Connect Learn Share Welcome Microsoft Dynamics CRM User

Connect Learn Share Welcome! Microsoft Dynamics CRM User Group (CRMUG®) 2 nd Quarter 2013 “Milwaukee” Chapter Meeting

Proposed Agenda § 8: 30 – 9: 00 Registration and Networking Breakfast § 9: 00 – 9: 30 Welcome & Introductions § 9: 30 – 10: 30 CRM & Share. Point – Concurrency § 10: 30 – 11: 15 Roundtable Discussions § 11: 15 – 11: 30 Break § 11: 30 – 12: 00 CRMUG News & Upcoming Events § 12: 00 – 12: 30 Chapter Business & Lunch @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 2007 • Officially recognized by Microsoft • The largest, independent group for Users of Microsoft Dynamics CRM (6, 500+ individuals) • 2, 700+ unique companies • 91% User Members/ 9% Partner Members CRM Users Microsoft VARs ISVs @CRMU

What Regional Chapters Do Connect Learn Share @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

@CRMU

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 & SIG communities. 3. Start a conversation. Post a question or discussion in your “Local” community or in the “All Members” community. 4. Start Networking! Use the Directory to find and connect with other members. @CRMU

Proposed Agenda § 8: 30 – 9: 00 Registration and Networking Breakfast § 9: 00 – 9: 30 Welcome & Introductions § 9: 30 – 10: 30 CRM & Share. Point – Concurrency § 10: 30 – 11: 15 Roundtable Discussions § 11: 15 – 11: 30 Break § 11: 30 – 12: 00 CRMUG News & Upcoming Events § 12: 00 – 12: 30 Chapter Business & Lunch @CRMU

DYNAMICS CRM & SHAREPOINT (2010 / 2013) @CRMU

@CRMU

Concurrency § Concurrency is one of the few Microsoft Partners that can architect and integrate across all five Microsoft enterprise software platforms: Lync, Exchange, System Center, Share. Point & Dynamics CRM (on-premise & in the cloud). @CRMU

Concurrency and CRM Company Awards Competencies • • • • • 2012 Microsoft Content Management Global Partner of the Year 2012 Microsoft Central Region Partner of the Year 2012 Microsoft Midwest Partner of the Year 2012 Microsoft Central Region Partnering to Succeed Award 2011 Microsoft Midwest Partner of the Year 2010 Microsoft Central Region Marketing Excellence Award Gold Communications Gold Content Management Gold Mgmt + Virtualization Gold Portals & Collaboration Silver CRM Silver Desktop Silver Digital Marketing Silver Identity and Security Silver Messaging Silver Search Silver Server Platform Employee Accolades • • • (3) Microsoft MVP’s (2) Microsoft Certified Masters (8) Microsoft VTSP’s @CRMU

Agenda § § Overview Document Management Options Analytics/Business Intelligence Application Development with CRM and Share. Point § Additional Resources @CRMU

Connected collaboration Real-time collaboration (voice, video, chat) Document management Social @CRMU

Document Management Options • • • Stored in the CRM database Linked to a specific record No search capabilities No version control Limited collaboration options around the document • • Documents are stored in Share. Point—location of library stored in CRM Searchable through Share. Point Full version control available, co-authoring, alerts, etc. Share. Point offers document-centric workflows for collaboration @CRMU

Document Management Best Practices • • Limited number of smaller contextual documents required No broad search requirement across documents Deep document collaboration not required Looking to use out-of-the-box features (e. g. , sales literature) • Larger number of documents required—Share. Point is built for larger document management scale Broad document searches are required Version control is required Complex document-centric collaboration is required • • • @CRMU

Demo - Day in the Life Sales – Account & Opportunity @CRMU

Document Storage in Share. Point @CRMU

IFrame into Share. Point Site @CRMU

Manually Change Locations if need be Open in Share. Point button Documents reside in Share. Point @CRMU

Native Share. Point Actions (Check-in, Checkout, …) Native CRM View of Documents @CRMU

Native Share. Point Actions (Check-in, Checkout, …) Native CRM View of Documents @CRMU

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Configuring List Component @CRMU

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Demo – List Component @CRMU

Analytics/Business Intelligence @CRMU

Business intelligence in CRM Self-Service Dashboards Data Drill Through Guided Report Wizards Advanced Analysis @CRMU

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Netbreeze: CRM Native Social data sentiment analysis: @CRMU

Application Development with CRM and Share. Point @CRMU

Business Reasons – CRM & SP App. Dev. § Do you own Share. Point? – Adoption? – Business processes aligned? § Sales Management: Opportunity stages – external forces § Marketing: Collateral App. – pulls in regular 3 rd party updates § Case Management: Intranet – Knowledge Base first? (Share. Point KB) – Surfaced/ suggested Share. Point Knowledge Base Articles in CRM – CRM Cases created with Share. Point Portal forms (intranet users) @CRMU

CRM Data and Share. Point § Displayed in Share. Point (pull scenario) § Updates sent to CRM from Share. Point (push scenario) § Options – Business Connectivity Services (BCS) – WCF Web Service Endpoints @CRMU

Business Connectivity Services (BCS) § Connects Share. Point-based solutions to sources of external data § Query CRM data – SQL connector – WCF connector § Leverage Share. Point features – Search – Reporting/Business Intelligence @CRMU

Business Connectivity Services (BCS) @CRMU

Business Connectivity Services (BCS) § Benefits of using BCS – Reusability (via External Content Types) – Encapsulate complexities of CRM data – Searching CRM data possible § Limitations of using BCS – SQL Connector • Read only • On-premise only supported – WCF Connector • Custom Development required @CRMU

WCF Web Service Endpoints § Provides access to CRM entity data § WCF Fundamentals –. NET class library that bridges the service-oriented world with the object-oriented world – Consolidates and abstracts various computing technologies (ASMX, RPC, MSMQ, etc. ) § WCF Benefits – – Abstracts the underlying transport technology Supports standard communication standards Improves interoperability Completely extendable to support new protocols @CRMU

WCF Web Service Endpoints @CRMU

Connecting to CRM 2011 § SDK Connection Classes – Discovery. Service. Proxy – Discovery. Service. Client @CRMU

Connecting to CRM 2011 § SDK Connection Classes – Organization. Service. Proxy @CRMU

Demo – CRM Application in Share. Point @CRMU

Additional Resources § “How to connect Dynamics CRM 2011 and Share. Point 2010, 2013”: – www. Concurrency. com> Blogs> CRM – http: //blog. concurrency. com/dynamics-crm/how-to-connect-dynamicscrm-2011 -and-sharepoint-2010 -2013/ § “Introduction to Share. Point Integration with Microsoft Dynamics CRM” – http: //msdn. microsoft. com/en-us/library/gg 327818. aspx § “What’s new with Share. Point 2013 and Dynamics CRM” – http: //community. dynamics. com/crm/b/crmgirishraja/archive/2013/03/ 06/what-s-new-with-sharepoint-2013 -and-dynamics-crm. aspx @CRMU

pcielinski@concurrency. com @CRMU

Proposed Agenda § 8: 30 – 9: 00 Registration and Networking Breakfast § 9: 00 – 9: 30 Welcome & Introductions § 9: 30 – 10: 30 CRM & Share. Point – Concurrency § 10: 30 – 11: 15 Roundtable Discussions § 11: 15 – 11: 30 Break § 11: 30 – 12: 00 CRMUG News & Upcoming Events § 12: 00 – 12: 30 Chapter Business & Lunch @CRMU

Roundtable Discussion Break-out: Technical/ IT/ IS 1) How do you think the List Component can be customized to provide advanced scenarios? 2) Can you think of best practices/dev practices on using the CRM WCF web services in Share. Point? 3) Are there any technical challenges that you can think of when using the CRM web services? Functional Users (Sales, Marketing, Service) 1) Do you have a document management process? What is/ isn’t working? 2) How do you incentivize the use of Share. Point/ your document management system/ processes today? 3) How could you use CRM and Share. Point together to improve Sales, Marketing and/ or Service at your company? @CRMU

Proposed Agenda § 8: 30 – 9: 00 Registration and Networking Breakfast § 9: 00 – 9: 30 Welcome & Introductions § 9: 30 – 10: 30 CRM & Share. Point – Concurrency § 10: 30 – 11: 15 Roundtable Discussions § 11: 15 – 11: 30 Break § 11: 30 – 12: 00 CRMUG News & Upcoming Events § 12: 00 – 12: 30 Chapter Business & Lunch @CRMU

Connect Learn Share CRMUG Upcoming Events

April Webinars Webinar Date Premium /Open CRMUG SIG: Marketing (What is Marketing Pilot? ) Apr 9 Premium CRMUG SIG: Business Intelligence & Reporting (Getting Started with the Report Wizard) Apr 16 Open CRMUG Convergence 2013 Encore: The CRM Whisperer – Taming your Dynamics CRM Environment Apr 23 Premium CRMUG User Group Information and Orientation Apr 24 Open CRMUG SIG: Data Integrity - Data Quality Management in a CRM Environment Apr 24 Premium CRMUG Partner Event - CRMUG Partner Benefits and What it Means to You! Apr 25 Partners Only CRMUG SIG: Public Sector - x. RM for County Governments Apr 25 Open @CRMU

May Webinars Webinar Date Premium /Open CRMPC (CRM Partner Connections) Webinar: May 2 Partners Only CRMUG Academy - Instructor-led training online! Dynamics CRM 2011 Management and Troubleshooting May 2 Open CRMUG SIG: User Adoption (Best Practices in Organization & Change Management) May 7 Open CRMUG SIG: Mobility (CRM Mobility Options Demystified) May 8 Premium CRMPC (CRM Partner Connections) Webinar: Leveraging May 13 Partners Only CRMUG Convergence 2013 Encore: Best Practices in Leveraging Extensibility Options for Dynamics CRM May 14 Premium CRMUG: CRM Online 2011 – Implementation and User Adoption: A PMI Story May 15 Open CRMUG User Group Information and Orientation May 28 Open CRMUG Convergence 2013 Encore: Gamification of User Adoption May 29 Premium Lady Gaga and Microsoft Dynamics CRM: Two of Kind? CRMUG to Augment Existing Customer Strategy @CRMU

June Webinars Webinar Date Premium /Open CRMUG Convergence 2013 Encore: Dynamics CRM Data Integrity – Good and Bad Jun 6 Premium CRMUG SIG: Administration - MVP Chat Jun 12 Open CRMUG SIG: Public Sector - CRM and Data Systems Integration for Government Entities Jun 18 Premium CRMPC (CRM Partner Connections) Webinar: So You Want to Be a CRM Superstar? Jun 24 Partners Only CRMUG Partner Event - CRMUG Partner Benefits and What it Means to You! Jun 25 Partners Only CRMUG User Group Information and Orientation Jun 27 Open @CRMU

! G U M R Join C Who Did You Meet? March 18 -21 | New Orleans, LA What Did You Learn? Would You Recommend Others Attend Next Year? www. microsoft. com/dynamics/convergence @CRMU

CRMUG Summit 2013 Week of October 21, 2013 Tampa, FL ! e r e h t u o y See @CRMU

CRMUG Memberships § Join NOW to continue attending chapter meetings & receive future communications! – 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

Is your company’s Primary Contact receiving & sharing their copy? Also Available Online http: //www. crmug. com/memberresources/magazine/ Basic Members - receive 1 copy per company Premium Members - receive up to 3 copies per company @CRMU

Would you like to serve on your chapter’s Leadership Committee? Ask your Chapter Chairperson for more information or contact Mary@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) Summit 2013, Tampa, FL October 21 -25 – 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? • Please contact: • Tony Stein tony@crmug. com • Mary Berens mary@crmug. com @CRMU

ISV Solution Members for possible Educational Sessions or Q & A Panelists Adobe® Echo. Sign® @CRMU

Additional Partner Members for possible Educational Sessions or Q & A Panelists DFC Consultants Sonoma Partners @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 Rudy Chavez, Milwaukee Chapter Leader rchavez 4@hotmail. com www. crmug. com @CRMU