Connect Learn Share Welcome CRMUG Milwaukee 1 st

Connect Learn Share Welcome! CRMUG- Milwaukee 1 st Quarter 2014 Regional Chapter Meeting

Typical Chapter Meeting 8: 30 – 9: 00 Registration and Networking 9: 00 – 9: 20 Chapter Business 9: 20 – 10: 00 Richard: CRM & BP/ Workflows (2013 & 2011) 10: 00 – 10: 15 Break 10: 15 – 11: 00 Birds of a Feather Roundtables 11: 00 – 11: 15 Break 11: 15 – 12: 00 Chapter Business @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, 632 company members (9, 600+ 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

Announcing CRMUG Regional Conferences § During this 1. 5 day+ offering, our goal is to provide user group members with a peer to peer environment where they can share their experiences, exchange best practices amongst members, get trained up on the latest, and highlight members’ profiles. § Coming To A Region Near You! • • South Central Region: Dallas, Texas (Week of May 12 th!*) at the Marriott Quorom Dallas North Central Region: Minneapolis, Minneapolis (June 17 -18 -19*) @ the Marriott Airport Minneapolis *Dates are subject to change. @CRMU

Format Day 0 Academy Offerings Day 1 . 5 Day 2 Full Day Lunch and Opening General Session Evening Welcome Reception Sponsor Opportunities Multi-Track Learning Environment (3 -4 courses) • Functional • Technical • Developer @CRMU

Learn more…. § www. crmug. com/regional-conferences @CRMU

Upcoming Virtual Events Event Date Availability CRMUG Summit 2013 Encore - CRM Magic with Data Migration and Integration Feb 18 Premium CRMUG Partner Showcase: Click. Dimensions Feb 19 Open CRMUG Webinar: Ask the Experts – Leveraging “Social Insights” in Dynamics CRM 2013 Feb 20 Open CRMUG SIG: Developer - Virtual Dev. Fest 2014 Feb 24 Premium CRMUG SIG: CRM Online – New Pricing and Support Options Feb 25 Open User Group Information and Orientation Session Feb 26 Open CRMUG Webinar: Ask the Experts – Customization Best Practices for Dynamics CRM 2013 Feb 27 Open CRMUG Academy - Administrator Black Belt Training Series - Purple Belt Mar 5 Premium & Open x. RMUG Webinar: Data Modeling in CRM Mar 11 Open CRMUG Webinar: Ask the Experts – Outlook Best Practices for Dynamics CRM 2013 Mar 13 Open x. RMUG Roundtable: Ask the Experts Friday Mar 14 Premium CRMUG Webinar: 50 Tips in 50 Minutes Mar 20 Premium CRMUG Webinar – Dynamics CRM Apps and Add Ons Mar 21 Premium CRMUG Partner Showcase – Summit Group Software – CRM Vertex Mar 25 Open CRMUG Webinar: Ask the Experts – User Interface for Dynamics CRM 2013 Mar 25 Open CRMUG Workshop: Regional Chapter Information and Orientation Mar 26 Open CRMUG SIG: User Adoption Panel Mar 27 Premium @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

Connect Learn Share What’s New in Dynamics CRM 2013: Business Processes, Workflows, No-Code Customization • • • Richard Knudson Microsoft MVP since 2011 VP, CRM Practice @ Magenium Solutions richard. knudson@magenium. com www. magenium. com/crmtrickbag @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

Chapter Business § Set Meeting Date, Location & Presenters – Suggested 2014 Quarterly Meeting Date(s) – – 1 st Quarter (Feb/Mar) 2 nd Quarter (May 9 th) 3 rd Quarter (Aug/Sep) 4 th Quarter (Nov/Dec) Convergence 2014, Atlanta, GA March 4 -7, 2014 – Location Customer site? Microsoft office? – 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, Stein CRMUG Director Tony@CRMUG. com 877 -324 -8880 x 1449 Onika Allen, 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

Next Meeting? Date: May 9 th Time: 8: 30 am Place: MSWaukesha Topics: Marketing & Marketing Automation @CRMU