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November Houston CRMUG Meeting

  • 1.  November Houston CRMUG Meeting

    TOP CONTRIBUTOR
    Posted Oct 22, 2018 03:40 PM
    We are back from Summit and now it's time to get our next meeting going. It is scheduled on November 14th from 10am to 2pm. You will get lunch if you register to attend!

    For those of you that attended Summit, (yea, you know who you are!), please let me know which session you would like to review at the next meeting. We all learned a few things, so I'd like for you to share them with the group. Let me know how much time you want so I can schedule everyone!

    I am going to summarize what I learned at Joel Lindstrom's session on the new App Designer and Unified Interface, since this was what I really was interested in going to Summit.

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    Mark Suchman
    CRM Lead
    Ascend Performance Materials
    Houston TX
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  • 2.  RE: November Houston CRMUG Meeting

    TOP CONTRIBUTOR
    Posted Oct 22, 2018 06:14 PM
    I would love to know if anyone went to any of the presentations on using Microsoft Flow.  Very interested in  hearing about those.

    Cheers,
    Phyllis

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    Phyllis Eriksen
    Dynamics 365 CRM Administrator
    Audimation Services, Inc.
    Houston, TX
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  • 3.  RE: November Houston CRMUG Meeting

    TOP CONTRIBUTOR
    Posted Oct 23, 2018 11:09 AM
    @Phyllis Eriksen I did one session on Flow where they walked through 3 examples. They ran out of time so I was going to email them asking about the one example they skipped, which was the one I really wanted!

    (Also, glad to see you made it back! Turns out I have your office phone saved and not your cell - I tried calling and texting to see if you could make the earlier flight but it didn't go through. I got there the minute they started boarding!)

    @Mark Suchman, Tony gave the green light that he would provide a table and space for us to pimp out the user group. Could we leave some time to talk about FOCUS and plan for that? I can help with the logistics, I thought it'd be nice to get people to RSVP for the upcoming meeting dates right there at focus. ​​

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    Brooke Browne
    Marketing Director
    Smartbridge
    Houston TX
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  • 4.  RE: November Houston CRMUG Meeting

    TOP CONTRIBUTOR
    Posted Oct 23, 2018 11:16 AM
    @Mark Suchman So I can probably briefly review the Flow session, though there were no slides and it was a live demo I probably can't go that deep on it having not set up the Flows yet myself. But additionally I could address the new features for D354 Sales that Microsoft delivered in 'The Future of Sales, built on Predictive Tools'. I took lots of notes there. ​

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    Brooke Browne
    Marketing Director
    Smartbridge
    Houston TX
    ------------------------------



  • 5.  RE: November Houston CRMUG Meeting

    TOP CONTRIBUTOR
    Posted Oct 31, 2018 12:21 PM
    Sounds good @Brooke Browne! @Phyllis Eriksen what are you going to talk about? @Diane McAlpine and @Hugh Konigsmark you too!

    Also waiting to hear from @Joe Benjamin and @Rebecca Cruz and @David Bockoven. And @Amrah Sanchez I know you are new to the group, but since you were at Summit...well?​​​​​​​​​​

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    Mark Suchman
    CRM Lead
    Ascend Performance Materials
    Houston TX
    ------------------------------



  • 6.  RE: November Houston CRMUG Meeting

    TOP CONTRIBUTOR
    Posted Oct 31, 2018 12:31 PM
    Hi, Mark,

    I've downloaded the general session if folks would like to see that.  Otherwise, I'd have to talk about what I presented.  Anybody interested in knowing how to find the security documents Microsoft provides that you can give to your IT security folks or auditors?

    Cheers,
    Phyllis

    ------------------------------
    Phyllis Eriksen
    Dynamics 365 CRM Administrator
    Audimation Services, Inc.
    Houston, TX
    ------------------------------



  • 7.  RE: November Houston CRMUG Meeting

    Posted Nov 01, 2018 12:35 PM
    Hi All
    Since I didn't get to go to Summit, I appreciate everyone sharing!  I am looking forward to it.
    Becky

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    Becky Dotson
    CRM Consultant
    Clariant
    Houston TX
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  • 8.  RE: November Houston CRMUG Meeting

    TOP CONTRIBUTOR
    Posted Nov 13, 2018 09:05 PM
    Hey @Mark Suchman and @Phyllis Eriksen, I'm so sorry but I can't make it tomorrow! I attempted a backup plan so that I could go, but it didn't work out. I have to miss it :(

    I'm down for volunteering at a table at FOCUS in March to get our group going, if you guys discuss it.

    ​​

    ------------------------------
    Brooke Browne
    Marketing Director
    Smartbridge
    Houston TX
    ------------------------------



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