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.
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
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!
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.
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.
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.
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.
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.