Enterprise | Leadership

D365UG/CRMUG

ENT05 - Dynamics 365/CRM Success in Today's Rapidly Changing Environment

Friday, October 13
9:45 AM - 10:45 AM
Location: Hermitage B

Format: Ask the Experts
Level: Basic

This executive and CRM project owner ask the experts panel is designed to share best practices and tips for how organizations are using Dynamics 365/CRM to drive success internally. In addition, with rapid release cycles and other features how do you maintain your project and continued success. Moderator, Ken Kelly with Kelly Roofing with help dive into this discussion with our panelists




Ken Kelly

President
Kelly Roofing

Who is Ken Kelly?
Born in Naples, Florida, Ken is a traveler, businessman and humanitarian. Compassionately raised by two loving parents, Ken’s ability to search out fairness with a strong sense of organization, always looking for the potential good in any situation is his strength. Continuing tradition in 1993 by taking over the family’s roofing business provided a venue for creative implementation of successful ideas. In 2004 and 2005 the Kelly Roofing team responded to their community’s needs during tough hurricane disaster times. In 2008 Energy Saving Solutions, a consulting and educational firm was created with the goal to help others understand the true meaning of “Green”. As an Instrument rated Airplane and Helicopter pilot, Ken’s passion for life and dedication to excellence is exemplified through the rigors of aviation. Currently Southwest Florida’s Wing Commander of Angel Flight Southeast, Ken helps fly and coordinate missions for those in medical need; including transplant, cancer and military veteran patients. Ken donates time to his community by sitting on various boards and commissions such as the Florida Housing Authority, which he chairs. As an industry leader, Kelly Roofing is currently ranked 53 out of all roofing contractors in America. An industry spokesman, contributing author and circuit speaker, Ken enjoys sharing and helping other business professionals in all sectors. Hope Contained, a non-profit Ken helped form, is dedicated to helping the poorest of poor throughout the world by recycling and converting steel shipping containers into homes, creating villages and designing micro-farms in developing nations. Ken is a single parent to Austin, his 21-year-old son, who is in the United States Marine Corps, but earns the title “Father” by passing on traits learned and further developed. The two are committed travel and volunteer partners, always on the prowl for new achievements. Ken lives his life to serve others through the implementation of “Kaizen”, the Japanese word for a life-long commitment to constant learning and improvement and was given the Visionary Award by Microsoft in 2015 for his creative use of the Dynamics platform of software.

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):

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Neven Bradasevic

CRM Manager - Canada
Colliers International

I manage our Canadian CRM at Colliers International with 8+ years experience with Microsoft Dynamics CRM. My experience at Colliers spans many different roles over the years which has given me the opportunity to build relationships with the sales team, executive management, and operations teams to fully understand the business and execute a successful CRM. I oversee the continual improvement of our CRM and strategize with executive management with the goal of increasing user adoption.

Presentation(s):

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Ami Tetrault

CRM Business Consultant
Aflac

Ami Tetrault is a CRM Business Consultant with Aflac. While relatively new to the Insurance Industry, she has been working with Microsoft Dynamics for many years. Her Dynamics experience has spanned Manufacturing, Telephony and Software as a Service Industries. Ami’s areas of expertise include designing and delivering CRM and ecommerce solutions, as well as serving as a BA, collaborating on enterprise integration and is currently part of enterprise Transformation. Ami enjoys bridging the gap between the business and development, training users and offering up solutions to alleviate problem areas. She enjoys the challenge of process improvement and automation, end user adoption and feels she works with the best team on the planet.

Presentation(s):

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Dynamics 365/CRM Success in Today's Rapidly Changing Environment



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