@CRMUG Meeting Agenda  8:30 – 9:00 Registration and Networking  9:00 – 9:30 Welcome, Introductions, User Group Overview Excelling with Business Process Flows in CRM2013  9:30 – 10:30 Excelling with Business Process Flows in CRM2013  10:30 – 10:45 Break Lessons learned upgrading to CRM2013  10:45 – 11:45 Lessons learned upgrading to CRM2013  11:45 – 12:00 CRMUG News / Upcoming Events

@CRMUG Getting to know you better Introductions Name Company (describe Company/Industry) Your role in the company What do you hope to accomplish by attending this and future meetings?

@CRMUG Andreas Kraemer, CRM Business 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 12/2013), San Francisco/Bay Area and West L.A., Chairman of the CRMUG Board of Advisors since  Passionate about User Adoption, Dashboards, Process Improvement and Efficiencies created through Dynamics CRM

@CRMUG About CRMUG Users Partners Microsoft Founded in 2008 Officially recognized by Microsoft The largest, independent group for users of Microsoft Dynamics CRM Over 3,400 company members (6,700+ individual members)

@CRMUG 3,458 Member Companies 27 % Growth in Membership 12 Acade my Classes 115 Webinars 62+ Regional Chapters / Global Branches 2,200 Collaborate Discussions 1,252 Collaborate Connections 509 People at CRMUG Summit 44 % Growth in Summit Attendance 12 Special Interest Groups

@CRMUG What Regional Chapters Do ShareLearnConnect

@CRMUG A brand new online community that is your one-stop-shop for all things CRMUG. community.crmug.com

@CRMUG Meet like- minded CRMUG members and access your network anytime, anywhere. ShareLearnConnect Keep up on what’s happening in CRMUG and in the world of Dynamics CRM. Share your Dynamics CRM experiences and gain insight from the CRMUG community.

@CRMUG

EDUCATIONAL PRESENTATION “Excelling with Business Process Flows in CRM2013” By: Gareth Sullivan, Microsoft

@CRMUG COFFEE BREAK NETWORKING

@CRMUG EDUCATIONAL PRESENTATION “Lessons learned upgrading to CRM2013” By: David Froemke, American Homes 4 Rent

@CRMUG CRMUG NEWS, UPCOMING EVENTS & CHAPTER BUSINESS

@CRMUG CRMUG Membership Basic MemberPremium Member CRM end users only FREE Small Business 1-9 CRM Licenses $400 USD/year Mid-Market CRM Licenses $700 USD/year Enterprise 100+ CRM Licenses $1,200 USD/year Upgrade Today:  Weekly newsletter  Level 100 Webinars  CRMUG Summit Invites  Paid access to Regional Chapters (Nominal Fee)  Partner Showcase Webinars  Unlimited Workshops, Webinars & Roundtables  Free Regional Chapters  Special Interest Groups  Microsoft Conduits  Full access to CRMUG Collaborate & Member Directory  Discounted Summit Registrations  Discounted Academy Courses  And so much more!

@CRMUG Upcoming Virtual Events Event Date Availability CRMUG Summit 2013 Encore - CRM Magic with Data Migration and Integration Feb 18 Premium CRMUG Partner Showcase: ClickDimensions Feb 19 Open CRMUG Webinar: Ask the Experts – Leveraging “Social Insights” in Dynamics CRM 2013 Feb 20 Open CRMUG SIG: Developer - Virtual DevFest 2014 Feb 24 Premium CRMUG SIG: CRM Online – New Pricing and Support Options Feb 25 Open User Group Information and Orientation Session Feb 26 Open CRMUG Webinar: Ask the Experts – Customization Best Practices for Dynamics CRM 2013 Feb 27 Open CRMUG Academy - Administrator Black Belt Training Series - Purple Belt Mar 5 Premium & Open xRMUG Webinar: Data Modeling in CRM Mar 11 Open CRMUG Webinar: Ask the Experts – Outlook Best Practices for Dynamics CRM 2013 Mar 13 Open xRMUG Roundtable: Ask the Experts Friday Mar 14 Premium CRMUG Webinar: 50 Tips in 50 Minutes Mar 20 Premium CRMUG Webinar – Dynamics CRM Apps and Add Ons Mar 21 Premium CRMUG Partner Showcase – Summit Group Software – CRM Vertex Mar 25 Open CRMUG Webinar: Ask the Experts – User Interface for Dynamics CRM 2013 Mar 25 Open CRMUG Workshop: Regional Chapter Information and Orientation Mar 26 Open CRMUG SIG: User Adoption Panel Mar 27 Premium

@CRMUG Chapter Business  Set Meeting Date, Location & Presenters – Suggested 2014 Quarterly Meeting Date(s) – 2 nd Quarter (May 2014) – 3 rd Quarter (Aug 2014) – 4 th Quarter (Nov 2014) – Location Microsoft office, Playa Vista, CA Member Showcase, Educational Topic, – Presenters (Member Showcase, Educational Topic, ISV Solution, Microsoft Roadmap, Ask the Expert panelists ISV Solution, Microsoft Roadmap, Ask the Expert panelists)  Join CRMUG Collaborate (private online community for CRMUG members) Convergence 2014, Atlanta, GA March 4-7, 2014 Convergence 2014, Atlanta, GA March 4-7, 2014

@CRMUG What’s Your Forte? CRMUG Encourages Your Participation! Who else can share Dynamics CRM perspective? Will you speak?Will you write?Will you lead? REVIEW the “CRMUG Volunteer Program”

@CRMUG Additional Questions/Comments Tony Stein Tony Stein, CRMUG Director x1449 Onika Allen Onika Allen, CRMUG Program Coordinator x1455 Bryan Erstad, Bryan Erstad, CRMUG Membership Manager x1451 Andreas Kraemer, Andreas Kraemer, Chapter Leader West L.A