Neil Benson - Microsoft Dynamics CRM 2011 Customization & Configuration

Michael Ferreira is a diverse hands-on leader, entrepreneur, and executive consultant with 20 years of widely diverse business and technology leadership experience. He has crafted client/vendor/partner relationships, advisory services, managed large project portfolios, directed product development, implemented transformation change and pioneered new service delivery techniques.

Since 2003 (Microsoft Dynamics CRM 1.0 beta), Michael has been working with a diverse range of customers and partner organizations (start-up to enterprise, across industries). He has proposed, led, architected, and deployed over 100 plus Microsoft CRM-based technology solutions ranging from out-of-the-box configurations to product upgrades to very complex integrated multi-channel service delivery platforms (CRM, ERP, Portal, Mobile, Social, BI/DW with integration).

Beyond implementation, Michael has played a key role in building the Microsoft CRM partner and consultant community having helped launch seven organizational practices/delivery teams as well as in building and selling his own uniquely positioned Microsoft-based technology solutions provider offering professional and managed services, vertical software/platform as a service product, and hardware and software sales.

I'd like to thank Neil and Packt Publishing for letting me participate and my wife for her support throughout the process.

Joel Lindstrom is a CRM consultant based in Greenville, SC. He has been awarded the Microsoft MVP award for the past five years. Prior to working as a CRM consultant, Joel has spent a decade in sales, using a variety of CRM platforms. This experience gave him an appreciation for how the design and configuration choices made in CRM implementation can impact user adoption of the system, either positively or negatively. Joel has helped many clients with CRM installation, deployment, configuration, reporting, and business intelligence, and he is a Scribe MVP. Joel is editor and frequent contributor to the Customer Effective blog, the CRM forums, and he has contributed to several CRM books.

Joel works for Customer Effective in Greenville, SC.

I would like to thank Customer Effective for helping me to grow and be successful, and my wife Stephanieshe inspires me.

Tanguy Touzard is a technical and functional consultant on the Dynamics CRM solution.

He has been working on this solution since 2004, when he became an intern at Microsoft France.

Since then, Tanguy has covered all the technical and functional aspects of the solutionCustomizations, Developments, Reporting, Functional, and Consulting.

He currently works for JAVISTA, a French IT company dedicated to Dynamics CRM projects.

Jerry Weinstock has been a long time enthusiast of using technology to enhance sales and marketing practices. Since 1999, he has been providing consulting services in the area of Customer Relationship Management Software, permission-based e-mail marketing, and business process implementation.

In 2010, Microsoft recognized him for his exceptional contributions to the Dynamics CRM technical and business communities when he was awarded the Microsoft Most Valuable Professional status. As a CRM MVP for the last two years, he is a frequent contributor to the CRM Community Support Forums .

Jerry is one of the co-authors of The CRM Field Guide How to CRM like an MVP with Dynamics CRM . He also has been a technical reviewer for several other CRM books. Most recent is Building Business with CRM .

Jerry is the founder and president of CRM Innovation, Lenexa, Kansas, a Dynamics CRM partner and ISV that provides consulting and implementation services along with building solutions that enhance the sales and marketing automation functionality of Dynamics CRM.

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