).
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About CRM User Group
The CRMUG is for users, by users. We engage individuals and companies using Microsoft Dynamics CRM in value-added networking and knowledge sharing, and to be the single most important communication channel for Microsoft to see guidance on future development of Dynamics CRM. Individuals from all aspects of CRM life, from executive management to CRM administration, attend our Regional Chapter meetings and gain important knowledge, strategy, and administration best-practices.
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CRM User Group
Boost CRM Adoption
Presented by Bob Hogan - Bennett Adelson
8/12/2009 12:00 PM
Webcast
Boost CRM Adoption Webcast

About CRM User Group
The CRMUG is for users, by users. We engage individuals and companies using Microsoft Dynamics CRM in value-added networking and knowledge sharing, and to be the single most important communication channel for Microsoft to see guidance on future development of Dynamics CRM. Individuals from all aspects of CRM life, from executive management to CRM administration, attend our Regional Chapter meetings and gain important knowledge, strategy, and administration best-practices.
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