Dynamics Profile: New Microsoft MVP for CRM is Self-Taught, Community Oriented

Although it would make sense if you thought newly minted Microsoft Dynamics CRM MVP Britta Scampton had a degree in computer science or information systems - you'd be dead wrong.

Scampton, a systems design engineer at wealth management firm BGM TruNorth Wealth Partners in Minnesota, graduated from Bethel University in 2012 with a degree in communications.

"My background is communications and I came to BGM TruNorth (January 2012) when they had first implemented Dynamics CRM to help with user adoption," she says. "They hadn't really done any of the customization on it. They had just started to bring the data over and get used to it. I was supposed to be there for more of the user adoption/communications soft skills side of things."

However, Scampton was so excited by all that could be done with Dynamics CRM to customize business processes that her role very quickly changed from a training role into a customizer's role and adapting the company's business processes.

"It was finding the intersection between our manual process and what the technology could do for us," she says.

Because BGM TruNorth is a small company, it relies very heavily on technology, so it built its own CRM in-house on Dynamics CRM, with Scampton leading that project for the last three years.

"Our CRM is the central hub of everything that we do throughout the firm, it integrates with all of our other systems," she says. "I've done all the customization, configuration. We're very dedicated to staying out of the box, we have very little code in our system because we want to be able to upgrade ...