MEETING WILL BEGIN SHORTLY CRMUG WELCOME MICROSOFT DYNAMICS
MEETING WILL BEGIN SHORTLY @CRMUG
WELCOME! MICROSOFT DYNAMICS CRM USER GROUP (CRMUG) [Fox Valley] Chapter Meeting MEMBERSHIP HAS ITS BENEFITS @CRMUG
AGENDA § Welcome & Introductions § CRMUG News & Chapter Business § Business Rules and Order of Operation § Break § Round Table Development Practices § Networking @CRMUG
WELCOME & INTRODUCTIONS Get to know your CRMUG peers! ‒ ‒ ‒ ‒ Name Company (describe Company/Industry) Your role in the company What version are you on? Did you attend Summit this year? If you won a free vacation to anywhere in the world, where would you visit? Furthest you have lived from Wisconsin @CRMUG
CHAPTER BUSINESS & NEWS FOR Q 2 § Local Chapter Announcements: ‒ Next Meeting: date, time ‒ Location: building space, meeting room ‒ Topics: add next topics here § Check out our New Home Page on Collaborate – Quick Links! § Update your Profile on Collaborate! § CRMUG Fact Sheets § Join your local community www. crmug. com/<yourcity> and get others to join! § Summit Convince Your Boss! Reasons why you should attend! § Local Chapter Maps! @CRMUG 5
A SIMPLE WAY TO DISCOVER YOUR CHAPTER…. . 1. Use the search bar: type in address, city or zip code. 2. Link to the Chapter community: Join your local chapter to receive updates about your local chapter. 3. Next meeting date: click to register! Find your local chapter at: www. crmug. com/engage/chapter @CRMUG 6
Join CRMUG 26, 000 of your Dynamics CRM peers are waiting for YOU to join the Community! Your Peers are saying…. Get Started Now Enroll Online … www. crmug. com/join Have Questions? Contact Bryan Erstad, CRMUG Membership Manager 877 -324 -8880 x 1450 bryan@crmug. com Connect, Learn, Share ü ü ü Attend one of the hundreds of live or on-demand skill building webinars Participate in local chapter meetings and engage with other Users Access some of the 200 educational events year round Collaborate: Exclusive online social community for CRM users with over 10, 000 discussions happening now Save on CRMUG explore Summit Registration engage elevate
BECOME A CHAPTER LEADER… • Facilitates meetings • Solidifies agenda, location, and schedule • Assist in finding SME’s and presentations to best fit your group • Gather feedback to continuously improve your local Chapter • Oversees chapter membership roster for accuracy and completeness • Welcome meeting attendees, and help facilitate the event @CRMUG Connect with your Chapter Leader to become involved with your local CRM User Group! Chairperson/ Co-Chair VP of Programming VP of Membership VP of Communication • Identify and provide suggested topics and speakers for upcoming meetings • Follow Microsoft updates for Dynamics CRM to relay to the Chapter and apply to meeting content • Assist in building the agenda • Communicates to members at a local level about everything Chapter meeting related via Collaborate, social media, e-invites, etc.
October 11 -14, 2016 | Tampa, FL The Premier CRM User-Centric Conference www. crmugsummit. com Your peers Count On the community to deliver exceptional educational sessions at CRMUG Summit. Whether you’re a new user or a subject matter expert, make 2016 the year the community Counts On You to share your knowledge. Raise your hand say “Count Me In” to lead a session at Summit! For more information and to submit your proposal visit: www. crmugsummit. com/proposals All submissions due by June 30, 2016 #Count. On. Summit #CRMUGSummit
THANK YOU TO OUR ANNUAL CHAPTER SPONSORS! AND OUR PROMOTIONAL SPONSOR Connect with us if you are interested in becoming a chapter sponsor! Nancy Anello: Nancy. Anello@dynamiccommunities. com @CRMUG 10
Order of Operations In Dynamics CRM @CRMUG
ABOUT ME Sr. Technical Architect – Power. Objects Microsoft MVP – Business Solutions @JLattimer jlattimer. blogspot. com github. com/jlattimer codeplex. com/site/users/view/JLattimer @CRMUG
THE PLAYERS § Business Rules § Java. Script § Plug-ins § Workflows § Calculated Fields § Rollup Fields @CRMUG
BEFORE FORM OPENING ØPlug-ins Ø Pre-Retrieve ØCalculated Fields ØPlug-ins Ø Post-Retrieve (Synchronous) Ø Post-Retrieve (Asynchronous) ØBusiness Rules – Set Default Value (Create Only) § Multiple plug-ins can be registered against each event @CRMUG
FORM LOAD ØBusiness Rules Ø Form/Entity Scope ØJava. Script Ø Custom @CRMUG
FIELD ONCHANGE ØJava. Script Ø System? Ø Custom ØBusiness Rules Ø Form/Entity Scope § Calculated fields don’t trigger plug-ins or workflows § Rollup fields don’t trigger business rules or Java. Script § Multiple business rules can be registered, they are executed in order based on Modified On date @CRMUG
FORM SAVE ØWorkflows Ø Pre-Update Real-time ØPlug-ins Ø Pre-Update (Synchronous) ØBusiness Rules & Calculated Fields (Executed On Form) Ø Form/Entity scope ØWorkflows Ø Post-Update Real-time ØPlug-ins Ø Post-Update (Synchronous) Ø Post-Update (Asynchronous) ØWorkflows Ø Background @CRMUG
QUESTIONS? @CRMUG
ROUND TABLE Presented by: Jason Lattimer Jason Eldredge Jennifer Manteufel Tweet during Today’s Meeting: @CRMUG, @CRMUG_Chapters, #CRMUG<Location>, #CRMUG<Topic> @CRMUG
RELEASE MANAGEMENT PLANNING ‒ Moving between environments § § What can move in a solution What must be done in each environment Frequency Process to remove entities/fields/views/charts/dashboards no longer in use ‒ Documentation of Changes ‒ User Adoption of new changes/processes ‒ Vendor vs Internal Changes @CRMUG 20
REMINDER - NEXT MEETING! § Date: 9/16/2016 § Time: 8 am – Noon § Place: University of Wisconsin Fox Valley § Topics: Medic Session @CRMUG
FEEDBACK…. WE WANT YOURS! Don’t forget the survey! ü You will receive a survey via email after the meeting üPlease provide feedback. Your opinion is valued! üBe sure to include topics you would like to see covered in future meetings @CRMUG
THANK YOU FOR PARTICIPATING! @CRMUG
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