Connect Learn Share Microsoft Dynamics CRM User Group

Connect Learn Share Microsoft Dynamics CRM User Group (CRMUG®) U. K. Chapter Visit to Reading! Tony Stein, CRMUG Director

About CRMUG • Founded in 2007 • Officially recognized by Microsoft • The largest, independent group for Users of Microsoft Dynamics CRM • 2, 600+ company members CRM Users Microsoft VARs ISVs @CRMU

What Regional Chapters Do Connect Learn Share @CRMU

Why are we Here? Why CRMUG? Most organizations use a small % of functionality User adoption is an ongoing, critical process Someone, somewhere, somehow has likely answered your question The CRMUG Mission: CRMUG’s mission is to maximize value to individuals and companies using Microsoft Dynamics CRM. Our vision is to engage every individual and company using CRM in valueadded networking, knowledge sharing, and to be the single most important conduit for Microsoft to seek guidance on future development of Dynamics CRM. @CRMU

What do we Do? 5 Ways CRMUG Delivers: • Webinars (SIGs) • CRMUG Special Interest Groups Role • CRMUG Regional Chapters • CRMUG Academy • Big Events – Summit, Convergence, Rome • CRMUG Magazine Industry Other • Business Users – Sales, Mktg, Svc • CRM Admins & IT Support • Technical / Developer • Financial Services • Professional Services • Public Sector • BI & Reporting • CRM Online • Social CRM @CRMU

CRMUG Summit Facts… § 91 sessions were held § Registrations reached 353 (40% growth) § Over 120 attendees spent time in Microsoft Conduit Sessions § Speakers Led the Charge with “Value” – 9 CRM MVP’s spoke at CRMUG Summit 2012 – Subject Matter Experts (SME’s) from Customer and Partner Org’s presented! @CRMU

Some Summit Pics @CRMU

Connect Learn Share Join Us! Rome | 31 January – 1 February

What is The CRMUG Event? Education • Participate in focused breakout sessions in 3 learning tracks • Business Users, CRM Administrators/IT, Developer/Technical Networking • Structured networking activities allow you to mingle with other Dynamics CRM users like you • Sales, marketing & service users; CRM administrators; IT professionals; developers and technical roles Development • CRMUG is a global community – be a part of developing the CRMUG Branch in your country! @CRMU

The CRMUG Event Rome 2013 Agenda Thursday, 31 January 13: 30 15: 00 15: 45 17: 00 Opening General Session Networking Break Workshop Sessions CRM Adoption: Confessions of Deep Dive into Building and a Dynamics CRM Addict Maintaining Dynamics CRM 2011 Dashboards Building Custom Workflows 17: 00 19: 00 Networking Reception Friday, 1 February 9: 00 11: 15 11: 45 13: 00 14: 15 15: 30 11: 00 11: 15 11: 45 13: 00 14: 00 15: 15 15: 30 16: 30 Deep Dive Educational Sessions Sales Pipeline Management & Troubleshooting & Improving CRM Analytics for the Rest of Outlook with Your Dynamics Us! CRM Instance (Online and On -premise) Networking Break Partner Showcase Sessions Networking Lunch Conduit Sessions Roundtable Sessions Sales, Marketing & General MVP Chat - Ask the Experts Tips and Tricks for Using Dynamics CRM (Online and On-premise) Networking Break Closing General Session Team Development in Dynamics CRM Agile CRM: Applying the Scrum Methodology for Deployment @CRMU

Sign Up Today! Date Price On or before 15 December € 199 After 15 December € 249 http: //Rome 2013. CRMUG. com Register Today! @CRMU

Connect Learn Share CRMUG Upcoming Events

November Webinars Webinar Date Premium /Open CRMUG Collaborate - Orientation and Best Practice Discussion (Nov 2012) Nov 7 Open CRMUG Webinar: Moving Data Between CRM 2011 instances with Connector for Microsoft Dynamics Nov 8 Premium Only CRMUG Partner Showcase: Xactly Corporation (Show Me The Money to get CRM Adoption) Nov 15 Open CRMUG Summit 2012 Encore - Automating Business Processes in CRM 101 Nov 20 Premium Only CRMUG Partner Showcase: Experlogix (Nov 2012) Nov 27 Open CRMUG User Group Information and Orientation (Nov 2012) Nov 28 Open CRMUG Summit 2012 Encore - Windows 8 CRM Application Design and Development Nov 29 Premium Only @CRMU

December Webinars Webinar Date Premium /Open CRMUG Collaborate - Orientation and Best Practice Discussion (Dec 2012) Dec 5 Open CRMUG Partner Showcase: Assure. Sign LLC (Dec 2012) Dec 5 Open CRMUG SIG: CRM Online (User Adoption Best Practices) Dec 6 Open CRMUG SIG: Public Sector - Education (Dec 2012) Dec 6 Open CRMUG Summit 2012 Encore - Everything you wanted to know about ADFS Dec 11 Premium Only CRMUG Partner Showcase: Inside. View (Dec 2012) Dec 12 Open CRMUG SIG: Public Sector - Government (Dec 2012) Dec 13 Open Dec 18 Premium Only Dec 18 Open CRMUG Summit 2012 Encore - Upgrading Complex Systems to CRM 2011 CRMUG User Group Information and Orientation (Dec 2012) @CRMU

January Webinars Webinar Date Premium /Open CRMUG Summit 2012 Encore - Making CRM Dashboards Relevant for Anyone Jan 9 Premium Only CRMUG Summit 2012 Encore – 50 Tips in 50 Minutes (Jan 2013) Jan 10 Premium Only CRMUG Summit 2012 Encore - Road Warrior: Using CRM on the Road Jan 22 Open CRMUG SIG: CRM Admin & IT Support (Using Connections in CRM 2011) Jan 2013 Jan 23 Open CRMUG User Group Information and Orientation (Jan 2013) Jan 29 Open CRMUG Summit 2012 Encore - Taming the Beast of CRM Security Jan 29 Premium Only @CRMU

§ Academy Distance Learning (E-Learning) – Instructor-Led Training At Your Desk § Academy CBT(computer-based training) – Thousands of Titles Anytime, Anywhere – PMP and Microsoft Certifications CRMUG Premium Members receive nearly 700 titles FREE § Academy Onsite Courses (Summit/Convergence) For more information visit http: //crmug. Academy. com CRMUG Premium Members receive discounts on all training @CRMU

Connect Learn Share Join NOW and see what everyone is talking about! CRMUG Collaborate NEW Private Online Community for CRMUG Members http: //Community. crmug. com

Start Collaborating Today! http: //community. CRMUG. com 1. Sign in and update your Use your CRMUG. com Windows Live ID Profile & Privacy settings. 2. Join your Regional Chapter community. 3. Start a conversation. Post a discussion in the All Members community. 4. Start Networking! Use the Directory to find and connect with other members. @CRMU

CRMUG Chapter Meeting in Reading, U. K. QUICK STATS @CRMU

Education “Acceleration” Summit & Academy Acceleration 400 350 300 250 200 150 100 50 0 2009 2010 Summit Registrations Virtual Acceleration 2011 2012 Academy Registrations 3000 2500 2000 1500 1000 500 0 Webinar Events Registrations Oct'09 Sept'10 43 423 Oct'10 Sept'11 80 1 086 Oct'11 Sept'12 111 2 582 Yo. Y Growth 0, 3875 1 @CRMU

Growth “Acceleration” Quick Facts: § Approaching 2, 700 unique Org’s – ~6, 500 unique contacts § 91% are user or customer members of CRM § Still Scratchin’ the Surface! Member Acceleration 3000 2500 2000 1500 1000 500 0 Total Members Oct'10 862 Oct'11 1377 Oct'12 2545 Yo. Y 0, 848220769789397 @CRMU

Collaborate Stats in 5 Weeks § Over 300 Discussions happening § People are spending nearly 3 X amount of time on Collaborate than on CRMUG public website @CRMU

2 Reasons to Join & Why I Flew to the United Kingdom! § The Community is “booming” and is becoming more global and virtual everyday! § Attending the Rome event will give you a 6 month “Free” Premium membership to CRMUG – Membership – email Tonya@crmug. com @CRMU

CRMUG Memberships § Join NOW! – Preview Membership (60 days) Free – Premium Membership (per organization) • • • Small Business, Business $400/yr for 1 -9 MS CRM licenses Mid Market, Market $700/yr for 10 -99 MS CRM licenses Enterprise, Enterprise $1, 200/yr for 100+ MS CRM licenses Go to http: //www. crmug. com/join-crmug for a complete list of membership benefits @CRMU

Get Involved! Your user group is powered by volunteers. Everyone benefits when everyone’s involved! @CRMU

What’s Your Forte? § Speaking – – CRMUG Summit & Rome 2013 Microsoft Convergence Webinars Regional Chapter & Global Branch Meetings – CRMUG Collaborate @CRMU

What’s Your Forte? § Writing – – CRMUG Magazine Newsletter Tips White Papers CRMUG Collaborate @CRMU

What’s Your Forte? § Leadership – – – Regional Chapters & Global Branches Special Interest Groups (SIGs) Birds of a Feather Board of Directors Programming Committee CRMUG Collaborate @CRMU

Additional Questions/Comments Tony Stein, Stein CRMUG Director Tony@CRMUG. com 877 -324 -8880 x 1449 Mary Berens, Berens CRMUG Program Coordinator Mary@CRMUG. com 877 -324 -8880 x 1495 JOINING CRMUG – Tony Anderson, BDM Tonya@CRMUG. com @CRMU