CRMUG-New Jersey chapter meeting Q4

When:  Oct 4, 2018 from 9:30 AM to 1:30 PM (ET)
Associated with  US - New Jersey – CRM
Join us for our CRMUG meeting on October 4th to learn more about Dynamics 365 and how partners and users are implementing successful solutions.


CRMUG – New Jersey Chapter Meeting Agenda
Thursday October 4, 2018


  1. Welcome and Introductions
  2. Chapter Business, UG News & Events
  3. Partner Presentation

Topic: Learning the fundamentals of PowerApps and how they can improve your user experience.

Presenter: Aidan Gibbons

Company: RSM

Title: Technology Management Consultant


About the presenter:


Aidan Gibbons is a recent graduate from Widener University where he earned his business analytics degree with a minor in Operations Management. Currently Aidan is working on the Dynamics 365 platform with a specific focus in Power Apps, and an industry focus on local government.


  1. Member Showcase

Presenter: Shawn Smith
Company: SHI

CRM Profile:

SHI uses our CRM platform to host our presales data. We are currently on Dynamics 365 on prem and are actively working to transition to online by Q1 of next year. We currently have over 3,500 active users globally that we support. We have one primary instance in addition to a development instance and a test instance. We currently have CRM integrated with Dynamics AX, Power BI and a host of other home grown systems. We make great use of the Account, Opportunity and more recently Case Entity. We have a series of customizations we have implemented to make our workforces day to day easier and more streamline.

  1. Roundtable Discussion & Networking
  2. Lunch

Audience: All Dynamics CRM users are welcome. Your CRMUG Membership extends to ALL employees at your company, so we encourage you to invite your colleagues and fellow peers. Partner Members are welcome to attend provided they are accompanied by a customer and they can refer to our Code of Conduct for additional guidelines.


Microsoft Office
101 Wood Ave. S
9th Floor
Iselin, NJ 08830


Event Presenters

Shawn Smith

Title & Company: