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explore engage elevate Microsoft Dynamics CRM User Group (CRMUG ® ) Chapter Meeting Welcome! Fox Valley Wisconsin Tweet today’s meeting: #CRMUGchapter [STATE ABBREVIATION] (ex: #CRMUGMI)

exploreengageelevate Agenda 8:30 – 9:00Registration and Networking 9:00 – 9:20Chapter Business 9:20 – 9:40Member Showcase (Endries) 9:40 – 10:40North 52 Business Process Activities 10:40 – 10:50Break 10:50 – 11:40Dashboard Drivers 11:40 – 12:00Networking

exploreengageelevate 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?

5 Our New Website! One Site We’ve brought all the pieces of Collaborate together with the events and education you want to one site! Information Relationships Community Building Industry Experts Dynamics Peers WOW!

exploreengageelevate October 12-16, 2015 Reno-Tahoe 6 Don’t miss the largest CRM customer conference that has ever existed!

exploreengageelevate 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. 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 CRMUG Chapter Director, Onika Allen,

exploreengageelevate Next Meeting? Date: June 12, 2015 Time: 8:30-noon Place: Fox Valley Extension Topics: Data Quality Strategies

explore engage elevate Member Showcase Sharon Eickert

© 2014 Endries International Inc. All information included in this presentation, both in writing and verbal, is confidential for Herman Miller use only. March 13, 2015 CRMUG Prepared Exclusively for:

© 2014 Endries International Inc. About Us Current Status of CRM Favorite Module ISV – how we use them Tips and Tricks Where do we go for answers Agenda

© 2014 Endries International Inc.

Endries Worldwide Headquarters and Midwest Distribution Operations 2014 Founded in 1970

© 2014 Endries International Inc. Distributor of Fasteners & Related Production Components Key Services –Vendor Managed Inventory –Dock-to-Dock Fulfillment –Engineering Services –Global Sourcing –Kitting & Sub-Assemblies Target Market –Original Equipment Manufacturers Who is Endries International?

© 2014 Endries International Inc. North American Distribution Network Fullerton, CA Monterrey, MX Kennesaw, GA Distribution Center Branch Location Brillion, WI (HQ) Cambridge, ONT

© 2014 Endries International Inc. Geographic Footprint Founded Brillion, Wisconsin 1970 Endries begins operations in Mexico 2004 Endries begins operations in China and Taiwan 2009 Initial sales into Brazil 2012 Endries begins operations in Europe 2000 Endries begins operations in Canada 1994

© 2014 Endries International Inc. One-Bin System Industrial Dispensing Dock-to-Dock Crib Management Multi Bin System Point-of-Use Kitting & Sub-Assemblies Fulfillment Solutions

© 2014 Endries International Inc. Current Status of CRM We are currently running CRM 2011 Number of users – licensed for 200 How Long – started in 2007 CRM was originally introduced to the company with version 3.0 and moved quickly to 4.0. We are currently targeting CRM 2013 for our organization for fall of this year. The support areas of our business are the ones really driving our use – Purchasing, Engineering, Quality, Warehouse, Accounting.

© 2014 Endries International Inc. Favorite Module Our Cost Savings module was created to fill a need we had to track savings to our customers.

© 2014 Endries International Inc. Cost Savings Summary Sheet

© 2014 Endries International Inc.

Reporting Web Portal Your information is just a click away!

© 2014 Endries International Inc. Project Status This feature shows you the status of projects Endries is working on, or has worked on, with your company.

© 2014 Endries International Inc. Cost Savings / Project Status Drill down into each line to see a printable PDF summary sheet

© 2014 Endries International Inc. Cost Savings / Project Status Online workflow and approval process to communicate between our companies

© 2014 Endries International Inc. ISV – how we use them Upgrades Training sessions Custom design and implementation Troubleshooting We have worked with Wipfli in the past and are currently partnered with Ledgeview. We don’t have the resources to do some of the things we would like to and that is where they come in. The saying “Do what you do best and let someone else do the rest” carries the weight in our organization. They have been great partners and someone we can go to for help.

© 2014 Endries International Inc. Tips and Tricks Bi-weekly tips sent to users and then posted on our intranet. Monthly meeting for organization leaders that are currently using CRM so we understand what other areas of the business are using or looking to do with CRM. Gives them an opportunity to share learnings and promote the product

© 2014 Endries International Inc. Where do we go for answers We will typically try the google searches. YouTube videos – Richard Knudson Microsoft site There are several good blogs out there that I review –CRMUG –Ledgeview –Powerobjects We have our support from our ISV partner

© 2014 Endries International Inc. Sharon Eickert Endries International

exploreengageelevate North 52 Business Process Activities Start the meeting

explore engage elevate BREAK

explore engage elevate Dashboards Jenn Manteufel Navitus Health Solutions ASA III

exploreengageelevate Objectives Understanding your companies benchmarks Understanding how to create charts to see data in different ways Learn how to put your benchmarks into a Dashboard

exploreengageelevate Benchmarks SalesMarketingCustomer Service Actual vs ForecastSales based on Marketing Campaigns First Call resolution

exploreengageelevate Planning The first step is planning: Is my Dashboard being created for a specific group of people? What are their needs, what are their benchmarks, what are they trying to achieve? Can I accomplish what they are looking for?

exploreengageelevate Evaluating Is the data stored in CRM? Can I get to everything they are looking for? Is the data being tracked consistently? Do you have defined processes to meet benchmarks?

CHARTS Visual Display of Data

exploreengageelevate Using Charts Charts can be used in 2 different ways: A chart can be used on a Dashboard, it’s always the same chart reflected A chart can also be used from the entity, this allows you to change your views and see your chart change with each data set

exploreengageelevate Chart Basics Planning is important for charts Charts are perfect for counts or revenue A chart will only display fields from that specified entity or fields from Advanced Find Depending on the fields your using, the display may be unreadable or may not work well with Charts

exploreengageelevate Preparing Charts 1)Are you trying to display the data the same way for each view or do you need multiple charts? 2)Are you setting up system charts or personal charts, if personal make sure you share each chart with all individuals that should have access 3)Understand naming conventions 4)Feel free to create many charts, giving you the ability to see the same data in different ways

DASHBOARDS

exploreengageelevate Dashboards Before creating your Dashboard you should have: Advanced Find queries created and saved Charts created and saved If personal views and personal charts share all

exploreengageelevate CRM 2011 vs. 2013

exploreengageelevate Dashboard Basics o A dashboard can have up to 6 components displayed o Share the dashboard o Use appropriate naming conventions so that users can understand what the Dashboard is for. o You can set a default Dashboard from your ribbon o You can Share or Assign a dashboard from your ribbon

exploreengageelevate Creating a System Dashboard From your Solution Click on Dashboard  New Select the Dashboard Layout Click Create

exploreengageelevate Adding to a Dashboard Chart List (AFV) Web Resource Announcements Reports (CodePlex Tool) Activity Feeds Iframe URL to external Site Report

exploreengageelevate Dashboard View

exploreengageelevate Summary Charts are a nice visual feature Adopt Dashboards, you will stop being asked for data! Find the best way to get the best data out there Always manage and always update Have a champion from each department that will drive need

explore engage elevate Q & A Networking Session