About CRMUG Founded in 2008 Officially recognized by

About CRMUG Founded in 2008 Officially recognized by Microsoft ers ic ro so ft Users M The largest, independent group for users of Microsoft Dynamics CRM Partn Over 3, 300 company members (6, 700+ individual members) @CRMU

Connect Learn Share Welcome! Microsoft Dynamics CRM User Group (CRMUG®) 4 th Quarter Regional Chapter Meeting

Agenda 8: 30 – 9: 00 Registration and Networking Introductions and Chapter 9: 00 – 9: 30 Business 9: 30 – 10: 15 Member Spotlight 10: 15 – 10: 30 Break 10: 30 – 11: 15 CRM 2013 Demo (Seattle) 11: 15 – 11: 30 Break 11: 15 – 12: 00 Round Table Discussions @CRMU

Meet Your Chapter Leaders Introductions • Jamie Flores – Chapter Chair • Daniel Maynes – Programming Chair • Alan Smith – Membership Chair • Monica Goomber – Communications Chair @CRMU

Getting to know you better Please introduce yourself to the group • Name • Company (describe Company/Industry) • Your role in the company • Which version of Dynamics CRM you are on • What do you hope to get out of your attendance/participation in CRMUG meetings? @CRMU

What Regional Chapters Do Share Learn Connect @CRMU

Chapter Business § Portland Chapter Meetings – Tentative 2014 Quarterly Meeting Date(s) – – 1 st Quarter (March 27) 2 nd Quarter (June 26) 3 rd Quarter (Sep 25) 4 th Quarter (Dec 10) Convergence 2014, Atlanta, GA March 4 -7, 2014 – Location Microsoft offices, but we are open to other sites (preferably customer sites, when possible) – Social Events? Would like to have at least two informal social events (after work happy hour/networking). Suggestions? – Presenters – We need speakers! (Member Showcase, Educational Topic, ISV Solution, Microsoft Roadmap, Ask the Expert panelists). panelists Please contact us to volunteer or to suggest someone. § Join CRMUG Collaborate (private online community for CRMUG members) @CRMU

A brand new online community that is your one -stop-shop for all things CRMUG. community. crmug. com @CRMU

Upcoming Virtual Events Webinar Date Premium/Open CRMUG SIG: Marketing – Using Data Quality to Improve Marketing Campaigns Nov 5 Premium CRMPC: x. RM – View – Control (x. RMVC) Nov 6 Partners Only CRMUG SIG: Developer - Continuous Delivery with Dynamics CRM Nov 11 Premium CRMUG Partner Showcase: Zap Technologies Nov 13 Open CRMUG SIG: Administrator and IT Support – The Basics of Entities Nov 14 Premium CRMUG SIG: Social – Master the Art of Customer Intimacy Nov 14 Premium CRMUG Academy: Dashboards and Reporting for the Everyday User Nov 14 Open CRMUG Academy: Installing CRM from Start to Finish Nov 19 Open CRMUG User Group Information and Orientation Nov 21 Open CRMPC: Tips, Tricks, and Shortcuts in Solving Customer Issues for Dynamics CRM Nov 26 Partners Only CRMUG Partner Showcase: CRMGamified Dec 3 Open CRMUG SIG: Marketing - Out of the Box Marketing Functionality for Dynamics CRM Dec 4 Premium CRMUG SIG: Social CRM - Microsoft Dynamics CRM and Yammer: Better Together Dec 10 Premium CRMUG Partner Showcase: Assistance Software Dec 12 Open CRMUG Academy: Building CRM Workflows in the Real World Dec 12 Open CRMUG Webinar: x. RM for Member and Event Management – Dynamic Communities Dec 17 Premium @CRMU

Connect Learn Share Member Spotlight Featuring: Moss Adams, LLP @CRMU

Member Showcase § § § § Who We Are and What We Do What Modules We Use Version Number of Users How Long What ISV's and How We Use Them Successes and struggles Tips & Tricks / Way to Improve Processes (what surprised you that you didn’t know) § Questions? @CRMU

Connect Learn Share Break @CRMU

Connect Learn Share CRM 2013 Demo @CRMU

Connect Learn Share Roundtable Discussion @CRMU

Roundtable Discussion § § Timeline on upgrading to CRM 2013 If timeline is long, what is the reason? What new features excite you the most? What changes will be most beneficial to your organization? § What hasn’t changed that you would like to see changed in the future? @CRMU

CRMUG Membership Basic Member CRM end users only FREE Premium Member Small Business 1 -9 CRM Licenses Mid-Market 10 -99 CRM Licenses Enterprise 100+ CRM Licenses USD/year $400 $700 $1, 200 § Weekly email newsletter § Unlimited Workshops, Webinars & Roundtables § Level 100 Webinars § Free Regional Chapters § CRMUG Summit Invites § Special Interest Groups § Paid access to Regional Chapters (Nominal Fee) § Microsoft Conduits § Partner Showcase Webinars § Full access to CRMUG Collaborate & Member Directory § Discounted Summit Registrations § Discounted Academy Courses § And so much more! Upgrade Today: email membership@crmug. com @CRMU

Next Meeting? Date: 3/27/14 Time: 8: 30 a Place: TBD Topics: TBD @CRMU