@CRMUG Agenda  8:30 – 9:00 Registration and Networking  9:00 – 9:15 Welcome & Introductions Collaborate Presentation  9:15 – 9:45 Collaborate Presentation  9:45 – 10:00 Q & A/Break  10:00 – 10:30 Microsoft Store – Overview and Benefits  10:30 – 11:00 Educational Presentation – Mobility (Sonoma Partners)  11:00 – 11:15 CRMUG News and Upcoming Events  11:15 – 11:30 Chapter Business  11:30 – 12:30 Networking/Roundtable Discussions

@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 About CRMUG Founded in 2007 Officially recognized by Microsoft The largest, independent group for Users of Microsoft Dynamics CRM 2,500+ company members CRM Users VARs Microsoft ISVs

@CRMUG What Regional Chapters Do Share Learn Connect

CRMUG Collaborate Presentation NEW Private Online Community for CRMUG Members

Q & A / Break

@CRMUG MICROSOFT STORE – OVERVIEW AND BENEFITS Presented By Antoinette Hanke

@CRMUG EDUCATIONAL PRESENTATION – MOBILITY Presented By Josh Meyer from Sonoma Partners

@CRMUG CRMUG NEWS, UPCOMING EVENTS & CHAPTER BUSINESS

CRMUG Upcoming Events

@CRMUG September Webinars WebinarDatePremium /Open CRMUG Webinar: Electronic Signatures & Dynamics CRM 6 Sept Premium CRMUG Summit 2012 Academy Preview : Managing Your Contact Lifecycle with Dynamics CRM 11 Sept Open CRMUG SIG: Financial Services 12 Sept Premium CRMUG Workshop - Summit 2012 Preview 12 Sept Open CRMUG SIG: Social CRM 13 Sept Premium CRMUG SIG: Administration & Development - Agile Methodology 18 Sept Premium CRMUG Summit 2012 Academy Preview : Data Integration and Migration with Dynamics CRM 19 Sept Open CRMUG Partner Showcase: Cincom Systems 20 Sept Open CRMUG SIG: CRM Online (CRM Success for Small & Medium Size Businesses - Part 2) 27 Sept Open CRMUG User Group Information & Orientation 27 Sept Open

@CRMUG October Webinars WebinarDatePremium /Open CRMUG SIG: CRM Administration - ERP & CRM Integration Best Practices 4 OctPremium

@CRMUG CRMUG Summit 2012 CRMUG Summit 2012 CRMUG Summit 2012 CRMUG Summit 2012 (click on link above for video)  October 16-18, 2012  Seattle Convention Center  Exclusively Dynamics CRM – 3 days of expert- and User- led breakout sessions – Peer-to-peer learning and networking  Partner Solutions Expo “I had some high expectations for this conference, and it exceeded all of them!” –Summit 2011 Attendee Reserve your seat today!

@CRMUG  Academy Distance Learning (E-Learning) – Instructor-Led Training At Your Desk 9/20 - Taking Dynamics CRM Beyond Accounts and Contacts 9/27 - CRM Dashboards for the Non-Developer 10/26 - CRM Administration for the Part-time Administrator  Academy CBT(computer-based training) – Thousands of Titles Anytime, Anywhere – PMP and Microsoft Certifications CRMUG Premium Members receive nearly 700 titles FREE  Academy the CRMUG Summit in Seattle, 10/15CRMUG Summit in Seattle, 10/15 – Classroom Training for Less For more information visit CRMUG Premium Members receive discounts on all training

@CRMUG CRMUG Memberships JJJJoin NOW to attend future meetings & continue receiving chapter invitations –B–Basic or Preview Membership –P–Premium Membership (per organization) Small Business, $400/yr for 1-9 MS CRM licenses Mid Market, $700/yr for MS CRM licenses Enterprise, $1,200/yr for 100+ MS CRM licenses Go to

@CRMUG Primary Contact Is your company’s Primary Contact receiving & sharing their copy? Premium Members receive multiple copies

@CRMUG Leadership Committee? Would you like to serve on your chapter’s Leadership Committee? Ask your Chapter Chairperson for more information or contact

@CRMUG Chapter Business  Next meeting Details – Date(s) December 2012 Suggested 2013 quarterly meetings – February, May, September, December (optional) – Location Customer site? Microsoft office? – Member Showcase presenter (CRMUG User Member) – Educational Topic presenter (CRMUG Premium Partner Member or local Subject Matter Expert) – Microsoft presenter  CRMUG Collaborate (private online community for CRMUG members) – Join NOW  CRMUG profile page – Update your personal & company profiles

@CRMUG Additional Questions/Comments Tony Stein Tony Stein, CRMUG Director x1449 Mary Berens Mary Berens, CRMUG Program Coordinator x1495

@CRMUG ROUNDTABLE DISCUSSIONS

@CRMUG Sales Roundtable Discussion by Role Sales  What is the process to move a lead from prospect to customer at your firm?  What have you done to ensure sales activity is being recorded in CRM?  Have you deployed CRM in a mobile environment? What were the lessons learned?  What is your process to turn a quote to an order?

@CRMUG Marketing Roundtable Discussion by Role Marketing  Are you using a third party add on product to leverage advanced marketing?  Are you using the Microsoft offering for analytics? If so, what are the lessons learned?  Explain an effective campaign you have managed in CRM?  What’s your process for managing duplicate data?  What are your best practices regarding creating and managing workflow?

@CRMUG CRM Admin/Support Roundtable Discussion by Role CRM Admin/Support  What are your most frequently asked questions from users? And how do you provide training in those areas?  What are your best practices around user security?  How do you prepare and plan for an upgrade?  What challenges and successes have you had in selling CRM internally?

@CRMUG IT Support Roundtable Discussion by Role IT Support  Are you currently running online or on premise? Are you considering changing? If so, what factors into your decision?  What tools are you using to integrate data to other data sources?  What are your best practices regarding data integration?  What’s the worst mistake you have made in your CRM implementation?

@CRMUG REGIONAL CHAPTER EXTRAS

@CRMUG MEMBER SHOWCASE

@CRMUG MICROSOFT UPDATE

@CRMUG Sample Networking Ideas  The M&M Game  Common Traits  Airplane Name Game