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CRMUG Summmit 2016 Pre-Conference Academy
Sunday, October 9
 

8:00am EDT

CRM Administration for the Newer Administrator
Being a new Dynamics CRM Administrator is challenging. The responsibility to maintain and extend the functionality of the system is a daunting task that requires an understanding of the business as well as knowledge of Dynamics CRM capabilities. This course will help lay a foundation for understanding the many features of Dynamics CRM and their practical application by giving real world examples.
The course will cover the following areas:
  • Setting up new users in Dynamics CRM
  • Core Dynamic CRM Record Types
  • Configuration of the Dynamics CRM including entities, views, forms, and fields
  • Process Automation
  • Reporting in Dynamics CRM
Learning Objectives:
  • Explain how to setup a new user and additional considerations when creating a new user
  • Explain which records are core Dynamics CRM records
  • Show how to configure an entity form and updated a system view
  • Explain the reporting options in Dynamics CRM
  • Explain the different options when creating automation in Dynamics CRM
Delivery Method: Group Live

Speakers
avatar for Seth Bacon

Seth Bacon

Manager, Technology Consultant, RSM US LLP
Seth Bacon is passionate about improving the lives of others and their experience with technology. Since being introduced to the Microsoft business application platform in 2011, he has focused on delivering a quality experience to end-users by focusing on understanding the users... Read More →



Sunday October 9, 2016 8:00am - 5:00pm EDT
Tampa Convention Center Room 1
  Administration

8:00am EDT

Project Services in Dynamics CRM
Dynamics CRM Online 2016 Update 1 introduces Project Services that enable complex, multi-day engagements and optimize resourcing with intelligent, skills-based assignments. Project service capabilities in Microsoft Dynamics CRM Online provide an end-to-end solution that helps sales and delivery teams engage customers and deliver billable projects on time and within budget.

We will introduce you to the Project Services and guide you through the hands-on exercises. Learn how to start converting your CRM sales into billable projects and manage it all using Dynamics CRM. This is a must attend for those who are take part in project deliveries.

Learn how CRM project service helps you:
  • Estimate, quote, and contract work
  • Plan and assign resources
  • Enable team collaboration
  • Capture time, expense, and progress data for real-time insights and accurate invoicing

Learning Objectives:
  • Manage project-based sales with CRM project service
  • Install and customize CRM project service
  • Use demo data with CRM project service
  • Configure CRM project service
  • Time, Expense, and Collaboration in CRM project service
  • Reporting for CRM project service
Instructor: George Doubinski

Audience: CRM user, sales, analyst or developer

Level:  Beginner

Prerequisites: Students should have a strong working knowledge of Dynamics CRM and basic understanding of project and resource management concepts

Preparation: The detailed instructions for attending the class will be sent few days prior to the class.

Delivery Method: Group Live


Speakers
avatar for George Doubinski

George Doubinski

Dude in charge, AlexaCRM
Nth time CRM MVP specialising in all things difficult. If you cannot find him online poking http://crmtipoftheday.com or http://crm.audio, it must be a rare occasion when he sleeps, spends time with his family or travels from A to B... Read More →


Sunday October 9, 2016 8:00am - 5:00pm EDT
Tampa Convention Center Room 5
  Administration

8:00am EDT

Upgrading Your Skills to CRM 2016
Already know your way around CRM 2013? Considering an upgrade, or recently completed one? Want to know more about the features that were released in 2015 and 2016?

This course will teach you all the things that a business analyst, system customizer or administrator ought to know about the new and changed configuration features, right up to 2016 Spring Update. You will find out what features have been enhanced, what else has been added and when to use these to take advantage of everything Dynamics CRM has to offer. This will help you redesign your customisations to be as efficient as possible, ensure things are easy to maintain and troubleshoot, reduce reliance on custom code, and improve your users’ experience.

This course covers things that were new or changed after the release of 2013, in major releases (2015 and 2016) and updates right up to 2016 update 1. Some big features, some small changes - and there’s lots of them!

We will not be covering in depth all of the new OOB features in the application such as changes to the product catalog, or SLAs and entitlements. Nor will this class cover all the optional add-ons such as portals, Voice of the Customer, Field Service, Project Service, Fantasy Sales Team etc. The focus here is on enhancements to the platform that you can use for your customizations and “XRM” solutions.


Speakers
avatar for Adam Vero

Adam Vero

MVP, CRM Consultant and Trainer, Meteor IT
I specialise in CRM customisation to match business processes, and data visualisation to enable better business decision making. I am the CRMUG UK Chapter Leader and three-time MVP for Dynamics CRM (now under the heading of "Business Solutions")


Sunday October 9, 2016 8:00am - 5:00pm EDT
Tampa Convention Center Room 9
  Administration

8:00am EDT

Deep Dive into Power BI 2 Day Workshop SOLD OUT
Deep Dive into Power BI is an intensive 2-day training course designed to get students up to speed on building and deploying custom solutions using Microsoft’s rapidly evolving Power BI platform. Students will learn the benefits of using a project-based approach for creating custom BI solutions. The course also teaches students about the tools and techniques that are used to move a Power BI project through its lifecycle to the point where the project can be deployed into a production tenant in the Office 365 environment.
Students will learn what can be accomplished with the Power BI service using just a browser as well as which types of project work must be completed using Power BI Desktop. Students will learn how to use Power Query to import and transform data as it loads into a project’s data model. The course also teaches students how to use Power Pivot and the DAX programming language to extend the data model to support rich data analytics and reporting. Students will additionally learn how to create reports and dashboards as well as how to deploy a project using dashboard sharing and using organizational content packs.
Along the way, students will learn how to create and manage custom Power BI solutions which analyze, report on and refresh data extracted from SharePoint lists and SQL server databases in an on-premises environment. Students will also learn how to create reports and dashboards which target mobile devices. The course concludes by examining how to integrate the Power BI platform together with Excel 2016 and Excel Online.
Course Modules:

  1. Introduction to the Power BI Platform

  2. Extracting and Transforming Data using Power BI Desktop

  3. Building a Data Model using Power BI Desktop

  4. Modeling Data for Time Intelligence and Budgeting

  5. Designing and Publishing Reports

  6. Designing and Publishing Dashboards

  7. Managing Gateways and On-premises Data

  8. Integrating Power BI with Excel 2016 and Excel Online

Instructor: Ted Pattison of Critical Path Training
Audience: Business Users, Analysts and Data Wranglers
Level: Intermediate
Prerequisites: Students should already be comfortable working in the Office 365 environment.
Preparation: Attendees need to bring a laptop that runs Windows so they can install Power BI Desktop and work on lab exercises. Each student will get a student manual containing the lab exercises.
Delivery Method: Classroom-based training with students attending in person

Speakers
avatar for Ted Pattison

Ted Pattison

Critical Path Training


Sunday October 9, 2016 8:00am - Monday October 10, 2016 5:00pm EDT
Tampa Convention Center Room 18
  Business Intellegence

8:00am EDT

Microsoft MCT Certification 2 Day Workshop
You are a Dynamics professional. Are you a trainer now? Have you ever considered becoming a trainer, or adding training to the services that you offer? Do you become anxious when you are asked to get up in front of a group to speak? If you answered yes to any of these questions, this course is for you!

You can become part of the Microsoft Certified Trainer (MCT) community by holding an appropriate technical certification and demonstrating instructional skills. This class satisfies the instructional skills requirement.

In this two-day interactive course, you will work with a team of experienced MCTs to learn how to become and excel as a Dynamics trainer. You will learn how to plan and prepare for a class delivery, understand the various delivery methods and technologies that you can use in the classroom, understand and adapt to the needs and learning styles of the students, how to effectively deliver the class, and evaluate student and trainer performance.

In recent years, the industry trend is for more and more classes to be delivered to online audiences. We will compare online deliveries with hybrid and in-person class deliveries, and show you how you can be most effective with each delivery type.

You will be involved in a variety of exercises and will be active participants in the class. You are encouraged to speak in small groups and in front of the class. You will need to prepare and deliver a short (approximately 10 minutes) presentation. We will use the presentation to provide you with constructive feedback and advice so that you can learn about your own delivery techniques. We will help you create an action plan to improve your presentation and instructional skills. You will receive a copy of the video so that you can see what your audience sees and improve your skills.

As an added bonus, the Microsoft Learning Experiences (LeX) group is providing vouchers for all students that successfully complete the course that entitle you to a 50 percent discount for the MCT application fee!

Learning Objectives:
  •          Understand your audience.
  •          Prepare for your delivery.
  •          Manage stakeholders, students, and others.
  •          Learn about resources available to MCTs for class preparation and delivery.
  •          Understand the differences between in-person, remote, and hybrid deliveries.
  •          Understand your delivery techniques.
  •          Learn some strategies for delivering your content.
  •          Collect feedback.
  •          Create and implement a continuous improvement plan.
Instructor: Heather Severino, Michael Corkery, Mike Hauck, and other Microsoft Certified Trainers.

Audience: Dynamics Professionals

Level:  All levels

Prerequisites: Students must be interested in becoming better presenters or trainers.

Preparation: We ask that each student complete a survey prior to the in-person class so that we can learn more about you. In addition, we ask that you complete a few short reading and video viewing assignments prior to class.

Delivery Method: In-person workshop


Speakers
HF

Heather Fitzpatrick

Owner / Chief Trainer, TeachUTech, LLC
avatar for Mike Hauck

Mike Hauck

CRM Practice Manager (PDRM), Tribridge
People. Dynamics CRM. Training. User Adoption.


Sunday October 9, 2016 8:00am - Monday October 10, 2016 5:00pm EDT
Tampa Convention Center Room 21
  Professional Development

1:00pm EDT

Introduction to Entities & Building Solutions in CRM
One of the hardest things to learn for a new administrator is how to create the right solution for the requests they get from their organization. In this training we will go over all aspects of entities, how to create them, forms, fields, views, 1 to many and many to 1 relationships. Along with creating and managing all of these areas we will also go over many examples of requests your organization could bring to you, what are the 3 main solutions from a high level and how to determine which one to choose. This will be an interactive session that will build on a historical webinar based off of the Basics of Entities.
Learning Objectives:


  • Efficiency with building new entities

  • Best approaches for creating forms and entities

  • Understanding of relationships and how to create them

  • Practice determining the best solution for new requests

  • Tips and best practices to feel comfortable in the future doing this yourself


Instructor: Melissa Erickson
Audience: New Admin
Level: Beginner
Prerequisites: Some basic knowledge of CRM
Delivery Method: Group Live

Speakers
avatar for Melissa Erickson

Melissa Erickson

Director of Member Systems, Dynamic Communities, Inc.
I'm passionate about CRM and helping users understand it better!


Sunday October 9, 2016 1:00pm - 5:00pm EDT
Tampa Convention Center Room 16
  Administration
 
Monday, October 10
 

8:00am EDT

CRM Administrator Black Belt Series - Blue Belt
CRMUG Academy’s Administrator Black Belt Training Program is a structured, four-course series for administrators & super-users. It has been developed for members that want to maximize their Microsoft Dynamics CRM platform value. This class is open to any CRM user.

This training series aims to empower administrators and super-users to “own” their successful implementation of CRM and to provide front line support to business users. Our consulting experts and dedicated trainers deliver the program online to members from all types of organizations, from small businesses to large enterprises.
  • Structured program for administrating, configuring and adapting Dynamics CRM
  • Four training levels that mix theory and real world, hands-on practice - Blue, Purple, Brown, and Black
  • Each level ends with an online lab and test for students
  • Each student must successfully complete and pass labs and tests to proceed to next belt
Blue Belt Learning Objectives:
  • Introduction to Configuration Components
  • Organization and User Management
  • CRM Security Management
  • Basic Form and View Configuration
  • Auditing Information in CRM
  • Field Level Security
  • Best Practices
Audience: CRM Administrators

Level: Beginner

Prerequisites: No prerequisites for Blue Belt since it is the first class in the series.

Training Materials: Will be supplied by the instructor as appropriate.

Delivery Method: Group Live

Monday October 10, 2016 8:00am - 12:00pm EDT
Marriott Waterside Meeting Room 12 (Third Floor)
  Administration

8:00am EDT

Step by Step Lab: Marketing Automation with Microsoft Dynamics Marketing
Goals:

Microsoft Dynamics Marketing is the powerful, integrated marketing management solution from Microsoft that seamlessly integrates with Dynamics CRM.

In this workshop you will learn about its marketing automation capabilities to help you or your customers to build smarter campaigns and get better results from marketing investments, with a lead scoring model to convert them into actual customers.

You will receive a step by step recipe to guide you through the tool.

Workshop is 100% practical so be prepared for taking action!

Topics:

After completing the workshop, you have learnt to:


  • Set up your Microsoft Dynamics Marketing instance

  • Understand common entities and usability of the system

  • Understand how MDM and CRM work together

  • Configure required Campaign plugins

  • Import leads

  • Set up landing pages to capture and convert leads

  • Compose marketing emails

  • Set up social profiles

  • Track website visits

  • Model your marketing automation workflow

  • Include marketing automation activities and triggers

  • Define your scoring model

  • Set up alerts

  • Launch your first campaign!

  • Track customer behavior (like email opens, clicks, web visits)

  • Measure campaign success 


Target audience:

IT Consultants, Marketing professionals, Project Managers, System Architects and responsibiles in general of implementing Dynamics Marketing or marketing tools within their organizations.

Previous experience in Dynamics Marketing is not required.

Level: 200 

Trainer:

Pablo Peralta

Microsoft MVP in Microsoft Business Solutions

LinkedIn | Twitter | Blog

 

Speakers

Monday October 10, 2016 8:00am - 12:00pm EDT
Marriott Waterside Meeting Room 11 (Third Floor)
  Administration

8:00am EDT

Office Excel Basic - Moving & Viewing Data, Using Functions, and Much More
Did you know that Excel is the #1 reporting tool in the world? This class will get you from comfortable to proficient in just half a day! This class is open to all users.
Start with a review of Excel basics, and deep-dive into helpful functions, tools, and formatting techniques that you can put into practice immediately.
This Academy class will not focus on Dynamics but rather Microsoft Office Excel versions 2003 through 2013. Register now, space is limited for this high demand class.
Learning Objectives:
Excel Basics


  • Introduction to Excel: Limitations, Common Errors, Terminology

  • Moving Data inside Excel: Copy, Paste, Insert, Delete, Drag & Drop, Fills

  • Viewing Information: Freeze Panes, Conditional Formatting

  • Useful features: Named Ranges, Addressing Modes

  • Excel functions: Terminology, Sum, Subtotals, IF Statements, etc.

  • Using Excel with Reports: Relative Cell Referencing, Data Validation/Drop-Down Menus


Instructor: Mark Prozaki, Jet Reports
Audience: Any users interested in Excel.
Level: Beginner
Prerequisites: None
Delivery Method: Group Live
CPE Credits: By participating in this class you are eligible to earn up to 4 CPE credits which will be distributed automatically following class completion. Class participation will be monitored and you will not receive CPE credit for any portion of the class that you do not appear fully engaged.

Speakers
MP

Mark Prozaki

Report Analyst, Jet Reports
Ask me about: Jet Essentials-Jet Express-Jet Enterprise-Jet Mobile-Jet Express for Word


Monday October 10, 2016 8:00am - 12:00pm EDT
Tampa Convention Center Room 4
  Office

8:00am EDT

Implementing CRM for Customer Service Teams
Description: Microsoft Dynamics CRM Service module has received significant new features with recent updates to enhance the customer care capabilities of your organization. First you’ll 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 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. You take away the benefits of Entitlements and SLA’s 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.
Audience: Customer service managers and administrators responsible for aligning CRM to business processes.
Level: Intermediate
Prerequisites: Knowledge of Customer Service business processes and intermediate technical ability
Delivery: Group Live

Speakers
avatar for Tad Thompson

Tad Thompson

Technical Advancement Developer, PowerObjects
I love teaching CRM and the supporting technologies, especially Business Intelligence tools, SQL Server, and infrastructure.


Monday October 10, 2016 8:00am - 5:00pm EDT
Marriott Waterside Salon A (Second Floor)
  Administration

8:00am EDT

Security Deep Dive
This course is focussed on all aspects of CRM security to improve your user experience and protect your data integrity.

You will learn how to configure the core security model using users, teams, business units and security roles, and some tips and best practices for how to do this in a way that is both easy to maintain and easy to troubleshoot. Some of this will be revision for some delegates, so we will cover the basics pretty quickly before getting to the topics that are often misunderstood and looking at some standard approaches for modelling common requirements.

You will also see how this security model is evaluated “under the hood”, and therefore how your design choices might impact performance. We will then look at “regular” sharing, and Access Teams, and how cascading behaviours in 1:N relationships create inherited and implicit shares. Again, this will include understanding how this affects the security and integrity of your data, as well as performance. We will also consider Hierarchical Security Modelling and where this can be useful as an additional layer to your overall model, and how this is evaluated by the platform too. Along the way we will look at several common scenarios for security requirements and possible solutions, pitfalls to avoid, and tips, tricks and tools to use to help you manage your CRM security efficiently.


Speakers
avatar for Adam Vero

Adam Vero

MVP, CRM Consultant and Trainer, Meteor IT
I specialise in CRM customisation to match business processes, and data visualisation to enable better business decision making. I am the CRMUG UK Chapter Leader and three-time MVP for Dynamics CRM (now under the heading of "Business Solutions")


Monday October 10, 2016 8:00am - 5:00pm EDT
Marriott Waterside Meeting Room 10 (Third Floor)
  Administration

8:00am EDT

Working with Excel, Power BI, and Dynamics - SOLD OUT
Business Intelligence (BI) and Microsoft Power BI is everywhere you look. Are you getting the right answers AND the right questions? This class is designed to walk you through the basics of all the Microsoft Power BI tools. We’ll build dashboards, maps and even report on data from websites. When you leave the class you’ll understand the Microsoft Power BI tools and the Microsoft Power BI application. We’ll even talk pricing, although most of it is FREE.
Microsoft Power BI has been evolving over the past 2 years and is continuing to evolve you as you read this class description. Take this class and be a leader in the Microsoft BI revolution.icrosoft Power BI has been evolving over the past 2 years and is continuing to evolve you as you read this class description.
Learning Objectives:


  • Introduction to connecting to SQL Server Data

  • Introduction to Microsoft Power Pivot

  • Introduction to Microsoft Power View

  • Introduction to Microsoft Power Query

  • Introduction to Microsoft Power Map

  • Introduction to Microsoft Power BI Designer

  • Introduction to Microsoft Power BI (Web and App tool)

  • Pricing and Availability of the above BI tools

  • How to think about getting the right answers AND questions from your BI strategy


Instructor: Belinda Allen
Audience: AX/CRM/GP/NAV Excel users and Developers
Level: Beginner
Prerequisites: Students should have a general working knowledge of Excel
Preparation: Students may choose to follow along on their own laptops. If they do they’ll need Excel 2013 Standalone, Microsoft Office Excel 2013 Professional Plus or Office 365 E3/E4 Subscriptions. A week or two before the class, students will be provided with where to download tools and sample Excel spreadsheets. NOTE: It is not necessary to follow along on your own laptop to follow along and learn these tools.
Delivery Method: Group Live

Speakers
avatar for Belinda Allen

Belinda Allen

Microsoft MVP/Author/Trainer, Smith & Allen Consulting
I am passionate about hobbies! I crochet, knit, sail, kayak, love movies, I make jewelry, clay pottery, play the Ukulele, and ______ (you get the idea).OK, I'm a geek and a nerd, I LOVE Excel and BI! Microsoft Data Platform (Power BI) MVP.


Monday October 10, 2016 8:00am - 5:00pm EDT
Marriott Waterside Meeting Room 5 (Second Floor)
  Business Intellegence

8:00am EDT

Introduction to JavaScript and CRM JavaScript for non-developers - SOLD OUT
This class is designed to teach you the basics of JavaScript and how to work with the Dynamics CRM JavaScript object model. We’ll cover the following topics:


  • Introduction to JavaScript

  • Creating a development environment

  • Working with Web Resources

  • Working with Forms

  • JavaScript libraries

  • Form events

  • Working with the Xrm.Page Object Model


    • Data operations

    • Working with Controls

    • Tabs and Sections



Speakers

Monday October 10, 2016 8:00am - 5:00pm EDT
Marriott Waterside Meeting Room 9 (Third Floor)
  Development

8:00am EDT

Introduction to CRM for the Sales Professional
Description: As a sales person, the promise of CRM tools is that they help you manage your customer relationships more effectively and sell more deals. If you're new to Microsoft Dynamics CRM, you need to know how to get started and get results. This course will teach you just that. You'll learn how to maximize the use of CRM to increase sales by being more effective in your sales conversations and more efficient with your time. Getting hands-on with the Microsoft Dynamics CRM, we'll cover how to manage Leads, Customers, and Opportunities. You will learn how to create appointments, follow-up phone calls, and track Email from Microsoft Outlook. In addition, you'll discover some basic querying techniques to help you mine your own opportunities along with the analysis tools you need to measure your own performance.
Audience: Sales people, sales managers, sales process owners, or CRM trainers wanting to understand the basic sales capabilities of CRM.

Prerequisites: Knowledge of Sales business processes
Delivery: Group Live

Speakers
avatar for Gretchen Opferkew

Gretchen Opferkew

Director of Education, CRM MVP, MCT, PowerObjects
Exchanging knowledge on Microsoft Dynamics CRM implementation best practices, techniques for design and architecture, and user adoption strategies.


Monday October 10, 2016 8:00am - 5:00pm EDT
Marriott Waterside Meeting Room 8 (Third Floor)
  Everyday User

1:00pm EDT

The Best of Advanced Customizations in Dynamics CRM
Agenda
You are skilled Dynamics CRM Consultant who understands the business. You learned to customize and configure the application. You passed the Dynamics CRM exams and you are ready for the next level.
In this hands-on course you will take what you already know and dive deeper, learning best practices of the advanced customization techniques.
Students will complete a set of exercises illustrating the concepts.
Learning Objectives


  • Efficient data and security modelling

  • Workflows, Business Process Flows, Portable Business Logic, Custom Actions – when to use what and how

  • Learn to work with developers

  • Understand integration scenarios




Instructor: George Doubinski, Dynamics CRM MVP
One of the faces behind http://crmtipoftheday.com and http://crm.audio
Audience


  • Technical consultants looking to enhance their functional knowledge

  • Functional consultants wanting to take their customization skills to the next level


Level: Intermediate
Prerequisites: Good understanding and experience in customization and configuration of CRM deployments
Preparation: Students will need to be able to access their own trial instance of CRM Online during class. Please be sure to have an active trial when you arrive at class.
Delivery Method: Instructor led workshop, Group Live

Speakers
avatar for George Doubinski

George Doubinski

Dude in charge, AlexaCRM
Nth time CRM MVP specialising in all things difficult. If you cannot find him online poking http://crmtipoftheday.com or http://crm.audio, it must be a rare occasion when he sleeps, spends time with his family or travels from A to B... Read More →


Monday October 10, 2016 1:00pm - 5:00pm EDT
Marriott Waterside Meeting Room 11 (Third Floor)
  Development

1:00pm EDT

Dashboards for the Everyday User
Do you want to use CRM like a Power User especially when it comes to Dashboards and Reporting and you aren’t sure where to begin? Or do you have some comfort level in Advanced Find views but want to take it up a notch to Dashboards? This is the course for you. In this three hour Academy-led offering, we’ll dive deep from beginning to end into how to create a Dashboard, including creating Advanced Find Views and Charts. Report Writer will also be compared and described in detail.

We will walk beginning to end of how to create a Dashboard, including creating the Advanced Find Views and Charts to build the Dashboard. We will also compare the differences between Advanced Find and the Report Writer and learn how to use the Report Writer. This is a class covering the 101 of Reporting, everything you need to know about it.

Learning Objectives:

At the end of this webinar you should have the tools and understanding to:
• Understand the Basics Advanced Find Views
• Understand the Basics of Creating Charts
• Understand Dashboards
• Understand Report Writer

Audience: This Academy is for CRM users in various roles who aspire to become Power Users. This course is not meant for IT folks or more advanced level CRM users.

Level: Beginner

Prerequisites: Users should have a basic understanding of Dynamics CRM.
Delivery Method: Group Live

Speakers
avatar for Melissa Erickson

Melissa Erickson

Director of Member Systems, Dynamic Communities, Inc.
I'm passionate about CRM and helping users understand it better!


Monday October 10, 2016 1:00pm - 5:00pm EDT
Marriott Waterside Meeting Room 12 (Third Floor)
  Everyday User

1:00pm EDT

Office Excel Intermediate - It's All About the Pivot
Did you know that Excel is the #1 reporting tool in the world?
This Academy class will get you from proficient with Pivots in just half a day! This Microsoft Excel class is devoted entirely to Pivot Tables that will help you quickly find relationships in your data for an interactive view of your business information.
This Academy class is useful for users of any MS Dynamics platform and most content applies to Excel versions 2003 through 2013.
Learning Objectives:
Pivot Tables


  • Introduction to Pivot Tables: What they are, When to use them

  • Creating a Pivot Table: Pivot Areas, Filed List, Tools

  • Filtering & Slicers: Applying Filters, Slicers for Excel 2010 and highter

  • Visualization: Pivot Table Charting and Graphics

  • Advanced Techniques: Multiple Pivot Tables and Charts, Date Aggregation, Hard Filters


Instructor: Mark Prozaki, Jet Reports
Audience: Any users interested in Excel.
Level: Intermediate
Prerequisites: None
Delivery Method: Group Live
CPE Credits: By participating in this class you are eligible to earn up to 4 CPE credits which will be distributed automatically following class completion. Class participation will be monitored and you will not receive CPE credit for any portion of the class that you do not appear fully engaged.

Speakers
MP

Mark Prozaki

Report Analyst, Jet Reports
Ask me about: Jet Essentials-Jet Express-Jet Enterprise-Jet Mobile-Jet Express for Word


Monday October 10, 2016 1:00pm - 5:00pm EDT
Tampa Convention Center Room 8
  Office
 
Tuesday, October 11
 

8:00am EDT

Building Better CRM Charts
Creating charts in CRM is really easy, but going beyond the basics can be frustrating – the GUI chart editor is very limited, and the results are often not the most effective for visualising data and supporting data-driven decision making or exploratory analytics. Not to mention some of the “quirks” that get in the way from time to time.

In this course you will learn some best practices for making better design choices when creating charts in CRM, and how to customise the chart XML to give your data visualisations those finishing touches and professional polish. By working through some fairly standard patterns you will see for yourself how easy it can be to make simple but effective changes to chart layout and formatting in the XML. You will also discover some tips and tricks to deal with some of the quirks (such as eliminating palette shift), and how to “cheat” to create charts that may not seem possible at first (Gantt-style timelines, comparing this year against last year, or “conditional formatting” for example).


Speakers
avatar for Adam Vero

Adam Vero

MVP, CRM Consultant and Trainer, Meteor IT
I specialise in CRM customisation to match business processes, and data visualisation to enable better business decision making. I am the CRMUG UK Chapter Leader and three-time MVP for Dynamics CRM (now under the heading of "Business Solutions")


Tuesday October 11, 2016 8:00am - 12:00pm EDT
Marriott Waterside Meeting Room 4 (Second Floor)
  Administration

8:00am EDT

CRM Administrator Black Belt Series - Purple Belt
CRMUG Academy’s Administrator Black Belt Training Program is a structured, four-course series for administrators & super-users. It has been developed for members that want to maximize their Microsoft Dynamics CRM platform value. This class is open to any CRM user.

This training series aims to empower administrators and super-users to “own” their successful implementation of CRM and to provide front line support to business users. Our consulting experts and dedicated trainers deliver the program online to members from all types of organizations, from small businesses to large enterprises.


  • Structured program for administrating, configuring and adapting Dynamics CRM 2013

  • Four training levels that mix theory and real world, hands-on practice - Blue, Purple, Brown, and Black

  • Each level ends with an online lab and test for students

  • Each student must successfully complete and pass labs and tests to proceed to next belt


Purple Belt Learning Objectives:


  • Custom Entities and Relationships

  • Advanced Form Configuration

  • Advanced Find Capabilities

  • Information Management using Views, Charts, Dashboards and Reports

  • Best Practices


Audience: CRM Administrators

Level: Beginner

Prerequisites: Students must have passed the Blue Belt test prior to attending this Purple Belt class. If all prior tests have not been passed, attendance will not be allowed and we will be happy to adjust your class registration dates.

Training Materials: Will be supplied by the instructor as appropriate.

Delivery Method: Group Live

Speakers

Tuesday October 11, 2016 8:00am - 12:00pm EDT
Marriott Waterside Meeting Room 5 (Second Floor)
  Administration

8:00am EDT

Integrating with 3rd Parties Using the New Dynamics CRM Web API
The Web API, which is new for Microsoft Dynamics CRM Online 2016 Update and Microsoft Dynamics CRM 2016 (on-premises), provides a development experience that can be used across a wide variety of programming languages, platforms, and devices.  In this class you will learn about the new features of the OData V4 Web API, explore when to use the new API versus prior approaches, and learn how to leverage features the API. This course is targeted to CRM Developers.

Sheila Shahpari, a CRM Architect and Regional Director of BlueBolt Solutions will guide you through hands-on exercises while sharing best practices from their extensive implementation experience.

Learning Objectives 


  •          Learn the basics of the new CRM Web API

  •          Learn best practices regarding when to leverage the new API versus other approaches

  •          Leverage PostMan to test API calls on both CRM Online and On Premise

  •          Create a C# application that uses the new API


 Instructor:  Sheila Shahpari

Audience: CRM Developer

Level: Intermediate/Advanced

Prerequisites:  Students should have a strong working knowledge of C# and the CRM Sdk.

Preparation: Detailed instructions for course preparation will be sent one to two weeks prior to the class. 


Speakers

Tuesday October 11, 2016 8:00am - 12:00pm EDT
Marriott Waterside Meeting Room 6 (Second Floor)
  Development

8:00am EDT

The Best of Advanced Customizations in Dynamics CRM (repeat) SOLD OUT
Agenda
You are skilled Dynamics CRM Consultant who understands the business. You learned to customize and configure the application. You passed the Dynamics CRM exams and you are ready for the next level.
In this hands-on course you will take what you already know and dive deeper, learning best practices of the advanced customization techniques.
Students will complete a set of exercises illustrating the concepts.
Learning Objectives





  • Efficient data and security modelling



  • Workflows, Business Process Flows, Portable Business Logic, Custom Actions – when to use what and how



  • Learn to work with developers



  • Understand integration scenarios







Instructor: George Doubinski, Dynamics CRM MVP
One of the faces behind http://crmtipoftheday.com and http://crm.audio
Audience





  • Technical consultants looking to enhance their functional knowledge



  • Functional consultants wanting to take their customization skills to the next level





Level: Intermediate
Prerequisites: Good understanding and experience in customization and configuration of CRM deployments
Preparation: Students will need to be able to access their own trial instance of CRM Online during class. Please be sure to have an active trial when you arrive at class.
Delivery Method: Instructor led workshop, Group Live

Speakers
avatar for George Doubinski

George Doubinski

Dude in charge, AlexaCRM
Nth time CRM MVP specialising in all things difficult. If you cannot find him online poking http://crmtipoftheday.com or http://crm.audio, it must be a rare occasion when he sleeps, spends time with his family or travels from A to B... Read More →


Tuesday October 11, 2016 8:00am - 12:00pm EDT
Marriott Waterside Meeting Room 7 (Second Floor)
  Development

8:00am EDT

CRM & ERP Integration Training by SmartConnect/eOne Solutions
Led by CRM & ERP integration expert, Mark Anderson, this hands-on training session will provide an introduction to SmartConnect, the no-code integration, migration and automation solution for Dynamics CRM. Learn how to make your ERP and CRM systems talk. You’ll understand how to deploy the SmartConnect templates as starting points to keep your customers, accounts, price lists, inventory and orders in sync, and easily configure your integrations to make them work for your specific business needs.

Learning Objectives:


  • Understand why you should keep your systems in sync

  • Learn how to utilize SmartConnect templates and integration maps to accomplish the following:

    • Sync your customer data between your CRM and ERP

    • Automate your Sales Order Processing

    • Leverage Excel to create records in multiple CRM entities

    • Migrate data to Microsoft Dynamics CRM



  • Understand how to work with real-time triggers

  • Dive into trouble shooting and error handling

  • Learn how to determine when a change-tracked integration or real time is best

  • Understand pre and post map tasks (steps) to handle your full integration scenario


Instructor: Mark Anderson

Audience: Dynamics CRM, NAV & GP Administrators, IT managers or team members

Level: Beginner

Prerequisites: Basic to intermediate understanding of CRM Data Structures.

Preparation: Please bring a laptop to the training sessions. Access will be provided to a virtual training environment.

Delivery Method: Class Room Training


Speakers
MA

Mark Anderson

eOne Solutions


Tuesday October 11, 2016 8:00am - 12:00pm EDT
Marriott Waterside Meeting Room 3 (Second Floor)
  ISV Academy

8:00am EDT

Migrating to Office 365
So you’ve heard about all the benefits of Office 365, but you haven’t started to use any of them yet?  Join us and we’ll walk you through what’s involved in migrating to Office 365 from another email system and then show you how you can leverage the other tools in Office 365 like Azure Active Directory, SharePoint, Yammer, Skype for Business, and OneDrive for Business.    

 Audience: This class is intended for small businesses (up to 100 users) who are considering migrating from an on premise Exchange server or have already migrated to Office 365 hosted email but haven’t leveraged any of the other tools and features of Office 365.  


Speakers
avatar for Ben Bolte

Ben Bolte

Technology Architect, Innovia Consulting


Tuesday October 11, 2016 8:00am - 12:00pm EDT
Marriott Waterside Meeting Room 9 (Third Floor)
  Office

8:00am EDT

Dynamics CRM Portal Capabilities
Delivery Method: Group Live

Dynamics CRM Online 2016 Update 1 introduced Portal Capabilities into Dynamics CRM Online.  With Portal Capabilities, you now have the ability to create full partner, customer, and/or employee self-service solutions.

Looking to make your Knowledge Articles accessible externally?  Want to empower your employees and customers with self-service at their fingertips.  Then this is the session for you.  Students will be introduced to Portal Capabilities and guided through several in-depth demonstrations. Learn how to deploy and configure the best portal solution for you needs.  Students will be walked through the best practices for setup, configuration, content management and more.

Learning Objectives:


  • Install and Configure Portal Capabilities

  • Create and Edit Portal Content

  • Understand the basics of custom theming

  • Setup and configure authentication and security

  • Explore the Advanced option available


Instructor: Derik Bormann

Audience: Dynamics CRM Administrator, Power Users, Service Managers, or Developer. 

Level:  Beginner

Preparation: Students should have a strong working knowledge of Dynamics CRM and basic understanding of project and resource management concepts.

Preparation: The detailed instructions for attending the class will be sent few days prior to the class.


Speakers

Tuesday October 11, 2016 8:00am - 2:00pm EDT
Marriott Waterside Meeting Room 1 (Second Floor)