Which Sessions Are Right For You?

Session Tracks

CRMUG Summit Phoenix’s 180+ sessions are categorized into learning tracks centered on job role, industry, skill level and product version. Attend sessions in one track or jump between tracks for a truly customized conference experience.

Explore track descriptions and recommended job roles to see what is waiting for you at CRMUG Summit. 

         
            

Administration

            

This track is designed to help all administrative or IT owners who are responsible for their Dynamics 365/CRM environment. It will include all beginner-level and some intermediate to advanced topics across out-of-the-box management of your Dynamics 365/CRM system. This track is comprised of user setup, security, relationships, data management, integration, standard form and entity customization - among other topics. It may also cover more advanced or no-code customization best practices.

Recommended for these Job Roles:

  • Administrator
  • Business Analyst
  • D365/CRM Project Owner
  • IT Manager
        
            

BI & Reporting

            

This track will feature topics to view, dissect, and understand your Dynamics 365/CRM data. It will include sessions utilizing out-of-the-box capabilities with charts and dashboards but also explore Fetch XML, SSRS, and a bountiful array of new Power BI learning.

Recommended for these Job Roles:

  • Administrator
  • Business Analyst
  • Business User
  • D365/CRM Project Owner
  • Executive Management
        
 
            

Cloud and Connected Services

            

This track covers platform options and insights for Dynamics 365 across Azure and will also include sessions that provide complementary technologies to Dynamics 365 that support, extend, or even simplify your use of Dynamics 365 with services around PowerApps, Flow, and Common Data Services.

Recommended for these Job Roles:

  • Administrator
  • CIO
  • D365/CRM Project Owner
  • Database Administrator
  • Developer
  • IT Manager
        
        
            

Customer Service

            

This track will focus exclusively on the role of all service use and customer engagement activities tied to customer, field, or project service within Microsoft Dynamics 365/CRM. From case management to omni-channel support this track will focus on everything customer care related.

Recommended for these Job Roles:

  • Account Manager
  • Administrator
  • D365/CRM Project Owner
  • IT Manager
  • Service Management & Leadership
  • Service User
        
            

Developer

            

This track is focused on custom extensibility and code required modifications made to Dynamics 365/CRM. Both beginner and advanced extensibility concepts will be shared.

Recommended for these Job Roles:

  • Advanced CRM Power User
  • Application Engineer
  • Developer
        
            

Leadership & Professional Development

            

This track focuses on helping you sharpen your personal or professional development skills, by deepening levels of self-awareness and helping build professional competencies. It may also cover Dynamics 365/CRM buy-in, understanding the role of CRM for the organization, and collaboration with other departments & teams. Organizational change management concepts may also be shared.

Recommended for these Job Roles:

  • Administrator
  • Business User
  • D365/CRM Project Owner
  • Executive Management
  • IT Manager
        
            

Marketing

            

This track will focus exclusively on the role of the marketing user or marketing use of Microsoft Dynamics 365/CRM. Thought leadership, administrative, and functional use case sessions may be shared on marketing best practices with Dynamics 365/CRM.

Recommended for these Job Roles:

  • Administrator
  • Business User
  • CMO
  • D365/CRM Project Owner
  • Marketing Management
  • Sales Management
  • VP Sales
        
            

Microsoft Roadmap and Feedback

            

This track features the future iterations of Dynamics 365 under NDA. Attendees will need to agree to a local Non-Disclosure Agreement to listen in and see future iterations of Dynamics 365 as presented by the Program Managers from the Microsoft Dynamics 365 R&D team. Advocacy with our vendor, Microsoft is a key pillar of CRMUG in ensuring user given feedback that helps shape the future of Microsoft Dynamics 365.

Recommended for these Job Roles:

  • Advanced D365/CRM Power User
  • CRM Administrator
  • D365/CRM Project Owner
  • Developer
  • Executive Management
  • IT Manager
        
            

Unified Client & Mobility

            

Phones, tablets, and people - oh my! Mobility with Dynamics 365/CRM covers a wide-range of topics. This track will help address remote access and the mobile user of Dynamics 365/CRM. Both functional and administrative mobile best practices may be shared.

Recommended for these Job Roles:

  • Administrator
  • Business User
  • D365/CRM Project Owner
  • IT Manager
  • Sales Management
  • VP Sales
        
            

Sales

            

This track will cover Dynamics 365/CRM application use for those in selling, sales force automation & opportunity and/or pipeline management scenarios. From leads, opportunities, and other SFA best practices this track focuses on all items pertinent to the use, best practices of Dynamics 365 for Sales application or the Sales & Leads entity in legacy Dynamics CRM.

Recommended for these Job Roles:

  • Administrator
  • Business User
  • D365/CRM Project Owner
  • IT Manager
  • Sales Management
  • VP Sales
        
            

Upgrades and Implementation

          

This track will feature success stories of users sharing their Dynamics 365/CRM upgrade and implementation successes or challenges. In addition, this track will also cover project owner and administrative best practices you need to know when preparing your upgrade and rolling out the implementation. Both on-premise and cloud deployment examples and sessions may be shared.

Recommended for these Job Roles:

  • Administrator
  • D365/CRM Project Owner
  • IT Manager
        
            

User Adoption

        

This track will focus on topics to ensure the organization adopts and uses Dynamics 365/CRM. Concepts across adoption, gamification, & training best practices will all be shared.

Recommended for these Job Roles:

  • All Job Roles
        
      

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