explore engage elevate August 19, 2014 San Francisco / Bay Area 5 th CHAPTER MEETING Microsoft Dynamics CRM User Group (CRMUG®) Tweet today’s meeting: #CRMUGCA

exploreengage elevate Agenda 8:30 – 9:00Registration and Networking 9:00 – 9:30 Introductions and CRMUG News 9:30 – 10:30 Member Showcase (Harlan Estate Winery) 10:30 – 10:45Break 10:45 – 11:45 Educational Workshop (PowerBI, Microsoft) 11:45 – 12:00Upcoming Events, Wrap-up

exploreengage elevate Get to Know Your CRM Peers Introductions Name Company (describe Company/Industry) Your role in the company What version are you on? What do you hope to accomplish by attending the user group?

exploreengage elevate Andreas Kraemer, CRM Business and Product Owner 4 Worked with Microsoft Dynamics CRM since version 3.0 Business and Product Owner CRM for AARP (Washington, DC) from 2006 – 2012 and Wells Fargo Capital Finance since CRM User Group Regional Chapter Leader in Washington DC/Mid-Atlantic (till 2/2013), San Francisco/Bay Area and West L.A. Chairman of the CRMUG Board of Advisors since Board of Advisors for Regional Chapters since Passionate about User Adoption, Dashboards, Process Improvement and Efficiencies created through Dynamics CRM About Wells Fargo Capital Finance: Division of Wells Fargo Wholesale (‘Commercial Lending’) 1,700 employees, average earning asset balances $34.6B HQ in Santa Monica, CA. Offices across the U.S., Canada and UK (London) Currently 600+ users on CRM2011

exploreengage elevate The What Connect. Learn. Share. 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 really big conversation you probably shouldn’t miss out on. You’ll probably learn something great, apply it to your organization, and be treated like a super hero. The When Call Bryan Erstad, he’s a great guy as well as the CRMUG Membership Manager x1450

exploreengage elevate Are you PLUGGED into your local community? community.crmug.com > Chapters

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explore engage elevate August 19, 2014 Harlan Estate Winery

exploreengage elevate User Showcase – Harlan Estate Jennifer Arkoosh – Customer Database Manager Sean Falese – Information Systems Manager A Dynamics CRM small team implementation

exploreengage elevate Background Culture of Harlan Estate Values Team Requirements

exploreengage elevate Implementation Overview Legacy Systems Filemaker Timberline Excel Post its New Platforms CRM NAV Scribe

exploreengage elevate Custom Filemaker Database Slide intentionally left blank to not disclose Customer data

exploreengage elevate Other Systems Timberline Stored summarized sales info No visibility into customers or their orders. Excel All financial statements, analysis and inventory reconciliation occurred in massive Excel spreadsheets Important customer service information contained entirely in excel sheets Post Its Along with and excel, paper lists were a primary form of tracking customer service issues and requirements. Custom filemaker database stored customer interaction in multiple text fields.

exploreengage elevate New Platforms NAV Selected because of flexibility around reporting and ISV solutions available CRM Selected to utilize and extend Dynamics Suite and other Microsoft products like Office, and Exchange Scribe Selected to integrate CRM business processes and NAV

exploreengage elevate Implementation Process Early Struggles 1 st half 2012 Improvement 2 nd half 2012 Refinement 2013 Complete Integration 2014

exploreengage elevate Solution Overview

exploreengage elevate CRM Overview Extension using native functionality Data quality improvements Custom Entities Custom interface development OMI New information available Customer issues Real-time dashboards

exploreengage elevate Future Plans Enhance Business Intelligence capabilities Further integration with website

explore engage elevate

explore engage elevate August 19, 2014 Microsoft

explore engage elevate

exploreengage elevate Upcoming Virtual Events EventDateAvailability CRMUG St. Louis Summit Preview8/19/2014Open CRMUG SIG: Manufacturing - Territory Alignment and Lead Assignments: Use Dynamics CRM...8/21/2014Premium CRMUG Partner Showcase: Maximize Revenue with Act-On Marketing Automation8/21/2014Open CRMUG Partner Showcase: Datix, Inc. - Best Practices for a Worry-Free CRM & ERP Integr...8/26/2014Open CRMUG SIG: Technical/Developer - Integration Testing Custom Workflow Activities.8/27/2014Open CRMUG Partner Showcase: Adxstudio8/28/2014Open CRMUG SIG: Business Intelligence and Reporting – Intro to CRM Reporting Options Out...9/4/2014Open CRMUG Partner Showcase: Fastpath9/9/2014Open CRMUG SIG: Business Intelligence and Reporting – Overview of Building Reports with SSRS9/11/2014Premium CRMUG SIG: Business Intelligence and Reporting – How-To Build Reports with SSRS9/16/2014Premium CRMUG SIG: CRM Online - Comparing On-Premise Costs to the Cloud9/17/2014Premium CRMUG Partner Showcase: CoreMotives9/18/2014Open

exploreengage elevate Leader of the Year Award: Chapter leaders will need to be nominated by chapter attendees (users AND/OR partners) by filling out the following form: This survey contains 3 questions that need to be completed in order for a chapter leader to be eligible for the award: How does the leader go above and beyond in their role? Describe what makes this leader effective in their role. Please describe how the leader effectively carries out the mission of CRMUG. An internal committee at CRMUG will review the collected forms, and take into account other information including: leader's attendance on leadership calls, actively posting to Collaborate, number of times chapter appears on Top 10 Quarterly results, holds a minimum of 3 meetings in 2014 (4 th meeting can be scheduled into Q4), participates in additional CRMUG volunteer activities, ie: speaking at Summit, webinars, etc. Multiple nominations WILL be accepted and taken into consideration during the selection process by the committee. Nomination Submission Deadline: Friday, September 12, 2014

October 14-17, 2014 America’s Center – St. Louis, MO Pre-conference Training - Oct Learning Experience Learning Focused, interactive sessions offer valuable content for all Microsoft Dynamics® CRM users, no matter your product version or experience level. Networking Experience Networking Benefit from the real-world expertise of others in your role, your industry, or with similar goals. Together Experience It Together There’s more to CRMUG Summit than one person can soak in alone - attend with your teammates and go home with actionable solutions and ideas! crmugsummit.com crmugsummit.com

exploreengage elevate Next Meeting? Date: Mid-November Time: 8:30am – 12noon Place: Microsoft Office, Market Street, San Francisco, CA Topics: tbd