Session

Description

Complete campaign management

John O’Donnell joins us from Microsoft to examine an in-depth review of using Microsoft Dynamics CRM to support marketing functions, how to run successful email campaigns, measuring campaign ROI, how to leverage data for better customer insight, etc.

Note: you may sign up for training independently of Summit by clicking here

Trainer:
John O'D

Performance tuning

This training session will provide an overview and discussion to identify and diagnosis variables that impact CRM Performance.  In addition, the session will include case study examples and demos using SQL Server profiler, Performance Monitor and other tools to identify bottlenecks, locking and blocking contention, potential additional index needs and other variables that impact CRM performance.  We will also discuss other tips and tricks and best practices to improve CRM performance in your environment.  Join Jason Phillips from Microsoft as he covers:

• Application Side
  • Architecture Best Practices
  • Client Side Performance Best Practices
  • Application Server Performance Best Practices
  • Reporting Services Performance Best Practices
  • CRM E-mail Router Performance Best Practices
• Database Side
  • SQL Server Best Practices
  • Query Performance Analysis and Troubleshooting
  • Locking and Blocking
  • Query Tuning and Index Design and Optimization
  • Utilize Perf Counters to Identify Performance Bottlenecks in your CRM Environment

Note: you may sign up for training independently of Summit by clicking here

Trainer:
Jason Phillips

Form customizations

In this half-day class, Larry Lentz, CRM MVP with Lentz Computer Services, will review in detail how to use and what you can do with Jscript, I-frames, and form events to customize the forms in CRM.  We’ll walk through specific examples with hands-on opportunities to practice these valuable options. 

Note: you may sign up for training independently of Summit by clicking here

Trainer:
Larry Lentz

Course 80003A: Workflow in Microsoft Dynamics CRM 4.0

Larry Lentz, CRM MVP, Lentz Computer Services, provides this opportunity to take the Microsoft Course 80003A on workflow.  This detailed class includes how to create, run, and monitor workflows to automate business processes, the design process, updating triggers, conditional branching advanced and multi-stage workflows, monitoring workflows and workflow security.

Note: you may sign up for training independently of Summit by clicking here

Trainer:
Larry Lentz

Data migration and integration

In this class you will learn how to migrate and integrate data into Microsoft Dynamics CRM from other applications and data sources using several of the most common methods.   Join Pierre Hulsebus from EHTC, as he reviews and demonstrates SQL integration services as well as Microsoft Data Migration Utility.  We will explore the variety of deployment methods, and foundational issues relative to building migration and integration strategies.  Immediately following the class, Scribe and other CRMUG Partners will be on hand to work directly with you to answer your detailed, product-specific questions, and help you leverage and learn more about these data migration tools. 

Note: you may sign up for training independently of Summit by clicking here

Trainer:
Pierre Hulsebus

Deploying dashboards with tools you already have

Learn how to take advantage of the tools and applications you probably already own to build easy, executive-pleasing dashboards.  In this learn by doing session, we will create some example dashboards with Excel, Reporting Services and SharePoint using your CRM Dynamics data.  We will also cover why dashboards are important and how they can be used to help make better business decisions.

Join Michael Hammons from Infinity Info Systems, as he reviews:

• Dashboard Overview – the what, where, who, and why
• Understanding the differences, benefits and limitations of each approach
• What makes a good dashboard using visualization
• How to create a dashboard Dynamics CRM and Excel
• How to create a CRM dashboard with SQL Reporting Services
• How to create a CRM SharePoint Dashboard using SharePoint and Web Parts
• 5 Tips for presenting data effectively and increasing the value of your dashboards

Note: you may sign up for training independently of Summit by clicking here

Trainer:
Michael Hammons

Microsoft Conduit

Microsoft Conduits are your opportunity to provide feedback directly to the CRM Product Team and influence the future of the product. The Microsoft Dynamics CRM Product Team Members—Program Managers, Researcher, User Experience Director - are enthusiastically looking forward to meeting you, learning from your experiences and insights, and sharing with you our ideas for future versions of Microsoft Dynamics CRM. Potential topics include:

• Getting Started with CRM – experiences for new users
• Finding Your Commands – A Ribbon for CRM
• Accessing Your Data Quickly – Navigation and viewing your data in the Next Version of Microsoft CRM
• Easing Data Entry –Editing In the List views and importing data
• Visualizing Your Data –Dashboards, Charts and Filtering in List views
• Outlook Client – deeper integration and new richer experiences
• Customizing CRM – Building, managing, and deploying solutions

Creating Dashboards with Tools You Already Own
Break-out 1

SharePoint 2007 provides integration with quite a few Microsoft products including Dynamics, SQL Server Reporting Services, Performance Point, etc. Today, we will specifically talk about SharePoint's integration with MS CRM. Creating a dashboard using SharePoint, with many of the Microsoft Tools you may already own.

Speaker(s):
Matt Panzano, Tom Totten

xRM Coolness
Break-out 1

In this discussion we'll look at real xRM examples, including views into the code, iFrame, etc. that makes it work, and share your endeavors with xRM.  For this session, you should have a basic understanding using CRM as a development platform.

Speaker(s):
Matt Keenan

Managing a Dispersed CRM Environment
Break-out 1

Today's global organizations are challenged by geography, language, culture and a host of other issues.  If you're supporting one of these organizations, don't miss this opportunity to learn how your peers are successfully managing CRM environments that span the globe.  The discussion will cover how to manage the needs of multiple groups located in different countries, how language differences impact CRM customizations. and the different CRM access methods that may be used in a dispersed environment. 

Speaker(s):
Tim Thorpe, Jason Phillips

CRM Mobility - Enhancing Productivity and Effectiveness
Break-out 1

Treat CRM Mobility as only about accessing data from a mobile smartphone and you'll face issues with user adoption, data security, and data validity.  Address these challenges and you can gain enhanced productivity, sales or service effectiveness, and increased CRM user adoption.  Join us to review common challenges and how the effective deployment of a quality CRM Mobility solution can enable greater business for both the field staff and the organization.  We'll discuss planning and deployment considerations to better ensure a successful implementation, and you'll hear from a member who just implemented CRM mobility about their objectives and real-world lessons learned. 

Speaker(s):
Derek Warburton, Jamie Reid

Maximize your productivity, stay connected to your community, and see the benefits of attending the Microsoft Dynamics premier event of the year
Break-out 2

Learn how to increase your self-sufficiency and productivity with access to 24/7 eLearning and training services, self-support and product information using CustomerSource.  Join the Microsoft Dynamics online Community, your resource for role-based content, blogs from Microsoft product teams and related communities, product forums and social networking.  See all the benefits of attending the premier Dynamics event of the year to fully utilize your existing Dynamics solution. Save the date for Convergence 2010 Atlanta, April 25-28, 2010.  Come and see us! Visit booth #227 and spin the prize wheel for a chance to win a Convergence 2010 registration, 120GB Zune or other prize

Cincom Acquire – Complex Selling Made Simple
Break-out 2

Cincom Acquire™ automates the selling and configuration of complex products, pricing and services. Cincom Acquire™ also integrates out of the box with Microsoft Dynamics CRM and Microsoft Dynamics AX. Our technology allows companies to dramatically reduce quote to cash cycles, order processing times and sales lead times through: Sales and Product Configuration, Guided Selling, Automation and Management of Proposals. Cincom Acquire’s embedded technology launches directly out of Microsoft Dynamics CRM and Microsoft Dynamics AX.  Our seamless integrations to CRM and AX make this affordable technology extremely valuable, and easy to use for Dynamics customers.

Guided Selling for Microsoft Dynamics - empowers sales representatives to generate sales quotations for complex and customized products at the point of sale.

Proposal Automation for Microsoft Dynamics - creates pricing and proposals that include product configuration, contracts, drawings, and other business-specific documents.

Product Knowledge Base for Microsoft Dynamics - empowers product specialists to quickly create sophisticated guided-selling and configuration solutions with intuitive, drag-and-drop modeling tools.

Founded in 1968, Cincom Systems is an established private company with customers and partners worldwide, as well as a Microsoft Gold certified Partner and Microsoft U.S. Managed ISV. We also provide a network of subsidiaries in the Americas, Europe and Asia Pacific. Please check our website for more information about our solution http://www.cincomacquire.com. 

If simplifying your business and making it easier for your customers to buy from you is important, then don’t miss this special session from Cincom.  Too often, companies waste too much of their time and their customers’ chasing the experts in their organization to find out: can we deliver this, how long will it take, how much will it cost, and when can we deliver an accurate proposal? 

Using Cincom’s technology to streamline this process and integrate with other systems, your organization will be:

     > Much easier to do business with
     > Quicker to respond to customers’ needs
     > Leaner
     > More capable of automating redundant manual processes
     > Able to sell based on highest value instead of lowest price

Extend the functionality of your Microsoft Dynamics applications and gain market share while reducing costs, and become the easiest company to do business with!

Have you realized your targeted ROI from your Dynamics implementation?
Break-out 2

Have you realized your targeted ROI from your Dynamics implementation?  Chances are that you haven’t.  Maybe integration with existing systems is limiting your ability to turn data into knowledge.   Or user adoption has suffered because training is rushed and forgotten.  Sound familiar?  If you support your organization’s Dynamics implementation, manage a team of Dynamics users, or are responsible for providing an integrated solution for your organization, you’re looking for the Missing Link to get more out of your Dynamics implementation.  
 
Missing Link Technology, a leading provider of integration software and virtualization solutions, is a Microsoft Gold Certified Partner in software and a recognized leader in delivering innovative virtualized solutions that improve business productivity and lower costs.
 
Missing Link Technology is also a certified Dynamics Reseller and uses this in depth product knowledge to ensure that Connectelligence, our integration software suite, is the ideal tool for any Dynamics integration.  Additionally, Instructelligence, our set of best in class knowledge transfer solutions is the most robust offering of online learning, quality assurance and sales demonstration resources on the market today. Instructelligence is the exclusive virtual learning environment for all classroom training at this year’s conference.
 
Please join Jim Herron, Vice President of Virtual Solutions, for a discussion on how virtualization can drive efficiencies in today’s business model and see a demonstration of Instructelligence V-Lab, the virtual classroom being utilized at the Summit 2009.

Exact Target
Break-out 2

Presentation hosted by Exact Target

Missing Link Technology
Break-out 2

Missing Link Technology, a leading provider of integration software and virtualization solutions is a Microsoft Gold Certified Partner in software and a recognized leader in delivering innovative virtualized solutions that improve business productivity and lower costs.

Missing Link Technology is also a certified Dynamics Reseller and uses this in depth product knowledge to ensure that Connectelligence, our integration software suite is the ideal tool for any Dynamics integration. Additionally, Instructelligence, our set of best in class knowledge transfer solutions is the most robust offering of online learning, quality assurance and sales demonstration resources on the market today. Instructelligence is the exclusive virtual learning environment for all classroom training at this year’s conference.

Please join Jim Herron, Vice President of Virtual Solutions, for a discussion on how virtualization can drive efficiencies in today’s business model and see a demonstration of Instructelligence V-Lab, the virtual classroom being utilized at the Summit 2009.

CRM Reporting 101
Break-out 3

Who doesn't want more insight into their opportunities, customers, or service records?  Reporting from Dynamics CRM is flexible and easy, but make sure you know what the options are and how to best use them.  Don't miss this invaluable session covering how to develop reports using Advanced Find (combining entities), Report Wizard, and Dynamic Pivot Tables.  And be ready to share your tips and tricks too!

Speaker(s):
Kim Buchanan, Pierre Hulsebus

How to Make Sharepoint Work Better with CRM
Break-out 3

Don't miss this incredibly valuable hour to see how to take advantage of Dynamics CRM and SharePoint as they work together to deliver simple and effective solutions.  See how easy it is to add CRM items into SharePoint using free Web Part downloads.  Connect CRM documents to SharePoint via an IFrame or by CRM creating the library.  Add all of this into a Dashboard for quick viewing and then see how to embed Dashboards in Outlook so they are only a click away.  You'll take home examples of this code and links to blogs with these and more examples.

Speaker(s):
Matt Panzano, Matt Keenan

CRM Performance Tuning
Break-out 3

Looking to identify and resolve any issues affecting the performance of your CRM system?  Attend this session as we review best practices and tips for better response speed and keeping your CRM system humming.  Experience with SQL server, CRM administration and customization is a plus as we cover how to optimize Microsoft Dynamics CRM.

Speaker(s):
Sean McNellis, Steve Schumacher

Integrated Campaign Management
Break-out 3

Campaigns - very powerful tools if you know how to leverage them.  Campaign management is a must for supporting any effective sales process or customer relationship management strategy.  Come and see how campaigns play a big part in major sales efforts, and we'll review some real life examples and some neat features of Dynamics CRM for integrated campaign management.

Speaker(s):
Valter Herman, Colby Cavanaugh, Arvind Raman

The Future of Microsoft Dynamics CRM
Break-out 4

CRM 5.0 is still over a year away, but we'll whet your appetite with a sneak peak and a review of the product roadmap.

Speaker(s):
Christian Pedersen

The Future of Microsoft Dynamics CRM
Break-out 4

CRM 5.0 is still over a year away, but we'll whet your appetite with a sneak peak and a review of the product roadmap.

Speaker(s):
Christian Pedersen

The Future of Microsoft Dynamics CRM
Break-out 4

CRM 5.0 is still over a year away, but we'll whet your appetite with a sneak peak and a review of the product roadmap.

Speaker(s):
Christian Pedersen

The Future of Microsoft Dynamics CRM
Break-out 4

CRM 5.0 is still over a year away, but we'll whet your appetite with a sneak peak and a review of the product roadmap.

Speaker(s):
Christian Pedersen

SmartConnect: Making Microsoft CRM & GP Integration and Automation Simple
Break-out 5

"Integration and automation are essential components to every successful ERP system. Come discover how SmartConnect makes integration and automation simple. No other ERP/CRM combination has a toolset that is as powerful, flexible, extensible and yet easy to use as Microsoft Dynamics CRM, Microsoft Dynamics GP and SmartConnect. SmartConnect provides a drag and drop user interface for configuring integrations into Microsoft Dynamics CRM and Microsoft Dynamics GP from any data source. SmartConnect is powered by both eConnect and CRM web services and has transformed both from being developer tools, into an easy to use end users toolset. There are complex and expensive tools on the market that do a fraction of what SmartConnect can achieve. Save your time and money and come discover why SmartConnect has changed the way CRM and GP are implemented – without a single line of code."

Maximize your productivity, stay connected to your community, and see the benefits of attending the Microsoft Dynamics premier event of the year
Break-out 5

Learn how to increase your self-sufficiency and productivity with access to 24/7 eLearning and training services, self-support and product information using CustomerSource.  Join the Microsoft Dynamics online Community, your resource for role-based content, blogs from Microsoft product teams and related communities, product forums and social networking.  See all the benefits of attending the premier Dynamics event of the year to fully utilize your existing Dynamics solution. Save the date for Convergence 2010 Atlanta, April 25-28, 2010.  Come and see us! Visit booth #227 and spin the prize wheel for a chance to win a Convergence 2010 registration, 120GB Zune or other prize

Cincom Acquire – Complex Selling Made Simple
Break-out 5

Cincom Acquire™ automates the selling and configuration of complex products, pricing and services. Cincom Acquire™ also integrates out of the box with Microsoft Dynamics CRM and Microsoft Dynamics AX. Our technology allows companies to dramatically reduce quote to cash cycles, order processing times and sales lead times through: Sales and Product Configuration, Guided Selling, Automation and Management of Proposals. Cincom Acquire’s embedded technology launches directly out of Microsoft Dynamics CRM and Microsoft Dynamics AX.  Our seamless integrations to CRM and AX make this affordable technology extremely valuable, and easy to use for Dynamics customers.

Guided Selling for Microsoft Dynamics - empowers sales representatives to generate sales quotations for complex and customized products at the point of sale.

Proposal Automation for Microsoft Dynamics - creates pricing and proposals that include product configuration, contracts, drawings, and other business-specific documents.

Product Knowledge Base for Microsoft Dynamics - empowers product specialists to quickly create sophisticated guided-selling and configuration solutions with intuitive, drag-and-drop modeling tools.

Founded in 1968, Cincom Systems is an established private company with customers and partners worldwide, as well as a Microsoft Gold certified Partner and Microsoft U.S. Managed ISV. We also provide a network of subsidiaries in the Americas, Europe and Asia Pacific. Please check our website for more information about our solution http://www.cincomacquire.com. 

If simplifying your business and making it easier for your customers to buy from you is important, then don’t miss this special session from Cincom.  Too often, companies waste too much of their time and their customers’ chasing the experts in their organization to find out: can we deliver this, how long will it take, how much will it cost, and when can we deliver an accurate proposal? 

Using Cincom’s technology to streamline this process and integrate with other systems, your organization will be:

     > Much easier to do business with
     > Quicker to respond to customers’ needs
     > Leaner
     > More capable of automating redundant manual processes
     > Able to sell based on highest value instead of lowest price

Extend the functionality of your Microsoft Dynamics applications and gain market share while reducing costs, and become the easiest company to do business with!

Exact Target
Break-out 5

Presentation Hosted by Exact Target

7 Value Added Microsoft Services You Don't Want to Miss
Break-out 6

We had a tough time narrowing the list to 7!  We'll hear straight from the Microsoft team what resources are available for finding help, networking, providing feedback, finding other solutions, product feedback, etc.

Speaker(s):
Arlin Fisher, Sean McNellis, Steve Schumacher

CRM Reporting 201
Break-out 6

Want to take your reporting skills to the next level?  Join this rapid fire session to see how to use Visual Studio to create reports that recreate forms, use sub-reports, or pull in multiple data sources.  We'll also cover how to optimize run time for reports that use sub reports or large data sets, and how to use reporting services to streamline business processes.  Take home example Visual Studio reports and code to implement these techniques!

Speaker(s):
Kim Buchanan, Darren Liu (CRM MVP)

Data Migration / Integration
Break-out 6

Integration and migration are complex issues - different needs, different approaches, different tools.  How do you discover net-change in a data store?  How do you make those changes available for translation?  How will the insertion of records effect workflow of the supported application?  Join the discussion and solve your challenges on replication, synchronization, and integration of data.

Speaker(s):
Art Johnston, David Baker

The ROI of CRM
Break-out 6

We've all had to do it - justify spending money on CRM technology and processes.  Now is not the time to pull back - instead, you should be spending time and money on implementing or expanding your CRM use during this down economy.  Share your ideas and feedback on how to justify CRM implementations, how to position cost savings that result from CRM, and how CRM will help position your organization for the upswing that is coming.  This session is especially timely for anyone working to justify a Dynamics CRM implementation in today's business environment.

Speaker(s):
Tim Thorpe, Rosalee Allan

Working Effectively with Partners
Break-out 7

Choosing the right partner for a CRM implementation has a significant impact on the ease of your rollout, as well as your ongoing ability to leverage your CRM investment.  This session will explore the pros and cons of using an existing partner relationship vs. establishing new relationships where necessary.  The discussion will explore how the size of your organization, CRM features being used, and the number of users may impact this important decision.  Any staff that works closely with a partner related to implementing and supporting CRM environments will benefit from this discussion.

Speaker(s):
Tim Thorpe, Pierre Hulsebus

Extending CRM with the SDK
Break-out 7

Have you customized your Microsoft Dynamics CRM application?  Join this energetic discussion to discuss the "why" and "how" of customizing MS CRM and compare different approaches.  Share your experiences with the SDK and learn more about topics like custom entities vs. system entities, authentication, debugging, customizing with jscript, hiding fields, building custom ASP pages - your call!  We'll review examples of programming started from the SDK examples and check out the code, and see where to find examples in the SDK. 

Speaker(s):
Ivan Kurtev, Duane Upmann

Using CRM with Azure
Break-out 7

Curious about what Azure is exactly?  Know how to leverage Azure with your CRM application?  There are already some great success stories leveraging Azure, so join us to find how what it is, what its value proposition is, and how Dynamics CRM relates to Azure.  We'll also cover how to build your first CRM 4.0 and Azure application in the session. 

Speaker(s):
Darren Liu (CRM MVP), John Rader

What You Can Do to Customize Your CRM
Break-out 7

As an end user, there are many things you can do to make CRM Work the Way You Do.  Join us to see how to make a few simple changes to improve your experience, such as using and saving Advanced Finds, exporting lists to Excel, creating e-mail templates, and using the Report Wizard.  Most importantly we will show you a number of on-line resources you can use to get answers to your questions and learn new tricks. 

Speaker(s):
Larry Lentz (CRM MVP), Laura Ziemba

Cool Uses of the CRM Accelerators
Break-out 8

Accelerators are cool!  In this interactive discussion get the latest updates and share your example of how you're using the Accelerators.  We'll spark ideas and demonstrate the adaptability of the tools; and cover briefly Codeplex and first steps for using them. 

Speaker(s):
Bob Peskin, Reuben Krippner

Troubleshooting the Outlook Client
Break-out 8

Join us for an interactive discussion regarding Microsoft Dynamics CRM 4.0 for Microsoft Office Outlook. This Interactive Discussion will focus on deployment, syncing, and troubleshooting of the Microsoft Dynamics CRM 4.0 Office Outlook client. 

Speaker(s):
Duane Upmann, Sean McNellis, Steve Schumacher

Troubleshooting the Outlook Client
Break-out 8

Join us for an interactive discussion regarding Microsoft Dynamics CRM 4.0 for Microsoft Office Outlook. This Interactive Discussion will focus on deployment, syncing, and troubleshooting of the Microsoft Dynamics CRM 4.0 Office Outlook client. 

Speaker(s):
Duane Upmann, Sean McNellis, Steve Schumacher

Using CRM with Outlook
Break-out 8

Users can leverage the functionality of Dynamics CRM directly from within Outlook.  Join us to learn more about the native CRM integration with Outlook, including synchronizing appointments, contacts and tasks, tracking e-mail, mail merge, and configuration options.  We also delve into CRM's offline access through Outlook and show you how to use a simple customization to better control contact synchronization.

Speaker(s):
Jim Steger (CRM MVP)

Keeping CRM Simple
Break-out 9

CRM is a powerful tool - so don't overthink it.  We'll discuss how during implementation to take advantage of CRM as a flexible platform and draw the balance between scope and time, and not build the pyramids with Phase 1.  Of course we'll cover the why and how to avoid too many customizations. After go-live, how to not fall in the trap of building too many reports, adding too many fields, etc., and make sure you stay supported.

Speaker(s):
Larry Lentz (CRM MVP)

Dispelling CRM Online Myths
Break-out 9

Facts or myths?

• I cannot put code on the Server
• I cannot integrate Sharepoint for dashboards and a document repository
• I cannot create custom SRS reports

There are number of misperceptions out there about what you can’t do with CRM Online.  If you’re considering using CRM Online or already are on-board, join us to dispel these myths and ensure that you’re getting the straight story. 

Internet Facing Deployments
Break-out 9

IFDs can be a great solution for delivering your CRM data to remote users securely and without the need of a VPN.  But should this be done?  What are the steps and what tools are available?  And certainly, how will the data be secure?  Join us for a discussion on the procedures and tasks required to set up an IFD, and the items that must be set for authentication to work correctly.  We'll cover the additional considerations if you are using ISA server, firewalls or anything else in your environment that may need to be configured.  And we'll share best practices, and discuss your experiences and questions on configuring an IFD for your organization.

Speaker(s):
Ivan Kurtev

Customer Service Operations
Break-out 9

Focusing on the central role of customer service to lower costs and build customer loyalty has never been more important.  The loss of a profitable customer, or a potentially profitable customer, is expensive and preventable.  The contact center, which integrates and synchronizes post-sales customer interactions, is the most critical flash point for the customer relationship.  Attend this session to learn how Customer Service Contact Centers can benefit from Dynamics CRM as a Customer Care and Internal Help Desk application. 

Speaker(s):
Pierre Hulsebus, Marc Ashbrook

Maximize your productivity, stay connected to your community, and see the benefits of attending the Microsoft Dynamics premier event of the year
Break-out 10

Learn how to increase your self-sufficiency and productivity with access to 24/7 eLearning and training services, self-support and product information using CustomerSource.  Join the Microsoft Dynamics online Community, your resource for role-based content, blogs from Microsoft product teams and related communities, product forums and social networking.  See all the benefits of attending the premier Dynamics event of the year to fully utilize your existing Dynamics solution. Save the date for Convergence 2010 Atlanta, April 25-28, 2010.  Come and see us! Visit booth #227 and spin the prize wheel for a chance to win a Convergence 2010 registration, 120GB Zune or other prize

Cincom Acquire – Complex Selling Made Simple
Break-out 10

Cincom Acquire™ automates the selling and configuration of complex products, pricing and services. Cincom Acquire™ also integrates out of the box with Microsoft Dynamics CRM and Microsoft Dynamics AX. Our technology allows companies to dramatically reduce quote to cash cycles, order processing times and sales lead times through: Sales and Product Configuration, Guided Selling, Automation and Management of Proposals. Cincom Acquire’s embedded technology launches directly out of Microsoft Dynamics CRM and Microsoft Dynamics AX.  Our seamless integrations to CRM and AX make this affordable technology extremely valuable, and easy to use for Dynamics customers.

Guided Selling for Microsoft Dynamics - empowers sales representatives to generate sales quotations for complex and customized products at the point of sale.

Proposal Automation for Microsoft Dynamics - creates pricing and proposals that include product configuration, contracts, drawings, and other business-specific documents.

Product Knowledge Base for Microsoft Dynamics - empowers product specialists to quickly create sophisticated guided-selling and configuration solutions with intuitive, drag-and-drop modeling tools.

Founded in 1968, Cincom Systems is an established private company with customers and partners worldwide, as well as a Microsoft Gold certified Partner and Microsoft U.S. Managed ISV. We also provide a network of subsidiaries in the Americas, Europe and Asia Pacific. Please check our website for more information about our solution http://www.cincomacquire.com. 

If simplifying your business and making it easier for your customers to buy from you is important, then don’t miss this special session from Cincom.  Too often, companies waste too much of their time and their customers’ chasing the experts in their organization to find out: can we deliver this, how long will it take, how much will it cost, and when can we deliver an accurate proposal? 

Using Cincom’s technology to streamline this process and integrate with other systems, your organization will be:

     > Much easier to do business with
     > Quicker to respond to customers’ needs
     > Leaner
     > More capable of automating redundant manual processes
     > Able to sell based on highest value instead of lowest price

Extend the functionality of your Microsoft Dynamics applications and gain market share while reducing costs, and become the easiest company to do business with!

Mobilizing your Dynamics CRM
Break-out 10

This will be an informative sessions about the possibilities on how to mobilize your existing or upcoming CRM implementations.

During this session we will explain and demonstrate several cases of existing customers that have mobilized parts of their Dynamics CRM implementation by using CWR Mobile CRM.

Speaker(s):
Erik van Hoof, CWR Mobility BV

Microsoft Sure Step
Break-out 10

Sure Step is the customer engagement methodology for Microsoft Dynamics® solutions. Sure Step assists you with your due diligence process in ERP/CRM product selection, and facilitates quality, on-spec, on-time implementations and upgrade of your Microsoft Dynamics solutions. Join us for an overview of the Sure Step Methodology, and how it applies to your CRM implementation. You’ll learn how Sure Step helps with the due diligence process for the selection of your CRM system, how to improve implementation quality with the Microsoft Dynamics product-specific templates for implementation, and see what’s coming with Sure Step and related programs.

Social Media and CRM:  Build and Track Your Brand
Break-out 11

Social Media technologies and apps are re-defining connections, insight, and information on people, places, and things - and your CRM strategy and environment better account for it. Integrating these technologies can provide powerful connections with your customers - providing the opportunity for fluid connections and feedback - while elevating your understanding of your customers and their needs to new levels. Join in this session to learn how Social Media sites like Twitter can be leveraged within Dynamics CRM to build and track your brand. We'll look at the new Social Networking CRM Accelerator and how it can help you understand your customers and prospects better.

Speaker(s):
Mike Marusin

Executive Roundtable - The Pulse of your Organization – Making sure Business Information and Data is transformed into Trusted Knowledge

Dynamic Communities invites you to join in an intimate discussion with world-renown Business Intelligence (BI) guru, Nigel Geary, and other executives centered on real approaches and best practices for shaping your companies BI strategy.
Monday, September 14, 2009
9:00 am - 11:30 am CDT
Pheasant Run Resort – St. Charles

Discussion Details:
Most organizations are capturing more and more data.  But most organizations still have trouble synthesizing the mounds of data that can be trusted and organized in such a fashion to allow timely and sound decisions to be made.

This “C-Level” dialog will be about finding a vision and strategy for Business Intelligence (BI).  It will seat executives with varying levels of progress toward “Knowledge Nirvana” together at the same table to discuss best practices, approaches, and where to find ROI.

This discussion IS NOT about specific software products, implementation projects, or specific reports to run.  Those sessions can be attended later by you and your colleagues once you’re confident of your executive vision for Business Intelligence.

You will walk away with:

• Key success stories (and maybe a few nightmares) from others who lead businesses like yours in their quest to have a better handle on their business through BI.
• Approaches to transforming your data into a trusted, strategic asset
• New expectations of how your decisions can be made with more confidence and greater velocity

We encourage you to take some time from your busy schedule and join us for what will be thought-provoking discussion, an opportunity to learn from your peers, and real takeaways.

Who should attend?
C-Level executives (or their appropriate designees) interested in furthering their organizations ability to make more confident decisions based on efficient access to business knowledge

Your Facilitator:
We are honored to bring in Dr. Nigel Geary to facilitate this Roundtable.  Nigel has been involved in Business Intelligence (BI) and analytic applications since 1978 following his doctorate in computer modelling from the University of Liverpool. After 10-years of working on mainframe Decision Support Systems (DSS), in 1990/91 Nigel helped establish Arbor Software (now part of Oracle/Hyperion) authors of the first OLAP server, Essbase, setting up their international operations in Europe and then Asia Pacific. Returning to London in 2000 Nigel entered the Microsoft Dynamics arena joining one the largest Microsoft Dynamics Partners as Head of Business Intelligence. Nigel founded PrecisionPoint Software in October, 2002 with a clear mission to create BI/data warehouse software to address the specific needs of mid-market ERP users. PrecisionPoint Business Warehouse is now the leading BI automation product for Dynamics AX and Dynamics NAV.