CRMUG Dynamic Duo Series: Power Up Your CRM with Power BI

Join Me for this CRMUG Webinar

Thursday, November 19, 2015 (2:00 PM) to Thursday, November 19, 2015 (3:00 PM) (Eastern Time)
CRMUG Virtual Event

In this CRMUG OneSource Dynamic Duo series webinar, you will learn about the powerful out of the box integration functionality available with Power BI and Dynamics CRM Online. Expert Mike Hammons will show how you can analyze your CRM data with interactive Power BI dashboards and reports, providing you with quick self-service insights into the data you need to manage your business.

About the OneSource Dynamic Duo Series:

This CRMUG OneSource series dives into the robust functionality that comes from the Dynamic Duo of Microsoft Dynamics CRM + Microsoft Office/Office 365. Recent Dynamics CRM updates have deepened the integration of CRM and Office, making your experience simple, familiar, and immersive. Learn how to harness the great power and productivity delivered by this pair of heroes with the CRMUG OneSource Dynamic Duo Series!

September 8, 2015

Dynamics CRM User Group Summit 2015

CRMUGSummit 2015

Another important conference coming up is the Dynamics CRM User Group Summit 2015. This event just keeps getting bigger and better every year. LOTS of great learning content, networking and fun. Make plans to join us in Reno, Nevada, Oct. 13-16, 2015, for CRMUG Summit 2015, the ultimate Microsoft Dynamics? CRM learning and networking event! You?ll enjoy an incomparable opportunity to learn in a collaborative environment, share Dynamics CRM knowledge and take advantage of unrivaled networking opportunities.

Save Money with Advanced Pricing Discounts. Act Quick – Discounts End September 15 http://www.crmugsummit.com/register

I will be presenting a few sessions at this great conference. The 3 sessions we will be presenting are:

Wednesday, October 14 ? 1:30pm – 2:30pm The art and science of dashboard and reporting visualizations

You need to produce a new dashboard or report. What’s the first step? To have a lasting impact and support insightful decisions, slow down and document the requirements, consider the visual details, and plan how it will be delivered and used. We’ll walk through these critical preludes to actually writing the report.

Friday, October 16 ? 8:00am – 9:15am? xRM For Newbies – Because We’re Not Dummies

New CRM Administrators are given a plethora of great features and tools to use at their fingertips with many out of the box features in Dynamics CRM. However, you may want to evaluate xRM offerings. So what is xRM? What can you do with it, and where should you go from here? This presentation shares some best practices in the “why” of xRM and when it should be applied outside of OOTB features already natively available to you.

Friday, October 16 ? 10:30am – 11:30am CRM Form and Entity Customizations 201

This session takes the lessons learned in the form and entity customizations 101 class and discusses quick create forms, quick view forms, sub-grids, collapsing tabs, related entity navigation, and other form customizations and performance optimizations you will need as you take on more advanced CRM Administrator tasks.

If you are a Microsoft Dynamics user, and that means any of their products; CRM, AX, NAV, GP; this is a great event to attend.

October 22, 2013

New Era in Dynamics CRM 2013

Notes from CRMUG Summit 2013, Tampa, FL

I have a few posts from sessions and content from the Dynamics CRM User Group Summit held in Tampa FL the week of October 21.

First up was the New Era in Dynamics CRM 2013 presentation by Param Kahlon, CRM Program Manager, for Microsoft Dynamics CRM.

Growth in Dynamics CRM continues and in fact is increasing
* 3.5m users
* 40,000 customers
* 66% choose cloud
* 36 double digit growth quarters and accelerating

Key themes for CRM 2013 and beyond
* Performance and scalability
* Agility and process excellence
* Social in context
* Reimagined user experience
* Role tailored mobile experiences
* Richness of custom extensions

One of the key UI/UX Designers for CRM 2013, Wayne Higgins, gave us a little perspective
* Reimagined UI and UX
* All about Efficiency
* New way to get things done
* Relevant tools available (max of 5 commands, drop down nav, etc.)
* Mobile optimized
* Start up experience, easy, user friendly, informative
* Information architecture

Business process management – respond quickly to individual customer need
* Power to business users
* Agility
* Configuration not coding
* Multiple processes
* Client side logic
* Web and mobile
* Rules drive
* Plan to add business process for vertical industries

XRM a much richer platform (back to Param)
* Custom entities flow to mobile devices
* Configurable tool tips
* Quick create for custom entities
* Image data type
* Fluid form entities
* Team selling focus
* Portable business logic (formerly called PBL, now Business Rules)
* Visual process flows for custom entities
* Bing maps for custom entities
* Multiple entity quick find, enhanced search on mobile
* Custom actions and real time workflows

Future
* Online first
* Productivity and communication
* Proactive
* Business process excellence
* User experience edge
* Universal social
* Ubiquitous access
* Mobility

Next few releases
* CRM 2013 now
* Subra, Q1 2014 online only
* Mira, Q1 MarketingPilot updates
* Leo, Q2 tighter Netbreeze and MarketingPilot integration

Subra

* Netbreeze, social list ending and analytical, will be amended directly in CRM
* Scalable online service
* Office 365 integration
* General availability integrated as office 365 service

Mira

* Extended global reach
* Online service only
* Tighter CRM integration
* Multiple channelled campaign management
* Lync and Skype enhancements

Leo

* Revamped customer service
* Mobile and social improvements
* New look for customer service
* State of the art experience
* SLA and entitlement compliance

Will ensure industry templates that have been available in Marketplace will continue to work on 2013 and will add business processes to these as well. Essentially free, unsupported, accelerators.

September 12, 2013

Infinity Info Systems Presenting at CRM Users Group (CRMUG)

Infinity Info Systems Presenting at CRM Users Group (CRMUG) in Tampa!

Tampa, Florida is the place to be October 20 ? 24, 2013 for Microsoft Dynamics CRM customers, partners, and prospective customers.

Infinity Info Systems is once again contributing our time and talented people in sharing impactful information for increasing your CRM success. Bob Peskin and Mike Hammons will both be presenting some really great content.

CRM Reporting 201: C-Level Visibility with Dynamics CRM Dashboards
Managing Microsoft Dynamics CRM & Office 365 Environments
Techie Talk: Upgrading Complex Systems
Techie Talk: Reporting Panel
Techie Talk: Upgrading Complex Systems
User Adoption: Making Progress with Social CRM
User Adoption: Taking Advantage of the Outlook Client

Another great reason for attending this year, Microsoft will be providing the first public, comprehensive review of Microsoft Dynamics CRM 2013…including about thirty minutes of live demonstrations by Param Kahlon, Group Manager at Microsoft.

Microsoft Dynamics CRM 2013, formerly code named ‘Orion,’ will be featured in the CRM keynotes for both The Partner Connections Event and CRMUG Summit. You don?t want to miss this! The sessions that follow Param?s will dive deeper into new features and functionality that will blow Dynamics CRM customers away.

Keynote Times and Dates:

For CRMUG Summit, Tuesday, October 22nd from 8:00 am ? 9:30 am
For Partners – The Partner Connections Event, Sunday, October 20th from 1:00 ? 1:45 pm

A quick note for our Partner friends and colleagues. The Partner Connections Event is the premier opportunity for Microsoft Dynamics Partners to build sales, marketing, leadership, consultant, and developer/architect skills by networking and learning from each other and industry experts. We hope to see you there!

This weekend (September 15) is your last chance to save $100 on Summit registrations – don’t wait any longer to sign up!