Meeting Agenda  8:30 – 9:00 Registration and Networking  9:00 – 9:15 Welcome & Introductions  9:15 – 10:15 CRM 2011 R8 Overview  10:15 – 10:30 Break  10:30 – 11:30 How To Upgrade To CRM 2011  11:30 – 12:00 CRMUG News / Upcoming Events/Chapter Business

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

Regional Chapters EDUCATIONAL WORKSHOP “ CRM 2011 R8 Overview” by Chris Kahl, Microsoft

Regional Chapters 15 MINUTE BREAK

Regional Chapters EDUCATIONAL WORKSHOP “ How To Upgrade To CRM 2011” by Lou Bergstrom, Microsoft

Regional Chapters CRMUG NEWS, UPCOMING EVENTS & CHAPTER BUSINESS

CRMUG Upcoming Events

May Webinars WebinarDatePremium /Open Convergence 2012 Encore: Upgrading to Dynamics CRM 2011 May 1Open CRMUG SIG: Public Sector – State, Local & FederalMay 3Open Convergence 2012 Encore: Using Dynamics CRM to Enhance Sales Effectiveness May 8Open CRMUG Academy: Taking Dynamics CRM Beyond Accounts & Contacts (instructor-led training online!) May 10Open CRMUG Roundtable: Social CRM? Step #1 = Good DataMay 15Open Convergence 2012 Encore: Using Microsoft Dynamics CRM to its Full Potential May 16Open CRMUG Workshop: Sales Force Automation Best PracticesMay 17Open CRMUG SIG: CRM Administration – Report Builder 3.0 Deep Dive May 22Premium CRMUG User Group Information and OrientationMay 23Open Partner Showcase: Visionary Software ConsultingMay 24Open CRMUG Workshop: How to Present and Sell CRM InternallyMay 31Premium

June Webinars WebinarDatePremium /Open CRMUG Academy: CRM Administration for the Part-Time Administrator (instructor-led training online!) June 1Open CRMUG Academy: Business Intelligence for the Non- Developer June 1Open CRMUG SIG: Public Sector (Education)June 7Open CRMUG Partner Showcase: ExperlogixJune 7Open CRMUG SIG: Financial ServicesJune 12Premium CRMUG SIG: Professional ServicesJune 12Premium Partner Showcase: ScribeJune 20Open CRMUG SIG: Non-ProfitJune 21Premium CRMUG Workshop: Summit 2012 PreviewJune 26Open CRMUG SIG: MarketingJune 26Premium CRMUG User Group Information and OrientationJune 27Open

CRMUG Summit 2012 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!

Annual CRMUG Regional Chapter Annual Meeting Dates February* Convergence (March) May* September* Summit (October) December* *Meetings generally take place the 1 st half of the months noted above

Regional Chapters  Academy Distance Learning (E-Learning) – Instructor-Led Training At Your Desk  Academy CBT – Thousands of Titles Anytime, Anywhere – PMP and Microsoft Certifications  Premium Members receive nearly 700 titles FREE  Academy Onsite – Classroom Training for Less Premium Members receive discounts on all training

CRMUG Memberships MMust join to continue to receive invitations & attend Chapter Meetings –B–Basic Membership –P–Premium Membership (per organization) $400 for 1-9 CRM licenses $700 for CRM licenses $1200 for 100+ CRM licenses Go to

Regional Chapters Did you get your copy?

Regional Chapters Chapter Leadership Roles  Chairman (Andreas Kraemer, AARP) – Oversees Regional Chapter and organization of meetings  Vice Chairman for Membership (Kim Nacrelli, Jones Lang LaSalle) – Ensures member profile and attendance records are maintained and accurate  Vice Chairman for Communication (Anna Castella, AARP Services) – Communicates Chapter events and activity, and helps recruit new members  Vice Chairman for Programming (Patrick Carberry, BTG) – Develops meeting objectives and synthesizes Resource Kit into agenda

Regional Chapters Chapter Business September 2012  Next local meeting: September 2012 – Suggested Date & Location  Volunteers? Leadership Roles 1.Open Leadership Roles 2.Customer Showcase 2.Customer Showcase presenter (template provided by CRMUG) 3.Educational Workshop 3.Educational Workshop presenter (topics may be suggested by local group)  CRMUG Collaborate (online community)

CRMUG Mid Atlantic Chapter Survey Did you find value in today’s meeting? Would you recommend CRMUG to a friend or colleague? Text a CODE to Submit a CODE to ResponseText or Enter This Code Yes  No  ResponseText or Enter This Code Yes  No  Please submit the response code for each question individually.

ADDITIONAL QUESTIONS/COMMENTS?

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