My Impressions from CRMUG Summit 2011


It’s been a super busy month and I haven’t had much time to tell you about the Dynamics CRM Users Group (CRMUG), Summit 2011 event. This year’s event, held at Caesars Palace, was a record breaking attendance! It was a great success and we were stoked to be a part of it. Plus, can’treally complain about being in Las Vegas!

For those of you that aren’t aware, The Summit is the premier annual conference for Dynamics CRM users, CRMUG Partners and key Dynamics CRM personnel from Microsoft. Summit is an intimate, compact and easy to navigate Microsoft Dynamics customer hosted event.

The Dynamics CRM User Group (CRMUG) is a community of Dynamics CRM users that get together to share knowledge about their CRM implementations. This is an independent community of users that gets together (remotely and face-to-face) through a myriad of conferences, virtual tools, and programs to share knowledge and best practices. Learn more about membership benefits here.

Infinity presented several sessions with some really great topics that were well received. Bob Peskin, our CRM Practice Leader, presented four sessions over the course of the week, including:

  • Upgrading to Dynamics CRM –Β  helpful tips, tricks and best practices for upgrading to 2011 from previous versions
  • Moving to the Cloud – A great overview for moving from on-premise to the cloud. We see a definite trend here with people wanting to take advantage of CRM Online.
  • Accounts, Leads, Opportunities, Oh My – Best practices for using these common entities from a user and industry perspective.
  • Top 10 Most Underutilized Features – some great items here that came from many different presenters and experts on CRM and I’m sure there are at least 2 things (probably more) here you may not have known before.

We have some condensed version of materials that you can download below, or feel free to check out CRMUG here and sign up.

I did a couple of training sessions. We had a few technical glitches as sometimes happens at these events, but overall we managed through them. Hopefully the content made up for them πŸ™‚

  • CRM Reporting 101 – Covering several different ways to report on data, including Advanced Find, Excel, PowerPivot, Report Builder and SSRS (including FetchXML)
  • CRM Dashboards with Tools You May Already Own. – a little more advanced where we cover some of the above and create a SSAS cube and dashboard, as well as a SharePoint dashboard.

Download them here:

These were hands on labs sessions and have some great material on CRM reporting and dashboards. Check out the short versions here and here (sorry these were paid for classes so we can’t share all the content with you). As in the sessions above, I’m pretty sure there will still be a nugget or two of valuable information that you can use (even in the short versions)!

The other session I did was a roundtable in Utilizing Business Intelligence with Dynamics CRM. This was more of a discussion forum and we had some great ideas and comments for those that attended this session. I have put together a short presentation on some of the options we covered here.

When not presenting I had the chance to attend some other great sessions. The ones I found particularly interesting – outside of our own of course πŸ™‚ – were:

  • Building B2B Social CRM strategies – these days it’s rare the word social doesn’t come up in business discussions.
  • Mobile CRM –Β  Increasing Sales & Service Effectiveness – similar to Social CRM, the topic of Mobile CRM is hot, and rightly so.
  • CRM Portals – It’s all about collaboration baby! Inside and outside your organization it’s more important to connect better and easier with your clients, partners, prospects and influencers. Linking them all together in a portal just makes sense.
  • CRM Security, Audit and Regulation – We focus on heavily regulated industries so it was good to see what others are doing in this area. Compliance is the name of the game.
  • Microsoft Conduit – these are sessions with direct access to Microsoft product managers and technical resources for feedback and info on upcoming releases. Have to sign an NDA on this one so can’t share much other than some really exciting things happening the Dynamics CRM world!

There were many more interesting topics that I wish I had the time to attend them. Fortunately, members of CRMUG can download the presentations if you were not able to attend. So, this alone is worth the price of admission. I look forward to the event next year!

Well that’s it in a nutshell. If you found this information interesting or helpful let us know. We would be happy to setup a private session for you. I also encourage you to check out CRMUG. It’s a great user group that is growing quickly and provides a lot of value for its members.

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