Session Two Presentation available for download: CRM 4.0 Workflow

Thanks for coming to our second session.

Here is the presentation for download on SkyDrive;

CRM 4.0 Workflow Jian Sun Intergen.zip

Stay tuned for our next session…

 

RSVP for 2nd Session

Voting
 
Thanks for voting on the coming session, the statistics are following;
 
Option 1: 5 votes
Option 2: 2 votes (Note: this maybe available from the 3rd session on. Will advise then. )
Option 3: 2 votes
Option 4: 1 votes
 
Session Details
 
Date:         Thursday, 21st August 2008.
Time:         6pm
Location:   Microsoft New Zealand, Level 12, 157 Lambton Quay Wellington.
Topic:        “All you need to know about workflow in CRM 4.0″ – by Jian Sun
 
Jian Sun known as Sun, developer @ Intergen. A Microsoft Certified Dynamics Business Solutions Specialist and Professional. This talk is targeted at end users who use CRM on a day to day basis, business analysts and developers who design and implement solutions using CRM. In this talk, you will find out;
What’s so significant about workflow in 4.0 comparing with 3.0?
As an end user, how would I use workflow to improve my working experience with CRM?
As a business analysts what are the ins and outs in designing workflow rules?
As a developer, when shall I use Plugins (Callouts) and when shall I use workflows?
 
Please RSVP to dynamicsug@gmail.com to secure a seat

 

2nd session – 21st August 6pm Microsoft on Lambton Quay

Brief Recap:

It was a great kick off session by Stewart Gibbs, the Manager of Dynamics for New Zealand.

On the general Dynamics suite, he talked about;
1. A brief overview of the Dynamics suite of technologies.
2. What does Dynamics encompass, and how does each piece fits the grand business scheme.
3. What are the selling points for Microsoft ERP technologies comparing to the big players in the market.
4. Customer base, world wide and local in New Zealand.
5. Product roadmap.

Specifically, he also spoke about the following on CRM;
1. Wide adoption across all different industries. (Public and private sectors)
2. Concept of *xRM* – Any relationship management.
3. Hosting options.
4. Licensing options.
5. Very very intriguing case studies…

Make sure you check out the presentation slides that Stewart has kindly made available for us at here.

Next Session:

Date: Thursday, 21st August 2008.
Time: 6pm
Location: Microsoft New Zealand, Level 12, 157 Lambton Quay Wellington.
Topic: After thinking through what was asked for in the first session as well as what we can source we have the following options for this session. Which one of them gets presented will depend on your vote. So please get your vote in before the end of the week - 3 August 2008. Simply email your option to dynamicsug@gmail.com

 Option 1: “All you need to know about workflow in CRM 4.0″ – by Jian Sun

For those of you who don’t know me, my name is Jian Sun known as Sun, developer @ Intergen. A Microsoft Certified Dynamics Business Solutions Specialist and Professional. I’ve worked on small to large CRM implementations with both 3.0 and 4.0. This talk is targeted at end users who use CRM on a day to day basis, business analysts and developers who design and implement solutions using CRM. In this talk, you will find out; What’s so significant about workflow in 4.0 comparing with 3.0? As an end user, how would I use workflow to improve my working experience with CRM? As a business analysts what are the ins and outs in designing workflow rules? As a developer, when shall I use Plugins (Callouts) and when shall I use workflow?

Option 2. “I built my whole business with CRM 4.0 – SaaS” – by Simon Gardiner

Simon, known as Skip, is an ex-intergenite. A Microsoft Certified Dynamics Business Solutions Specialist and Professional. He and his business associates are always on the outlook for building business models with innovative ideas on new, cutting edge technologies. In his talk, you will find out what www.medrecruit.com is all about? How to build a business model based leveraging CRM 4.0 multi-tenancy. What are the joys and pains behind CRM 4.0 multi-tenancy + Hyper-V + IIS 7 + Windows Server 2008…

 Option 3. “What is NAV all about and what is new in NAV 2009?” – by Nikolai L’Estrange

Nikolai is a Solutions Consultant @ Intergen. He primarily specializes in Dynamics NAV (Navision). He has had over 6 years experience working with Navision as Developer and Consultant.

Possible topics for Q&A type session:
What kinds of things can NAV do for you?
Comparison between NAV and CRM functionality.
What hardware/software/technical knowledge do you need to run NAV?
NAV integration with other products.
How are things going to change with NAV 2009?

Option 4. “Reporting from NAV” – by Nikolai L’Estrange

In this talk, you will find out from Nikolai, what are some of the reporting options, the complications, the DOs and DON’Ts. And chances for you to ask plenty of questions.

 

Inaugural session: Presentation slides available for download

Thanks for coming to our first session.

We had 30 registrations and 26 attendance across a wide range of public, private sectors and I.T. solutions firms.

Stewart Gibbs has kindly made his slides available. You can be download them at the following link on SkyDrive;

Stewart Gibbs 17th July 2008.zip

Stay tuned for our next session…

Technorati Tags: Stewart Gibbs, Microsoft Dynamics

 

Introducing the Microsoft Dynamics User Group – Wellington

I’m excited to announce the birth of the Microsoft Dynamics User Group in Wellington.

Vision:

Through this user group, we are hoping to:

• Raise awareness of the Microsoft Dynamics Business Solutions suite of products in Wellington and beyond.
• Share knowledge and experience in using and developing with the Microsoft Dynamics Business Solutions suite of products. We’ll cover best practices in using, customising and developing solutions, lessons learnt, preview forthcoming features or releases, and more.
• Foster a network of contacts with particular Microsoft Dynamics product skills who can be called upon for resolving issues and raising awareness in the local Dynamics space.

Targeted audience:

• Technical people who develop, customise and configure Dynamics products.
• Business users who use Dynamics products in their work.
• Strategic decision makers who want to know the strategic business benefits in using Dynamics.

First session:

Presenter: Stephen Isaacs, Account Technical Specialist, Microsoft New Zealand.  Our new presenter is Stewart Gibbs, Dynamics Manager, Microsoft New Zealand

Topic: An introduction to Microsoft Dynamics Business Solutions Suite of products with an emphasis on CRM (more to follow).

Time and Location: 6:00pm, Thursday 17^th July 2008, Microsoft New Zealand, Level 12, 157 Lambton Quay Wellington.

Registration:

RSVP to dynamicsug@gmail.com with your name and email address.

Future sessions:

If there is anything in particular you’d like to hear about in this user group, we’ll try to organise someone suitable to present on that topic.

If you’d like to share your experiences developing/using any of the Dynamics products with others in the community, let us know and we’ll organise a session for you as well.

Organisers:

                Stephen Isaacs – Account Technical Specialist, Microsoft New Zealand

                Kate Pullar – Business Analyst, Ministry of Economic Development

                Jian Sun – Developer, Intergen