User Adoption | Admin-Configuration

D365UG/CRMUG

UAD11 - Follow the Path: Navigating Dynamics 365 with Learning Path

Friday, October 13
2:30 PM - 3:30 PM
Location: Hermitage B

Format: How2
Level: Intermediate

Discover the capabilities of the latest and greatest Dynamics 365 adoption tool for the delivery of training material, walk through instructions, videos, and articles on web and mobile for your unique system and users. Whether you're training on basic CRM navigation or integrated business processes, this session on the Learning Path toolset will help you build and deliver a solution for onboarding and ongoing reinforcement training.

Learning Objectives:




Sean M. Murphy

CRM Technology Consultant
Wipfli LLP

Sean Murphy is a Consultant within Wipfli's Customer Engagement consulting practice. He serves clients as a CRM subject-matter expert and trusted business adviser. He has experience in government, not-for-profit, insurance, health care, and manufacturing industries. His specialization is helping clients implement XRM solutions. As a CRM consultant his primary responsibilities include managing key project deliverables, eliciting requirements, completing customizations, quality assurance testing, end user training, and support. Additionally, Sean has experience completing CRM system integrations, data migrations, upgrades, designing mobile solutions, and configuring business intelligence reports using Microsoft Power BI and Qlik Sense.

Sean lives in Milwaukee, WI and is originally from the Washington D.C. metro area. Sean volunteers as an after-school tutor and is excited by how technology can be utilized to improve processes and service delivery in education and not-for-profit organizations.

Presentation(s):

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Ryan Swiderski

Ryan Swiderski is a leader in Wipfli's Customer Engagement consulting practice. He helps clients assess their business and technology needs to drive innovative and practical solutions to enable growth, efficiency, and collaboration.

In his 14 years of CRM consulting experience, Ryan has worked with a wide range of organization sizes, industries, and technologies. He has lead Fortune 500 companies streamline their marketing spend, mid-size manufacturers realize the incredible value their organizational relationships hold, and many small organizations take those first steps into understanding the efficiencies gained by utilizing the Dynamics platform. Additionally, Ryan has helped manage custom development projects for mid-size retailers to automate manual processes, lead Business Intelligence (BI) initiatives at not-for-profits, and worked with many other organizations on their unique technology needs. Ryan’s excels at leading businesses through their technology strategy definition, implementation, and ongoing management to support ongoing growth.

Ryan lives in Minneapolis with his wife Molly and three young kids and is very appreciative to be taking a break from gymnastics practices and dance recitals to network and present at CRMUG Summit 2017!

Presentation(s):

Send Email for Ryan Swiderski


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