@CRMUG Agenda – 6/4/13  8:30 – 9:00 Registration and Networking Breakfast  9:00 – 9:15 Welcome & Introductions  9:15 – 9:30CRMUG News & Upcoming Events  9:30 – 10:30 Presentation – Do More With Less: The Best Free CRM Tools and Add-Ins - Jacob Cynamon-Murphy (Sonoma Partners)  10:30 – 11:00 Member Discussion/Q&A

@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 (6,500+ individuals) 2,700+ unique companies 91% User Members/ 9% Partner Members CRM Users VARs Microsoft ISVs

@CRMUG What Regional Chapters Do Share Learn Connect

CRMUG Collaborate NEW Private Online Community for CRMUG Members Join NOW and see what everyone is talking about!

@CRMUG

Start Collaborating Today! 1. Sign in and update your Profile & Privacy settings. 2. Join your Regional Chapter & SIG communities. 3. Start a conversation. Post a question or discussion in your “Local” community or in the “All Members” community. 4. Start Networking! Use the Directory to find and connect with other members. Use your CRMUG.com Windows Live ID

CRMUG Upcoming Events

@CRMUG June Webinars WebinarDatePremium /Open CRMPC CRMPC (CRM Partner Connections): Leveraging CRMUG to Enhance Your Existing Customer Base Jun 5Premium Convergence 2013 Encore: Dynamics CRM Data Integrity – Good and Bad Jun 6Premium SIG: Administration - MVP Chat Jun 12Open SIG: Public Sector - CRM and Data Systems Integration for Government Entities Jun 18Premium CRM Academy: CRM Administration for New Users Jun 19Open Tampa Summit Preview Jun 19Open Convergence 2013 Encore: Extending CRM Beyond Sales Force Automation – xRM Gone Wild Jun 20Premium CRMPC CRMPC (CRM Partner Connections) Webinar: So You Want to Be a CRM Superstar? Jun 24Partners Only Partner Event - CRMUG Partner Benefits and What it Means to You! Jun 25Partners Only User Group Information and Orientation Jun 27Open

@CRMUG See you there! Week of October 21,

@CRMUG CRMUG Memberships  Join NOW to continue attending chapter meetings & receive future communications! – Preview – Preview Membership (60 Days) – Premium – Premium Membership (per organization) Small Business Small Business, $400/yr for 1-9 MS CRM licenses Mid Market Mid Market, $700/yr for MS CRM licenses Enterprise Enterprise, $1,200/yr for 100+ MS CRM licenses Go to for a complete list of membership benefitshttp:// Free

@CRMUG Primary Contact Also Available Online Is your company’s Primary Contact receiving & sharing their copy? Also Available Online resources/magazine/

@CRMUG Additional Questions/Comments Tony Stein Tony Stein, CRMUG Director x1449 Onika Allen Onika Allen, CRMUG Program Coordinator x1455

@CRMUG ROUNDTABLE DISCUSSIONS

Do More With Less The Best Free Tools and Add-Ons for Dynamics CRM Jacob Cynamon-Murphy Technical Specialist Sonoma Partners

@CRMUG

Do More With Less Administration Site Map Ribbon Dynamic Forms Troubleshooting Application Search Editable Grid Workflow Portals Mobile Mobile Express Mobile CRM EZ Opp

@CRMUG Administration  SiteMap Editor  Ribbon Workbench  Dynamic Forms Editor  Diagnostics Tool / Trace Log Viewer

@CRMUG SiteMap Editor (Microsoft)

@CRMUG Ribbon Workbench (Develop1)

@CRMUG Dynamic Forms (Sonoma Partners)

@CRMUG Diagnostics Tool / Trace Log Viewer

@CRMUG Application  Universal Search  Editable Grid  CRM Manipulation Library  Customer/Partner Portals

@CRMUG Universal Search (Sonoma Partners)

@CRMUG Editable Grid (Sonoma Partners)

@CRMUG CRM Manipulation Library (Codeplex)

@CRMUG Customer/Partner Portals (Microsoft)

@CRMUG Mobile  Mobile Express  Resco Mobile CRM  EZ Opp for Dynamics CRM

@CRMUG Mobile Express (Microsoft)

@CRMUG Resco Mobile CRM

@CRMUG EZ Opp for CRM (Sonoma Partners)

@CRMUG

Learn More Sonoma Partners Blog: Do More With Less Links to all of the resources presented today Feel free to