Connect Learn Share Welcome Microsoft Dynamics CRM User

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

Chapter Schedule 2: 00 – 2: 30 Welcome/Introductions 2: 30 – 3: 30 Educational Session 3: 30 – 4: 00 CRMUG News & Chapter Business 4: 00 -4: 30 Networking @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

A TOUR OF CRM 2013 @CRMU

CHAPTER BUSINESS @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

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

@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

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 – Suggested 2013 Quarterly Meeting Date(s) – – 1 st Quarter (Feb/Mar) 2 nd Quarter (Apr/May) 3 rd Quarter (Aug/Sep) 4 th Quarter (Nov/Dec) – 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 Adam Rose, Rose CRMUG Chapter Co-Lead arose@imagesoftinc. com (248) 948 -8100 x 260 Jacob Cynamon-Murphy, Cynamon-Murphy CRMUG Chapter Co-Lead jcynamon@sonomapartners. com (312) 873 -3117 www. crmug. com @CRMU