Welcome to YOUR Community CRMUG Colorado Chapter Meeting

Welcome to YOUR Community! CRMUG Colorado Chapter Meeting May 24, 2017 – Spectra Logic, Boulder CO

Enjoy Lunch! Meeting will start at 11: 45 am

Today’s Agenda • 11: 30 - Lunch • 11: 45 - Welcome, Introductions & Chapter Business • 12: 00 - Sponsor Presentation - The Portal Connector • 12: 30 - Member Showcase - Spectra Logic • 1: 00 - Educational Session - Intro to Dynamics 365 Portals • 1: 45 - Discussion, Roundtables • 2: 00 - Tour of Spectra Logic

Introductions • Name • Company & Role • Microsoft Dynamics CRM Version • Did you attend a UG conference or event this past year or do you plan to? • What do you hope to gain from today’s meeting?

CRMUG Events & News

May 8 – 9, 2017 St. Louis, MO www. ugfocus. com

www. crmugsummit. com Giddy up & join us in Nashville October 10 -13, 2017 Don’t miss out on: • • Electrifying general sessions Essential peer-to-peer knowledge exchanges Product insight Authentic networking opportunities Register by June 29 to save up to $400 with the early bird discount.

You Spoke. We Listened. Individual Memberships Now Available! Individual membership only $249 Memberships available until May 31, 2017* Visit crmug. com/membership/join to get started today! *CRMUG Individual User Membership is being offered for a limited time until May 31, 2017. Membership will be valid for one year from purchase date. Individual user members do not qualify for discounts on CRMUG conference registration or CRMUG Academy courses. PBIUG Member Access is not included in CRMUG Individual User Membership.

UNLOCK YOUR FULL DYNAMICS POTENTIAL WITH D 365 UG/CRMUG Access Proven Solutions Find real-world answers for your challenges and learn best practices from users like you who have ‘been there, done that. ’ Enjoy reliable support at your fingertips. Connect With Proficient Users Make connections with your peers, Microsoft MVPs, All-Stars, and other subject matter experts. Tap into this expertise 24/7. Train Productive Teams Take advantage of virtual education, special interest groups and online forums, tech tips, local meetings, and annual events. Discounts available. Save costs. Save time. Save sanity. We’ve saved you a seat! www. crmug. com/join Over 32, 000 of your Dynamics 365 & CRM peers are waiting for YOU to join the Community!

Drag and Drop Portals for Dynamics CRM Presented by: The Portal Connector & Nex. Tec

Member/Customer Showcase Presented by: Spectra Logic Topic: How Spectra uses Portals for customer service

Educational Session: Intro to Dynamics 365 Portals Presented by: Sheila Shahpari, MVP

Roundtable Discussions

Next Meeting: Thank you to our Annual Chapter Sponsors! • Date: August 9 th, 2017 • Time: 11: 30 - 2: 30 pm • Place: TBD *Microsoft is remodeling • Topics: Ideas? • Member Showcase: Volunteers? Be sure to REGISTER for the next meeting! Connect with us if you are interested in becoming a chapter sponsor! Please contact Lauren at lauren. daggett@dynamiccommunities. com

THANK YOU FOR ATTENDING!