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Matthew's Other Summit 2017 Sessions

Top CRM Tools for Your Sales Team

Wednesday, October 11, 10:15 AM – 11:15 AM (Hermitage D)

CRM and D365 have powerful out of the box tools for empowering sales teams but getting buy in can be a problem. Learn how sales professionals view their CRM and how to leverage that perspective with easy to implement configurations and customizations.

Cheekwood Chats: The Tipsters Reach a 1000!

Wednesday, October 11, 1:45 PM – 2:45 PM (Cheekwood E)

Join the crew behind CRM tip of the day and CRM Audio podcast network in a celebration of their 1,000th tip of the day. Meet the tipsters and hosts, get a button, and get your Dynamics 365 question answered.

Top Tips for Better Excel Templates in D365

Thursday, October 12, 2:30 PM – 3:30 PM (Cheekwood GH)

Whether you’re a new end-user or a seasoned CRM pro, Excel Templates in Dynamics 365 offer a great way to summarize lists of CRM Data. How do you make them look good and answer the questions you are asking? Join CRM Data Jedi Matt Anderson to learn these tips and walk away with tips you can start using right away in your Dynamics 365 Excel Templates.

The Analytics Reporters

Thursday, October 12, 3:45 PM – 4:45 PM (Cheekwood GH)

Join moderator, Aaron Back and our panel of Dynamics CRM and Dynamics 365 users who will share some key tips and tricks or other newsworthy items on all things analytical or business intelligence worthy. Discussion and Q&A in this ask the experts session is encouraged. 

50 Tips in 50 Minutes for Dynamics 365 Customer Engagement (CRM)

Friday, October 13, 8:30 AM – 9:30 AM (Hermitage D)

A User Group favorite is back! This fast-paced session has something for everyone. We will cover 1 tip per minute including outlook integration, CRM, Power BI, CRM hacks, and much more!

You can also check out some recent posts and podcasts

ProdCast: Productivity Tools Update
Joel and I revisit our discussion about productivity tools. This time we discuss: Moment for IOS Focus – Screen Free[...]
ProdCast: Procrastination vs. Patience
Have you ever had a situation where a little delay makes the difference between an "important request" and "never mind..."? Joel[...]