WELCOME CRMUG MICROSOFT DYNAMICS CRM USER GROUP CRMUG

WELCOME! @CRMUG

MICROSOFT DYNAMICS CRM USER GROUP (CRMUG) & MICROSOFT MOMENTUM SERIES Washington, DC- May 10, 2016 @CRMUG

WELCOME! § Sign in for the meeting at the i. Pad or through this link: http: //goo. gl/forms/UBGzs. O 5 h. W 5 § The meeting will begin shortly @CRMUG 3

TODAY’S AGENDA § 8: 45 - Welcome & Introductions § 9: 00 - Microsoft Keynote: Vision & CRM 2016 Spring Release Update § 9: 30 - Microsoft Deep Dive: Customer Service Reimagined § 11: 15 - ISV Solutions Showcases: Inside. View and Insidesales. com § 11: 55 – CRMUG Customer Showcase § 12: 15 – Networking Lunch § 1: 00 - CRMUG Chapter & Community Updates § 1: 15 – CRMUG Educational Topic § 2: 15 - Customer Exchange Roundtables § 3: 00 – Session Close & Thank you @CRMUG

WELCOME & INTRODUCTIONS CRMUG Chapter Leaders & Presenters § Kylie Kiser (Chapter Chairperson) § Rachel Whitt § David Bujard Microsoft Representatives § Rebecca Crowe § Talat Meraj § Michael Dodd, Webfortis § Joseph Duty, Catapult Systems Inside. Sales. com Inside. View § Nate Goff § Javier Bastante Tweet during Today’s Meeting: @CRMUG, @CRMUG_Chapters, #CRMUGDC, #CRMUGMomentum @CRMUG 5

MICROSOFT VISION AND CRM 2016 SPRING RELEASE UPDATE @CRMUG

CUSTOMER SERVICE REIMAGINED @CRMUG

ISV SOLUTION SHOWCASES Inside. Veiw Insidesales. com @CRMUG

MEMBER SHOWCASE FEATURING: CATAPULT SYSTEMS Presented by: Joseph Duty Tweet during Today’s Meeting: @CRMUG, @CRMUG_Chapters, #CRMUGDC, #CRMUGService @CRMUG

Service Scheduling in Dynamics CRM Joseph Duty, MCTS Senior CRM Consultant, Catapult Systems

Catapult Systems Overview • “The Microsoft Consulting Company” Rank in the Top 0. 10% of Partners Globally • Over 40 VTSPs • 2 MVPs • Managed NSP • 9 Offices & National Practice • 23 years, 5, 000+ Engagements • 500 Employees • GSA Schedule 70 -Prime Intro Resources & Calendars Service Entity Service Activity Demo Q&A

Intro to Scheduling Background Purpose Primary Use Case Intro Resources & Calendars Service Entity Service Activity Demo Q&A

Resources & Calendars Resources Users or Equipment Calendars/Work Hours Availability Not Available Capacity, Breaks, Business Closures Time Zones Back-end Intro Inner Calendar Rule Resources & Calendars 1 2 3 Service Entity Service Activity Demo Q&A

Service Entity Service Selection Rules Selection pattern Random/Least Busy/Most Busy Nested Rules Resources and Resource Groups Metadata Initial Status Reason Duration vs Start Activities Every Interaction with Service Activity Back-end Intro Constraint. Based. Groups Resource. Specs Resources & Calendars Service Entity Service Activity Demo Q&A

Service Activity Uses Service Schedules Resources/customers Free/Busy Service Activity vs Appt Back-end Activity. Party. List Resource. Specs Intro Resources & Calendars Service Entity Service Activity Demo Q&A

Live Demo Items to show Service Calendar View Service Activity Find Available Times Intro Service Resource Calendar Appointment Resources & Calendars Service Entity Service Activity Demo Q&A

Q&A Questions? Joseph Duty, MCTS| Senior Consultant Joseph. Duty@catapultsystems. com Direct | 703. 579. 1331 Intro Resources & Calendars Service Entity Service Activity Demo Q&A

NETWORKING LUNCH Tweet during Today’s Meeting: @CRMUG, @CRMUG_Chapters, ##CRMUGDC, #CRMUGMomentum @CRMUG

CRMUG CHAPTER BUSINESS & NEWS FOR Q 2 § Local Chapter Announcements: ‒ Next Meeting: Wednesday, August 17 th ‒ Location: Microsoft Chevy Chase ‒ Topics: Scribe Upgrade Migration tips, CRM 2016 (TBD) § 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/Washington and get others to join! § Summit Convince Your Boss! Reasons why you should attend! § Local Chapter Maps! @CRMUG 19

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 20

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

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 CRMUG 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 23

CRMUG EDUCATIONAL SESSION: CRM SERVICE Presented by Michael Dodd, Webfortis @CRMUG

ROUNDTABLE DISCUSSIONS & NETWORKING @CRMUG

Q&A @CRMUG

FEEDBACK…. üYou will receive a survey via email after today’s meeting üPlease provide feedback. Your opinion is valued! üCompleting the survey enters you in a chance to WIN $250 at Microsoft Store $250 @CRMUG

REMINDER - NEXT MEETING! § Date: August 17 § Time: 8: 30 AM § Place: Microsoft Office, Chevy Chase, MD § Topics: What do you want to hear about? @CRMUG

THANK YOU FOR PARTICIPATING! @CRMUG