May 2019 Events

There are several great events happening in the next few weeks where you can meet #CRMUGDC the Monkey. Make sure you save the date and get registered!CRMUGDC Q2 Chapter MeetingMay 15, 8:30am-12:30pmLocation: Microsoft Chevy ChaseSpeakersGeoff Ables: Designing Customer Engagement ProcessesNelson Johnson: Power BI for BeginnersKalpana Sivanandan: Microsoft Teams IntroductionGet all the details and register here!Check … Continue reading May 2019 Events

User Group Focus 2019 Recap

A few weeks ago I was at the User Group Focus event in Houston, TX. I attended Monday and Tuesday for the D365/CRM portion of the event. I presented several sessions, attended others and also went to the Rodeo! It was a great trip!I participated in three sessions. Michael Ochs, Phyllis Eriksen and I presented an introduction to … Continue reading User Group Focus 2019 Recap

D365UG/CRMUG Houston 2019

It's less than a month until D365UG/CRMUG Focus conference in Houston. This event features 90-minute deep dive sessions in a smaller environment. This will be a great way to learn more about the product and discuss your questions with speakers.I will be participating in 3 sessions. Make sure you add them to your schedule!Monday March … Continue reading D365UG/CRMUG Houston 2019

D365 Saturday Boston 2019: Solution Management Presentation

It was great to be involved in D365 Saturday in Boston this weekend. There was an amazing line up of speakers and so many enthusiastic attendees.Aiden Kaskela, Todd Mercer and I led a session on Solution Management. In this panel we explained what a solution is, how to use them, and gave an introduction to … Continue reading D365 Saturday Boston 2019: Solution Management Presentation

Microsoft Dynamics 365 Workflows: Keeping Track of Your Processes

This post on CRMUG inspired me to document how we manage Workflow documention in our organization. This is still a manual process and needs to be a priority to keep everything up to date. When first starting the documentation process, it can take a good amount of time to build up the documentation for your … Continue reading Microsoft Dynamics 365 Workflows: Keeping Track of Your Processes

DMV Upcoming Events

If you were not at the Q3 Regional Chapter Meeting for DC, Reston, VA and Richmond, VA chapters then you really missed out! This was a great event with amazing presenters and even a wine tasting. Check out this blog for all the details and reference information.Now that you know the awesome our Microsoft Dynamics … Continue reading DMV Upcoming Events

Microsoft Dynamics 365 Workflows: Panel Discussion Series

Next week, I will be presenting at CRMUG Focus in Indianapolis on Workflows! To get prepared for this I have been reviewing the webinar Panel Discussion Series: Getting Started with Workflows. This was a great session where Malcolm McAuley hosted with a panel of  Abraham Saldana, Gus Gonzalez, and myself. This is a quick session … Continue reading Microsoft Dynamics 365 Workflows: Panel Discussion Series

Microsoft Dynamics 365 Tools: Level Up Extension

Accessing Level UpI don't want to spoil the upcoming Panel Discussion Series: What's your Favorite Tool (or if you missed it look at Webinar Recordings) but I want to talk a bit about the Level Up Chrome Extension!How to InstallMenu when on a List viewOpen up Chrome and go to the Level Up Chrome Extension. Add … Continue reading Microsoft Dynamics 365 Tools: Level Up Extension

Upcoming events for Microsoft Dynamics 365 Users in Washington, DC

It's time to talk more about the awesome Microsoft Dynamics CRM Community in the Washington, DC area! There are several great chapters in the DMV and there are great meetings coming up next week.Tuesday May 15 – Richmond, VA Chapter, Get Registered Wednesday May 16 – Washington, DC Chapter, Get Registered Thursday May 17 – Reston, VA Chapter, Get Registered The week after is CRMUG … Continue reading Upcoming events for Microsoft Dynamics 365 Users in Washington, DC