Early in Your Dynamics 365 CRM Journey? Ideas to Start Thinking about to Set up Future Success

  • Tuesday, October 11, 2022:2:30 PM - 4:00 PM
  • Room: Desoto 2 - Convention Center, Mezzanine
  • Session Number:  705

Description

This panel session will provide best practices and lessons learned from a variety of industry experts who have helped their firms navigate the CRM landscape. Sessions topics will cover team structures, partnerships, stakeholder/executive alignment, the importance of networking, and much more. If you’re starting small but thinking big, this is a can't miss session that will help you understand key concepts to enable future growth and success. The panel will conclude with ample time for Q&A.

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Learning Objectives

Analyze what's worked to obtain ongoing stakeholder alignment
Assess strategies that helped your peers earn CRM a seat at the table
Evaluate various team structures and why it's sometimes a must to outsource
Understand the power of networking and what it can bring to you and your organization

Association

Handout(s)


Presenter
Chris Cognetta
Chief Technology and Innovation Officer
congruentX
Presenter/Submitter
Dan Madden
Director, CRM
Ascensus
Co-Presenter
Ken Kelly
President
Kelly Roofing
Presenter
Rick McCutcheon
Microsoft Dynamics 365 MVP and Host
FCS
Co-Presenter
Teri Stora
Product Owner Director
Nexben