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Welcome! Microsoft Dynamics CRM user Group (CRMUG) Minneapolis/St. Paul Chapter Meeting Tweet during Today’s Meeting: @CRMUG, @CRMUG_Chapters, #MinnesotaCRMUG, #CRMUG<Topic>

Agenda 8:30 Registration & Networking 9:00 Welcome: CRMUG News & Chapter Business 9:10 Educational Sessions-Advanced Find, Charting, Etc. 10:10 Break 10:25 Member Showcase 11:00 Birds of a Feather-Reporting Best Practices 11:45 BOF Sharing & Discussions

Welcome & Introductions Chapter Leader Introductions First Time Attendees? Name Company (describe Company/Industry) Your role in the company What version are you on? If you won a free vacation to anywhere in the world, where would you visit? Tweet the most interesting thing you hear or the person you are most excited to network with using @crmug, , @CRMUG_Chapters, #crmug_minneapolis

Chapter Business & news for Q3 Local Chapter Announcements: Next Meeting: November 10th 9:00-Noon Location: Microsoft – Edina; 3601 West 76th Street, Ste 600, Edina, MN Topics: TBD Check out our New Home Page on Collaborate – Quick Links! Update your Profile on Collaborate! CRMUG Fact Sheets Join your local community www.crmug.com/minneapolis and get others to join! Summit Convince Your Boss! Reasons why you should attend! Local Chapter Maps!

Contact Bryan Erstad, CRMUG Membership Manager Join CRMUG 26,000 of your Dynamics CRM peers are waiting for YOU to join the Community! Your Peers are saying…. Get Started Now Have Questions? Contact Bryan Erstad, CRMUG Membership Manager 877-324-8880 x1450 bryan@crmug.com Enroll Online … www.crmug.com/join Connect, Learn, Share Attend one of the hundreds of live or on-demand skill building webinars Participate in local chapter meetings and engage with other Users Access some of the 200 educational events year round Collaborate: Exclusive online social community for CRM users with over 10,000 discussions happening now Save on CRMUG Summit Registration

New Live CRMUG Academy Series Runs July – August 2016. 4 classes, each 3 hours long. Each class earns you a different level belt. Rich’s blog with more info: https://www.crmug.com/blogs/rich-beliveau/2016/06/14/live-instructor-led-accelerated-black-belt-training-series Visit www.crmug.com/Academy to register today!

Why did you take the CRMUG Academy Black Belt Course and what was the experience like? “While I initially took advantage of the Black Belt Program because I was a new administrator for a new implementation, I’ve found increased value in stepping outside of our corporate universe. Sometimes, we get so ‘involved’ with our way of doing something we don’t see alternatives that may be better. By collaborating with people outside of my self-created bubble during the class assignments, I gained new perspectives on how to address old problems.” Ed Gonzales E-Commerce Manager CRMUG Member since 2013

A proud Chapter attending CRMUG Summit 2016 Join the Minnesota –Minneapolis/St. Paul CRMUG Chapter at CRMUG Summit 2016 The Premier User-Centric Conference A proud Chapter attending CRMUG Summit 2016

Count on Your Chapter (Friendly) Competition Goal: Bring the most Chapter members to CRMUG Summit 2016 We are competing against over 80 CRMUG Chapters Even if we don’t win the grand prize, we can still win prizes along the way! The total number of Chapter members will be determined by the average attendance from Q3 2015 – Q2 2016 Chapter meetings. CRMUG will then determine how many registered for CRMUG Summit and do a percentage of total members to accommodate for different Chapter sizes.

Count on Your Chapter Prizes 25% of Chapter registers: Name and company promoted on digital signage 50% of Chapter registers: All Summit registrants will receive a free CRMUG t-shirt 75% of Chapter registers: Prime seating at the Keynote The CRMUG Chapter with the most Chapter members at Summit 2016 will win one free Summit 2017 pass to be given away to one lucky Chapter member via a drawing. Visit www.crmugsummit.com to register today! Note: CRMUG Chapters will only compete against other CRMUG Chapters. There are over 80 total CRMUG Chapters. If there is a tie, we will hold a drawing for the winner.

Stats We currently are at 31.5% with 15 people attending

“I think that Summit is one of the best training opportunities that any CRM user has, as far as broadening their knowledge and making connections” Laura Mortick Senior Applications Specialist Waddell & Reed

Join the Minnesota-Minneapolis/St Join the Minnesota-Minneapolis/St. Paul CRMUG Chapter October 11-14, 2016 | Tampa, FL www.crmugsummit.com #CountOnSummit #CRMUGSummit Email Delaney@crmug.com with any questions

Chapter Leader Nominations Now Open Does your chapter leader go above and beyond? Do they provide top notch value at meetings? Are they someone to lift up amongst their peers? NOMINATE them for Chapter Leader of the Year! Winners to be celebrated on stage at Summit 2016 in Tampa, FL. Nominations end September 2. https://www.surveymonkey.com/s/2016leaderofyear

Thank you to our annual chapter sponsors! And our promotional sponsor Connect with us if you are interested in becoming a chapter sponsor! Please contact Lauren at lauren.daggett@dynamiccommunities.com

Christina Schroeder, Taylor Corporation Educational Sessions: Entry Level: Advanced Find, Charts, Dashboards, Excel Advanced level: Advanced charting, editing XML, SSRS with Sql and Fetch XML Presented by Laura Wagstrom, CPC Christina Schroeder, Taylor Corporation

Member Showcase Who we are and what we do What Modules We Use Version, Number of Users, How Long Favorite Module and Why What ISV's and How We Use Them Tips & Tricks Way to Improve Processes What surprised you that you didn’t know Where do we go for answers Questions? This can be defined by the user who is presenting. Not all bullet points need to be covered – this is just a list of ideas. Should last around 20 minutes and open it up to questions. Another nice feature when holding at a user site, is to offer tours before or after the meeting. Great way to show off!

Birds of a Feather Discussion Reporting Best Practices

Discussion OPPORTUNITIES What kind of reporting are you currently doing? What is you biggest reporting challenge? Do you have plans to expand your reporting capabilities? How do you plan to accomplish this or what’s holding you back from expanding? Who are the biggest consumers of reporting information within your company? How do you deliver reporting data to your users? What ISV product is your favorite to use? What is one you are looking to use?

REMINDER…. FEEDBACK…. Next Meeting! We want yours! Date: Thursday, November 11th Time: 8:30 - Noon Place: Microsoft: 3601 West 76th Street, Ste. 600, Edina, MN 55435 Topics: What do you want to hear about? Give us your ideas for next year! 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 participating!