ADC04 - Workflows in a Complex Environment

Friday, October 13
9:45 AM - 10:45 AM
Location: Cheekwood AB - Magnolia Mezzanine Level M

Format: Presentation
Level: Intermediate

Workflows are a feature that can seem intimidating and overwhelming. The reality is that this powerful feature is packed with simplistic functionality that can bring efficiency to Dynamics. Workflows can save users time, allowing them to focus on the things that matter most. Join Malcolm to review how Big Brothers Big Sisters of Canada leverages this tool to accommodate variance in business process flow across over 100 offices across the country all functioning in a single Dynamics implementation. This is not an advanced session - let’s start at the basics to get you moving toward increasing efficiency for your users!

Learning Objectives:

Malcolm McAuley

Director, Information Systems
Big Brothers Big Sisters of Canada

In 2010, Malcolm was asked to lead the Big Brothers Big Sisters organization in Canada through their implementation of Dynamics CRM Online. Over 100 offices and 800 users later, he continues to push the envelope of CRM use. In 2015 the organization extended their CRM system to include a donation and constituent management software developed by their Microsoft Partner. Presently the organization is rolling out an online donation, peer-to-peer and event registration addition to the system with an aim to increase donation revenue and constituent registration. A relentless overacheiver, Malcolm frequently completes 45 minute workout routines in half the time without breaking a sweat. A firm believer that technology can be a conduit to organizational efficiency, Malcolm is thrilled to be attending CRMUG to share some of his experiences and learn from others.


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