CRMUG DayONE 2012 - Sunday, March 18
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Opening General Session – 1:30-3:00pm
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1:30 - 3:00
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CRMUG Opening General Session
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Kick off your DayONE and Convergence 2012 experience with this high-energy, informative session! As you know, the CRMUG is about users helping users. What better way than to engage in an opening general session that focuses on user adoption of Dynamics CRM. Our panel of user experts will showcase real life examples in how they encourage and foster organizational use of Dynamics CRM. In addition, discussion between panelists and audience members will be encouraged along with closing comments on how you can get the most of Convergence 2012.
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Break Out Session One – 3:15-4:30pm
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3:15 - 4:30
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MVP Chat for System Administrators, Power Users and End Users
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The Microsoft Dynamics MVP Program recognizes the best and brightest CRM professionals with the Microsoft® Most Valuable Professional (MVP) Award. Take this opportunity to speak directly with several CRM MVPs, get answers to your most pressing CRM questions, and listen to the exchange between MVPs and your peers. This session will be targeted to system administrators that are managing or implementing Dynamics CRM, and power and end-users who use the application to support their teams or do their daily work.
Presenters: Moderated by Donna Edwards, MVPs on hand
to chat include Alex Fagundes, Curt Spanburgh, Jamie Miley, Jeff Loucks , Jerry Weinstock, Julie Yack, Larry Lentz, Mark Smith, Matt Wittemann, Mitch Milam, Neil Benson, Shan McArthur, Wim Coorevit.
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3:15 - 4:30
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Best Practices in Keeping Data Clean
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Accurate data is critical to the success of your sales and marketing efforts, and also to CRM user adoption. Join this session to hear how other Dynamics CRM users are achieving and maintaining clean data. Our panel of users will share their own best practices and address any of your questions.
Presenters: Duke Mocanu, FM Global; Sam McMakin, American Chemistry Council; Tim Thorpe, Black & Veatch
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3:15 - 4:30
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What’s Changed from Dynamics
CRM 4.0 to 2011: The Developer’s
Perspective
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CRM Developers – join this session to explore and discuss how changes from Dynamics CRM 4.0 to 2011 will affect your development process.
Presenter: Mitch Milam, MVP
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3:15 - 4:30
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Using Dynamics CRM to Enhance Sales Effectiveness
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Discover tried and true ways the sales team can utilize CRM to help manage their business processes. This session will cover things like managing critical prospect data, obtaining a holistic view of customer interactions, reducing busy work and ensuring an effective hand off from marketing to sales.
Presenter: Ryan Toenies, Sonoma Partners
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3:15 - 4:30
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Using Dynamics CRM to Its Full Potential
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Let's face it, many of us are not utilizing much of the core functionality that is available in Dynamics CRM. Attend this session to learn from others some of the ways they have extended the use of Dynamics CRM within their organization.
Presenter: Anne Stanton, FM Global; Gretchen Mann, Power Objects; Mike Hammons, Infinity Info Systems
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Break Out Session Two – 4:45-6:00pm
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4:45 - 6:00
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Upgrading to Dynamics CRM 2011
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Attend this session to walk through the upgrade process with some that have “been there, done that.” This session will cover information on major functionality changes in CRM 2011, like the enhancements to the user interface, role tailored design, and field level security. This session will also explore upgrade scenarios, planning for and executing the upgrade, and the post-upgrade considerations.
Presenter: Bob Peskin, Infinity Info Systems
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4:45 - 6:00
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Top 10 Most Frequently Asked Questions of the Premier Support Team
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Do you ever wonder what types of issues other CRM Project Leaders are facing? Attend this session to hear the answers to the most frequently asked support questions of the CRM Premier Support Team. The support team will share their top 10 support questions and how they troubleshoot these questions.
Presenter: Shawn Nulph, Microsoft
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4:45 - 6:00
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MVP Chat for Developers
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The Microsoft Dynamics MVP Program recognizes the best and brightest CRM professionals with the Microsoft® Most Valuable Professional (MVP) Award. Take this opportunity to speak directly with several CRM MVPs, get answers to your most pressing CRM questions, and listen to the exchange between MVPs and your peers. This session will be targeted to developers that are extending Dynamics CRM.
Presenters: Moderated by Donna Edwards, MVPs on hand
to chat include Alex Fagundes, Curt Spanburgh, Jamie Miley, Jeff Loucks , Jerry Weinstock, Julie Yack, Larry Lentz, Mark Smith, Matt Wittemann, Mitch Milam, Neil Benson, Shan McArthur, Wim Coorevit.
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4:45 - 6:00
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Email Marketing Round Up
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Modern email marketing tools have revolutionized the way companies communicate with their customers - and have upped customers' expectations about how you interact with them. Come explore some great email marketing tools available with Dynamics CRM. You'll see the products in action, and you'll also hear from Dynamics CRM users that are utilizing these tools and how it has impacted their marketing strategy.
Presenters: Jeff Marcoux, Core Motives; Matt Whittemann, ClickDimensions; Scott Sharby, ExactTarget
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4:45 - 6:00
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Microsoft Conduit
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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.
Presenter: Michael McCormick
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