About Bill Owens

Bill Owens, CRM Practice Manager at Affiliated, is a seasoned technology and business consultant with more than 15 years of experience and leads the strategic growth and direction of Affiliated’s CRM practice. He is a proven expert at helping organizations succeed in the implementation and integration of on-premise and cloud-based Microsoft Dynamics CRM. Bill has been a featured speaker for several CRM local events and national conferences including CRM User Groups throughout Ohio and the CRMUG Summit. You can reach Bill at bill.owens@aresgrp.com or (614) 973-5075.

Author Archive | Bill Owens

CRM Best Practices Webinar – 15 Tips in 45 Minutes – Sept. 23

Join this fast-paced webinar presentation, Back to the Basics with Dynamics CRM – 15 Tips in 45 Minutes,on September 23 at 11:30 a.m. ET that delivers 15 quick-hitting tips and best practices for using Microsoft Dynamics CRM. Whether you’ve been using CRM for a while or just getting started, we’ll get back to some of the basics including […]

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Dynamics CRM Best Practices Webinar – Dialogs – June 25

Join Affiliated’s CRM expert and super-user, Steven Jennings, on June 25 at 12:00 p.m. ET, as he presents Best Practices and Tips/Techniques for Dialogs in Microsoft Dynamics CRM 2013. Topics we’ll cover include: • Review best practices for creation and usage • Learn how to create a simple Dialog • Create a Simple Call list Questionnaire […]

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June 18 Webinar: CRM in the Contact Center – Revolutionize the Way You Interact With Your Customers

Contact center technology and delivering a great customer experience continues to evolve. What was hot yesterday is old news today. Current trends include the widespread adoption of cloud solutions, the addition of social media to the multichannel mix, the impact of smart phones and tablets, the need to accurately capture the voice of the customer, […]

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Webinar – Dynamics CRM Best Practices Webinar – Goals – May 21

Join Affiliated’s CRM expert and super-user, Steven Jennings, on May 21 at 12:00 p.m. ET, as he presents Best Practices and Tips/Techniques for Goals in Microsoft Dynamics CRM 2013. Topics we’ll cover include: • What are goals? • How to create a goal? • How to chart the progress of a goal?  Don’t delay, save your spot […]

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14 Reasons Why Customer Experiences Will Impact Your Business and How Microsoft Dynamics CRM is Leading the Way to Help

I recently read Tricia Morris’ blog post on “14 Must-Read Stats that Emphasize the 2014 Customer Experience Imperative” and felt that I should share some comments on this article. Many people know or have heard of the “LEO” release that is coming this year for Microsoft Dynamics CRM. This release is a Customer Service focused […]

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Save & Close Button is Back in Dynamics 2013 Update Rollup 2 (UR2)

One of the items that have been causing some training issues with the new look and feel of Dynamics CRM 2013 is the missing icon that everyone has been clicking for years – Save & Close. When auto-save is enabled, the Save & Close button will exist only on the Create form for a record.  […]

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New App Support for Microsoft Dynamics CRM

With the launch of Microsoft Dynamics CRM 2013 comes the release of some tremendous mobile functionality from Microsoft. Here’s a good synopsis of the new tablet support for users: Microsoft Dynamics CRM has it’s mobile in the stores and CRM for tablets apps are now live in both the Windows Store  and the Apple App […]

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Webinar – CRM 2013 Best Practices – Tips and Tricks for Business Process Flow on January 14

Join Affiliated’s CRM expert, Steven Jennings, on January 14 at 12:00 p.m. ET, as he presents Best Practices and Tips/Techniques for Business Process Flow in Dynamics CRM 2013. A key purpose of Business Process Flow (BPF) in Dynamics CRM 2013 is to guide users through a specific business process to completion. In Dynamics CRM 2013, […]

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Join Us for a CRM Webinar on 11/14 – Going Mobile with Microsoft Dynamics CRM – What Are Your Options?

Everyone’s talking about how important it is to implement mobile solutions for your business and adding mobile access to CRM can deliver significant benefits. In a survey of CRM decision makers, Nucleus Research found that mobile access to CRM increases sales force productivity by 14.6 percent, with nearly a third citing a productivity increase of […]

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CRM Webinar on 11/6 – What’s Coming in Dynamics CRM 2013 and What It Means for You

Microsoft Dynamics CRM 2013 is a major platform upgrade that features a new interface and is packed with enhancements to make Dynamics CRM even easier to use. Sign-up to our free webinar, “What’s Coming in Microsoft Dynamics CRM 2013 and What it Means for You”, on November 6, 2013 to preview the new version and learn […]

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