WELCOME! Microsoft Dynamics CRM User Group

Today’s Agenda Welcome & Introductions CRMUG News & Chapter Business Educational Session: KTL Solutions, PowerBI Break Member Showcase: Bill Meadors, Upgrade Adventure Roundtable Discussions Networking Tweet During today’s meeting: @CRMUG, @CRMUG_Chapters #CRMUGDC, #CRMUGPowerBI, #CRMUGUpgrade

Introductions Name Company & Role Microsoft Dynamics CRM Version Did you attend a UG conference or event this past year? Would you prefer to climb a mountain or relax on a beach? What do you hope to gain from today’s meeting?

CRMUG Events, Training & Engagement

May 7-12, 2017 St. Louis, MO www.ugfocus.com

CRMUG Administrator Black Belt Training Series Distance Learning Live instructor-led training at your own desk Half Day, Full Day, & 2 Day class formats Many classes use virtual hands-on labs On demand online classes available 24 x 7 Paid Members receive a 50% discount On-Site Learning Instructor-led training at a User Group event 25 classes offered at CRMUG Summit www.CRMUG.com/Academy CRMUG Administrator Black Belt Training Series A Powerful Series Designed Around Practical Experiences 4 class online series for Dynamics CRM administrators & super users Master the art of administering, configuring, and adapting Microsoft Dynamics CRM Gain actionable best practices from industry experts Clearly differentiate yourself from peers www.CRMUG.com/BlackBelt

The Power of the User Group Community www.crmug.com/join Questions? Contact Bryan Erstad, CRMUG Membership Manager 877-324-8880 x1450 bryan@crmug.com

Other Learning Opportunities KTL User Conference FREE Event May 18, 2017 (Day after our chapter meeting) Full day of user content More details at ktlsolutions.com Register here

2017 Chapter Meetings Q2 May 17 Q3 August 2 Q4 November 15 Joseph Duty – Extending CRM through Plugins and JavaScript Q3 August 2 TBD Q4 November 15 Summit Recap Other Topics still TBD Register and post ideas at CRMUG.com/Washington

DMV User Groups Reston Richmond CRMUG.com/Reston Next Meeting on March 9 Richmond CRMUG.com/Richmond Next Meeting May 11

Presented by: Barry Crowell, KTL Solutions Educational Session Topic: PowerBI Presented by: Barry Crowell, KTL Solutions

TURBOCHARGE Your Company Analytics with Power BI Barry Crowell BI/EDW Solutions Architect KTL Solutions, Inc.

(E) info@ktlsolutions.com 5119 Pegasus Court, Suite T Frederick, MD 21704 (P) 301-360-0001 (E) info@ktlsolutions.com Who is KTL Solutions? KTL Solutions combines consulting services and technology to help businesses eliminate manual processes, use existing technology more effectively, and improve overall productivity within their organization. We work within the GP/SL and CRM Dynamics realm; Business Intelligence; Managed Services; and Custom Development realms. How do we do this? Here are some examples: Upgrading and enhancing your CRM and ERP software Implementing electronic workflows to automate paper-based processes Implementing document management solutions Creating customer portals to reduce phone calls Connecting e-commerce systems to existing ERP or CRM systems Building database applications to both desktop or web to solve manual processes Implementing reporting systems using off-the-shelf tools to create an internal self-service reporting environment

AGENDA Power BI Tips Content Packs Future Developments Power BI Demo

Tips - Turbocharge Your Dynamics 365 Connection Odata v4 specification API 5-10x faster

Tips - Power BI Tiles on Dynamics 365 Dashboards Settings > Administration > Reporting > Allow Power BI visualization Prerequisites: CRM Online (2016 Spring Wave) and a Power BI O365 subscription.

DAX Functionality in DirectQuery Mode

Dynamics 365 Content Packs Sales Manager for Dynamics 365 Service Manager for Dynamics 365 https://powerbi.microsoft.com/en-us/documentation/powerbi-content-pack-microsoft-dynamics-crm/ *** Limited to retrieving a maximum of 100K of records **CRM Entity filters applied Account 365 days Activity 90 days Lead 180 days Opportunity 365 days **Customizing the default content packs: https://technet.microsoft.com/en-us/library/mt490470.aspx

The Future - Power BI On Premise Power BI on premise summer 2017. Ideas https://ideas.powerbi.com/forums/265200-power-bi Learning https://powerbi.microsoft.com/en-us/guided-learning/

Power BI - Showcase Before

DEMO

Final Thoughts Ideas - https://ideas.powerbi.com/forums/265200-power-bi Learning - https://powerbi.microsoft.com/en-us/guided-learning/ DAX - https://powerbi.microsoft.com/en-us/guided-learning/powerbi-learning-7-1- intro-to-dax/ Stories Gallery - https://community.powerbi.com/t5/Data-Stories-Gallery/bd- p/DataStoriesGallery Power BI Dynamic Security https://www.ktlsolutions.com/bi/dynamic-security-additional-thoughts/ https://www.ktlsolutions.com/technology/implement-analysis-services-dynamic-security- based-microsoft-crm-user-access-rights/ Additional Questions: Barry Crowell KTL Solutions, Inc. bcrowell@ktlsolutions.com 301-329-2794

Member Showcase Presented by: Bill Meadors Manager CRM Business Solutions Airlines Reporting Corporation

Over $88 Billion in settlements a year ARC is the premier driver of air travel intelligence and commerce in the air travel industry. Airline, Travel Agency, Corporate Travel Dept. Financial Settlement Services for over 50 years Over $88 Billion in settlements a year 9,400 travel agencies 13,000 points of sale

ARC Data: The Single Record of Truth 9.5 Billion Passenger Flights 230 Countries & Territories 490 Airlines 87,000 Agencies 4,000 Airports

Migration Background CRM 2011 on premise to CRM 2015 on premise No patches on 2011 250 Users Every department in the company Sales Opportunity, Product, Quote, Order Service Case

Make a Plan, Work the Plan - Map of environment - Communication Plan - Training Plan - Resource Plan - Infrastructure Plan - Roles & Responsibilities

CRM Landscape

Communicate Constant Communication Team Communication Can’t over communicate Team Communication Everyone on the same page Helps spread info to entire corporation Sponsor Communication Executive Team Honest Communication If behind schedule say it If over budget scream it

Resources Who’s getting in this raft with you? Teamwork is essential Remember this will be uncharted water Microsoft CRM Partner is crucial Everyone should know their role All roles respected

Infrastructure Never, Ever, underestimate your infrastructure Hardware compatibility Servers built properly? Server patches up to date? Load Balancing? Security ADFS? Two handshake authentication? Mobility Software Does any software besides CRM need upgrading? If in doubt upgrade to latest version Performance Performance Test Penetration Test

Training Start training material prep early Multiple types of training Classroom Training guides On-line tutorials Dedicated resource if possible

Success! Oddly Anti-Climatic….. Acknowledge and Reward Team Plan a Kick Ass party for Team!

It’s Never Over….. We Are… Our CRM Business Solutions Analyst will work on exciting critical projects that involve:   Translating business rules into functional design and requirements documentation. Collaborating and vetting technical design with CRM development teams. Conducting end user training. Developing innovative CRM process flows that facilitate internal customer business processes. Aligning customer business requirements to MS Dynamics CRM capabilities and best practices We Are… Implementing long overdue requests for new processes Evaluating an overhaul of our data model Implementing new integrations with external systems Evaluating next upgrade On-premise –vs- On-line Hiring an additional CRM resource https://www.linkedin.com/jobs/view/244275749

Any Questions?

Roundtable Discussion Topic: Upgrades Presented by: Kylie Kiser

Discussion Opportunities Have you already upgraded? Planning an upgrade in 2017? Challenges? Lessons Learned? How can you use an upgrade to build user adoption? What have you done/are you doing to build organizational buy-in for an upgrade?

Discussion Opportunities What version are you on? What is keeping you from upgrading (if applicable)? Are you considering upgrading to the cloud? If in the Cloud, what do you enjoy the most about Dynamics CRM Online? What is your best user adoption tip or trick? Do you use CRM for Sales, Marketing, and Service? Do you have Power Users within your company? How do they help embrace adoption? What ISV product is your favorite to use? What is one you are looking to use?

Next Meeting: Thank you to our Annual Chapter Sponsors! Date: May 17, 2017 Time: 8:30-12 Place: Microsoft Chevy Chase Topics: TBD, any Ideas? Member Showcase: Joseph Duty, Extenting CRM through JavaScript and Plugins Be sure to REGISTER for the next meeting! Connect with us if you are interested in becoming a chapter sponsor! Please contact Lauren at lauren.daggett@dynamiccommunities.com

Feedback… We want yours! You will receive a survey via email after the meeting Please provide feedback. Your opinion is valued! Be sure to include topics you would like to see covered in future meetings

THANK YOU FOR ATTENDING!