explore engage elevate Meeting will begin shortly Moderated by Joe Sznaza Sr. Business Integration Analyst Sr. Business Integration Analyst Church & Dwight, Inc. June 17 th, 2015

explore engage elevate Microsoft Dynamics CRM User Group (CRMUG ® ) Chapter Meeting Welcome! Q2 Philadelphia

exploreengageelevate Agenda 9:30 – 9:45Registration and Networking 9:45 – 10:00Chapter Business 10:00 – 10:45MS Power BI – Kevin Bucher 10:45 – 11:15CRM Administration – Marty Hlay 11:15 – 11:30Break 11:30 – 12:00CRM Process Flow – John Annunziato 12:00 – 12:15Member Showcase – Laura Pitt/West Pharma 12: :45Roundtable/Q&A/Follow Up

exploreengageelevate Get to Know Your CRM Peers Introductions Name Company (describe Company/Industry) Your role in the company What version are you on? Hosted/On Prem? What do you hope to accomplish by attending the user group? Have you attended prior user group meetings? First time, a few, more than a few, etc…

exploreengageelevate The What Connect. Learn. Share. We’re a little over 12,000 Dynamics CRM users who get together and chat about CRM virtually or in person events, like this one. It’s a big conversation you really shouldn’t miss out on. You’ll probably learn something great, apply it to your organization, and be treated like a super hero. The When Call Bryan Erstad, he’s a great guy as well as the CRMUG Membership Manager x1450 Join CRMUG

exploreengageelevate New Chapter Page Layout Regional Tagging Improved Schedule Visibility Better Exposure for US Communities More Instruction

exploreengageelevate Join our Chapter Community today to receive updates and access to the content library with presentation materials.

OCTOBER #INreno15 #CRMUGSummit INcomparable Learning INnovative Ideas INfinite Experience Reno/Lake Tahoe, Nevada

exploreengageelevate CRMUG MEDIC Schedule Your Quarterly Office Visit! 9 First Aid for your Dynamics CRM FRIDAY Click on tag Join us 12 ET:  March 27  June 19  Sept. 18  Dec. 18

exploreengageelevate Are you PLUGGED into your local group on CRMUG.com? There is a local group on Collaborate where you can: Start new connections within today’s room. Get meeting notes, pictures, decks and shared files. Hear about upcoming events. Post topics/challenges/opportunities that are relevant to the group. Visit find your chapter, and click ‘JOIN’.

exploreengageelevate Upcoming Virtual Events

exploreengageelevate Chapter Leadership Be a part of something really great FACT: The most successful chapters have strong leadership teams. BENEFIT: Ignite Leadership Training available ONLY to chapter leaders. Develop your professional skills – public speaking, leadership, communication, organization, conflict resolution, and many more skills. IMPACT: Chapter Leaders have significant reach within the Dynamics CRM Community. Leaders are respected for their hard work and devotion to helping individuals and organizations attending meetings. Roles: Chair, Co-Chair, VP of Membership, VP of Communication, VP of Programming Take Action: Contact your chapter leader or CRMUG Chapter Director, Onika Allen,

explore engage elevate Microsoft Power BI Kevin Bucher Managing Director, Business Intelligence Anexinet Anexinet June 17th, 2015

exploreengageelevate Agenda What is Power BI? Live Demonstration Q&A

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exploreengageelevate Get started quickly Out-of-the-box connectors for popular SaaS solutions

exploreengageelevate Connect live to on-premises data Live Connectivity to SQL Server Analysis Services Live Query

exploreengageelevate Unlock your Excel data Publish your Excel workbooks to Power BI

exploreengageelevate

exploreengageelevate Discover, explore, and combine any data type or size, regardless of location Ask questions of data to visualize, analyze, and forecast Make faster decisions, share broadly, and access insights on any device Visualize & decide Transform + analyze Visualize + decide Collect + manage Dat a

exploreengageelevate A powerful new way to work with data Self-service business intelligence and analytics with Excel and the power of the cloud

exploreengageelevate Discover Analyze Visualize Explore Analyzing data with Excel

exploreengageelevate Discover Analyze Visualize Explore

exploreengageelevate Analyzing data with Excel Discover Analyze Visualize Explore

exploreengageelevate Analyzing data with Excel Discover Analyze Visualize Explore

exploreengageelevate The moving pieces Graphic: Rob Collie

explore engage elevate DEMO

explore engage elevate MSCRM Administration Marty Hlay Sr. Technical Architect Beringer Associates, Inc. June 17 th, 2015

explore engage elevate MSCRM’s Administration Area

explore engage elevate Subscription Management Notice all of the available actions within this area

explore engage elevate Subscription Details Your permissions to see/edit this information is based on your security role within O365

explore engage elevate Resources in Use

explore engage elevate System Notifications More than likely, if you are a System Admin within CRM, you will receive notifications about CRM outages & updates. But they are also available within this area.

explore engage elevate O365 Portal

explore engage elevate MSCRM Online Admin Center Within O365 Basic info about Production and Sandbox instances plus a few useful tools

explore engage elevate MSCRM Updates Update information Details Schedules Status Ability to Approve or Reschedule

explore engage elevate MSCRM Users

explore engage elevate Add a User

explore engage elevate If your user is already in O365, you can simply go to that user record and add a CRM license. Don’t forget to give them a Security Role in CRM once they are visible in the Users’ list.

explore engage elevate Access Teams Vs. Sharing a Record

explore engage elevate Access Teams (setup) Three actions to add Access Team functionality to an Entity Enable Access Teams on your EntityEnable Access Teams on your Entity Create an Access Team Template to define permissionsCreate an Access Team Template to define permissions Add a subgrid to your entity formAdd a subgrid to your entity form

explore engage elevate Access Teams (setup) Entity Settings Form Subgrid Properties

explore engage elevate Access Teams (usage) Advantages of Access Teams Ease of use Visibility PrincipalObjectAccess table maintenance

explore engage elevate MSCRM On-Premise Subscriptions Handled through your License & Software Maintenance Agreement with MicrosoftHandled through your License & Software Maintenance Agreement with Microsoft View your Licenses through the CRM Deployment ManagerView your Licenses through the CRM Deployment Manager

explore engage elevate MSCRM On-Premise Resources in Use Resources Available are based on both your MSCRM Application server as well as your MSCRM SQL serverResources Available are based on both your MSCRM Application server as well as your MSCRM SQL server System Notification From the Admin area, you can sign up to receive notifications for Product UpdatesFrom the Admin area, you can sign up to receive notifications for Product Updates User Maintenance Integrated with Active Directory. Can add users directly within CRMIntegrated with Active Directory. Can add users directly within CRM Access Teams Available in both CRM Online as well as On-PremiseAvailable in both CRM Online as well as On-Premise

explore engage elevate MSCRM Administration Questions?

explore engage elevate Break

explore engage elevate MSCRM Business Process Flow John Annunziato Supervisor - Microsoft Dynamics CRM McGladrey LLP June 17 th, 2015

explore engage elevate Microsoft Dynamics CRM User Group (CRMUG ® ) Chapter Meeting Microsoft Dynamics CRM Business Process Flows

explore engage elevate Microsoft Dynamics CRM User Group (CRMUG ® ) Chapter Meeting Common Business Goals

explore engage elevate Microsoft Dynamics CRM User Group (CRMUG ® ) Chapter Meeting What are Business Process Flows? Predefined set of stages/steps Guides you through various stages in the business process Tells you where you are in the process, where you came from, and what to do next Continuously monitor your own progress

explore engage elevate Microsoft Dynamics CRM User Group (CRMUG ® ) Chapter Meeting Why would you want to use this? Increase the efficiency and decrease the costs associated with onboarding new employees or training existing employees to complete new processes Increase Data Accuracy and Completeness Easier to enforce company guidelines and standards consistently Manage all processes that are critical to your organization’s daily operations Can be created and managed internally

explore engage elevate Microsoft Dynamics CRM User Group (CRMUG ® ) Chapter Meeting Designing a new Process Flow

explore engage elevate Microsoft Dynamics CRM User Group (CRMUG ® ) Chapter Meeting Process Flow Security Enforces Field Level and Security Role Permissions Any user with the word “Manager” in their security role can create these Read Only fields set by javascript are not Read Only in the process flow Fields that are hidden by javascript will also be hidden on the process flow Different field names in the process flow vs form

explore engage elevate Microsoft Dynamics CRM User Group (CRMUG ® ) Chapter Meeting Process Flow Considerations/Limitations Must be on a CRM 2013/2015 Style form if upgrading from older version of CRM CRM 2013 does not support conditional/branching logic Each entity is limited to 10 activated process flows No more than 30 stages per process flow Multi-Entity flows cannot use more than 5 entities

explore engage elevate Microsoft Dynamics CRM User Group (CRMUG ® ) Chapter Meeting Demonstration

explore engage elevate Microsoft Dynamics CRM User Group (CRMUG ® ) Chapter Meeting Questions?

explore engage elevate Member Showcase West Pharmaceutical Laura Pitt Project Lead, CRM West Pharmaceutical Services, Inc June 17 th, 2015

exploreengageelevate Every day, millions of patients around the world benefit from injectable drugs administered using West's components and delivery systems. And every day, West is by our customers' and their patients' side. We apply our knowledge, insights and innovations to solve the challenges of advancing drugs from the concept to the patient efficiently, reliably and safely.

exploreengageelevate West Pharmaceutical Services Internationally headquartered in Exton, Pa., West supports its partners and customers from 50 locations throughout North America, South America, Europe, Mexico, Japan, Asia and the Pacific and Australia Every day, over 100 million West products are used around the world

exploreengageelevate What we offer

exploreengageelevate West and Dynamics CRM Installed CRM 6.0 in users worldwide currently Moved from on-premise to online in 2014 We have some custom entities – we use all out of the box entities except for pricing We are on most current version of CRM today

exploreengageelevate Next Meeting? Date: Wed September 23 rd Time: 9:30 – 12:30 Place: Microsoft Corporation 45 Liberty Blvd Malvern, PA Topics: CRM Data Management Open for discussion

explore engage elevate Feedback A survey will be sent within 24 hours of the meeting. If you tweet, let us #crmug If you tweet, let us #crmug