WELCOME Microsoft Dynamics CRM User Group CRMUG Chicagoland

WELCOME! Microsoft Dynamics CRM User Group (CRMUG) Chicagoland Chapter Meeting Tweet During today’s meeting: @CRMUG, @CRMUG_Chapters #CRMUG-Chicagoland, #CRMUG<Topic>

Agenda • 8: 30 AM – 9: 00 AM • 9: 00 AM – 9: 20 AM • 9: 20 AM – 10: 00 AM • 10: 00 AM – 10: 15 AM • 10: 15 AM – 11: 00 AM • 11: 00 AM – 11: 30 AM • 11: 30 AM - Noon Welcome & Socialize CRMUG News & Chapter Business Dynamics 365 Overview (by RSM) Break Vendor Presentation: MSCRM Add-on Summit Recap/Highlights Roundtable Discussions / Networking

Welcome & Introductions q Name q Company q Role in Company q Microsoft Dynamics CRM Version q Did you attend Summit this year? q If you could eat one meal for the rest of your life, what would it be?

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 32, 679 6, 347 209 18, 196 members companies volunteers 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. 83 Local Chapters 5 Special Interest Groups 151 Virtual Education Sessions (annually)

Chapter Business & News for Q 4 • Update your Profile & join Chapter community • www. crmug. com/chicago • Next Meeting: • • Date: Feb 2017 Time: 8: 30 am - Noon Location: TBD Topics: TBD Join our leadership team! EVENTS! Top Webinars Academy Chicago Chapter Leaders • • • Donna Liotta, National Safety Council Jennifer Swanson, 1888 Mills, LLC Jonathan Lee, PMI Chicagoland, Riics Michael Wilson, University of Chicago Mohammed Qureshi, Nalco An Ecolab Company

May 7 -12, 2017 St. Louis, MO www. ugfocus. com

http: //www. dynamiccommunities. com/conferences

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

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

Dynamics 365 Overview Presented by: RSM

DYNAMICS 365 CUSTOMER ENGAGEMENT (CRM) © 2016 RSM US LLP. All Rights Reserved.

Dynamics 365 Enterprise Microsoft CRM ERP Dynamics 365

Two Dynamics 365 Editions • • • Optimized for 10 -250 Employees Financials (“Project Madeira”) Sales (future) and Marketing (future) Cloud Only 300 seat maximum • • Optimized for 250+ Employees Comprises CRMOL and AX Online / On premises dual use rights 20 user minimum on AX related SKUs

Dynamics 365 Customer Engagement CURRENT CRM COMPONENTS PLATFORM PLAN 1 BUSINESS APPS CURRENT ‘AX 7’

Dynamics 365 Customer Engagement (CRM) Sales Opportunity management Social selling Content collaboration Mobile sales Planning & management Sales intelligence Customer Service Omni-channel Portal Agent enablement Onsite service Knowledge Service intelligence Field Service Scheduling and dispatch Asset and warranty management Service agreements Inventory management Mobile Business Intelligence Project Service Automation Opportunity management Resource management Time and expenses Project planning Team collaboration Customer billing Marketing * Adobe and Microsoft announced plans for a strategic partnership. Microsoft will make Adobe Marketing Cloud its preferred marketing service for Dynamics 365 Enterprise edition. Analytics and integration

Dynamics 365 Packaging Plans $210 Light User Apps Full Users $115 -$60 $40 $95 $95 $190 TBD $10 -$4

Team Members Extends Access To Light Users Plans $210 Light User Apps Full Users $115 -$60 $40 $95 $95 READ DATA FROM ALL DYNAMICS 365 APPLICATIONS $190 TBD $10 -$4

Why Plans Over Apps? $ ----new apps-------formerly included in CRM------formerly AX ---- $ 3 reasons to choose plans over apps 1. Require flexibility to work in more than one app 2. Leverage full extensibility of Power. Apps and Flow 3. Economically more favorable due to tiered pricing

Tiered Pricing for Customer Engagement (Enterprise Plan 1) $115 Enterprise Plan 1 $95 $90 $20 $80 Both Plan 1 & Plan 2 seats count toward Plan 1 qualification Plan 1 Apps No tiered pricing $70 $60 After 100 Users Plan 1 is always cheaper $10 0 100 $8. 50 250 $7 500 $5. 50 1000+ $4 Enterprise Team Members Only Team Members seats count toward tier qualification

Team Members Overview For Customer Engagement Access General System Use Read Edit / Actions Access Anywhere: Web App, Mobile App, Tablet App, via Outlook Use Relationship and Connections between records Run as an On-demand process*, Run an Automated Workflow* Saved views, personal views Search, Advanced Find Search Export data to Microsoft Excel, Perform Mail Merge Full Read across all Dynamics 365 Applications Accounts & Contacts, Activities & Notes, Shared Calendar, Announcements Knowledge Management, Interactive Service Hub for KM, User Dashboards & Reports Time & Expense, Apply for Project Collaboration experience: Activity Feeds & Yammer Integration Use a Queue Item, start dialog* Custom Entities* Employee Self Service: Via Web Only: Start Personal Support Chat & Cases Special Portal Only Items Respond to Voice of the Customer Surveys Non-Employee, Non-Outsourced users: Create & Update Opportunities, update work orders Operations Light Dynamics 365 Operations Functionality Power. Apps for Team Members Platform Actions can be performed only against records corresponding to entities included in the use rights.

Dynamics 365 Packaging Infrastructure Add. Ons Consumption Add. Ons

APPENDIX © 2016 RSM US LLP. All Rights Reserved.

Common Capabilities For Full User Licenses • • Full Workflow Automation Administration privileges Import Bulk data Full define/configure privileges • • Audit, duplicate-detection Workflows, relationships, connections Forms, entities, & fields, queues System charts & dashboards

Sales App Access Read TM Team Members Sales App Sales Device Per User Per Device Access Anywhere: Web App, Mobile App, Tablet App, via Outlook Full Read across all Dynamics 365 Applications Team Members Functionality: Accounts, Contacts, Activities, Knowledge, etc. Custom Entities* Competitor Tracking, Sales Product Management, Sales Price Lists Sales Quote, Sales Order, Sales Invoice Marketing Lists, Marketing & Quick Campaigns Unified Service Desk Sales Goals, Sales Territory Management, Business Units, Teams (Online Only) Mobile Offline (Online Only) $10 user/month $95 user/month $145 device/month Sales Lead Management Sales Opportunity Management Edit See Details** Voice of Customer, Social Engagement, Mobile Offline Platform Power. Apps for Sales Actions can be performed only against records corresponding to entities included in the use rights. **Create & Update opportunities via Portal only for non-employee or non-dedicated contractor users Online Only means there is no equivalent on-premises functionality for dual use rights

Customer Service App Access Read TM Team Members Customer Service App Customer Service Per User Per Device Access Anywhere: Web App, Mobile App, Tablet App, via Outlook Full Read across all Dynamics 365 Applications Team Members Functionality: Accounts, Contacts, Activities, Knowledge, etc. Custom Entities* See Details** Enterprise Case Management Edit Unified Service Desk Customer Service Agent Queues & Scripts Customer Service SLAs & Entitlements Contracts & Contract Templates Facilities & Equipment Services, Resources, & Work Hours (Online Only) Mobile Offline (Online Only) $10 user/month $95 user/month $145 device/month Voice of Customer, Social Engagement Enterprise, Mobile Offline Platform Power. Apps for Customer Service Actions can be performed only against records corresponding to entities included in the use rights. **Includes Self Service rights to create own personal tickets via Portal only as ‘supportee’, not as agent Online Only means there is no equivalent on-premises functionality for dual use rights

Field Service App Access Read TM Edit Team Members Field Service App Field Service Per User Per Device Access Anywhere: Web App, Mobile App, Tablet App, via Outlook Full Read across all Dynamics 365 Applications Team Members Functionality: Accounts, Contacts, Activities, Knowledge, etc. Custom Entities* Work Order Management See Details** Schedule & Dispatch engine – Scheduling Assistant, Drag & Drop, Resource Bookings - & Schedule Board Management See Details** Repair & Return (RMA/RTV) Management, Inventory Management, Customer Assets, Field Service Invoices Field Service Customer Agreements Territories, Resources, & Work Hours Field Service Mobile Application (Online Only) Mobile Offline or Field service App (Online Only) $10 user/month $95 user/month $145 device/month Voice of Customer, Social Engagement Enterprise, Mobile Offline, Platform Power. Apps for Field Service Actions can be performed only against records corresponding to entities included in the use rights. **Update Work Orders & view Schedule via Portal only for non-employee or non-dedicated contractor users Online Only means there is no equivalent on-premises functionality for dual use rights

Project Service Automation App Access Read Edit Team Members Proj Serve Auto App Per User Access Anywhere: Web App, Mobile App, Tablet App, via Outlook Full Read across all Dynamics 365 Applications Team Members Functionality: Accounts, Contacts, Activities, Knowledge, T&E Custom Entities* Project Management Project Estimates & Project Expenses Resource Availability View and Resource Schedule Management Project Contracts, Project Price List, Project Invoice Management Approve Project Transactions Manage Services, Resources, Competencies & Work Hours Voice of Customer, Social Engagement Enterprise, Mobile Offline Platform Power. Apps for Project Service Automation (Online Only) $10 user/month $95 user/month Actions can be performed only against records corresponding to entities included in the use rights Online Only means there is no equivalent on-premises functionality for dual use rights.

Break – 15 minutes

Vendor Presentation Topic: MSCRM Add-on Presented by: Mark Watson, MSCRM Add-on

mscrm-addons. com Your company for Dynamics 365 (CRM) addons

What to expect? Our Mission and Vision About mscrm-addons. com Milestones Our Addons for Dynamics CRM 2016 Solution overview Your opportunity to Grow Review of Partner Program Working with partners is key to success

About mscrm-addons. com What we do: For more than 10 years we are dedicated to enable our customers and partners to run their daily business with Microsoft Dynamics CRM efficient. How? : 2004 2005 200 6 La u (H nch elp of U Sa Des S O les k a ffic nd e ) M or so e th l a m d lic n 3 or e 5 co e th nse 0, 00 un an s i 0 n tri es 50 ! icr os o P Ce art ft G rti ne old fic r at e! M La St a Ad rt o do f d ns ev fo elo 1. r C pi 2 RM ng Milestones: un c CR add h o M on f m 1. s. c scr 2 o m 3. + C m 0 RM Gold Certified Independent Software Vendor trying to build ehancements or fill functional gaps in Dynamics CRM 2013 2016

Our Addons for Microsoft Dynamics 365 (CRM) available on. Premise & Online

Documents. Core. Pack Unified document solution: Creation – Processing - Automation Goal: simplify and streamline document-related business operations in Microsoft Dynamics CRM • Professional document generation • • • MS Word Based Templates, no SSRS needed All common file-types supported Powerful Dynamics connector: Custom entities & attributes, multi-relation-support, calculations, QRcodes, dynamic pictures… • Processing Capabilities • • Mailing (generate attachments and email content) e. Signature-integration (Docu. Sign, Assure. Sign) Sharepoint integratoin Printing Attach as note Attach to email or letter … Commands & One-Click Actions Full document automation (Workflow integration)

Telephone. Integration for Microsoft Dynamics 365 Connect your phone system(s) to Dynamics 365 Why? Capture & Track phone calls (incoming and outgoing) • Create phone call activities, cases, opps… • Screen-pops: Know who is calling Simplify dialing • Click 2 dial • Power-dialing Telephone Integration Call statistics, Call analysis • Utilizing MS Dynamics CRM Dashboards SDK

Attachment. Extractor move files from CRM to Share. Point or a Fileshare Attachment. Extractor ₋ ₋ Attachments stored in CRM ₋ database take up to 70% of ₋ storage Hard to find / non-searchable ₋ 9. 99 USD / GB per month ₋ ₋ Move/Copy files to Share. Point Shrink CRM database by >50% Replicate data / local availability ₋ ₋ ₋ Advanced document library Associated to CRM record via CRM Share. Point Integration Easy to search Establish structured library ₋ 0. 20 USD / GB per month Example: 50 GB additional storage (annual costs) • CRM storage: $ 5994 • Share. Point: $ 120 Total Savings: 5874 USD per year!

Partner Channel Facts • • ~65% of sales via Channel 400+ authorized resellers worldwide Reseller Agreement: Referral-based Non-Revenue ISV: No competition on services! Key Values & Benefits • • • Reseller margin for all Addon-sales (License + Support) Free licenses for Internal use Free keys for demo environments NO Minimum, NO Fees Free Training for Consultants and Sales Teams Improve CRM offer without internal development Sales Volume (in €) Margin 0 - 10. 000 20 % 10. 001 - 50. 000 25 % 50. 001+ 30 %

Thank You Feel free to join our upcoming Webinars! http: //www. mscrm-addons. com/Support/Webinars. aspx Resources: • You can find us on the web at http: //www. mscrm-addons. com • Help-Center (Live-Chat, Support): http: //www. mscrm-addons. com/Support. aspx • Don’t forget we have an awesome blog at http: //blogs. mscrm-addons. com/, you’ll find it to be a helpful resource! Contact: US: +1 404 720 6066 support@mscrm-addons. com Europe: +43 (316) 680 880 office@mscrm-addons. com

2016 Summit Recap/Highlights Presented by: Michael Wilson, Univ of Chicago

2016 Summit Recap / Highlights

CRMUG Summit 2016

Keynote Address Microsoft took over the keynote and pulled out all the stops. Banner-wielding ushers pointed the way to Amelie Arena. 44

Dynamics 365 Unveiled Scott Guthrie, Executive Vice President of Microsoft Cloud and Enterprise Group, used the time to unveil Dynamics 365. https: //www. microsoft. com/en-us/dynamics 365/first-look It was the first look at the new capabilities of the system. If you haven’t seen it, check it out! 45

It’s Hot In Tampa Thankfully, ice cream was provided. Pretty much everything is provided during Summit. 46

Educational Seminars The biggest draw for Summit is the educational tracks. There are seminars for all types of Dynamics users, from developers to end users, at all skill levels. If you couldn’t make it, you can still enjoy some of these experiences through the CRMUG web site. “Best of Summit” webinars are available right now. 47

“Best of Summit” Webinars Many of the seminars have been repeated online. Check the CRMUG web site for “Best of Summit 2016” for a great list of learning opportunities. 48

General Session The CRMUG General Session was very well attended. Chapter of the Year and the new CRMUG All Stars were announced. I presented the Chapter of the Year award. 49

CRM Medic One reason to go to Summit is for the outstanding help. CRMUG hosts a Medic Tent where Dynamics MVPs don white lab coats. These “CRM Medics” can answer any question you might have and solve any problem that you bring them. If you’ve ever been stumped while trying to administrate Dynamics CRM, then you’ll want to stop at the Medic Tent. 50

Networking Opportunities There were 1500 CRM professionals attending Summit this year. You pass your business card around a lot. Lunch tables are split into special interests or states, so you can meet new people who share similarities with you. You can also meet people in the Expo Hall, including dozens of vendors.

Thanks! 52

Roundtable Discussion Topic: Presented by:

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?

Join CRMUG! www. crmug. com/join Questions? Contact Bryan Erstad, CRMUG Membership Manager 877 -324 -8880 x 1450 bryan@crmug. com

Next Meeting Reminder • Date: Feb 16, 2017 • Time: 8: 30 am - Noon • Place: TBD • Topics: TBD • Member Showcase: Register TODAY for the next meeting!

2017 CRMUG Tentative Meeting Dates • Q 1 • • Date: February 16, 2017 Topic: TBD Location: TBD Member Showcase/Vendor Presentation: TBD • Q 2 • • Date: May 18, 2017 Topic: TBD Location: TBD Member Showcase/Vendor Presentation: TBD • Q 3 • • Date: August 17, 2017 Topic: TBD Location: TBD Member Showcase/Vendor Presentation: TBD • Q 4 • • Date: November 30, 2017 Topic: TBD Location: TBD Member Showcase/Vendor Presentation: TBD

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!