WELCOME Microsoft Dynamics CRM User Group Philadelphia CRMUG

WELCOME! Microsoft Dynamics CRM User Group Philadelphia CRMUG Meeting March 22, 2017

Today’s Agenda • 9: 30 – 10: 00 Welcome & Introductions • 10: 00 – 10: 10 CRMUG News & Chapter Business • 10: 10 – 11: 10 Educational Session – Integrating CRM/Dynamics 365 w/Back Office Applications; Presented by John Annunziato, Supervisor - Technology Consulting, RSM • 11: 10 – 11: 15 Break • 11: 15 – 12: 30 Educational Session – Visualize your Dynamics Data; Presented by Rob Hess, Director of Development Services, Beringer (Note: Hands on session) • 12: 30 – 12: 45 Roundtable Discussion/Lunch • 12: 45 – 1: 00 Member Showcase/Lunch cont. • 1: 00 – End Chapter Business/2017 Look Forward/Lunch cont. Tweet During today’s meeting: @CRMUG, @CRMUG_Chapters, #CRMUGPHL, #CRMUG<Topic>/(Twitter handle @jsznaza)

Welcome & Introductions • • • Name Company & Role Microsoft Dynamics CRM Version + Online or On Prem Did you attend a UG conference or event this past year? What do you hope to gain from today’s meeting? #didn’tknowthat… 1 6 11 16 21 26 2 7 12 17 22 27 3 8 13 18 23 28 4 9 14 19 24 29 5 10 15 20 25 30

1 • What is one important skill that you think everyone should have?

2 • There are now 25 hours in a day! How do you spend your extra hour?

3 • What was the most fun thing you did last weekend?

4 • What is one thing you are looking forward to doing when you retire?

5 • What is one of your greatest achievements?

6 • If you could change one thing about your job, what would it be?

7 • What activity helps you relieve stress?

8 • What class did you take in school that helps you with your job?

9 • Professional, casual or sweatpants? If there were no dress code, how would you dress for work?

10 • When you were a child, what did you want to be when you grew up?

11 • Science fiction. Love it or hate it?

12 • At a company field day, what is the event that you would most likely win?

13 • What is a unique skill you bring to your job?

14 • What movie can you watch over and over again?

15 • If you could have dinner with any famous person, who would you choose?

16 • If all the superheroes went to battle against each other, who do you think would win?

17 • What’s your biggest fear? What’s the biggest fear you’ve ever faced?

18 • If you could only pick three foods to eat for a month, which foods would you choose?

19 • If you could have any job in the world, what would you do?

20 • If you could compete in any Olympic sport, which would it be?

21 • If you could be reincarnated as any animal, what would you be?

22 • What’s your favorite childhood board game?

23 • If you could take a month to travel anywhere, where would you go?

24 • Where would you most like to live?

25 • What would you do with your 15 minutes of fame?

26 • If you could remain an age forever, what age would you choose?

27 • What would be the ultimate gift for you to receive?

28 • If you had a time machine, what point in the past or future would you visit?

29 • If you could host a talk show, who would be your first guest?

30 • Describe yourself in 3 words.

CRMUG Events, Training & Engagement

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

Distance Learning • Live instructor-led training at your own desk • • Half Day, Full Day, & 2 Day class formats Many classes use virtual hands-on labs On demand online classes available 24 x 7 Paid Members receive a 50% discount On-Site Learning • • Instructor-led training at a User Group event 25 classes offered at CRMUG Summit www. CRMUG. com/Academy CRMUG Administrator Black Belt Training Series A Powerful Series Designed Around Practical Experiences • • 4 class online series for Dynamics CRM administrators & super users Master the art of administering, configuring, and adapting Microsoft Dynamics CRM Gain actionable best practices from industry experts Clearly differentiate yourself from peers www. CRMUG. com/Black. Belt

The Power of the User Group Community www. crmug. com/join Questions? Contact Bryan Erstad, CRMUG Membership Manager 877 -324 -8880 x 1450 bryan@crmug. com

Educational Session Integrating CRM/Dynamics 365 w/Back Office Applications John Annunziato, Supervisor - Technology Consulting RSM

Session Break Wireless Access Point – “Guest. Access” PW – Beringer-Guest

Photo Opp

Wireless Access Point – “Guest. Access” PW – Beringer-Guest

Educational Session Visualize your Dynamics Data Rob Hess, Director of Development Services Beringer

Roundtable Discussion Open Forum

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?

Member Showcase Presented by: Lisa Beringer Vice President – Beringer Technology Group

Next Meeting: • • • Date: Wednesday, June 7 th One “Suite” Session “Take me out to the ballpark”! Time: 5: 30 PM - End Place: Trenton Thunder Park • NY Yankees Double A Affiliate • Topics: Ideas? – Will be an abbreviated session too. Be sure to REGISTER for the next meeting! Seating IS limited to maximum 30 attendees.

Thank you to our Annual Chapter Sponsors! Connect with us if you are interested in becoming a chapter sponsor! Please contact Lauren at lauren. daggett@dynamiccommunities. com

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 ATTENDING!