Tweet during Today’s Meeting: @CRMUG, #CRMUGPHL, #CRMUG<Topic> Welcome! Philadelphia Tweet during Today’s Meeting: @CRMUG, #CRMUGPHL, #CRMUG<Topic>

Agenda 9:30 – 9:45 Registration and Networking 9:45 – 10:00 Chapter Business 10:00 – 11:00 CRM 2016 – New & Improved Features - RSMUS 11:00 – 11:15 Break (Lunch w/be delivered at this time) 11:15 – 12:15 Upgrading to CRM 2016 - Beringer 12:15 – 12:30 2016 CRMUG Schedule – Group Discussion 12:30 – End Roundtable/Q&A/Follow Up

Get to Know Your CRM Peers Introductions Name Company (describe Company/Industry) Your role in the company What version are you on? Do you plan on attending Convergence, Envision this year? What do you hope to accomplish by attending the user group? Penny for your thoughts… Share a memory/thought about the year on your penny Tweet the most interesting thing you hear or the person you are most excited to network with using @crmug, #crmugphl (FYI – twitter: @jsznaza)

Chapter Business & news for Q1 Local Chapter Announcements: Next Meeting: Location: Topics: It Takes a Village… marketing campaign in targeted regions to grow attendance Targeting Facebook, Twitter, LinkedIn General demand generation to grow chapters in all CRMUG Check out our New Home Page on Collaborate – Quick Links! Update your Profile on Collaborate! Early Bird Pricing for Summit ends 4/28/16 Vanity URL www.crmug.com/philadelphia

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

Chapter Leadership Be a part of something really great! FACT: The most successful chapters have strong leadership teams. BENEFIT: Energize 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 email CRMUG Chapter Manager, Gretchen Ingbretson, gretchen@crmug.com Chair Co-Chair VP of Membership VP of Communication VP of Programming

Join your CRMUG Chapter Community Receive meeting updates from your chapter leaders Access presentation materials from the meeting Network with local CRM users Philadelphia has 32 registered members. 21st out of 74 communities. Find your community at www.crmug.com/<city> Example: www.crmug.com/boston

CRMUG Chapter Breakdown

Summit 2015 Stats

OCTOBER 11-14, 2016 TAMPA, FLORIDA WWW.CRMUGSUMMIT.COM REGISTRATION NOW OPEN. SAVE UP TO $400 BY REGISTERING BY 4/28/16.

Thank you to our annual chapter sponsors! And our promotional sponsor Connect with us if you are interested in becoming a chapter sponsor! Deneen Dardis : deneen.dardis@dynamiccommunities.com

What was Hot – q4 2015 User Training - It Doesn't Have to Be Boring! Best of CRMUG Summit 2015: Make the Most Out of CRM’s Recent Update OneSource Dynamic Duo Series: CRM for Outlook & CRM App for Outlook – End User Focus OneSource Dynamic Duo Series: Power Up Your CRM with Power BI OneSource Dynamic Duo Series: CRM for Outlook & CRM App for Outlook – Administrator Focus What’s New in the SDK for Developers Best of CRMUG Summit 2015: CRM Superhero’s Tips, Tricks, and Toolbox OneSource Dynamic Duo Series: CRM + Excel = Dynamite!

Microsoft Dynamics CRM 2016 What’s NEW

RSM CRM Team Bob Kanzler – Director John Voorhis – Manager Hien Tieu – Senior Consultant

Interactive SERVICE HUB

Calendar control, phone Pen Control Auto-completion

Break

Upgrading Microsoft Dynamics CRM Paula Brainard CRM Presales Solution Specialist , Beringer Associates March 16, 2016

To Upgrade or Not to Upgrade… that is the Question!

Online Implementation If you have an online implementation, the answer is simple…

Online Implementation Yes! Microsoft will upgrade your organization as new releases and versions become available You will have some flexibility in scheduling the upgrade date You should still plan for your upgrade

On-Premise Implementation If you have an on-PREMISE implementation, the answer is Not As simple…

On-PREMISE Implementation maybe! Evaluate Upgrading Consider your Benefits Consider your Costs Consider your Risks

Microsoft support lifecycle

Microsoft support lifecycle

Benefits of upgrading Upgrades introduce improvements and new features that continually increase your efficiency Upgrades address/correct bugs encountered in prior versions Support is geared to address the most common, most recent issues faced by the majority of customers You want to retain control of your upgrade schedule, ensuring that releases are tested and stable Avoid being stuck with obsoleted versions By staying current you reduce cost of upgrading to next release

Costs of upgrading Infrastructure New Servers Server Resources Software/Licensing No Software Assurance Repurchase CRM Repurchase SQL Repurchase any 3rd Party add ins Yes Software Assurance True up on license counts Implementation Services Down Time

UPGRADE CONSIDERATIONS/RISKS Potential loss of service – Down time User Adoption Disruption due to User Interface Changes Learning Curve Resistance to Change Existing functionality loss due to sun setting Database Structure/SDK Change requiring code modifications for existing customizations and/or reports Hardware/ Software compatibility

So you have decided to upgrade… now what!?!

Stay On-Premise or Migrate to Online No servers to purchase and maintain* No MS SQL to purchase and maintain* Automatic updates and upgrades by MS New features are often released to Online sooner 99.9% uptime service level agreement financially backed by Microsoft Data protected by 5 security layers & disaster recovery service Benefits of Office 365 InsideView Insights included N/C Social Listening included at N/C * A temporary staging environment may be required to upgrade your system to a version compatible to moving to online On-Premise No need to migrate data Direct access to your SQL database allowing you to retain complete ownership of data Data Storage Requirements Control over when CRM updates and feature upgrades are applied Compliance/Regulations may dictate you remain On-Premise

Prepare to upgrade Review Existing System Technical Environment Hardware Software Configuration/Customization/Code Integration Functionality Compatibility Managed Solutions 3rd Party Applications

Prepare to upgrade Plan Future System Inline vs Migrate Method New Solution Overview Fit Gap Analysis of Technical Environment Configuration/Customization/Code Integration Functionality Testing Training Timelines This applies to online and on-prem

Perform the upgrade Prepare Staging Environment Upgrade in Staging Environment Update customizations, code, integrations, 3rd party solutions and reports Develop planned enhancements Test Train Deploy On-Premise: Deploy to Production environment Online: Migrate to Online Support your users

Support your users Your users have just experienced a CHANGE Train, train, train Provide documentation Provide help desk support Schedule user group meetings Can be led by Champions or Project Team members Gain feedback Answer questions Identify enhancements needed Send regular updates to end users Reminders of key features and functions Tips and Tricks “Did you know?” Updates regarding next release

Look Forward Stay in tune with your users and your business. Follow your roadmap. Enhance your solution.

2016 CRMUG Schedule – Group Discussion

Suggested Months/Dates - Topics? Geoff Ables, Author CRM 2011 Administration Bible, Speaker – CRMUG Summit, New Orleans CRMUG, Carolinas CRMUG, Richmond VA, CRMUG Extending CRM: Additional CRM-Related Solutions from Microsoft The Customer Connection: The Surprising Link Between Employee Collaboration and Customer Relationships Marketing Options - Inside and Outside of Dynamics CRM CRM Adoption: Why 60% of CRM Projects Fail, and How to Drive Adoption Visionary Demo: How Leading Companies Truly Collaborate to Create Great Customer Experiences

Roundtable/Q&A/ Follow Up

REMINDER - Next Meeting! Date: Time: Place: Topics: Edit your info if already known

Feedback…. We want yours! Don’t forget the survey! 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!