explore engage elevate Microsoft Dynamics CRM User Group (CRMUG ® ) Chapter Meeting Welcome! November 2014 DFW Chapter Meeting Presented by: Ty East

exploreengageelevate Agenda Welcome and Introductions News and Events, Chapter Business Presentation: CRM 2015 Questions and Answers

exploreengageelevate CRMUG 2014 in St. Louis, MO Recap 650 CRMUG Attendees (25% growth over last year), conference attendees 117 chapter leaders 35% growth in Academy 42 Sponsors for CRMUG; 172 Total Sponsors

exploreengageelevate First Ever Chapter & Leader of the Year Announced Congratulations Kansas City and Andreas Kraemer (SF & West LA)!

exploreengageelevate October 12-16, 2015 Reno-Tahoe 5 If you’re here and you’re a CRMUG User Member ….you can register now for only $599 ! Special $599 registration available Oct 17-31, Available only to Dynamics CRM users who attended CRMUG Summit 2014 and are CRMUG Members. Not available to Partners or CRMUG Subscribers. Registration will re-open for everyone in early

6 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 Website Features 1.We no longer have two sites. Crmug.com 2.Create a NEW login and password. 3.Find local chapter meetings by going to the Learn & Engage > Attend a Local Meeting. Also you will find: Communities, Collaborate, SIGs, On Demand Webinars, Volunteer Portal, Case Management, Director 4.Magazines/Blogs are now under News & Resources 5.You can now see meetings in your local time zone by changing it under your Profile > Settings 6.Mobility is now a key component of our site. Check it out on your Mobile Phone or mobile device. 7.Keep giving us feedback!

Important Actions to Take 8 STEP 1 Create NEW Username & Password STEP 2 Update Your Profile WOW!

Cool new features: 9 Filtering & Sorting Self-Service Options Your Time Zone WOW! Filter events by: Type Tag Other event criteria OR Search by keyword Creating own username and password Managing team members Join, Upgrade or Renew from Profile Update your time zone preference via your Profile to view virtual events in your preferred time zone (default is Eastern Time)

exploreengageelevate Upcoming Virtual Events EventDateAvailability CRM Administration/IT Support SIG: Back to the Basics with Queues in CRMNov 13Members Only Benefit TAP in to the Dynamics CRM Preview ProgramNov 14Subscribers + Members Distribution SIG: Competing with Amazon in DistributionNov 14 Members Only Benefit CRMUG Partner Showcase: Cobalt Nov 19Subscribers + Members User Group Information and Orientation Nov 20Subscribers + Members BI and Reporting SIG: Developing Multi-Series Charts in Dynamics CRM Nov 20Members Only Benefit Public Sector SIG: A Person-Centered CRM Approach Nov 20Members Only Benefit Improve Customer Support and ROI with Customer Communities by Higher Logic Nov 21 Subscribers + Members CRM Administration/IT Support SIG: Fixing CRM When It’s Not Broken Dec 4Members Only Benefit Accounting in CRM: Centralizing Your Entire Business in CRM with Rockton Software Dec 4Subscribers + Members 40 Innovative CRM Add-ons and Low-Cost Rapid Customization Service with Management Technology Consulting Dec 11Subscribers + Members

exploreengageelevate CRMUG Membership 1 to 9 CRM Licenses $400 per year Small Business 10 to 99 CRM Licenses $700 per year Small Business 100+ CRM Licenses $1200 per year Large Enterprise

exploreengageelevate Next Meeting Date: 12/10/2014 Time: 12:00 PM Location: TBD (probably Union Tower in Las Colinas)

exploreengageelevate What’s New In CRM 2015 Preview Guide Preview Guide Preview Guide Calculated Fields Rollup Fields Sales Hierarchies Cortana Integration Improved Guided Sales Processes Allow for Complex business processes Product Families Bundle products Cross-sell / up-sell Tablet Enhancements for Sales Case Management Enhancements Search Improved speed Search across record types CRM and Outlook / Exchange Now sync additional contact and task fields, assigned tasks, and appointment attachments Admins can enable, disable and configure the direction of synchronization for fields Business Rules Enhanced Business Process Flows API Field Level Security for Out of the Box Fields Pricing and Licensing Updates Online Support Options

exploreengageelevate Calculated Fields Based on data from 1 record No code needed Value calculated based on conditions and defined formula within field.

exploreengageelevate Rollup Fields Rollup Based on data from multiple records Once a field is created, you cannot change the “Field Type”. This must be set at creation of the field. Roll-ups operate on the asynchronous process, and the roll-up is performed every hour. However, you can also trigger them via pressing the “refresh” icon in the actual roll-up field on the form: Roll-ups are not available for N:N relationships, they will only work with direct 1:N relationships.

exploreengageelevate Sales Hierarchies

exploreengageelevate Pricing and Licensing Update Marketing and Sales CRM online Professional now includes access rights to Sales Collaboration Panel in Microsoft Dynamics Marketing Customer Service CRM Online / On-Premise Professional now includes use rights for Unified Service Desk. Everyone On-Premise rights for CRM Online users (commonly referred to as dual rights). The purchase of on-premise server licenses is required. Sales Productivity Promotion (code salesproductivity1) Sales Productivity Promotion Microsoft Dynamics CRM Online Professional, Office 365, and Power BI at $65 per user per month for new customers Microsoft Dynamics CRM Online Professional and Power BI at $45 per user per month for existing Office 365 customers

exploreengageelevate Online Support Options From Microsoft

exploreengageelevateCortana Tasks available via Cortana voice commands will include setting up: Meetings and reminders Searching for contacts, accounts and activities, Calling up customer lists Creating new records.

explore engage elevate Q & A

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