CRMUG SIG: Ask the Experts – Making the Most of Dynamics CRM 2013 Panel of CRM Experts (Host: Tony Stein – CRMUG)

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@CRMUG CRMUG Activities Online Activities WebinarsPeer Networking Academy Events The CRMUG Mission: CRMUG’s mission is to maximize value to individuals and companies using Microsoft Dynamics CRM. WHY CRMUG? Most organizations use a small % of functionality User adoption is an ongoing, critical process Someone, somewhere, somehow has likely answered your question

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@CRMUG Upcoming Virtual Events WebinarDatePremium/Open CRMUG Academy: Installing CRM from Start to Finish Nov 19 Open CRMUG SIG: Ask the Experts – Making the Most of Dynamics CRM 2013 Nov 19 Open CRMUG User Group Information and Orientation Nov 21 Open CRMPC: Tips, Tricks, and Shortcuts in Solving Customer Issues for Dynamics CRM Nov 26 Partners Only CRMUG Partner Showcase: CRMGamified Dec 3 Open CRMUG SIG: Marketing - Out of the Box Marketing Functionality for Dynamics CRM Dec 4 Premium CRMUG SIG: Social CRM - Microsoft Dynamics CRM and Yammer: Better Together Dec 10 Premium CRMUG Summit 2013 Encore: Translating Current Business Processes into Highly Valuable Workflows Dec 11 Premium CRMUG Partner Showcase: Assistance Software Dec 12 Open CRMUG Academy: Building CRM Workflows in the Real World Dec 12 Open CRMUG Webinar: xRM for Member and Event Management – Dynamic Communities Dec 17 Premium CRMUG User Group Information and Orientation Dec 19 Open CRMUG SIG: Public Sector – Adapting Dynamics CRM for Higher Education Jan 9 Open CRMUG SIG: CRM Online – New Pricing & Support Options Jan 14 Open CRMUG Summit 2013 Encore: 30 Security Tips & Tricks in 60 Minutes Jan 16 Premium CRMUG Summit 2013 Encore: Extending CRM: Leveraging Workflows for Developers Jan 28 Premium

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@CRMUG Agenda Ask the Experts Description Objective Introductions

@CRMUG Ask the Experts: Description With less of a focus on presentation, Ask the Experts (Roundtables)are meant to provide perspective given from a Panel of Experts, yet provide you the attendee opportune time to ask Q&A.

@CRMUG Session Objectives To ask community CRM experts questions on your Dynamics CRM curiosity To Discuss Dynamics CRM 2013 Best Practices in adapting this version to your Organization. Note: This session will be best suited for “Administrators” of Dynamics CRM

@CRMUG Introducing your Panel of Experts! Alex Fagundes – CRM MVP – CIO/CTO PowerObjects Sarah Champ – Premiere Field Engineer – Microsoft Laura Robinson – Technology Specialist (U.S. Lead) – Microsoft

@CRMUG Why CRM 2013?  CRM on the Go  Process Excellence & Agility  Enterprise Collaboration  Social Insights  Platform Enhancements  User Experience

@CRMUG Resources  CRMCustomerCenter.com CRMCustomerCenter.com  Ready to Update? Ready to Update? – See what’s new – Prepare – CRM Online, CRM On-Premises – Pricing & Licensing – Managing Customizations – Communications

@CRMUG More Resources  namicscrmsupportblog/archive/2013/10/15/ microsoft-dynamics-crm-online-fall important-information-for-administrators.aspx namicscrmsupportblog/archive/2013/10/15/ microsoft-dynamics-crm-online-fall important-information-for-administrators.aspx  – PFE Blog spot

@CRMUG Thank You For Attending!