Welcome! Microsoft Dynamics CRM User Group (CRMUG®) 3rd Quarter Wisconsin (Fox Valley)

Today’s Chapter Meeting 8:30 – 8:45 Registration and Networking 8:45 – 9:00 Introductions 9:00 – 10:00 Accidental Administrator 10:00 – 10:15 Break 10:15 – 11:00 Round Table Discussion 11:00 – 12:00 Chapter Business, Collaborate, Summit

Getting to know you better Introductions Name Company (describe Company/Industry) Your role in the company What version/type (hosted, on premise) What do you hope to get out of this and future meetings? Have everyone introduce themselves. Take the time to find out a little bit about the demographics of your attendees. Make sure that everyone has marked the “Attendance Register” provided by CRMUG with a checkmark indicating their presence at the meeting. CRMUG already has their email address, etc; so the only action item for those listed on the Attendance Register is to check that they actually attended the meeting. For those attendees who are NOT listed on the Attendance Register, they will need to provide a business card and/or fill out their information so that CRMUG may follow up with them directly to make sure that they are added to the registration (if already members of CRMUG) OR we will follow up with instructions on how to become members of CRMUG.

About CRMUG Founded in 2008 Officially recognized by Microsoft The largest, independent group for users of Microsoft Dynamics CRM Over 3,300 company members (6,700+ individual members) Partners Users Microsoft

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Would you like to serve on your chapter’s Leadership Committee Would you like to serve on your chapter’s Leadership Committee? Ask your Chapter Chairperson for more information or contact Onika@crmug.com

Application Systems Administrator II Navitus Health Solutions Accidental Administrator Connect Learn Share Jennifer Manteufel Application Systems Administrator II Navitus Health Solutions Edit your featured company

Agenda Navitus and I Entity Management What is an Accidental Administrator Views Charts Dashboards CRM Changes Workflows/Dialogs System Management End User Settings Resources Security Auditing

Navitus and I Navitus Health Solutions is a Pharmacy Benefit Manager 130 CRM users/ 3 locations My Background My Passion Transparency and full pass through processing

What is an Accidental Administrator Project Manager Subject Matter Expert Super User

CRM Changes Solutions Sitemap Ribbon **ON CLICK** Majority of changes will be done through the following: Solutions, Sitemap, Ribbon

System Management Managed Solutions Unmanaged Solutions Migration of solutions Change Management Clay analogy Issue with multiple administrators mixing code

Security Settings Base Role for all users Team based roles for access Start with a prebuilt role Determine what rights everyone will need Team based roles for access **ON CLICK** Privilege Description Create Create a record. Read - View a record. Write - Make changes to a record. Delete - Delete a record. Append - Associate a record to another record. Append To - Associate entity record to this record. Assign - Transfer record ownership to another user. Share - Give access to a record to another user while keeping your own access. Reparent - Assign a different parent to entity record. Global. This access level gives a user access to all records within the organization Deep. This access level gives a user access to records in the user's business unit and all business units subordinate to the user's business unit. Local. This access level gives a user access to records in the user's business unit. Basic - This access level gives a user access to records he or she owns, objects that are shared with the user, and objects that are shared None. No access is allowed.

Security System Level Access Business Management Bulk Edit Print Export to Excel Mail Merge Merge Sync to Outlook Customization Import Job System Chart System Form View Process **ON CLICK CUSTOMIZATIO** Best practice is to always start with a preexisting role and remove what is not used. Always copy don’t change the original roles.

Entities System Entities Custom Entities Add Fields Changing Pick Lists Opportunity Close Reasons Adding new forms Changing rights on forms Custom Entities Default primary field name Type of entity (activity) Type of Ownership Locations of display What to include Fields/Auditing Permissions to new form **ON CLICK** Talk about difference between system and custom entities

DEMO Create a new solution then create an entity to store room preferences (hotel) Create as activity Setup Auditing Set default field to Hotel City Option Set of Hotel Names Option Set of Room Types Two Options of Returning later Start/End Date of Visit Grant access to the form Grant security rights to the form Show Comments

Views System Views Custom Views Entity Quick Find View (searching) Entity Associated View Entity Lookup View Entity Advanced Find View (standard for new) Custom Views Setting query Setting fields Permissions User vs System **ON CLICK**

DEMO Create view of accounts in Wisconsin

Charts Custom Charts Determine view Create Chart metrics

DEMO Create Chart of Accounts by State

Dashboards User vs System How to Create Administrative Dashboard Select Layout (Limit of 6) Chart List Box iFrame Web Resource Administrative Dashboard Failed jobs Emails in pending state **ON CLICK**

DEMO Add View “Accounts in WI”, Add Chart “Accounts by State”, Add External Link “Google.com” Show Administrative Dashboard

Auditing Setting up auditing User Access System Admin Access Organization Entity Field User Access System Admin Access **ON CLICK**

DEMO Show both User based auditing and administrative auditing

Workflows/Dialogs Workflow Uses Dialog Uses Automated Process Sending Email Creating Tasks Dialog Uses Scripted Dialog Interactive Processes **ON CLICK**

DEMO Create workflow to send email when new Hotel Detail is added. Note that if this is a topic of interest a whole session can be devoted to this topic.

Increasing Efficiency Outlook-->File Menu-->CRM-->Options IE-->File Menu-->Options General Tab Set default Pane/Tab Remove Getting Started Pane Determine number of Records per page Set Advanced Find Mode Workplace Set Areas to see in workplace Formats Set default calendar for user **ON CLICK**

Increasing Efficiency cont Copy/Email a Link Records Views Jump Tabs Find Next Record Quick Access Favorites Home **ON CLICK**

DEMO Outlook-->File Menu-->CRM-->Options Copy/Email a Link Jump Tabs

Resources Collaborate: http://community.crmug.com/ Microsoft Dynamics CRM Videos: http://community.dynamics.com/crm/b/crmvideos/default.aspx?PageIndex=2 Microsoft Dynamics CRM Forum: http://social.microsoft.com/Forums/en-US/ Microsoft Security Rights http://msdn.microsoft.com/en-us/library/gg334717.aspx#bkmk_access

Roundtable Discussion Connect Learn Share

Roundtable Discussions

Roundtable Discussion Questions from Presentation Timeline on upgrading to CRM 2013 What is holding you back? What excites you the most? Take 5 minutes to write down your upgrade goals with dates!

Chapter Business Connect Learn Share

Next Meeting? Date: Time: Place: Topics: Edit your info if already known

Chapter Business Set Meeting Date, Location & Presenters Suggested 2013 Quarterly Meeting Date(s) 1st Quarter (Feb/Mar) 2nd Quarter (Apr/May) 3rd Quarter (Aug/Sep) 4th Quarter (Nov/Dec) Location Customer site? Microsoft office? Presenters (Member Showcase, Educational Topic, ISV Solution, Microsoft Roadmap, Ask the Expert panelists) Join CRMUG Collaborate (private online community for CRMUG members) Join your local Leadership Team to help plan future meetings! Summit 2013, Tampa, FL October 21-25 Try to get volunteers for the leadership roles from the Users (let them know how easy I make it for them ) Volunteers for a Customer Showcase? CRMUG will provide a template; but, the basis is sharing their CRM usage, tips & tricks, or solutions to a challenge they faced in CRM Volunteers for an Educational Workshop? (ISV solution?)

What’s Your Forte? CRMUG Encourages Your Participation! Who else can share Dynamics CRM perspective? Will you speak? Will you write? Will you lead? REVIEW the “CRMUG Volunteer Program” www.crmug.com/volunteer

A brand new online community that is your one-stop-shop for all things CRMUG. community.crmug.com

Keep up on what’s happening in CRMUG and in the world of Dynamics CRM. Connect Learn Share Meet like-minded CRMUG members and access your network anytime, anywhere. Keep up on what’s happening in CRMUG and in the world of Dynamics CRM. Share your Dynamics CRM experiences and gain insight from the CRMUG community.

It accomplishes what we’ve tried to accomplish with this page……… It accomplishes what we’ve tried to accomplish with this page……….brings all these types of networking tools to a single location! Another thing – since we ‘own’ it, it allows us to keep a pulse on our members’ activity – what are they discussing, what’s important, etc. – so we can continue to improve programming and provide benefits/programs that are relevant to what our members want

http://crmugsummit.com Nice Discount for Premium Members CRMUG Summit 2013 October 22-24, 2013 Tampa, FL elevate your Knowledge Network Team CRMUG Summit features about 100 sessions, with learning and networking opportunities for Dynamics CRM users in every role and at every level of expertise. With hundreds of attendees, you’ll meet others in your role or industry who can help you overcome challenges and get more value from your Microsoft Dynamics CRM solution. Bring your teammates and you’ll leave with new ideas and solutions that you can immediately put to work for your team and organization. UPDATE THIS SLIDE WITH PREVIEW WEBINAR DATE Register Today! Catch a Sneak Peek http://crmugsummit.com Nice Discount for Premium Members Preview Webinar Occurring the third Wednesday of Each Month @ 2 PM EST. #CRMUGsummit

Additional Questions/Comments Laurie Nichol LANichol@Bemis.com Sharon Eickert Sharon.Eickert@Endries.com Jennifer Manteufel Jennifer.Manteufel@Navitus.com Tony Stein, CRMUG Director Tony@CRMUG.com 877-324-8880 x1449 Onika Allen, CRMUG Program Coordinator Onika@CRMUG.com 877-324-8880 x1455  www.crmug.com