Connect Learn Share Welcome Microsoft Dynamics CRM User

Connect Learn Share Welcome! Microsoft Dynamics CRM User Group (CRMUG®) 3 rd Quarter Regional Chapter Meeting

Typical Chapter Meeting 8: 30 – 9: 00 Registration and Networking 9: 00 – 9: 20 Chapter Business 9: 20 – 10: 00 Member Showcase 10: 00 – 10: 15 Break 10: 15 – 11: 00 Birds of a Feather Roundtables 11: 00 – 11: 15 Break 11: 15 – 12: 00 Educational Workshop @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 CRMPC: Upgrade Experiences Roundtable - the Good the Bad the Ugly Sep 6 Partners Only CRMUG SIG: Manufacturing – Features of a Great External Sales Channel Portal Sep 10 Premium CRMUG Academy – Dynamics CRM 2011 Management and Troubleshooting Sep 10 Open CRMUG SIG: Social CRM – The Magic Bullet for CRM Adoption Sep 12 Premium CRMUG SIG: Data Integrity - Data Quality and Orion: The Future of Customer Data Quality Sep 17 Premium CRMUG Partner Showcase: Wennsoft Sep 18 Open CRMUG SIG: User Adoption - Role of Training in Maximizing ROI from CRM Sep 19 Premium CRMUG Tampa Summit Preview Sep 18 Open CRMPC: Administrators: What’s Not in the Documentation that You Need to Know Sep 23 Partners Only CRMUG: CRM/GP SIG – BI Best Practices with Both Systems Sep 23 Open CRMUG User Group Information and Orientation Sep 24 Open CRMUG Partner Showcase: Scribe Software Sep 25 Open CRMUG SIG: Project Management – Kick Off: PMI & the Value of Project Management Credentials Sep 26 Premium CRMUG Partner Showcase: Ignify Oct 3 Open CRMUG Academy: Dashboards and Reporting for the Everyday User Oct 8 Open @CRMU

CRMUG Summit 2013 October 22 -24, 2013 Tampa, FL elevate your Knowledge Network Team CRMUG Summit features about 100 sessions, with learning and networking opportunities for Dynamics CRM users in every role and at every level of expertise. With hundreds of attendees, you’ll meet others in your role or industry who can help you overcome challenges and get more value from your Microsoft Dynamics CRM solution. Bring your teammates and you’ll leave with new ideas and solutions that you can immediately put to work for your team and organization. Register Today! Catch a Sneak Peek http: //crmugsummit. com Nice Discount for Premium Members Preview Webinar Occurring the third Wednesday of Each Month @ 2 PM EST. #CRMUGsummit @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) 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? 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 www. crmug. com @CRMU

Connect Learn Share Member Showcase Featuring: COMPANY HERE @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: Time: Place: Topics: @CRMU

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