Key Takeaways for CRMUG Summit 2017


The CRMUG, the largest knowledge resource for Microsoft Dynamics CRM users has evolved tremendously over the last 10 years. The conference provides a platform to share ideas, peer to peer knowledge exchange and even insights to new products of Microsoft Dynamics 365 & CRM. The CRMUG Summit 2017 is to be held at Nashville from 10th October to 13th October.

Here are the key takeaways for the Summit 2017

Dynamics CRM -Basics

Beginner level presentations for attendees who are just starting out on their CRM journey. These sessions cover best practices in the basic principles, structure, relationships, ownership, activities, terms, and high-level security overview of Dynamics CRM.

Moving CRM to cloud

Explore the financial considerations, operational factors, and the potential value gained on moving CRM to Dynamics 365 cloud.

There are sessions where you can learn from real case studies about best practices to use and mistakes to avoid. Understand where you stand and your next steps to the Cloud.

Automation in CRM

The session explains automated and planned testing processes to ensure the delivery of quality code enhancements to CRM. After attending this session, participants will have new ideas on testing different aspects of their deployments.

Learn how you can use automation in Dynamics 365 (CRM) for customer service from case creation to sending the closing email and cut down on time.

CRM and Azure

The sessions explain how valuable Microsoft Azure can be when used alongside Microsoft CRM/365.

Learn how CRM helps to integrate with Azure Service Bus Topics and extend CRM Online to external applications

There are also sessions that discusses opportunities available through Azure Machine Learning, IOT and the BOT Framework.

PUG Sessions

PUG, the Power BI User Group within Dynamic Communities Inc. sessions will complement the other out of the box and various BI & Reporting sessions at Summit Nashville.

There are PUG sessions on Data modelling, how to leverage BI for profit and customer service, on getting started with Dynamics 365 Sales and Operations Dashboards with Power BI among others.

Securing CRM Online and OnPremises. 

This session is about securing your CRM system – both CRM Online and OnPremises. The session explains how to design with a solid security architecture and even detecting if the account has been breached

Tips from CRM Experts

The summit provides an opportunity to join service oriented users of Dynamics 365 or CRM as they share best practices and tips in their organization’s use of CRM for customer service.  

Understand what it takes to upgrade your existing Dynamics Onpremises environment to the latest.

Expert lead panel sessions will review some common mistakes Dynamics 365 developers make writing. This is an opportunity to learn some of the best practices and tips in the coding world. There are also sessions delving into good CRM data management.

Apart from these, there are many interesting and informative partner Showcases on Duplicate data prevention, achieving customer success with CRM, Rapid Data Integration for Microsoft Dynamics 365 and much more.

Knowledge of all Dynamics 365 and CRM under one roof

Simply being involved with Dynamics version or implementation gives you a reason to attend the Summit 2017. There are educational sessions for all versions of Dynamics 365 and CRM that are designed to suit different job roles from CRM administrators, developers, CRM project owners or even end users.

This is definitely the go-to conference that provides insight to the latest in CRM as well as an unmatched high quality training experience. Here is a crowd who all speak the same language, and has an answer to all your queries. Build valuable networks, talk, learn and share knowledge. Leave no questions unanswered.

Come and join us at the CRMUG Summit 2017. Register online for the summit at  

Author : Preetha Tojy Date : 09 Oct 2017