19 Aug

Panel Discussion Series: Getting Sales Users Ready to Use the System

Panel Discussion Series: Getting Sales Users Ready to Use the System

Wednesday, August 19, 2020 (11:00 AM) to Wednesday, August 19, 2020 (11:30 AM) (Eastern Time)

CRMUG Virtual Event Customer Engagement, Sales
Ashley Steiner, Carl Cookson, Dian Taylor, Merlin Schwaiger

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This virtual panel discussion series will feature brief, informative yet interactive discussions in a 30 minute or less format to help you take in and learn some key features and best practices while using Dynamics 365 and CRM. These panels will consist of Dynamics 365 CRM end-using members and subject matter experts across the Dynamics 365 and CRM Community who will share a tip or best practice and field your questions thereafter.

Ashley Steiner
Ashley Steiner is the Dynamics CRM Administrator at Flex Technology Group providing system management and support while driving strategic initiatives for Microsoft Dynamics CRM. Ashley has been administering Dynamics CRM since version 4.0, giving her varied experience with implementation and software upgrades. Her focus on integration of business processes within technology as a means to ensure consistency and accountability sets her apart as an invaluable business partner. She is a co-leader for the Fox Valley, Madison and Milwaukee local user groups has been invited to speak at Convergence, Microsoft’s S4 Summit, and five Community Summits. Ashley was awarded the 2016 CRMUG All-Star Award at CRMUG Summit Tampa. Ashley is based in the Milwaukee, WI area and enjoys traveling to warmer climates during the winter months.

Carl Cookson

Dian Taylor
Dian Taylor is a Microsoft Dynamics 365 CE Presales Engineer at RSM. She has been working with Dynamics 365 CE since version 4.0. Prior to being a Presales Engineer, Dian has been involved in solution designing, implementing, configuring and customizing several complex scenarios in various industry sectors. She has the unique ability to clarify CRM strategies and objectives: modeling and optimizing business processes, defining user requirements, designing fit for purpose and cost effective CRM solutions. D365-CE modules: Sales, Custer Service, Marketing, Field Service, Project Service Automation.

Merlin Schwaiger
Merlin started his IT career doing desktop and server support for a small consulting company, and was first exposed to configuring Microsoft CRM 1.2 there. After realizing that managing Exchange Server wasn’t for him, he decided to specialize in Microsoft Dynamics CRM and worked as a consultant for about 8 years, working on implementations both large and small. When the opportunity to move into a technical selling position became available, he made the jump to evangelizing for the platform instead. He currently leads a technical sales team at PowerObjects tasked with enabling the sellers to keep up with the new product features and support them when they need technical backup.