Success with Microsoft Dynamics CRM 4.0

The Evolution of CRM and Microsoft Dynamics CRM.- The Evolution of CRM.- Microsoft CRM in the Market.- Implementation Planning, Approach, and Guidelines.- Planning Your CRM Initiative.- Initiating and Executing a CRM Phase.- Configuration Guidelines for Core Functionality.- Ensuring Long-Term Success with CRM.- Avoiding the Doldrums.- Opportunities to Expand the Value of CRM.

Justin Mathena is a proven leader in the information technology industry with broad experience defining technology solutions that meet business challenges, implementing successful CRM strategies and packages, managing functional and technical teams, developing strategic relationships and overseeing operational efficiencies. Justin has worked with customers across many industries, including manufacturing, healthcare, insurance, timber, high tech, energy, and publishing. Justin is a founder and principal of Altriva, a professional services firm based in Bellevue, WA.

Aaron Yetter is a seasoned technology professional with extensive experience overseeing and implementing successful CRM strategies and related business initiatives. His experience includes delivering customer-centric solutions for market leading companies across various industries, including healthcare, insurance, financial services, technology and services. Aaron is a founder and principal of Altriva, a professional services firm based in Bellevue, WA.

Hoss "Mark Renee" Hostetler is a business technologist specializing in CRM strategy and implementation. Hoss' background is in the Microsoft technology stack and how CRM applications coupled with an expert understanding of business processes can benefit customers. He has been implementing CRM solutions since his career began and is considered an expert in CRM business and process modeling, CRM infrastructure architecture, integration architecture, application design, ISV extensions, data migration, and extension development. He is passionate about the value a properly executed CRM project can bring to any organization. Hoss is the Director of CRM at Altriva, a professional services firm based in Bellevue, WA.