Tag Archives: #CRMUG

CRMUG Dallas Chapter Meeting is February 11th.

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.

Join us at the CRMUG Regional Conference – Early Bird Registration ends today

Hi Folks,

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.



June 9 – 10

June 19 – 20


Regional Conference

Session Topics

On-site Academy Training

Sponsor Opportunities

Register – Dallas

Register – Minneapolis




CRMUG Texas (Dallas) Regional Chapter Meeting (April 2014)

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:



Thanks, Mitch

CRMUG (Dallas) Meeting is next week

Hi Everyone,

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

CRMUG, Dallas Chapter Meeting is This Week

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

Upcoming CRMUG Events in Texas

Hi Everyone,

The CRMUG Texas user groups are growing strong and will be holding the following meetings:


Texas (San Antonio) – 8/20 – 11:30 a.m. – 4:00 p.m. CT

Session Highlights:
JavaScript Upgrade Strategies – Moving to CRM 2011 and Beyond
We will be discussing the tools and techniques that will help you move your Dynamics CRM JavaScript from the CRM 4.0 object model to CRM 2011 and CRM 2013.

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

Agenda Highlights:

  • 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

D/FW CRMUG Meeting is Tonight

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

Agenda Highlights:

  • 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.


Event Type

Regional Chapter


Location Details

Young Presidents' Organization

600 East Las Colinas Blvd

Irving, TX 75039

Phone: 972.587.1500


Register here.

CRMUG Academy – Taking Dynamics CRM Beyond Accounts and Contacts (May 2012)

Hi everyone. I'll be teaching this class tomorrow for the CRMUG Academy:

Dynamics CRM 2011 is so much more than just a place to store your business contacts. Want to really leverage the power of this dynamic platform? Don’t miss this unique class and learn how to tap the power of features that are readily available in your CRM system. This course is open to any CRM user.

Discover some of the deeper aspects and features readily available in Dynamics CRM 2011. We’ll cover a plethora of quick refinements you can implement now to better support your business and its processes. For example, you’ll learn how the user interface can be modified easily to better capture and display information relevant to your business, and how to make sure your users are recording the correct organization. CRM 2011 also features a number of improvements to provide you with valuable business insight that you can quickly configure. In this packed class we’ll cover:

  • How to create and utilize Dashboards
  • Reporting basics
  • Recording the right data within a CRM entity
  • Using Marketing Lists
  • Modifying the data entry forms
  • Creating custom views

Learning Objectives: Identify and quickly leverage standard features, and how to implement changes in CRM that will better support your organization’s processes, and your data capture and reporting needs.

Instructor: Mitch Milam, CRM Accelerators

Audience: The primary audiences for this class are managers, business owners, and “super-users”. End-users may benefit from the class as well if they have the rights to configure CRM and/or the opportunity to work with their support team to do so.

Level: Intermediate. You must be a Dynamics CRM 2011 user and familiar with its basic functionality.

Prerequisites: Students must understand the following Dynamics CRM 2011 topics or features:

  • How the user interface functions: views, forms, etc.
  • How to create records (Accounts, Contacts, Leads, etc. ) within CRM.
  • Relationship between CRM entity records.

Preparation: The detailed instructions for connecting and attending the class will be sent a day prior to class. Students have the option of connecting to the class via conference call or VOIP. If using VOIP, a microphone is required to connect, and a headset with a microphone is strongly recommended. Approximately the first 15 minutes of class will be spent ensuring that everyone is connected and ready to start.

Delivery Method: Group Internet-based

CPE Credits: Earn up to 4 CPE credits. Please request credit via the class survey, which will be distributed after the class. 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.

The CRMUG Academy offers the unique ability to learn from recognized experts while sitting at your own desk. CRMUG Academy provides an instructor-led learning environment coupled with hands-on training. You can practice the content and apply the curriculum immediately, instead of just watching. Classes are conducted with a combination of a conference call/VOIP, and a remote desktop connection. The detailed instructions for connecting and attending the class will be sent a day or two prior to class.

Note: Preview Members are not eligible for the Premium Member discount.

To maintain an optimal training environment, each person attending the class is required to register separately. If more than one attendee per registration participates, their organization will be billed for the additional attendees. With registration, you agree to the terms related to Distance Learning classes as included here.

Event Type



Registration Costs

Basic Membership Cost: $249.00
Premium Membership Cost: $179.00



CRMUG® Announces its May Regional Chapter Meeting Schedule

Are you a member?  If not, then consider joining and sharing.

The Microsoft Dynamics CRM User Group (CRMUG®) Announces its May Regional Chapter Meeting Schedule

CRMUG's Regional Chapters are excited to announce another round of meetings happening this May! If you haven't attended a Chapter meeting yet, you're encouraged to sign up and join us in your area. These half-day meetings are a great opportunity to learn from other Dynamics CRM users in your region – see what others are doing successfully, learn about pitfalls to avoid, and bring your own CRM challenges. There's bound to be someone who's overcome an issue you're battling today.

Find your local Regional Chapter below and sign up to participate. Invite your colleagues! These Regional Chapter meetings are free and open to all Dynamics CRM users (including executives, customer service, IT, database, and sales & marketing professionals).

Click on the Location links below to see the specific meeting times, agenda and registration information. If you do not see your local chapter listed below, please keep an eye on our May 2012 Regional Chapter website for updated details as new meeting locations and details are posted.

Eastern US:
May   2 – Pittsburgh – Pittsburgh, PA
May   8 – Georgia – Atlanta, GA
May 10 – Florida (Tampa Bay) – Tampa Bay, FL
May 10 – Ohio (Cincinnati) – Mason, OH
May 15 – Philadelphia – Malvern, PA
May 16 – MidAtlantic (DC) – Chevy Chase, MD
May 16 – New York – New York, NY

Western US:
May   3 – PacNW (Portland) – Portland, OR
May   8 – Arizona – Tempe, AZ
May 10 – Utah – Salt Lake City, UT
May 11 – California (Orange County/LA) – Irvine, CA
May 15 – PacNW (Seattle) – Bellevue, WA
May 16 – Colorado – Denver, CO

Central US:
May   2 – Milwaukee – Waukesha, WI
May 10 – Minnesota – Edina, MN
May 16 – Texas (Dallas) – Dallas, TX
May 16 – Texas (Houston) – Houston, TX
May 16 – Midwest (Chicago) – Downer's Grove, IL
May 22 – Iowa – Des Moines, IA
May 23 – Alabama – Birmingham, AL
May 31 – Kansas City – Kansas City, MO
June 12 – Nebraska – Omaha, NE

May 10 – Canada (Ontario) – Mississauga, ON
May 10 – Canada (British Columbia) – Vancouver, BC
May 10 – Canada (Ontario) – Ottawa, ON
May 10 – Canada (Alberta) – Calgary, AB
May 10 – Canada (Quebec) – Montreal, QC

United Kingdom:
June 21 – United Kingdom – London, UK

If you have questions about CRMUG or the Regional Chapter program, please contact programming@crmug.com.

We hope to see you soon!

-The CRMUG Team

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.