Ashley Steiner
Microsoft MVP | Director, Business Applications
Dallas, Texas, United States
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Ashley began her career in Digital Marketing but found her true calling in the world of Dynamics when she started working with Dynamics CRM version 4.0. Since then, she has become a leading expert in transforming CRM experiences for sales teams, significantly improving sales productivity and organizational efficiency. In recognition of her exceptional contributions, she was awarded the prestigious Microsoft Business Applications MVP in March 2022.
Currently, Ashley is the Director of Business Applications at Elevate Digital. With over a decade of experience, her expertise spans the Sales, Customer Service, Marketing & Project Operations modules, business analysis, configuration and automation, process integration, and tool selection and analysis. She is a leadership team volunteer with TechFluent, a non-profit dedicated to mentoring and training individuals from under-resourced communities across the United States.
Ashley co-leads the DFW Dynamics 365 User Group Meetup and speaks at Dynamics events worldwide. Her commitment to integrating business processes with technology ensures consistency and accountability, making her a valued business partner in the Dynamics community.
Outside of her professional life, Ashley enjoys spending time with her family, attending country music concerts, and following various sports teams. She is an avid reader and Netflix documentary enthusiast, often accompanied by her cat, Panther.
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The XrmToolBox: What every CRM Admin should know
Managing a CRM environment can be challenging, but with the right tools, it becomes a breeze. This session is dedicated to one such indispensable toolset - the XrmToolBox. Designed for CRM administrators, this session will guide you through the essentials of the XrmToolBox. You'll learn about the most useful tools and how to leverage them effectively to enhance your CRM administration skills. Our aim is not just to introduce these tools but to provide hands-on experience, ensuring you walk away with a comprehensive understanding of their functionality and application. By the end of this session, you'll be well-versed in the XrmToolBox, ready to implement and utilize these tools to optimize your Dynamics 365/CRM environment. Whether you're new to CRM administration or looking to refine your toolset, this session is a step towards mastering your CRM domain.
Streamline Project Management with Dynamics 365 Project Operations
This session dives into project management, focusing on D365 Project Operations as a pivotal tool. Whether you're new to this platform or seeking to optimize your current operations, our session offers a comprehensive guide. We'll explore the nuances of Project Operations, demystifying its features and capabilities. Learn how to seamlessly integrate this tool into your project management strategies, from creating and managing projects to effectively allocating resources and timelines. We'll also explore best practices for implementation, helping you identify key data points and resources for a successful rollout. Our session is designed for project managers, team leads, and professionals keen on enhancing their project operations. With a blend of theoretical knowledge and practical insights, you'll leave equipped to elevate your project management game, ensuring profitability and success in your endeavors.
Get your salespeople to fall in love with CRM
Get your salespeople to fall in love with CRM promises to be a dynamic session designed to reshape the way sales teams perceive and utilize CRM systems. We will address the underlying reasons behind the common resistance to CRM among salespeople, exploring misconceptions and barriers. Together, we will identify strategies for preparing your organization for a successful CRM implementation, ensuring alignment with your company's culture and processes. The heart of this session focuses on the five key traits that define successful sales organizations, providing you with the insights to replicate this success to meet the unique needs of your sales team, enhancing their engagement and efficiency. This engaging session is an invaluable opportunity for sales professionals, leaders, and CRM administrators to gain a deeper understanding of CRM, learn how to adapt their organizations, and discover how to make CRM a tool that salespeople value and excel with.
The Original Power App: Dynamics 365 Sales
Before there was the Power Platform, there was Dynamics CRM, now commonly called Dynamics 365 Sales. In this session, we will review what makes D365 Sales unique, particularly with its design and features. D365 Sales provides a robust user experience with native features you won’t find with another Power App.
Project Ops: What I Wish I Knew
Project Service Automation, Project Operations, which is it? If you’re looking for implementation guidance, you’ll learn that those are interchangeable and finding documentation is difficult. Before implementing Project Ops, there are a number of things I wish I had known. Join this session to learn what I wish I knew and where to find the best documentation.
Solve your interview process using the Power Platform and M365 tools
Are you tired of the time-consuming and laborious process of scheduling and tracking interviews? Look no further! Our team has leveraged the power of Microsoft Bookings, Power Apps, Power Automate, Teams, and Forms to create an automated process for your interview needs.
In this session, we'll show you how our solution can streamline your interview process regardless of your organization's size or the number of candidates you're interviewing. We'll take you through each step of using these tools to create an efficient and effective system that will save you time and resources.
Our team has extensive experience with these tools and will share our best practices, including how to customize them to fit your needs, how to integrate them with your existing systems, and how to ensure a seamless experience for interviewers and candidates.
Join us to learn how technology can make the interview process less stressful and more efficient, and how to implement these tools in your organization. This is a fantastic opportunity to witness firsthand how our solution has already helped us manage interviews, and we can't wait to show you how it can benefit your organization as well.
Model-driven App vs. Canvas App: What to choose?
If you’re knew to the Power Platform space, or like me, come from a traditional Dynamics CRM background, sometimes it’s difficult to know which app option to choose. In this session, we’ll break down the different components of each app type and explore real-life examples for when deciding which app to choose.
Ashley Steiner
Microsoft MVP | Director, Business Applications
Dallas, Texas, United States
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