The monthly meeting of the Dallas/Ft. Worth CRMUG meeting is this Wednesday (May 13th).
This month, Lon Orenstein of Living Business Online will be discussing the new One Note integration with Dynamics CRM Online and the Spring 2015 Update.
You may register here.
I am participating in a free webinar on Tuesday, May 12th at 11:00am Eastern Time (U.S.)
Let's finish our CRMUG Get2Know CRM 2015 Series with one of two "Ask the Expert" sessions which will feature CRM Subject Matter Experts who will share their top tips and best practices in extending and developing with Microsoft Dynamics CRM 2015, the most recent SDK, or other customization enhancements that can be used. In addition to their guidance, the other half of the session will be dedicated to interactive Q&A with this expert panel. Don't miss out on this healthy dialogue and guidance as you pursue your use of Microsoft Dynamics CRM 2015.
Visit this page to register.
Here are the details:
We’ll cover the following topics:
Creating a development environment ?Setup
Working with Web Resources
Working with Solutions
Working with the Xrm.Page Object Model ?Working with Collections
Using the XrmSrcToolkit to CRM-related data operations
We will also be covering advanced topics such as working with the Dynamics CRM tablet client.
Student Prerequisite Knowledge:
Each student must have working knowledge of Dynamics CRM 2011, 2013, or 2015.
Preparation: The detailed instructions for connecting and attending the class will be sent one to two days prior to class. Students have the option of connecting to the class via conference call or VOIP. If using VOIP, a headset with a microphone is strongly recommended. Your instructor will use a hands-on training environment. You will receive a separate email with the setup instructions, and a dual monitor is strongly recommended to facilitate navigation.
Let me know if you have any questions.
Join us for the next Texas (Dallas) Chapter meeting on February 11th from 12:00 pm to 1:30 pm!
You may register here.
Attend this in-person learning and networking opportunity with Dynamics CRM peers in your area. Learn best practices, tips and tricks, and proven results from individual experiences to get the most out of your company’s investment.
Meeting Focus: CRM: If you build it, will they come?
Meeting Date & Time: Wednesday, February 11, 2015 from 12:00 pm – 1:30 pm CT (Please note that event registration defaults to ET. Please adjust your calendars accordingly.)
- Welcome & Introductions
- Chapter Business, CRMUG News & Events
- Educational Session
- Member Showcase
- Networking/Roundtable Discussions
CRM systems have been around for 15 to 20 years now, but we still haven’t perfected the art of user adoption. Oftentimes systems are implemented with high expectations, only to fail to meet those expectations because users don’t seem to want to use the system. In this talk, Jake will discuss user adoption best practices and how you can increase the value of your CRM implementation by getting people to use it more.
About the speaker:
Jake Horn is Founder and Principal of Volitas a firm which focuses on complex Dynamics CRM implementations and systems architecture. He began his CRM adventure in 2000 when he joined the SalesLogix Professional Services Group and has focused his career on CRM systems implementation and systems architecture ever since.
If you’re in the South Central or North Central regions here in the U.S., please consider joining us for a CRMUG Regional conference next month.
Here are the details:
Early Bird Special…REGISTER by May 22 and SAVE!
South Central Region | June 9 – 10 | Dallas, TX | REGISTER
North Central Region | June 19 -20 | Minneapolis, MN | REGISTER
Join us for the CRMUG Regional Conference to connect, learn, and share with over 100 Dynamics CRM professionals representing some of the largest chapters in the region. The conference is designed for end users, administrators/IT, and developers/technical…an opportunity to broaden your knowledge of Dynamics CRM.
Sessions designed to drill down on topics that most interest you. A sampling of sessions include:
- All You Need to Know in Using Advanced Find
- Diving into Charts and Dashboards for the End User
- Using Outlook and Excel for the CRM End User
- What's New for the End User in Dynamics CRM 2013
- Administrative Differences in CRM 2013 from 2011
- Going Deeper in Automation with Dynamics CRM 2013
- Organizations Raise the Stakes with Marketing Automation
- Leveraging and Deploying the MoCA Client
- Best Practices in ALM for Dynamics CRM 2013
- Optimizing Dynamics CRM Application & SQL Server Performance
- Let's have a CRM DevFest
- And much more! View all the Sessions.
Early Bird Registration is Now Open
- CRMUG Premium User Members – $129 through May 22
- CRMUG Basic or Preview Members & Non-Members – $299 through May 22
- Reserve your seat today!
CRMUG Academy Coming to You During Regional Conferences
CRMUG Academy is excited to participate in the upcoming Regional Conference in Dallas on June 11th and in Minneapolis on June 19th. Our 4 hour on-site, deep dive class formats allows CRM users and administrators to gain the technical knowledge they need to realize their full investment in Microsoft Dynamics CRM. View available Classes today.
Our monthly Dallas/Ft. Worth CRMUG meeting is this Wednesday, April 9th, from 12:00 pm to 1:30 pm Central.
If you are in the area, then please stop by to learn and share all things Dynamics CRM (plus a free lunch).
This month, Torry Landry is sharing with us the following trick:
In the Sales world we want to know which customers do NOT have a particular product so we know what we can offer. Unfortunately, it is really difficult to search for “null” within CRM. I scoured the CRM forums and learned how to isolate such a population.
Last month we had a great Q&A session so this month, again bring your tips, tricks, and questions to share and ask the group.
You can register for the meeting here:
If you are in the Dallas/Ft. Worth area and would like to join us next Wednesday (March 12th) for our monthly CRMUG meeting, we would love to have you.
Here is the registration page:
This month we are covering:
- Convergence 2014 recap
- Tips and Tricks
- General discussions.
I would also like to invite everyone to bring one of the following:
- A tip or trick that they have learned recently
- An problem that is driving them crazy
- A best practice to share with the group
User groups are all about sharing and that is what we wish to focus on in our monthly meetings.
Here is the meeting location:
La Cima Club
5215 North O'Connor Road
The Tower at Williams Square, Suite 2600
Irving TX 75039
The CRMUG Texas (Dallas) Regional Chapter on Wednesday, January 8th at the La Cima Club in Irving, TX. This is a prime opportunity to learn from the experience of other users in your area, share your knowledge and experiences, and make valuable connections with local users who share similar goals, priorities and CRM objectives.
Meeting Date & Time: Wednesday, January 8th from 12:00 to 1:30 pm local
- Welcome and Introductions
- CRMUG News & Events, Chapter Business
- Education Session: Change Management
- Question and Answers
Register here: http://www.crmug.com/events/crmugdallas1814?date=2014-1
The CRMUG Texas user groups are growing strong and will be holding the following meetings:
Seamless Microsoft Dynamics CRM SharePoint Integration
By now, most people know about the out-of-box functionality we get with CRM 2011 for SharePoint 2010 integration. Document Management…enough said. But what if you need more than document management? What if you have specific requirements that call for your CRM 2011 and SharePoint 2010 systems to work together synergistically, performing processes that the SP List Component just can't provide? Here's where custom CRM Plugins and the SharePoint Client Object Model come into play. Patrick will show just how easy it is to start writing CRM Plugins that interface with your SharePoint 2010 environment, as well as some powerful functionality his clients have called for in the past.
Texas (Dallas) – 8/22 – 6:00 p.m. – 9:00 p.m. CT
- Educational Workshop – CRM Data Management Tools and Data Best Practices presented by Kurt Rodegast, Microsoft Dynamics CRM Technical Specialist
- Showcase – multi-platform, multi-application integration tool presentation by Brian McMurray
Texas (Houston) – 9/05 – 8:30 a.m. – 12:00 p.m. CT
Agenda, "Keeping CRM Tuned Up – Tools for Administration"
• 8:30 Registration and Networking
• 9:00 Introductions
• 9:15 Roundtable Discussion: Dashboard for Monitoring User Adoption – Hugh Konigsmark, CRMUG Member
• 10:00 Roundtable Discussion: Reports for Monitoring Data Integrity
• 10:45 Roundtable Discussion: Other Administration Tools
• 11:30 Microsoft 2013 Demo – Daniel Hunter, Microsoft
Join us for the next meeting of the CRMUG Texas (Dallas) Regional Chapter at the headquarters of the Young Presidents' Organization in Irving on Thursday, April 18th from 6 to 9 pm. This is a prime opportunity to learn from the experience of other users in your area, share your knowledge and experiences, and make valuable connections with local users who share similar goals, priorities and CRM objectives.
Meeting Date & Time: Thursday, April 18, 2013 from 6:00 to 9:00pm CST
- Convergence 2013 Review – What We Learned in New Orleans!
- Ask the Experts Session – Bring your Questions and be ready for Answers
- CRMUG News, Upcoming Events & Chapter Business
Audience: All Dynamics CRM users are welcome. We also encourage you to invite your colleagues and other users within the region. Partners are welcome to attend provided they are accompanied by a customer. Partners please bear in mind that the objective of Regional Chapters is to exchange knowledge and Dynamics CRM experience. Partner personnel should possess deep CRM expertise and refrain from sales activities.
About CRMUG Regional Chapters: Regional Chapters enhance your membership in CRMUG by offering face-to-face interaction and knowledge-sharing with other Microsoft Dynamics CRM users in your region. By having meetings centrally located within your region, users from all job roles and levels in your company can participate by only driving a short distance. All job roles are welcome, including Customer Service, Sales, Information Technology, etc. Join us so you can optimize the functionality, flexibility, performance and return on investment offered by CRM and get better results from your CRM implementation back home.
Young Presidents' Organization
600 East Las Colinas Blvd
Irving, TX 75039