MEETING WILL BEGIN SHORTLY CRMUG WELCOME Microsoft Dynamics
MEETING WILL BEGIN SHORTLY @CRMUG
WELCOME! Microsoft Dynamics CRM User Group (CRMUG®) Fox Valley Chapter Meeting Tweet during Today’s Meeting: @CRMUG, #CRMUG<Location>, #CRMUG<Topic> @CRMUG
AGENDA (SPONSOR) 8: 30 – 9: 00 Registration and Networking 9: 00 – 9: 15 Chapter Business & Introductions 9: 15 – 10: 00 CRM Medics 10: 00 – 10: 15 Break 10: 15 – 11: 30 CRM Medics cont. 11: 30 – 12: 00 Networking @CRMUG
GET TO KNOW YOUR CRM PEERS Introductions ‒ ‒ ‒ Name Company (describe Company/Industry) Your role in the company What version are you on? What do you hope to accomplish by attending the user group? @CRMUG
Chapter Leader Nominations Now Open • • • Does your chapter leader go above and beyond? Do they provide top notch value at meetings? Are they someone to lift up amongst their peers? NOMINATE them for Chapter Leader of the Year! Winners to be celebrated on stage at Summit 2015 in Reno, Nevada. Nominations end September 2. https: //www. surveymonkey. com/s/leaderoftheyear 2015
INcomparable Learning INnovative Ideas OCTOBER 13 -16 Reno/Lake Tahoe, Nevada INfinite Experience #INreno 15 @CRMUG @GPUG #CRMUGSummit www. crmugsummit. com 6
Join your CRMUG Chapter Community @CRMUG Join our Chapter Community today to receive updates and access to the content library with presentation materials.
CHAPTER LEADERSHIP BE A PART OF SOMETHING REALLY GREAT FACT: The most successful chapters have strong leadership teams. BENEFIT: Ignite Leadership Training available ONLY to chapter leaders. Develop your professional skills – public speaking, leadership, communication, organization, conflict resolution, and many more skills. I WANT YOU FOR CHAPTER LEADERSHIP @CRMUG IMPACT: Chapter Leaders have significant reach within the Dynamics CRM Community. Leaders are respected for their hard work and devotion to helping individuals and organizations attending meetings. Roles: Chair, Co-Chair, VP of Membership, VP of Communication, VP of Programming Take Action: Contact your chapter leader or email CRMUG Chapter Director, Onika Allen, onika@crmug. com
Join CRMUG Connect, Learn, Share 23, 000 of your Dynamics CRM peers are waiting for YOU to join the Community! Your Peers are saying… Enroll Online … www. crmug. com/join v Attend one of the hundreds of live or on-demand skill building webinars v Participate in local chapter meetings for free v Access some of the 200 educational events year round v Collaborate: Exclusive online social community for CRM users v Save on CRMUG Summit Registration: up to $500 discount person explore Get Started Now Kylie Kiser Financial Services Firm Washington DC Being a member of CRMUG means… “learning from others to avoid mistakes and common pitfalls, relating and making connections with other users, and interacting with best minds in industry” engage elevate Have Questions? Contact Bryan Erstad, CRMUG Membership Manager 877 -324 -8880 x 1450 bryan@crmug. com
NEXT MEETING? § Date: December 11, 2015 § Time: 8: 30 -noon § Place: UW Fox Valley § Topics: Reporting, Member Showcase @CRMUG
MEET YOUR CRM MEDICS @CRMUG
JASON LATTIMER @CRMUG
Jim O’Neill Ledgeview Partners Microsoft Dynamics CRM Presales and Sales Certified joneill@ledgeviewpartners. com Office 920 -560 -6896 Cell 920 -858 -3823 Senior Sales Professional with extensive experience working with business owners, C-level and LOB managers to help them understand how to use technology based solutions to solve a wide variety of business challenges. Specialties: CRM/x. RM solutions for Manufacturing, Distribution, Service, Financial, Healthcare, and Higher Education markets. I have spent 25 plus years working with customers to understand their business and then providing advice, best practices, needs analysis, proofs of concept, and executive presentations to facilitate their use of CRM to get a better picture of their customers. @CRMUG
MIKE ADLER • • @CRMUG
JASON ELDREDGE • • • @CRMUG
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http: //missdynamicscrm. blogspot. com/2014/09/understanding-import-template-crm -2011 -2013 -fields. html @CRMUG
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