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CRMUG Summit 2014 – Some Really Good Sessions

Okay, I will admit the title to this post is a little self-serving, maybe even 100% self-serving. But there are a lot of really good sessions planned for the upcoming CRMUG Summit in St. Louis from October 14-17.

I am listing below the sessions I am giving or involved in as a panel member. I have also listed the Academy session I am teaching on Monday the 12th.

See you in St. Louis!

Academy Session Pre-Conference Training Session

Architecting your CRM System Security Workshop

Class Summary: It is not all about CRUD! Learn about all the tools available to you to design and implement your CRM Security Architecture. If you think defining Create, Read, Update, Delete privileges sums it up then you will be enlightened by attending this training.

Class Detailed Description: This will be part instructional part small group workshop. You will be exposed to a new approach to use Personas to help define your system and organize your security roles. Your takeaway will be a fresh perspective on security architecture, action items to inspect and audit in your system and possibly a new initiative to redesign your CRM security environment.
The instructional and small group working session of the workshop will cover:
• Security Architecture Tool Kit
• How to Avoid Human Induced Catastrophe
• Security Best Practices, Better Practices
• Using User Personas to Architect your Security System
• Using a custom CRM Managed Solution to document and manage your CRM Security Roles
• Small team workshop that lets you apply the principals learned in the instructional part to solve your architecture challenges
Learning Objectives: Learn the tools that are available to you to plan, design, implement, and support a best practices designed CRM System Architecture

CRMUG Sessions

Technical Tips from the Tipsters
This blended session with an ask the experts panel yet providing presentation style tips and tricks is geared for those in a technical capacity working within your Dynamics CRM environment. The best of the CRM Tip of the Day blog will be shared and hopefully coveted by all. Join the tipsters and don’t miss out.
Techie Talk: Upgrading Complex Systems
Join this panel-led discussion with industry experts talking about the issues and best practices for upgrading complex CRM environments. This is even more important now that CRM Online is being updated twice annually.
How to Avoid Human Induced Catastrophe in CRM
You have implemented your CRM System and you think things are just humming along just fine. But they probably aren’t. Learn the questions you need to ask yourself and your team members to test or confirm that you won’t start crying one day at the office (or lose your job) due to an operational oversight. We will examine security, CRM configurations and IT infrastructure points of failure.
Creating Tasked Based Mobile Applications in Your CRM Deployment
General purpose, full function mobile applications for Dynamics CRM are great for providing the breadth of system use functionality many users require. However, there are many situations where full fidelity isn’t required and even inhibit user adoption. In this ask the experts discussion we will discuss the pros/cons of task based mobile applications in a group discussion.

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