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ADC05 - Logic Automation: Workflows and Business Rules vs Custom Code

Wednesday, October 11
1:45 PM - 2:45 PM
Location: Cheekwood GH - Magnolia Mezzanine Level M

Format: Presentation
Level: Intermediate

Workflows and Business Rules are the most common out-of-the-box features used to automate components of your system. There are many scenarios where they can save you time and money, and others where they are not up to the task. Learn the use cases and limitations for each of these tools, including when to fall back on customization with code.

Learning Objectives:

Mike Adler

Master Technology Consultant
Wipfli LLP

I am a manager within Wipfli LLP's people, process and technology practice. I have more than 25 years of professional information technology experience in discrete industries such as manufacturing, distribution and insurance. My primary responsibilities include lead architect for Microsoft Dynamics CRM solutions and leading CRM development teams.


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Sean M. Murphy

CRM Technology Consultant
Wipfli LLP

Sean Murphy is a Consultant within Wipfli's Customer Engagement consulting practice. He serves clients as a CRM subject-matter expert and trusted business adviser. He has experience in government, not-for-profit, insurance, health care, and manufacturing industries. His specialization is helping clients implement XRM solutions. As a CRM consultant his primary responsibilities include managing key project deliverables, eliciting requirements, completing customizations, quality assurance testing, end user training, and support. Additionally, Sean has experience completing CRM system integrations, data migrations, upgrades, designing mobile solutions, and configuring business intelligence reports using Microsoft Power BI and Qlik Sense.

Sean lives in Milwaukee, WI and is originally from the Washington D.C. metro area. Sean volunteers as an after-school tutor and is excited by how technology can be utilized to improve processes and service delivery in education and not-for-profit organizations.


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