MEETING WILL BEGIN SHORTLY CRMUG WELCOME MICROSOFT DYNAMICS

MEETING WILL BEGIN SHORTLY @CRMUG

WELCOME! MICROSOFT DYNAMICS CRM USER GROUP (CRMUG) Atlanta, Georgia Chapter Meeting Tweet during Today’s Meeting: @CRMUG, @CRMUG_Chapters, #CRMUGATLANTA, #CRMUGDynamics MEMBERSHIP HAS ITS BENEFITS @CRMUG

AGENDA § Welcome & Introductions § Jim Brown- Microsoft § Break (10 minutes) § CRMUG News & Chapter Business § Recap Summit § Scribe Presentation § Roundtable Discussions & Networking (Lunch) @CRMUG

EDUCATIONAL SESSION: MICROSOFT DYNAMICS 365 Presented by: Jim A Brown Dynamics 365 Solution Architect (m) 404 -304 -7250| Jim Brown (CRM TS) <jbro@microsoft. com> @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? <LEADERS> Ask something that inspires fun and creativity! (For example, what’s the most exotic place you have been? What is your top take away from Summit 2016? ) Tweet the most interesting thing you hear or the person you are most excited to network with using @crmug, , @CRMUG_Chapters, #crmug<location> @CRMUG

CHAPTER BUSINESS & NEWS FOR Q 3 § Local Chapter Announcements: ‒ Next Meeting: February 23 rd ‒ Location: Microsoft ‒ 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/atlanta and get others to join! § Summit Convince Your Boss! Reasons why you should attend! § Local Chapter Maps! @CRMUG 6

CRMUG REACH Across the globe, our members share a common goal of maximizing and advancing the performance of technology so that individuals and companies can improve operations, overcome obstacles and exceed goals @CRMUG 32, 679 members 6, 347 companies 209 volunteers 18, 196 social followers

CRMUG IMPACT Our resourceful community is powered by users, for users and 16 Academy Courses (on-demand) 1, 700 Annual Conference Attendees (3) specializes in 3, 178 Collaborate Connections the delivery of member-driven 13, 913 Collaborate Discussion Posts education and 43, 341 Educational Downloads enriched networking —helping to boost competencies, confidence levels and connections for our members. @CRMUG 83 Local Chapters 5 Special Interest Groups 151 Virtual Education Sessions (annually)

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 Registrationengage 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.

New Live CRMUG Academy Series Visit www. crmug. com/Academy to register today!

Why did you take the CRMUG Academy Black Belt Course and what was the experience like? “While I initially took advantage of the Black Belt Program because I was a new administrator for a new implementation, I’ve found increased value in stepping outside of our corporate universe. Ed Gonzales • E-Commerce Manager • CRMUG Member since 2013 Sometimes, we get so ‘involved’ with our way of doing something we don’t see alternatives that may be better. By collaborating with people outside of my self-created bubble during the class assignments, I gained new perspectives on how to address old problems. ”

SUMMIT RECAP: Presented by: Melita Bouchet Meridien Companies | 706 -957 -7422 Cell Email: Mbouchet@meridiencompanies. com| Twitter: @melitabouchet Tweet during Today’s Meeting: @CRMUG, @CRMUG_Chapters, #CRMUG<Location>, #CRMUG<Topic> @CRMUG

SPONSOR PRESENTATION Scribe @CRMUG 16

THANK YOU TO OUR ANNUAL CHAPTER SPONSORS! AND OUR PROMOTIONAL SPONSOR Connect with us if you are interested in becoming a chapter sponsor! Please contact Lauren at lauren. daggett@dynamiccommunities. com @CRMUG 17

ROUNDTABLE DISCUSSION @CRMUG

DISCUSSION OPPORTUNITIES § What version are you on? § What is keeping you from upgrading (if applicable)? § Are you considering upgrading to the cloud? § If in the Cloud, what do you enjoy the most about Dynamics CRM Online? § What is your best user adoption tip or trick? § Do you use CRM for Sales, Marketing, and Service? § Do you have Power Users within your company? How do they help embrace adoption? § What ISV product is your favorite to use? What is one you are looking to use? @CRMUG

REMINDER…. Next Meeting! § Date: February 23 rd 2017 § Time: 9: 00 AM- 1: 00 PM § Place: Microsoft Building § Topics: What do you want to hear about? @CRMUG FEEDBACK…. We want yours! üYou 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

THANK YOU FOR PARTICIPATING! @CRMUG