PAST MEETINGS: Microsoft Dynamics CRM User Group.

Microsoft Dynamics CRM User Group.

Microsoft CRM User Group -- November 17, 2006

Meeting Topic: Microsoft Dynamics CRM - SQL Reporting Services

Learn how to help your team make effective business decisions with CRM data using SQL Reporting Services. We will examine business reports that provide management a top-down view of activities in Sales, Customer Service and Marketing.

We will discuss report processes to make your own prefilterable, context-sensitive reports. Including, information on passing parameters to reports, working with complex queries, formatting content to look like other Microsoft CRM reports, report navigation, and more.

Carol Walker is a Software Engineer at PAML with a strong background in SQL Server Design and Programming and Application Software Development. She is also an expert in Crystal Reports Design and Programming as the lead Crystal Reports Designer and Developer at PAML Carol also assists our database administrator with maintenance tasks.

Carmen Daly is the lead Database Analyst and Administrator at PAML and has over 12 years experience in the IT field. Carmen oversees the design, development, maintenance and administration of the numerous production as well as test databases at PAML, and is currently playing a major role in our disaster recovery plan for databases.

Sonny Varadan is the Enterprise Software Development Manager at PAML. Sonny's responsibilities include continuing to improve the software development best practices in the software development group.Sonny has an extensive programming background both in legacy applications and in the bleeding edge .NET technology.

Microsoft CRM User Group -- June 30, 2006 ..

Microsoft Dynamics CRM 3.0 Mobile and Marketing key features.

We will view our presentations inside the Microsoft Across America Truck. It is loaded with leading-edge technology platforms and applications, as well as special break-through mobility demonstration capabilities.

Michael Voorheese, a Technology Specialist on Microsoft Across America Tour will demonstrate a sales scenario using a mobile device. His presentation will show how mobile CRM improves sales effectiveness and success. Michael will show all the new features of Mobility 5 for Pocket PC, Smartphone devices.

Share Reeves-Tolleson, NetNack CRM, Will will present an entire marketing campaign overview of the key features and processes in 3.0. We will create a marketing campaign, insert collateral and execute the campaign. In CRM marketing, you can seamlessly integrate with sales so that leads become opportunities, and track revenue for future budgeting.

Microsoft CRM User Group -- April 28 2006 ..

Microsoft Dynamics CRM Training.

Dennis Ashley is the Training Manager at Pathology Associates Medical Laboratories (PAML). During 2005, Dennis led an extremely large and ambitious training project for Microsoft Dynamics CRM at PAML.

This presentation will cover several subjects:
• What worked well about the training effort
• What didn’t work so well
• What the organization has learned to make training even more effective
• Enhancing organizational buy-in
• Four principles of learning and how to apply it to your CRM training

This user group meeting is free to Microsoft Dynamics CRM Business Users, only.

Dennis Ashley is the Training Manager at PAML For the 15 years prior to joining PAML, Dennis served as a consultant to different companies, helping them develop strategic plans, market niches, and meaningful mission statements. He also helped them develop annual training plans and has been a sought-after speaker at conferences.

This group is comprised of Business (operations) users of Microsoft Dynamics CRM. We meet in an educational environment to discuss our CRM usage within our companies.

Microsoft CRM User Group -- January 13, 2006 ..

The Microsoft Dynamics CRM migration from 1.2 to 3.0

Join us to view a real-world upgrade to the new 3.0 version. Ascentium Principal Consultant, Patrick Lewis, will show how Tourism Whistler deployed 3.0 in early December. He'll tell us how much time it took to complete the Whistler Tourism migration, which may give us all benchmarking numbers to use for planning our upgrade.

Patrick will help us understand how to plan for the business user issues that surround an upgrade. Plus, explain how to take advantage of Microsoft CRM 3.0's simplified installation and common configuration and customization tools.

Meeting Presenter: Patrick Lewis is the principal consultant for Ascentium Corporation, an integrated business, marketing and technology consultancy headquartered in Bellevue Washington. He has worked with Microsoft CRM since it was first released in 2003, and is involved in more than 30 successful implementations.

This "lunch and learn" program is sponsored by Pathology Associates Medical Laboratories (PAML) and PACLAB Network Laboratories. Rosalee Allan, Chief Operations Officer, (PAML.com), is leading this special interest group.

Microsoft CRM user group.

The benefits of the new features in Microsoft CRM 3.0 to the business user.

Business (operational) users of MBS CRM will meet in an educational environment, to discuss Microsoft CRM usage within their companies. This business user group will learn insider information from peers, (traditionally communicated in technical terms to IT staff. We are discussing operational usage. (no Resellers may attend)

Join us to take a closer look at Microsoft CRM features.

Meeting Presentor: David Thacher General Manager, Customer Relationship Management, Microsoft Business Solutions. In his role, Thacher has global responsibility for all midmarket CRM solutions, including Microsoft CRM, the field service applications and related solutions.

This user group meeting is free. You must register to attend. MS CRM Business users only. No MS resellers may attend.

This "lunch and learn" program is sponsored by PAML, Spokane, WA. Rosalee Allan, General Manager, PAML is leading this Microsoft CRM user group. PAML is a leader of advanced MS CRM customer service processes, that link many northwest states and Washington regional offices. (She needs to know how much food is required, so you MUST register)

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Past Event Summary

We have archived details about our past quarterly programs and presenters. Please check here to learn about our programs.

Here's what some of our attendees have to say about our CRM Assoc NW...
"Great speaker and good information."
"Fantastic overview presentation that cited specific examples."
"Nice high level view of the topic that is very relevant to my personal work."
"Good education environment and a great networking opportunity!"
"Contemporary and topical. Good Case studies."

CRM Assoc NW general quarterly meetings are free to members.

Thanks to our Sponsors:

For more information email: Share Reeves-Tolleson stolleson
@crmanorthwest.org