Admin-Foundation | Admin-Configuration

D365UG/CRMUG

ADF01 - Navigating the Admin Seas of Common Errors & Issues

Friday, October 13
1:15 PM - 2:15 PM
Location: Magnolia Ballroom

Format: Ask the Experts
Level: Intermediate

Join this panel discussion to understand various remedies for common issues.   How often do you encounter errors like these that don’t seem to make sense?  A user cannot open their own account with an “Insufficient Privileges” error message?  The “Create Order” button suddenly disappears from the (activated) Quote. When mass updating records in CRM through uploading file, you get an error of duplicate records, when there are actually no duplicates.
Participate in this lively panel discussion hosted by real world CRM administrators.  Bring your favorite error message and let’s solve them together.




Phyllis Eriksen

Manager, Projects and Product Services
Audimation Services, Inc.

Phyllis Eriksen, CIDA, CISA, is Manager of Projects and Product Services with Audimation Services, Inc., a consulting firm and distributor of CaseWare software products. She works closely with clients throughout the U.S. to implement continuous reporting solutions and solve complex challenges. She manages both client-facing and internal software projects to help meet strategic business objectives; manages Audimation’s national help desk; and works as the company’s Dynamics CRM architect. She has more than 20 years of experience in industry, consulting and public accounting.

Prior to joining Audimation Services, Phyllis worked in the Information Technology department of Waste Management, and as a supervisor with a local accounting firm. She is an active member of CRMUG/Dynamics 365 where she serves as a co-leader for the CRM Admin SIG and participates in teh CRMUG/Dynamics 365 Programming Committee. She is also a member of the Information Systems Audit & Control (ISACA) Houston Chapter. She received her CISA (Certified Information Systems Auditor) in 2007 and her CIDA (Certified IDEA Data Analyst) in 2015.

Known for her energetic creativity, Phyllis is also a published author and photographer; and has put her cast iron stomach to the test as a judge for several wild game cook-offs…although she admits she stopped just short of trying the raccoon dish.

Presentation(s):

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Bill Meadors

Manager, CRM Business Solutions
Airlines Reporting Corporation

I am the manager of CRM business solutions at Airlines Reporting Corporation. I have more than 20 years of experience architecting and managing complex enterprise level CRM solutions in industries as diverse as finance, electric\gas utility, government, and currently travel. MS Dynamics CRM has been my choice for a CRM platform for the last 8 years. I currently reside in the Washington DC area, specifically Northern Virginia.

Presentation(s):

Send Email for Bill Meadors

Beth Burell

Customer Success Coach
Tribridge

Customer Excellent Manger for CRM Practice- work high profile customers and the C level managers to ensure they are happy with our services, delivery and support of their company. Program Manager CRM - Adoption Essentials Solution. In the technology business for 20+ years working on all aspects. A rare talent of understanding technology and enjoying working with people! LOVE What i do and helping people help themselves!

Presentation(s):

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Nhung Le

Project Support Specialist
Audimation Services, Inc

EXPERIENCE
AUDIMATION SERVICES, HOUSTON, TX
AUG 2013 - NOW
Project Support Specialist
CRM customization; Professional Services; Software support for IDEA data analysis program
PROCTER AND GAMLBE
DEC 2007 – JUL 2012
Quality Assurance Manager – P&G China
Managed technical standards and quality incidents systems
NOV 1999 – DEC 2007
Purchasing Manager – P&G Vietnam
Sourcing materials and services for manufacturing plants.
EDUCATION
UNIVERSITY OF HOUSTON, CLEAR LAKE
Master of Business Administration
OTHERS
Certified IDEA Data Analyst

Presentation(s):

Send Email for Nhung Le


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Navigating the Admin Seas of Common Errors & Issues



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