Connect Learn Share Welcome and Welcome to the

Connect Learn Share Welcome and Welcome to the new Ozark Chapter headed by Greg Sutton! Microsoft Dynamics CRM User Group (CRMUG®) 4 th Quarter Regional Chapter Meeting

Typical Chapter Meeting 8: 00 – 8: 30 Welcome 8: 30 – 9: 00 Registration and Networking 9: 00 – 9: 45 Tribridge – What’s New in Dynamics CRM 2013 9: 45 – 10: 00 Break 10: 00 – 10: 45 Microsoft – CRM 2013 Mobility, New Processes UI… 10: 45 – 11: 00 Break Chapter Business – Upcoming 11: 00 – 11: 15 Events @CRMU

Getting to know you better Introductions • Name • Company (describe Company/Industry) • Your role in the company • What do you hope to accomplish by attending this and future meetings? @CRMU

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

What Regional Chapters Do Share Learn Connect @CRMU

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

Connect Learn Share Meet like-minded CRMUG members and access your network anytime, anywhere. Keep up on what’s happening in CRMUG and in the world of Dynamics CRM. Share your Dynamics CRM experiences and gain insight from the CRMUG community. @CRMU

@CRMU

Upcoming Virtual Events Webinar Date Premium/Open 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

Summit 2013 Recap § Play the video here: @CRMU

Summit 2013 Recap § We look forward to seeing you all in St. Louis, MO the week of October 13 th, 2014! § Watch for super discounted early bird pricing for PREMIUM CRMUG members. § For all that attended, what were your TAKE 5? @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

Would you like to serve on your chapter’s Leadership Committee? Ask your Chapter Chairperson for more information or contact Onika@crmug. com @CRMU

Chapter Business § Set Meeting Date, Location & Presenters – 2014 Quarterly Meeting Date(s) – – Feb 6 th – Microsoft Office May 29 th – Burns and Mc. Donnell Aug 28 th – Commerce Bank Dec 4 th – Microsoft Office Convergence 2014, Atlanta, GA March 4 -7, 2014 – Presenters (Member Showcase, Educational Topic, ISV Solution, Microsoft Roadmap, Ask the Expert panelists) panelists § Join CRMUG Collaborate (private online community for CRMUG members) § Join your local Leadership Team to help plan future meetings! @CRMU

What’s Your Forte? CRMUG Encourages Your Participation! Who else can share Dynamics CRM perspective? Will you speak? Will you write? Will you lead? REVIEW the “CRMUG Volunteer Program” www. crmug. com/volunteer @CRMU

Additional Questions/Comments Tony Stein, Tony Stein CRMUG Director Tony@CRMUG. com 877 -324 -8880 x 1449 Onika Allen, Onika Allen CRMUG Program Coordinator Onika@CRMUG. com 877 -324 -8880 x 1455 Bryan Erstad, CRMUG Membership Manager Bryan@CRMUG. com 877 -324 -8880 x 1451 www. crmug. com @CRMU

Connect Learn Share Member Showcase Featuring: Tribridge – Cory Johnson @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 Favorite Module and Why Tips & Tricks / Way to Improve Processes (what surprised you that you didn’t know) § Where Do They Go for Answers § Questions? @CRMU

Connect Learn Share Roundtable Discussion @CRMU

ROUNDTABLE DISCUSSIONS @CRMU

Roundtable Discussion § § Timeline on upgrading to CRM 2013 What is holding you back? What excites you the most? Take 5 minutes to write down your upgrade goals with dates! @CRMU

Next Meeting? Date: 2/6/2104 Time: 8 am Place: Microsoft Office Topics: ? ? ? @CRMU

Sample Networking Ideas § The M&M Game § Common Traits § Airplane Name Game @CRMU