Gretchen LaBelle

In recent years, an interesting trend has emerged in the implementation of business applications-the focus on driving user adoption by building in game-like mechanisms to make business systems, well, more fun.

Gamification provides a strategy for measuring, rewarding, and encouraging user engagement. With gamification, users of the business application accumulate points, badges, levels, or other rewards for taking certain actions in the system.

There is much discussion among Microsoft Dynamics CRM partners and MVPs about the recent announcement of Microsoft's partnership with Salesforce. SFDC is reporting plans to use Azure to support some of its email services with ExactTarget, and their CRM product line will also be more closely integrated with Office 365.

Once you set your mind on learning Microsoft Dynamics CRM, you quickly realize there is a whole universe of people and resources specific to Microsoft Dynamics CRM. It's incredible!

In this presentation, Gretchen Opferkew of PowerObjects explores that CRM universe. From the various online communities, technical resources, and training tools to the top CRM events you should attend, find out if you're missing anything in your CRM toolbox. In addition, we talk about how to get to various… Show more

Once you set your mind on learning Microsoft Dynamics CRM, you quickly realize there is a whole universe of people and resources specific to Microsoft Dynamics CRM. It's incredible!

In this presentation, Gretchen Opferkew of PowerObjects explores that CRM universe. From the various online communities, technical resources, and training tools to the top CRM events you should attend, find out if you're missing anything in your CRM toolbox. In addition, we talk about how to get to various levels of CRM expertise you can attain, including the formal certification path. We discuss what certifications you need, where to take them, and the tips and tricks to passing the exams. After this webinar, you will be on your way to becoming a CRM master Show less

While all businesses need sales leads, the term has a special meaning in Microsoft Dynamics CRM's native sales process that may or may not be a good fit to your organization.

In this webinar we will discuss why leads, as defined in Dynamics CRM, are beneficial for some organizations and why others may NOT want to use leads. You'll discover how to determine if leads are a good fit for your organization. If you are (or plan to) use Leads, you will hear the best practices for segmentation… Show more

While all businesses need sales leads, the term has a special meaning in Microsoft Dynamics CRM's native sales process that may or may not be a good fit to your organization.

In this webinar we will discuss why leads, as defined in Dynamics CRM, are beneficial for some organizations and why others may NOT want to use leads. You'll discover how to determine if leads are a good fit for your organization. If you are (or plan to) use Leads, you will hear the best practices for segmentation of leads, when to convert leads. and how to optimize the sales person's experience with leads. Show less

Modern marketing means multi-channel and multi-device, which means a tough multiple choice test for marketing technologists. With so many options available, marketers can get bogged down in point solutions or systems that don't deliver on the promise of true lifecycle engagement and integration with Microsoft Dynamics. To help you, we'll share a proven framework for decision making and give you best practices for making marketing technology choices. Join this session for your study guide to… Show more

Modern marketing means multi-channel and multi-device, which means a tough multiple choice test for marketing technologists. With so many options available, marketers can get bogged down in point solutions or systems that don't deliver on the promise of true lifecycle engagement and integration with Microsoft Dynamics. To help you, we'll share a proven framework for decision making and give you best practices for making marketing technology choices. Join this session for your study guide to make confident decisions that help your marketing team make the grade.
This webinar outlines the following steps:
Build a strong framework for making marketing technology choices
Understand your current and future requirements
Understand what's available for tools, tactics and analytics
Make the most of demos and trials
Key DO's and DON'Ts to make your business case for success Show less

In this roundtable discussion, a panel of Microsoft Dynamics CRM MVPs share their thoughts and taking audience questions about the upcoming CRM 2016 release, due in late 2015.
Topics include:
Document Templates (Excel and Word)
SharePoint, OneDrive, and Office 365 Groups Enhancements
CRM App for Outlook
Training and adoption considerations
Preparation recommendations for CRM Online and on-premise customers

Often overlooked in a CRM implementation is the process for driving user learning and adoption of the new system and processes. In this session, you will learn how to achieve a high user adoption and how adoption and the key elements that support a training program.

Key Learning Objectives:

Learn about the best training strategies that produce the highest adoption rate and ROIs
Key training Do's and Don'ts that generate highest adoption
Discover various "carrots" and… Show more

Often overlooked in a CRM implementation is the process for driving user learning and adoption of the new system and processes. In this session, you will learn how to achieve a high user adoption and how adoption and the key elements that support a training program.

Key Learning Objectives:

Learn about the best training strategies that produce the highest adoption rate and ROIs
Key training Do's and Don'ts that generate highest adoption
Discover various "carrots" and "stick" ideas
See examples of how other organizations are driving user adoption
Overcoming the "what's in it for me" attitude Show less

Once an organization implements Microsoft Dynamics CRM, it is not uncommon for its usage to grow exponentially as more teams and processes are rolled into it. Suddenly, key stakeholders find they are spending more time thinking about this critical business application than they ever intended, and the question comes up-who should be doing this? Should IT be configuring CRM for the business? Should the business be getting technical help from IT?

In this presentation, we'll look at… Show more

Once an organization implements Microsoft Dynamics CRM, it is not uncommon for its usage to grow exponentially as more teams and processes are rolled into it. Suddenly, key stakeholders find they are spending more time thinking about this critical business application than they ever intended, and the question comes up-who should be doing this? Should IT be configuring CRM for the business? Should the business be getting technical help from IT?

In this presentation, we'll look at several case studies of how organizations manage CRM data, enhancements, and technical support. We will also give some recommendations and examples on how to promote healthy collaboration in management of your Microsoft Dynamics CRM system. Show less