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Tuesday, October 11
9:40 AM - 10:40 AM
Roadmap to Recovery: The Dynamics CRM Customer Engagement Annual Plan
  • Tuesday, October 11:  9:40 AM - 10:40 AM
  • Room:   St George 102 - Hotel, Emerald Bay, Atrium Level
  • Session Number:   708
No one starts their CRM project without a plan. But most companies fail to create a plan that results in success. In fact, 47% of CRM projects fail 2 or more times before organizations get it right. Initial or annual planning for customer engagement is a unique process. This session...
  • Beginner
  • Fast Chat

Session Details

Presenter
Tricia Desso-Cox
Managing Director
C5 Insight
Track(s)  SuperTrack(s):  Association 
Tuesday, October 11
2:30 PM - 4:00 PM
Early in Your Dynamics 365 CRM Journey? Ideas to Start Thinking about to Set up Future Success
  • Tuesday, October 11:  2:30 PM - 4:00 PM
  • Room:   Desoto 2 - Convention Center, Mezzanine
  • Session Number:   705
...

Session Details

  • Beginner
  • Panel
Presenter
Chris Cognetta
Chief Technology and Innovation Officer
congruentX
Presenter/Submitter
Dan Madden
Director, CRM
Ascensus
Co-Presenter
Mr.  Ken Kelly
President
Kelly Roofing
Presenter
Rick McCutcheon
Microsoft Dynamics 365 MVP and Host
FCS
Co-Presenter
Teri Stora
Product Owner Director
Nexben
Track(s)  SuperTrack(s):  Association  Handout(s) 
When we Fail, we Fail Big: Lessons of how to Succeed from Failure with Dynamics 365 CRM
  • Tuesday, October 11:  2:30 PM - 4:00 PM
  • Room:   Escambia - Convention Center, Mezzanine
  • Session Number:   649
...

Session Details

  • Intermediate
  • Panel
Panelist
Mr.  Blake Miller
Senior Solution Consultant
Arctic IT
Panelist
Clarissa Simpson
Microsoft Business Solutions MVP
Ford Motor Company
Moderator
Sarah Jelinek
MVP, MCT, Enterprise Solution Architect
Arctic IT
Panelist
Seth Bacon
Manager, Technology Consulting
RSM US LLP
Panelist
Sheila Shahpari
Founder/CEO
Paritta Group Inc.
Track(s)  SuperTrack(s):  Association 
Wednesday, October 12
8:00 AM - 9:15 AM
Keynote with Ryan Holiday-Coping with Complexity: The Strategy to Deliver Results in the Face of Obstacles
  • Wednesday, October 12:  8:00 AM - 9:15 AM
  • Room:   Osceola CD - Convention Center, Level 2
  • Session Number:   1032
Complexity can be found in nearly all areas of life, and without looking too hard. If you allow this entanglement to take over, you lose – a lot. Whether you are facing personal or business complexity (and let’s be honest most of us live in a world that has both...

    Session Details

    Presenter
    Ryan Holiday
    Track(s)  Association 
    Wednesday, October 12
    9:30 AM - 10:30 AM
    Microsoft Dynamics 365 CE (CRM) General Session
    • Wednesday, October 12:  9:30 AM - 10:30 AM
    • Room:   Osceola CD - Convention Center, Level 2
    • Session Number:   1037
    Join other Microsoft Dynamics CE/CRM users at Summit at the CE/CRM General Session as we talk all things product release, project roadmaps, and strategy! At this general session, we are also going to be doing an All-Star Awards ceremony to recognize our community leaders. Lastly, bring your best customer highlights...

      Session Details

      Presenter
      Heidi Neuhauser
      Partner
      Reenhanced
      Presenter
      Jonas Rapp
      Microsoft MVP, Power Platform and Dynamics 365 development nerd
      CRMK
      Presenter
      Ms  Kylie Kiser
      Senior Solution Architect
      Hitachi Solutions
      Host
      Pam Misialek
      Community Director
      Dynamic Communities
      Presenter
      Sarah Jelinek
      MVP, MCT, Enterprise Solution Architect
      Arctic IT
      Presenter
      William McLendon
      Solution Architect
      Hitachi Solutions America
      Track(s)  SuperTrack(s):  Association 
      Wednesday, October 12
      10:45 AM - 11:45 AM
      CPR for Dynamics 365 CRM: 7 Habits of Effective CRM Projects
      • Wednesday, October 12:  10:45 AM - 11:45 AM
      • Room:   Citrus - Convention Center, Level 2
      • Session Number:   645
      ...

      Session Details

      • Beginner
      • Fast Chat
      Presenter
      Geoff Ables
      Managing Partner
      C5 Insight
      Track(s)  SuperTrack(s):  Association 
      Great Power, Great Responsibility: Civilizing Your Implementation for Greater Success with Dynamics 365 CRM
      • Wednesday, October 12:  10:45 AM - 11:45 AM
      • Room:   Desoto 1 - Convention Center, Mezzanine
      • Session Number:   646
      ...

      Session Details

      • Beginner
      • Live Demo
      Presenter
      Britta Rekstad
      Executive Director
      The Pivot Program
      Track(s)  SuperTrack(s):  Association 
      Wednesday, October 12
      3:00 PM - 4:00 PM
      Power BI: It's Not Just for Data Nerds
      • Wednesday, October 12:  3:00 PM - 4:00 PM
      • Room:   Lafayette 3 - Convention Center, Mezzanine
      • Session Number:   801
      Ever wonder how your organization can use Power BI?  Come learn about Power BI and how to access your Dynamics 365 Business Central data.  We'll cover how to build basic reports and dashboards and have fun while doing it! Complete Session Survey Here...
      • Beginner
      • Live Demo

      Session Details

      Presenter
      Rod O'Connor
      Jack of all trades
      eOne Integrated Business Solutions
      Track(s)  SuperTrack(s):  Association 
      Thursday, October 13
      10:00 AM - 11:00 AM
      The "C" in CRM is for C-Suite: The Role of Leadership in Customer Engagement Success in D365 CE (CRM)
      • Thursday, October 13:  10:00 AM - 11:00 AM
      • Room:   Lafayette 1 - Convention Center, Mezzanine
      • Session Number:   776
      Harvard Business Review reports engaged digital leaders experience 10% acceleration in revenue growth. But the right kind of C-suite engagement has been an insurmountable hurdle for many projects. In this session you will learn the role of the C-suite in managing a CRM project and in using CRM to drive...
      • Beginner
      • Fast Chat

      Session Details

      Presenter
      Geoff Ables
      Managing Partner
      C5 Insight
      Track(s)  SuperTrack(s):  Association