Summit CRMUG - Nashville 2017
Summit AXUG - Nashville 2017

Join Us in Nashville for D365UG/CRMUG/AXUG Summit 2017

October 10 - October 13

This year's D365UG/CRMUG/AXUG Summit will be held in Nashville at the iconic Gaylord Opryland Hotel on October 10th-13th. The largest annual gathering of Dynamics D365 users, Summit is designed, led, and attended by Dynamics D365 users, partners and other experts from around the globe.

Dynamics 365 end-users will find value at Summit through electrifying general sessions, essential peer-to-peer knowledge exchanges, product insight forums, and authentic networking opportunities. PowerObjects is a Platinum sponsor at this year's event so stop by and see us at booth #353.

Going to Summit?
Let us know! Email us to be included in our invitation-only cocktail reception.

Check out these PowerObjects Sessions


OCT 10

Implementing CRM for Customer Service Teams

The Microsoft Dynamics CRM Service module has received significant new features with recent updates to enhance the customer care capabilities of your organization. First, learn the case management functionality of CRM for the customer service professional including tracking of cases and activities in CRM. Then we will do a deep dive into the configuration and use of customer service functionality including case hierarchies, relationships, queues, subjects, and complementing with Business Process Flows. You will learn how to configure auto-case creation from email or social activities and complement with routing rules as well as take away the benefits of Entitlements and SLAs and how to leverage queues for efficient management of cases, activities, and even custom entities. We will also get hands on with Field Service and the new Interactive Service Hub, Knowledge Management and building functional interactive dashboards for agents and managers.

 Must register for further details

 8:00AM-5:00PM

Tad Thompson

Speaker: Tad Thompson 

Stepping Up Your CRM Chart Game

CRM charts are great for presenting live data visualization in dashboards or using the drill-down to explore data from a view. With the graphical chart editor, they are quick and easy to make, but customization options are limited and results are sometimes counterintuitive. In this course, you’ll learn some best practices for designing CRM charts and how to customize the Chart XML in simple ways which make data visualizations more robust and impactful.

 Must register for further details

 1:00PM-5:00PM

Avni Pandya

Speaker: Avni Pandya 

OCT 11

Designing 365 | CRM 101

Just starting out on your CRM journey? Whether you’ve planned for this or not, let’s spend some time sharing best practices for the basic principles, structure, relationships, ownership, activities, terms, and high-level security overview of Dynamics CRM. This will help in overall functional use and performance of your Dynamics CRM system.

 Cheekwood GH

 10:15AM-11:15AM

Alex Fagundes

Speaker: Alex Fagundes 

Automated Testing Procedures

Automated testing processes in use at partners and end users will be presented. The presenters will discuss and show how they are using automated and planned testing processes to ensure the delivery of quality code enhancements to CRM.

 Cheekwood GH

 11:30AM-12:30PM

Jason Lattimer

Speaker: Jason Lattimer 

Alert! Data Breach: Securing Your CRM On-premesis and Online

Recent research suggest that 80-90% of companies have experienced some type of data breach. Is your CRM secure? Come to this session to learn what you must do to secure your CRM system. If you value your data and don’t want the bad guys to easily walk away with your customer master list, you must attend this session. Learn how to minimize data loss by designing your system with a solid security architecture. You’ll also learn how to detect if an account has been breached. This session applies to both CRM Online and On-Premises.

 Hermitage D

 1:45PM-2:45PM

Alex Fagundes

Speaker: Alex Fagundes 

Getting Started with JavaScript and Dynamics 365

If you’re looking to step out of your comfort zone and learn a little something about scripting, then this session is for you. We’ll cover the basics when it comes to JavaScript and Dynamics 365, but more importantly, attendees will see what resources and tools are available to solve the problems that arise when venturing beyond sample code. We can’t promise you’ll leave a coding wizard, but with any luck, you’ll gain the knowledge to take on new customization challenges.

 Cheekwood F

 1:45PM-2:45PM

Jason Lattimer

Speaker: Jason Lattimer 

Predict the Future! Using IoT and Connected Field Service

PowerObjects and Kelly Roofing worked on a proof of concept for Microsoft’s Connected Field Service offering. This intermediate, hour-long presentation mixes the utilization of Field Service and Internet of Things (IoT). By using sensors to monitor roofing humidity levels, Kelly Roofing has become proactive in monitoring issues and streamlining business processes for clients. Ken Kelly will speak about how Field Service and IoT has benefited his business and improved customer experience, and Jason Lattimer will speak to the moving parts required to make this solution work.

 Cheekwood F

 4:15PM-5:15PM

Jason Lattimer

Speaker: Jason Lattimer 

Office 365 Integrations: OneNote and SharePoint

In this session, we cover how Office 365 natively integrates and fits into Microsoft’s vision of one unified Microsoft platform with Dynamics 365. Specifically, we will be covering the native integration between Dynamics 365 and OneNote or SharePoint, and when it is appropriate to use one over the other. We will also touch on how to configure these integrations as part of the demonstration.

 Cheekwood F

 10:15AM-11:15AM

Tad Thompson

Speaker: Tad Thompson 

OCT 12

Show and Tell with PowerObjects: Marvelous Marketing Automation with PowerPacks and Dynamics

Get practical tips and tricks for accelerating your marketing automation with Dynamics 365. Join PowerObjects’ Alex Fagundes and Dean Jones for a special show and tell partner showcase. Hear from this “dynamic duo” on how to track web traffic, set up a chat, use web forms for lead capture, and more. We’ll be showing how this all gets done with Dynamics out-of-the-box functionality as well as PowerObjects’ suite of PowerPack Add-ons for marketing automation.

 Hermitage C

 10:00AM-11:00AM

Dean Jones

Speaker: Dean Jones 

Alex Fagundes

Speaker: Alex Fagundes

Enterprise Reliability: Performance Tuning and Optimization

Join this session to learn some tips and tricks for ensuring your Dynamics CRM or Dynamics 365 environment is optimzed for the best performance. Best practices from what to sync, what to store, browser settings, security, and other configuration scenarios will be discussed.

 Hermitage D

 11:15AM-12:15PM

Alex Fagundes

Speaker: Alex Fagundes 

Meet Microsoft Azure, Your New Best Friend

Not being able to use your favorite library in a Dynamics 365 Online plug-in got you down? Is trying to figure out how to update 5,000 records in a workflow keeping you up at night? It’s easier than you might think to solve these and many of the other development challenges using Microsoft Azure. Functions, Logic Apps, Service Bus, and Key Vaults are just a few of the tools this session will demonstrate in conjunction with Dynamics 365. This presentation will be light on the slides, heavy on the implementation.

 Belle Meade CD

 2:30PM-3:30PM

Jason Lattimer

Speaker: Jason Lattimer 

Level Up Your Dynamics 365 Code - Panel Discussion

As developers, we all face many of the same day-to-day problems. Not having enough monitors. That feeling of dread when you have to update another developer’s code. The expectation that everything should happen instantly. While you won’t come away with more monitors, this session will review some common mistakes Dynamics 365 developers make writing code so you can avoid them and make life a little better for those around you. This will be an expert lead panel discussion in sharing best practices and tips in the coding world.

 Belle Meade CD

 3:45PM-4:45PM

Jason Lattimer

Speaker: Jason Lattimer 

OCT 13

Back in the SS, Back in the SSRS

Like the great song from the Beatles in 1968, don’t underestimate the timelessness and great reporting prowess of SQL Server Reporting Services!  Join this SSRS session to learn and write your first onpremises report, tapping the power and data analytical insight that SQL and CRM bring together!

 Cheekwood GH

 8:30AM-9:30AM

Tad Thompson

Speaker: Tad Thompson 

Career Planning with Dynamics 365 - Getting the Most Value Out of YOU

Are you just starting out your career in Dynamics and want some direction on where to begin? Are you looking to learn Dynamics 365? Or are you looking at ways to improve your efficiency in your current Dynamics role? If you said ‘yes’ to any of those questions then this session is definitely for you! Learn how to plan and map your career in Dynamics, embrace setbacks, and how to keep moving forward to get the skills and experience you want to make a real difference on the projects you work on and add value to the community you are in!

 Hermitage C

 9:45AM-10:45AM

 

Speaker: Sarah Critchley 

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