ADC09 - Ask the Medics – Functional Consultants

Friday, October 13
8:30 AM - 9:30 AM
Location: Cheekwood AB - Magnolia Mezzanine Level M

Format: Ask the Experts
Level: Basic

Functional Consultants – come and ask your questions about using any of the non-coding aspects of making CRM work the way your organization works. This includes workflows, portable business logic, dialogs, Microsoft Flow, Power Apps, form design, business process flow, form customizations, calculated and rollup fields - anything you can do in CRM to customize it without writing code.

Learning Objectives:

Jerry Weinstock

Business Technology Strategist
CRM Innovation LLC

CRM Business Technology Strategist specializing in sales and marketing technology. 8x Microsoft Business Solutions MVP


Send Email for Jerry Weinstock

Andrew Butenko

Senior Consultant
Hitachi Solutions America

Andrii has worked on a wide variety of Microsoft CRM projects and taken part in all aspects of solution implementation, from requirements gather, to design, to custom development, to rollout. Andrii especially enjoys going after complex requirements, getting a little extra satisfaction from bringing yet another hard to handle task to submission. Andrii has extensive experience working on projects for companies in finance, event management, and service type organizations. He has completed data migrations to Microsoft CRM from several other CRM packages, as well as developed integrations with ERP systems and data repositories. He is well versed in using many accompanying technologies in order to develop the correct solution for each unique situation - JavaScript, .Net, SSIS, Reporting Services, etc.

Andrii is an ever present expert on the Dynamics CRM forums - always answering user questions and assisting in the moderation of the forums.


Send Email for Andrew Butenko

Gus Gonzalez

CEO - Microsoft MVP
Elev8 Solutions

Gus Gonzalez is a 6-time Microsoft MVP, and leads the vision, growth, and strategic direction at Elev8 Solutions Group. He has 17 years of consulting experience in the IT Industry, designing and implementing Microsoft Solutions ranging from enterprise to small environments.

A world-class trainer and readiness expert, Gus has a passion for creating solutions that organizations can count on, and users love working with. His highly successful immersive style of consulting and training has been forged over years and countless hours of working with customers getting the most of Microsoft Dynamics CRM.


Send Email for Gus Gonzalez

Julie Yack

Chief Operations Officer
Colorado Technology Consultants, Inc

Julie Yack is a Colorado-based Microsoft Business Solutions MVP serving clients across the globe, providing training, implementation, analysis and insight for companies wanting to take their service to the next level. Julie’s blog,, addresses pertinent topics of the day, ranging from Dynamics to technology in education to travel to voting rights. Julie is an accomplished author and publisher with several books on different technologies under her belt. Julie is a community leader, as a leader of both xRMVirtual and the CRMUG SIG for Developers. She knows how important it is to have your voice heard and has been honored to speak to elected officials at the US Capitol and to the Executive Staff at the White House on topics of technology legislation and the importance of STEM education in our k-12 schools. Julie loves to spend her free time traveling with her husband and kids.


Send Email for Julie Yack

Donna Edwards

Senior Technical Manager

Donna has been working with the Dynamics 365 application beginning with version 1.2. She partners with all levels of an organization to develop and deliver flexible, scalable solutions that simultaneously address short-term business requirements and long-term strategic growth objectives. Donna spends time engaging with the Dynamics community by responding to questions in various forums, Facebook groups, conferences, webinars and sharing information through her blog, LinkedIn, Twitter and other social channels. She is a speaker, author, community organizor, and mentor. In her free time she enjoys spending time with family, friends, traveling and enjoying the life.


Send Email for Donna Edwards

Anne Stanton

Dynamics 365 Architect
Arthur J. Gallagher & Co.

Anne Stanton is a senior consultant who is focused on the customer. She uses a knowledge shared, knowledge gained approach to empower people and teams so that they can meet the high demands of this fast paced technical world. An experienced leader, she has focused her career on empowering businesses with technology. She started with a background in software development, but grew into a long time passion for applications and configuration. Anne is a publish author, blogger and consultant with 14 years of focused experience working with Microsoft Dynamics 365.

Anne has presented at numerous industry events from small audiences (~20 people) to larger audiences (~few hundred people). Over the years you might have seen Anne at other CRM User Group meetings or at industry events such as the American Institute of CPA's Industry conference, the Association of Accounting Marketers National Conference, the AICPA Tech Conferences, the Software Association of New Hampshire events, Microsoft Convergence, Dynamics Virtual World, the Upper Valley Computer Industry Association monthly meetings, Microsoft TechReady or Information Technology Alliance events.
Anne's sessions are designed to bring field experience and lessons learned to a wide range of industry and technical audience members.


Send Email for Anne Stanton

Christopher Cognetta

Director CRM/CFE/COE

Chris Cognetta is the Director for CRM Center of Excellence, Client Field Engineering team at Tribridge and is based in South Florida. Chris is a Microsoft CRM MVP, Microsoft VTSP, active community member, and is the Co-Chair for the CRMUG Florida Regional Users Group Meeting. Chris is an frequent speaker and organizer at various CRM, Azure and User Group conferences. Chris has an infrastructure, application architecture background and loves Azure & ADFS! Chris is a proven senior hands on technology consultant with over 20 years of industry experience, across many different technology platforms.

Chris enjoys spending time with his wife and two children as well as restoring automobiles. You can read his blogs at or at


Send Email for Christopher Cognetta


Ask the Medics – Functional Consultants

Attendees who have favorited this

Send Email for Ask the Medics – Functional Consultants