Welcome explore Microsoft Dynamics CRM User Group CRMUG

Welcome! explore Microsoft Dynamics CRM User Group (CRMUG®) Q 2 Philadelphia - 2015 engage elevate Chapter Meeting Tweet today’s meeting: #CRMUGPA

Agenda 9: 30 – 9: 45 Registration and Networking 9: 45 – 10: 00 Chapter Business 10: 00 – 10: 45 MS Power BI – Kevin Bucher 10: 45 – 11: 15 CRM Administration – Marty Hlay 11: 15 – 11: 30 Break 11: 30 – 12: 00 CRM Process Flow – John Annunziato 12: 00 – 12: 15 Member Showcase – Laura Pitt/West Pharma 12: 15 - 12: 45 Roundtable/Q&A/Follow Up explore engage elevate

Get to Know Your CRM Peers Introductions • • Name Company (describe Company/Industry) Your role in the company What version are you on? • Hosted/On Prem? • What do you hope to accomplish by attending the user group? • Have you attended prior user group meetings? • First time, a few, more than a few, etc… explore engage elevate

Join CRMUG Connect. Learn. Share. The What We’re a little over 12, 000 Dynamics CRM users who get together and chat about CRM virtually or in person events, like this one. It’s a big conversation you really shouldn’t miss out on. You’ll probably learn something great, apply it to your organization, and be treated like a super hero. 2008 est. explore 5 The Why The When Pretty Awesome reasons CRMUG Summit Registration Discount: up to $400 person. Access to Hundreds of Webinars Available On Demand. Collaborate: exclusive online social community for CRM users. Open invitation to over 200 educational events year round. Members attend chapter meetings free. engage elevate T o d a y Call Bryan Erstad, he’s a great guy as well as the CRMUG Membership Manager. 877 -324 -8880 x 1450 bryan@crmug. com Exciting, isn’t it?

New Chapter Page Layout www. crmug. com/chapter • Regional Tagging • Improved Schedule Visibility • Better Exposure for US Communities • More Instruction explore engage elevate

Join your CRMUG Chapter Community explore engage Join our Chapter Community today to receive updates and access to the content library with presentation materials. elevate

INcomparable Learning INnovative Ideas OCTOBER 13 -16 Reno/Lake Tahoe, Nevada INfinite Experience #INreno 15 explore @GPUG #CRMUGSummit engage www. crmugsummit. com elevate 8

CRMUG MEDIC Schedule Your Quarterly Office Visit! First Aid for your Dynamics CRM FRIDAY : 12 ET s u n i o J 27 h c r a M q 9 q June 1 18 q Sept. 8 q Dec. 1 www. CRMUG. com/webinars explore engage Click on elevate tag 9

Are you PLUGGED into your local group on CRMUG. com? There is a local group on Collaborate where you can: Go there now on your SMART phone and opt in! We’ll take two minutes to get everyone joined in. • • Start new connections within today’s room. Get meeting notes, pictures, decks and shared files. Hear about upcoming events. Post topics/challenges/opportunities that are relevant to the group. Visit www. Crmug. com/chapter, find your chapter, and click ‘JOIN’. explore engage elevate

Upcoming Virtual Events explore engage elevate

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 explore 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 engage elevate

explore engage elevate Microsoft Power BI Kevin Bucher Managing Director, Business Intelligence Anexinet June 17 th, 2015

Agenda • What is Power BI? • Live Demonstration • Q&A explore engage elevate

• • explore engage elevate

Visualize your data in new ways explore engage elevate

Get started quickly Out-of-the-box connectors for popular Saa. S solutions explore engage elevate

Connect live to on-premises data Live Connectivity to SQL Server Analysis Services • • • Live Query explore engage elevate

Unlock your Excel data Publish your Excel workbooks to Power BI Analyze your data in the familiar Excel environment Share Excel data, analysis, and reports in Power BI Create Power BI dashboards from refreshable Excel workbooks in One. Drive New Power BI Designer to import and model data, and publish reports explore engage elevate

• • • explore engage elevate

Visualize & decide Transform + analyze Discover, explore, and combine any data type or size, regardless of location Data Collect + manage explore Visualize + decide Ask questions of data to visualize, analyze, and forecast Make faster decisions, share broadly, and access insights on any device engage elevate

A powerful new way to work with data Self-service business intelligence and analytics with Excel and the power of the cloud explore engage elevate

Analyzing data with Excel Discover Analyze Visualize Explore engage elevate

Analyzing data with Excel Discover Analyze Visualize Explore engage elevate

Analyzing data with Excel Discover Analyze Visualize Explore engage elevate

Analyzing data with Excel Discover Analyze Visualize Explore engage elevate

The moving pieces Graphic: Rob Collie http: //www. powerpivotpro. com/2014/09/what-is-power-bi/ explore engage elevate

explore engage elevate DEMO

explore engage elevate MSCRM Administration Marty Hlay Sr. Technical Architect Beringer Associates, Inc. June 17 th, 2015

MSCRM’s Administration Area explore engage elevate

Subscription Management explore engage elevate Notice all of the available actions within this area

Subscription Details explore engage elevate Your permissions to see/edit this information is based on your security role within O 365

Resources in Use explore engage elevate

System Notifications explore engage elevate More than likely, if you are a System Admin within CRM, you will receive email notifications about CRM outages & updates. But they are also available within this area.

O 365 Portal explore engage elevate

MSCRM Online Admin Center Within O 365 explore engage elevate Basic info about Production and Sandbox instances plus a few useful tools

MSCRM Updates explore engage elevate Update information • Details • Schedules • Status • Ability to Approve or Reschedule

MSCRM Users explore engage elevate

Add a User explore engage elevate

Add a User If your user is already in O 365, you can simply go to that user record and add a CRM license. explore engage elevate Don’t forget to give them a Security Role in CRM once they are visible in the Users’ list.

Access Teams Vs. Sharing a Record explore engage elevate

Access Teams (setup) explore engage elevate Three actions to add Access Team functionality to an Entity • Enable Access Teams on your Entity • Create an Access Team Template to define permissions • Add a subgrid to your entity form

Access Teams (setup) Entity Settings explore engage elevate Form Subgrid Properties

Access Teams (usage) Advantages of Access Teams • Ease of use • Visibility • Principal. Object. Access table maintenance explore engage elevate

MSCRM On-Premise Subscriptions • • explore engage elevate Handled through your License & Software Maintenance Agreement with Microsoft View your Licenses through the CRM Deployment Manager

MSCRM On-Premise Resources in Use • Resources Available are based on both your MSCRM Application server as well as your MSCRM SQL server System Notification explore • From the Admin area, you can sign up to receive notifications for Product Updates User Maintenance • Integrated with Active Directory. Can add users directly within CRM • Available in both CRM Online as well as On-Premise engage Access Teams elevate

MSCRM Administration explore engage elevate Questions?

explore engage elevate Break

explore engage elevate MSCRM Business Process Flow John Annunziato Supervisor - Microsoft Dynamics CRM Mc. Gladrey LLP June 17 th, 2015

Microsoft Dynamics CRM Business Process Flows explore engage elevate Microsoft Dynamics CRM User Group (CRMUG®) Chapter Meeting

Common Business Goals explore engage elevate Microsoft Dynamics CRM User Group (CRMUG®) Chapter Meeting

What are Business Process Flows? • Predefined set of stages/steps • Guides you through various stages in the business process explore Microsoft Dynamics CRM User Group (CRMUG®) • Tells you where you are in the process, where you came from, and what to do next engage elevate Chapter Meeting • Continuously monitor your own progress

Why would you want to use this? • Increase the efficiency and decrease the costs associated with onboarding new employees or training existing employees to complete new processes explore • Increase Data Accuracy and Completeness Microsoft Dynamics CRM User Group (CRMUG®) • Easier to enforce company guidelines and standards consistently • Manage all processes that are critical to your organization’s daily operations engage elevate Chapter Meeting • Can be created and managed internally

Designing a new Process Flow explore engage elevate Microsoft Dynamics CRM User Group (CRMUG®) Chapter Meeting

Process Flow Security • Enforces Field Level and Security Role Permissions • Any user with the word “Manager” in their security role can create these explore Microsoft Dynamics CRM User Group (CRMUG®) • Read Only fields set by javascript are not Read Only in the process flow • Fields that are hidden by javascript will also be hidden on the process flow engage elevate Chapter Meeting • Different field names in the process flow vs form

Process Flow Considerations/Limitations • Must be on a CRM 2013/2015 Style form if upgrading from older version of CRM • CRM 2013 does not support conditional/branching logic explore Microsoft Dynamics CRM User Group (CRMUG®) • Each entity is limited to 10 activated process flows • No more than 30 stages per process flow engage elevate Chapter Meeting • Multi-Entity flows cannot use more than 5 entities

explore engage elevate Demonstration Microsoft Dynamics CRM User Group (CRMUG®) Chapter Meeting

explore engage elevate Questions? Microsoft Dynamics CRM User Group (CRMUG®) Chapter Meeting

explore engage elevate Member Showcase West Pharmaceutical Laura Pitt Project Lead, CRM West Pharmaceutical Services, Inc June 17 th, 2015

Every day, millions of patients around the world benefit from injectable drugs administered using West's components and delivery systems. And every day, West is by our customers' and their patients' side. We apply our knowledge, insights and innovations to solve the challenges of advancing drugs from the concept to the patient efficiently, reliably and safely. explore engage elevate

West Pharmaceutical Services • Internationally headquartered in Exton, Pa. , West supports its partners and customers from 50 locations throughout North America, South America, Europe, Mexico, Japan, Asia and the Pacific and Australia • Every day, over 100 million West products are used around the world explore engage elevate

What we offer explore engage elevate

West and Dynamics CRM • Installed CRM 6. 0 in 2011 • 450 users worldwide currently • Moved from on-premise to online in 2014 • We have some custom entities – we use all out of the box entities except for pricing • We are on most current version of CRM today explore engage elevate

Next Meeting? • Date: Wed September 23 rd • Time: 9: 30 – 12: 30 • Place: Microsoft Corporation 45 Liberty Blvd Malvern, PA 19355 • Topics: • CRM Data Management • Open for discussion explore engage elevate

explore Feedback A survey will be sent within 24 hours of the meeting. engage elevate If you tweet, let us know @crmug, #crmug<location>