Welcome! Microsoft Dynamics CRM User Group (CRMUG®) January 15, 2014

@CRMUG Agenda 8:30AM – 9:00AMRegistration & Networking 9:00AM – 9:40AM New Chapter Business/CRMUG Basics & Introductions 9:40AM – 10:30AMTop New Things in CRM :30AM – 10:40AMBreak/Support Meet & Greet 10:40AM – 11:10AMDynamic Communities Member Showcase 11:10AM – 12:00PMGetting the most of your reporting featuring Report Wizard, SSRS, FetchXML

@CRMUG About CRMUG Users Partners Microsoft Founded in 2008 Officially recognized by Microsoft The largest, independent group for users of Microsoft Dynamics CRM Over 3,632 company members (9,600+ individual members)

@CRMUG What Regional Chapters Do ShareLearnConnect

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

@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

Upcoming Virtual Events Event Date Availability CRMUG Summit 2013 Encore: 30 Security Tips & Tricks in 60 Minutes Jan 16 Premium CRMUG Partner Showcase: CRMGamified Jan 21 Open CRMUG SIG: CRM/GP Integration - GP Integration with CRM and SFDC Jan 21 Open CRMUG Academy: Dashboards and Reporting for the Everyday User Jan 23 Open CRMUG User Group Information and Orientation Jan 29 Open CRMUG Summit 2013 Encore – CRM Governance and Your Role as the Quarterback Feb 4 Premium CRMUG SIG: Public Sector – Jump Start your CRM Deployment with Solution Accelerators Feb 5 Open CRMUG SIG: User Adoption Panel Feb 6 Premium CRMUG Webinar: Ask the Experts - Mobile Options for Dynamics CRM 2013 Feb 6 Open CRMUG SIG: CRM Online - Managing CRM Online and Office 365 Environments Feb 11 Open CRMUG Summit 2013 Encore – Extending CRM: Leveraging Workflows for Developers Feb 12 Premium 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 Webinar: Ask the Experts - Customization Best Practices for Dynamics CRM 2013 Feb 27 Open xRMUG Roundtable: Ask the Experts Friday Mar 14 Open

@CRMUG

Georgia World Congress Center Locations Philips Arena Keynotes & Celebration

@CRMUG Interactive Discussion Sessions CRMUG & Microsoft Dynamics CRM Track Maximizing the value of mobility with Microsoft Dynamics CRM Data Quality Best Practices Change Management (OCM) with Dynamics CRM User's Choice Awards: Most Popular Microsoft Dynamics CRM Features Ask the MVPs: Q&A Discussion with Dynamics CRM MVPs (Administrative Edition) Ask the MVPs: Q&A Discussion with Dynamics CRM MVPs (Developer Edition)

@CRMUG Convergence User Groups – Friday, March 7 9: :30 am Translating Existing Business Processes into High Value Workflows Lessons Learned & Guidance in Upgrading Dynamics CRM Deploying a Mobile CRM Experience that People Use Dynamics CRM Scripting for Administrators 11:00 am - 12:30 pm Microsoft Dynamics CRM Data Quality Strategies Functional Use & Customization of BPM in Dynamics CRM 2013 Your Dynamics CRM Reporting Smorgasbord xRM as a SuperPower 16 Partner and Customer speakers 8 MVP’s CRM Administrator Track Technical Track

@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  Regional Chapters (Free For Now)  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 Contact Chapter Leadership positions we are looking to fill: Chapter Leader Programming Chair

@CRMUG Chapter Business  Set Meeting Date, Location & Presenters – Quarterly Meeting Date(s) – April 23 rd – Aug 20 th – Dec – Location Microsoft Office 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)  Join your local Leadership Team to help plan future meetings! 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 Regional Chapter Lead x1455 Bryan Erstad, Bryan Erstad, CRMUG Membership Manager x1451

@CRMUG Microsoft Corey Hanson

@CRMUG Dynamic Communities Tony Stein

@CRMUG Summit Group Software Andrea Lange