WELCOME! Microsoft Dynamics CRM User Group

Agenda 8:30 am - 9:00 am: Arrival and Networking 9:00 am - 9:25 am:  CRMUG News and Introductions 9:25 am - 10:20 am:  Educational Session - Dynamics 365/Fall release overview/Field Service - Corey Hanson, Microsoft 10:20 am - 10:35 am:  Break 10:35 am - 11:30 am:  Educational Session - Portals and CRM:  What, When, Why, and How - Pete Cossette, Summit Group Software 11:30 am - 11:55 am:  Roundtable Discussions 11:55 am - Noon:  Wrap Up and Next Meeting Topics

Introductions Name Company & Role Microsoft Dynamics CRM Version Did you attend a UG conference or event this past year? Chris Dew’s special question of the day. What is the one song that always brings you back to the same memory? What do you hope to gain from today’s meeting?

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

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!

Individual membership only You Spoke. We Listened. Individual Memberships Now Available! Individual membership only $249 Memberships available until May 31, 2017* Visit crmug.com/membership/join to get started today! *CRMUG Individual User Membership is being offered for a limited time until May 31, 2017. Membership will be valid for one year from purchase date. Individual user members do not qualify for discounts on CRMUG conference registration or CRMUG Academy courses. PBIUG Member Access is not included in CRMUG Individual User Membership.

Next Meeting: Thank you to our Annual Chapter Sponsors! Date: Time: Place: Topics: Ideas? Member Showcase: Volunteers? 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

Educational Session Dynamics 365/Fall release overview/Field Service Presented by: Corey Hanson, Microsoft

Educational Session Portals and CRM:  What, When, Why, and How Presented by: Pete Cossette, Summit Group Software

Roundtable Discussion

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?

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!