CRMUG SIG: Ask the Experts – Mobile Options for Dynamics CRM 2013 Panel of CRM Experts (Host: Tony Stein – CRMUG)

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@CRMUG Agenda Ask the Experts Description Objective Introductions Tips/Tricks Q&A

@CRMUG Ask the Experts: Description With less of a focus on presentation, Ask the Experts (Roundtables)are meant to provide perspective given from a Panel of Experts, yet provide you the attendee opportune time to ask Q&A.

@CRMUG Session Objectives To ask community CRM experts questions on your Dynamics CRM curiosity To Discuss Dynamics CRM 2013 Best Practices in adapting this version to your Organization. Note: This session will be best suited for “Administrators” of Dynamics CRM or Project Owners

@CRMUG Introductions  Promotes and supports mobile strategies in the enterprise  Over 7 years working with a variety of CRM platforms  Has been working with mobile technology since he bought a Microsoft Handheld PC … in 1997 Jacob Cynamon-Murphy Technical Specialist Sonoma Partners

@CRMUG Jacob’s Tips & Tricks Mobile Strategy Tips 1)Understand the alphabet soup – BYOD, CYOD, MDM, MAM, etc… 2)Know You Audience and Device(s) you’ll Support 3)Always Start with a Pilot Group 4)Focus on Key Use-Cases 5)Start Slow…Iterate Fast

@CRMUG Introductions Elizabeth Steinke Program Manager Microsoft Dynamics CRM – Mobile I have been on the CRM product team for about a year. I had a prior career in the Mortgage industry, giving me a passion for helping real people get their work done

@CRMUG Beth’s Tips and Tricks  A user can both extend and customize the tablet dashboard by pinning records and views  Add communication cards to dashboard by expanding pinned Contact tiles  Windows tablets make it even easier to log calls  Resize grid columns to fit the data YOU need to see  One touch drill down + filter on charts

@CRMUG Panel of Experts – Q&A Jacob Cynamon-Murphy – SME – Sonoma Partners Beth Steinke – Program Manager – Microsoft

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