Please join us at the upcoming CRMUG Summit in Seattle, October 15-18, 2012. Customer Effective will be there in our booth, and we will also be leading five different breakout and deep dive sessions.
Tuesday, October 16
10:00 a.m. – Tools of the Technical Trade for Dynamics CRM.With Paul Way.Are you using the right tools for the job? From Fiddler, HTTP Watch, Visual Studio 2011 ALM, etc…let's join in a roundtable discussion to share in the best practices of using the right tools for the right job.
2:45 - Tips & Tools for deploying a user-friendly and high-performance CRM. With Scott Sewell. Putting the final “fit and finish” on a CRM configuration greatly improves the usability but is tedious and time consuming, unless you know the “secrets”. In this results-oriented presentation, we’ll identify common configuration weaknesses and their best-practice solutions. – We’ll also demonstrate a “veritable smorgasbord” of free or low-cost utilities that every CRM administrator should have in their toolkit.
Wednesday, October 17
9:30 a.m. – 50 Tips in 50 Minutes.With Brad Koontz and Leah Quartano. This fast-paced presentation delivers 50 tips for Microsoft CRM that you can take back and implement. With topics like social CRM, mobility, extending CRM, user adoption, Office integration and collaboration you will walk away with a bag full of tricks that are guaranteed to make you more productive and your CRM sing. The Tips and Tricks are straight from our team of experienced CRM professionals and the award-winning Customer Effective Blog.
11:00 a.m. – Taming the Beast of CRM Security. With Scott Sewell. Implementing Data Security within CRM is undoubtedly one of the most complex and under-planned aspects of any implementation. We’ll break down the components of how CRM data can be segmented and protected – without crushing performance. We’ll look at the roles of Security Roles, User Teams, Business Units and Shares – as well as Field-Level Security, configuration gotchas, automating user-security management, and the all-powerful PrincipalObjectAccess table.
5:00 p.m. – Keys to Unlocking CRMData Integration Success.With Scott Sewell. Providing a 360° view of a customer is the heartbeat of a successful CRM Implementation. This session will explore best practices for getting that all-important data into - and out of CRM. We’ll survey the popular built-in and 3rd-party tools for integration. Finally, we will reveal the simple, practical, “secrets” of high-performance integration that you need to know.
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