explore engage elevate Meeting will begin shortly Welcome
explore engage elevate Meeting will begin shortly
Welcome! explore Microsoft Dynamics CRM User Group (CRMUG®) Mid-Atlantic engage elevate Chapter Meeting Tweet today’s meeting: #CRMUGDC
Agenda 8: 30 – 9: 00 Registration and Networking 9: 00 – 9: 20 Chapter Business 9: 20 – 10: 00 Implementing CRM 2013/2015 10: 00 – 10: 15 Break 10: 15 – 10: 45 Certification Tips 10: 45 – 11: 15 Convergence Takeaways 11: 15 – 12: 00 Roundtable Discussion explore engage elevate
Get to Know Your CRM Peers Introductions • • • Name Company (describe Company/Industry) Your role in the company What version are you on? What do you hope to accomplish by attending the user group? Name a fun activity you have planned for the summer explore engage elevate
Join CRMUG Connect. Learn. Share. The What We’re a little over 12, 000 Dynamics CRM users who get together and chat about CRM virtually or in person events, like this one. It’s a big conversation you really shouldn’t miss out on. You’ll probably learn something great, apply it to your organization, and be treated like a super hero. 2008 est. explore 5 The Why The When Pretty Awesome reasons CRMUG Summit Registration Discount: up to $400 person. Access to Hundreds of Webinars Available On Demand. Collaborate: exclusive online social community for CRM users. Open invitation to over 200 educational events year round. Members attend chapter meetings free. engage elevate T o d a y Call Bryan Erstad, he’s a great guy as well as the CRMUG Membership Manager. 877 -324 -8880 x 1450 bryan@crmug. com Exciting, isn’t it?
Are you PLUGGED into your local group on CRMUG. com? There is a local group on Collaborate where you can: Go there now on your SMART phone and opt in! We’ll take two minutes to get everyone joined in. • • Start new connections within today’s room. Get meeting notes, pictures, decks and shared files. Hear about upcoming events. Post topics/challenges/opportunities that are relevant to the group. Visit www. Crmug. com/chapter, find your chapter, and click ‘JOIN’. explore engage elevate
Joining the DC Community • CRMUG. com/Chapter • Sign in • Scroll down, we are the 3 rd chapter listed • Click “Join” explore engage elevate
Get 2 Know CRM 2015 Series Get 2 Know “HOW TO” use the new “WOW factor” features of CRM 2015! Taking the Leap - CRM 2011 to 2015 Upgrade Best Practices What’s New with Advanced Find, Charts, and Dashboards Enhanced Business Processes Diving Deeper with Business Rules Apr 29 Visual Hierarchy and Field Level Security Best Practices May 1 Serving Up More With Product Families May 5 Interoperability Updates with Outlook May 7 Updates for Mobility May 8 Ask The Experts: Customization & Development Panel May 12 Ask the Experts: What’s New for User Adoption May 14 Mar 30 User Experience Upgrades Covering the Field(s) - Rollup and Calculated Style Doing More with MDM and Social Listening Apr 9 Apr 10 Apr 21 Apr 23 Apr 27 www. CRMUG. com/crm 2015 explore engage elevate 8
Get 2 Know CRM 2015 Series • To watch recorded webinars: • Learn & Engage -> Access Webinars on Demand • Click “View Public Recordings” • Expand the “CRM 2015 Folder” explore engage elevate 9
CRMUG MEDIC First Aid for your Dynamics CRM Schedule Your Quarterly Office Visit! FRIDAY : 12 ET s u n i o J 27 h c r a M q 9 q June 1 18 q Sept. 8 q Dec. 1 www. CRMUG. com/webinars explore engage Click on elevate tag 10
October 12 -16, 2015 Reno-Tahoe Don’t miss the largest CRM customer conference that has ever existed! Get IN! www. crmugsummit. com/reno explore engage elevate 11
MICROSOFT WANTS YOUR FEEDBACK Take the Dynamics Product Satisfaction Survey SHARE your feedback on existing features and functionality SHAPE the future direction of Dynamics products Open until May 18: https: //surveys. ipsosinteractive. com/surveys/? pid=S 15005623&cultureinfo=enus&groupcode=0003&returncode=nr&idtype=client&supplierid=9999 @CRMUG explore engage elevate 12
Chapter Leadership Be a part of something really great FACT: The most successful chapters have strong leadership teams. BENEFIT: Ignite Leadership Training available ONLY to chapter leaders. Develop your professional skills – public speaking, leadership, communication, organization, conflict resolution, and many more skills. I WANT YOU FOR CHAPTER LEADERSHIP explore IMPACT: Chapter Leaders have significant reach within the Dynamics CRM Community. Leaders are respected for their hard work and devotion to helping individuals and organizations attending meetings. Roles: Chair, Co-Chair, VP of Membership, VP of Communication, VP of Programming Take Action: Contact your chapter leader or email CRMUG Chapter Director, Onika Allen, onika@crmug. com engage elevate
Next Meeting? • Date: August 12, 2015 • Time: 8: 30 AM • Place: Microsoft Office • Topics: Customer Service • Customer showcase • Educational Presentation with Adx. Studio explore engage elevate
Nationals Game • Saturday at 4: 05 PM • June 20 vs Pirates OR • July 18 vs Dodger • Buy any tickets you want and meet us at the Red Loft Bar • Special Offer: Harris Teeter Family Fun Pack explore engage elevate
explore engage elevate Implementing CRM 2015 Henry Mc. Callum CRM Consultant 5/13/2015
Implementation of Dynamics CRM TCS Internal
Henry E Mc. Callum Jr. Microsoft Technologist – Senior CRM Consultant Henry E Mc. Callum Jr. Henry is a Sr. Consultant within the TCS Enterprise Solutions MS Dynamics practice. With more than 25 years of technology and business consulting experience, Henry has been deemed a CRM Industry Veteran by CRM Magazine and MSDynamicsworld. com. Henry specializes in using the x. RM framework to provide successful business solutions. His expertise goes beyond just CRM and includes Microsoft Platforms including Share. Point, Office 365, Windowsbased infrastructure configuration and implementation, financial reporting systems, business process analysis, sales and marketing process automation and improvement. Organizations served include: • Microsoft PSG • Weight Watchers • West Pharmaceutical Services • United States Dept. of Homeland Security • The World Bank Group • Lockheed Martin Corp • Raytheon (8 divisions) • BAE Systems • General Dynamics IT • Madison Square Garden Companies • Air. Canada • HSBC Envisioning, defining, documenting and deploying solutions that are based on sound business analysis, process review/remodel and true empathy are his trademark. His skills, both technical and people based have allowed his to assist numerous clients and even Microsoft themselves resolve issues both critical and cosmetic. With a truly diverse set of skills he uses a consultative approach to envisioning and deploying x. RM solutions. He has a wide range of experience with clients of all sizes and has held the role of CRM Practice Lead for a large national Microsoft partner. Prior to joining TCS, ABC was an independent consultant working with The World Bank Group, whom he still supports. His experiences includes: • Infrastructure Design, Implementation and Troubleshooting, including Crisis resolution • Scores of Dynamics CRM implementations on premise, on-line, hosted and hybrid models including within security and highly complex environments • Regular participant in all Dynamics CRM, Windows OS, and Office product TAP & TMM programs keeps him ahead of the release curve and able to make timely recommendations knowing what's coming in the future. • High Profile / Project Crisis client support from Pre-Sales, Discovery, Design, Build and End Support for Microsoft, key partners, and employers. TCS Internal 18
Talking Points ü On Premise vs Online vs Hosted – What landscape fits what need and is a hybrid the best solution ü On Premise Installation hiccups (Sec Groups, Permissions, Timeout, SPN’s) ü Integrating with Office 365 ü Using Share. Point Online or On Premise as the document management technology ü The Data Universe – Data Consumption and Data Representation ü Single Sign On, Windows Identity and Site Minder ü Best Practices for Virtualization configuration and the CRM/IIS VMWare Gotcha! ü Managing a Solution Life Cycle System. TCS Internal 19
Tata Consultancy Services (TCS) TCS North America employs more than 24, 000 consultants across 45 states in the U. S. and 6 provinces in Canada, and we continue to grow. We are the second largest IT Consulting company based on revenue and 4 th largest based on team size. TCS is part of The Tata Group (India’s largest industrial conglomerate) with over 300, 000+ of the world's best trained consultants. Consolidated revenues of US$13. 4 billion for year ended March 31, 2014 and is listed on the National Stock Exchange and the Bombay Stock Exchange in India TCS Internal
explore engage elevate Q&A
explore Certification Tips Tools for your CRM Success Blog on CRMUG engage elevate
Studying • Microsoft Virtual Academy – not all classes but a good start • Customer. Source – Training Materials and Videos • Pay attention to the quizzes and study these questions. They are similar to what you will find on the test explore engage elevate
Classes • Dynamics. Edge – Classes based on the certification you want to take • CRMUG Administrator Black Belt – program to help you in real-life administrator situations • Power. Objects Boot Camps – concentrated training to help you learn CRM explore engage elevate
Other Tips • Stay up to date throughout the year with CRMUG Webinars • Remember that the knowledge builds on previous versions, so once you take the tests for one version it is easier to take them for the next version • Take advantage of the Microsoft Offers such as the Second Shot Free (through 5/31/2015) • Use the CRM Customer Center – training materials you can review and even customize for your organization explore engage elevate
Discussion • What certifications have you taken or plan to take? • Any other study tips? • What have been your biggest obstacles? • Are certifications required for your position? • How far in advance do you plan to take the test? explore engage elevate
explore engage elevate Convergence Takeaways Watch the keynotes with the Convergence Video Library
CRM is just part of the Picture explore engage elevate
Roadmap explore engage elevate
CRM 2015 Spring Release • Lots of great improvements! • 4 to highlight: • • Navigation Improvement Changing your CRM Theme Folder Level Email Tracking Plugin Tracing • Available to CRM Online Now, On-Premise probably with Fall release explore engage elevate
Navigation • Improved navigation with drop down menus to avoid scrolling horizontally more than necessary explore engage elevate
Themes • Ability to modify the colors and logos of CRM from within the Administration area explore engage elevate
Folder Level Email Tracking • Allows a user to choose certain folders in Outlook that will always be tracked or tracked to a specific record • Only available with Server Side Sync • CRMUG Webinar: Get 2 Know CRM 2015 Series: Interoperability Updates with Outlook explore engage elevate
Plugin Tracing • You can now enable logging of plugins within CRM so you can easily view the details of errors explore engage elevate
References • Overview • • • Ledgeview Partners: Convergence 2015 Video Library Now Available Power. Objects: Convergence 2015 Takeaways Surviving CRM: A Few Notes on Convergence 2015 Announcements Sonoma Partners: Convergence 2015 Keynote Recap Mc. Gladrey: Convergence Recap from a CRM Perspective • Spring 2015 Release • • • CRM Team Blog: CRM Online 2015 Update 1: Official Pre-Release Content is here Ledgeview Partners: CRM 2015 Spring Release Details from Convergence Power. Objects: Top 10 New Features in CRM 2015 – Update 1 Sonoma Partners: CRM Online Spring Release ‘ 15 – Navigation Enhancements Sonoma Partners: CRM Online Spring 2015 – Folder Level Tracking • Plugin Tracing • CRM in the Field: Monitoring and Statistics for Sandboxed Plugins • Power. Objects: CRM 2015 Spring Update 1: Plug-in Trace Log • Hitachi Solutions: Plug-in Tracing Enhancements in the Spring Release of CRM 2015 explore engage elevate
What else? • What were your takeaways? • What is the new feature you are most excited about? explore engage elevate
explore Roundtable Discussion Technical Focus engage elevate
Roundtable • Are you currently running online or on premise? Are you considering changing? What factors into your decision? • What tools are you using to integrate data to other sources? • What are your best practices regarding data integration? What’s the worst mistake you have made in your CRM implementation? explore engage elevate
Roundtable • What are your best practices around user security? • What are your most frequently asked questions? How do you train in these areas? explore engage elevate
Chapter Recap • What did you learn today that you can take back to your organization? • Who will you bring with you next time? explore engage elevate
explore engage elevate Q&A
What’s Next? • Summer Event – NATIONALS GAME! • Next Meeting: August 12 – Customer Service • Then Q 4 November 4 th – Marketing & Summit Takeaways (and it will be time to plan for next year already!) explore engage elevate
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