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Welcome! Microsoft Dynamics CRM user Group (CRMUG) Denver, CO Q3 Chapter Meeting Tweet during Today’s Meeting: @CRMUG, @CRMUG_Chapters, #CRMUGDenver

Agenda 11:30 am Lunch & Networking 11:45 am Welcome & Introductions 12:00 pm    Chapter Business, CRMUG News & Events 12:15 pm    Educational Session:  Business Rules Valter Herman – RSM 1:00 pm      Member Showcase:  United States Olympic Committee Mary Toman 1:30 pm      Roundtable Discussions

Welcome & Introductions New to CRMUG? First Meeting? Get to know your CRMUG peers! Name Company (describe Company/Industry) Your role in the company What version are you on? Are you attending Summit this year? What is the best advice you’ve ever received?

Chapter Business & news for Q3 Local Chapter Announcements: Next Meeting: November 9th Location: Microsoft  Topics: TBD – we want your feedback Check out our New Home Page on Collaborate – Quick Links! Update your Profile on CRMUG to identify volunteer activities! Join your local community www.crmug.com/denver 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

Become a Chapter Leader… Connect with your Chapter Leader to become involved with your local CRM User Group! Communicates to members at a local level about everything Chapter meeting related via Collaborate, social media, e-invites, etc. Oversees chapter membership roster for accuracy and completeness Welcome meeting attendees, and help facilitate the event Identify and provide suggested topics and speakers for upcoming meetings Follow Microsoft updates for Dynamics CRM to relay to the Chapter and apply to meeting content Assist in building the agenda Chairperson/ Co-Chair VP of Programming VP of Communication VP of Membership Facilitates meetings Solidifies agenda, location, and schedule Assist in finding SME’s and presentations to best fit your group Gather feedback to continuously improve your local Chapter

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

October 11-14, 2016 | Tampa, FL The Premier CRM User-Centric Conference Count On 150+ Breakout Sessions to Take Your Career, Industry, and Organization to the Next Level. www.crmugsummit.com #CountOnSummit #CRMUGSummit

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

Valter E. Herman Partner Member August 10th, 2016 Business rules Valter E. Herman Partner Member August 10th, 2016 Introduction CRM 4.0 days, excited to see how much Microsoft has invested in Dynamics CRM as well as gathering many offerings under the Dynamics 365 umbrella

Business Rules Overview Demo Under the Hood Q&A Agenda Business Rules Overview Demo Under the Hood Q&A Agenda Applies to CRM 2013 and above OnPrem and Online

BUSINESS RULEs - overview What? Form logic applied real-time Vs Workflows vs plugins vs JavaScript Why? Typically done using JavaScript (or plugins) How? Open Form Editor Click “New Business Rule” Create logical conditions and actions Activate Business Rule Actions Clear / Set a field Make field Required / Not Required Show / Hide field Enable / Disable field Show Error Message on field What, Why, How, Actions Limitations: Things it can’t do but others wish it could Hide/show a section and a tab Filter a picklist

Business rules - overview Real World Examples On Opportunity, if “Purchase Timeframe” is “Immediate”, set “Opportunity Discount” to 5% On Opportunity, clear “Opportunity Discount” if “Purchase Timeframe” is “Unknown” State situation with people in room for every example. Get other examples from all

Demo

Business rules - Under the hood Scope is important No nested If/Else statements All conditions evaluated using AND Can’t add more than ten if-else conditions Accessible on mobile devices Actions do not fire OnChange events *Recommend documenting Business Rules

Valter E. Herman Partner Member August 10th, 2016 Q & A Valter E. Herman Partner Member August 10th, 2016

Member Showcase featuring: U.S. Olympic Committee Presented by: Mary Toman, Agile Analyst (and Chad Sibigtroth, Developer) Tweet during Today’s Meeting: @CRMUG, @CRMUG_Chapters, #CRMUG<Location>, #CRMUG<Topic>

USOC member Showcase Who are we: The USOC has two primary responsibilities in its oversight of Olympic and Paralympic sport in the United States. The first is to generate resources in support of its mission, which is to help American athletes achieve sustained competitive excellence. The second is to ensure organizational resources are wisely and effectively used to that end. 2 production CRM instances: Out-of-the-box Marketing with 25 users: Primarily used for marketing list communications via Click Dimensions (USA Daily during Games, news releases, etc.) 5Rings with 190 users: Used for Games registration, grants, and elite athlete insurance management Includes front-end portal (SiteCore), Epicor integration, & more custom entities than out-of-the-box Rolled out dashboards in Q2 with positive feedback

USOC CRMs Marketing CRM: Upgrading to CRM 2016 (out-of-the-box) 5Rings: Upgrading to CRM 2016 with AssureSign integration Calcs and roll-ups Forms management (AssureSign) Custom navigation & icons Tips & Tricks Icons changed through the solution Themes must be exported and imported like data rather than through the solutions

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?

REMINDER…. FEEDBACK…. Next Meeting! We want yours! Date: November 9th Time: 11:30 am Place: Microsoft Topics: What do you want to hear about? 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!