BI & Reporting


BIR06 - The Analytics Reporters

Thursday, October 12
3:45 PM - 4:45 PM
Location: Cheekwood GH - Magnolia Mezzanine Level M

Format: Ask the Experts
Level: Intermediate

Join moderator, Aaron Back and our panel of Dynamics CRM and Dynamics 365 users who will share some key tips and tricks or other newsworthy items on all things analytical or business intelligence worthy.  Discussion and Q&A in this ask the experts session is encouraged.  

Matthew Anderson

Dynamics Solution Lead

Matthew C. Anderson is a Dynamics Solution Lead with RBA Consulting. This role affords him the opportunity to work directly with clients as well as identify new opportunities for additional work with the Dynamics platform and other Microsoft technologies..

Matthew’s resume includes experience in sales, sales management, business process engineering and refinement, data analysis, forecasting, product management, marketing alliances, and a host of cross-functional activities. He has served in many Dynamics CRM project delivery roles including project manager, functional lead, technical lead, workshop facilitator, and change management analyst.

Driven by entrepreneurial passion, Mr. Anderson brings an enthusiasm that energizes his entire team.


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Ulrik B. Carlsson

CRM Chart Guy / Sr. Solution Architect
Elev8 Solutions

Ulrik B. Carlsson (@CRMChartGuy) is a Sr. Solution Architect and Readiness Expert at Elev8 Solutions. While having a profound interest in seeing how far you can take the built-in charts in Dynamics 365 and blogging about it, Ulrik’s day job is at Elev8 Solution working with clients through all phases of an implementation and training on Dynamics 365 and Business Intelligence. Aside from creating some great charts, Ulrik’s main passion is user adoption and seeing people take full advantage of their Dynamics 365 implementation. While being a native of Denmark, Ulrik now resides in San Francisco, and if not at the office can probably be found running along the marina there.


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Aaron Back

CRMUG|PBIUG Board Member | Sr. Dynamics 365 Consultant
CRMUG|PBIUG | ACE Microtechnology

Aaron Back is an IT Professional with many years of experience in the IT industry. He is very active in the CRMUG Community and PBIUG (Power BI User Group) Community through Collaborate postings, Special Interest Group (SIG) Speaker, and conference speaker. He is also a CRMUG Board Member, PBIUG Board Member, Chapter Leader for CRMUG Ohio River Valley Chapter, and a Summit Programming Committee member. During the Summit conference, Aaron was the recipient of the GPUG All-Star Award in 2014, and the Emerald Volunteer Award in 2016.

Aaron has over 10 years of experience with Microsoft Dynamics as a Systems Administrator and Team Lead. His Dynamics experience spans the Healthcare industry, Product Manufacturing industry, Medical Device Manufacturing industry, the Public Company sector with FDA and Sarbanes Oxley compliance, and the Customer Service industry.

He is also passionate about helping people get more out of their Microsoft Dynamics investments through training and connecting people and organizations.


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