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ADF22 - 50 Tips in 50 Minutes for Dynamics 365 Customer Engagement (CRM)

Friday, October 13
8:30 AM - 9:30 AM
Location: Hermitage D

Format: Presentation
Level: Basic

A User Group favorite is back!  This fast-paced session has something for everyone.  We will cover 1 tip per minute including outlook integration, CRM, Power BI, CRM hacks, and much more!

Leah Quartano

Product Manager
Hitachi Solutions

I am a Product Manager for Hitachi Solutions, CRM enthusiast, Presenter of THE MOST POPULAR session 50 tips, and I have a very cute dog named Jax!


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Shawn Tabor

Sr. Solutions Architect
Hitachi Solutions America

Shawn Tabor is a Microsoft Business Solutions MVP & Co-host of CRM Audio, the Dynamics 365 podcast as well as contributor to Shawn has worked with Dynamics CRM since version 3.0 and has managed many implementations, including 4500 users in the Financial Services industry as a former client.

In his time in consulting, Shawn has architected Dynamics solutions in Financial Services (Investment Banking, Wealth Management, Insurance, Retail Banking), Manufacturing, Sports & Entertainment and Medical Supplies vertical industries. Follow Shawn on Twitter (@crmhobbit), and his CRMAudio podcast is available on all podcast platforms (iTunes, Google Play, Stitcher, etc.).


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Joel Lindstrom

Consulting Principal
Hitachi Solutions

Joel Lindstrom is a Consulting Principal for Hitachi Solutions and 9-time Dyanmics CRM MVP. During his career, Joel has been a solutions consultant, solution architect, and infrastructure architect, implementing Dynamics CRM in industries including Insurance, Financial Services, Manufacturing, Distribution, and more. Joel is the cofounder and regular contributor to the CRM Tip of the Day blog, and hosts the CRM Audio podcast.


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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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50 Tips in 50 Minutes for Dynamics 365 Customer Engagement (CRM)

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