Welcome!

Microsoft Dynamics CRM user Group (CRMUG) & Microsoft MOMENTUM SERIES Denver - May 18, 2016

Today’s Agenda 8:45 - Welcome & Introductions 9:00 - Microsoft Keynote: Vision & CRM 2016 Spring Release Update 9:30 - Microsoft Deep Dive: Customer Service Reimagined 11:15 - ISV Solutions Showcases: InsideView 11:45 – CRMUG Customer Showcase: Dynamic Communities 12:30 – Networking Lunch 1:00 - CRMUG Chapter & Community Updates 1:15 – CRMUG Educational Topic 2:15 - Customer Exchange Roundtables 3:00 – Session Close & Thank you

Welcome & Introductions CRMUG Chapter Leaders & Presenters Jamison Wise (Chair) Melissa Erickson Justin Woodbury Zara Kamruddin Gretchen Ingbretson Microsoft Representatives Paige O'Brien Travis Pullen Scott Davis Ben Richardson InsideView Andrea Austin Tweet during Today’s Meeting: @CRMUG, @CRMUG_Chapters, ##CRMUGDenver, #CRMUGMomentum

Microsoft Vision and CRM 2016 Spring Release Update

Customer Service Reimagined

Isv Solution Showcase InsideVeiw

Member Showcase featuring: dynamic Communities Presented by: Melissa Erickson

Who We Are AXUG, CRMUG, GPUG, NAVUG & PBIUG We began a little over 10 years ago with AXUG Newest group PBIUG about 2 months old Our goal is to provide content for users by users, as well as networking opportunities for like users to share and learn from each other. Today we have about 55 employees We use CRM and GP internally

Dynamic communities infrastructure Dynamics CRM AXUG.com AXUGCongress.com AXUGFocus.com AXUGSummit.com CRMUG.com CRMUGCongress.com CRMUGSummit.com GPUG.com GPUGAmplify.com GPUGSummit.com NAVUG.com NAVUGCongress.com NAVUGFocus.com NAVUGSummit.com PBIUG.com

CRM setup Modules – Sales, Service, Marketing (we use them all) Version – CRM 2013, upgrading to CRM 2016 this summer  Number of Users – 50 Went live in 2009, new install in 2014 Add-on’s Cobalt (AMS) ClickDimensions Xpertdoc Easyterritory.com

New Websites – September 2014 Seamless experience of community and events All transactions/data flow into 1 DB System that knows you and your information – less repetition

Membership Processing CRM for everything Membership Processing Event Management 5 websites on 1 DB Managing Volunteers Sponsorship Sales Support Management Accounts Receivable

Cool things

Complex tracking

Engagement Activities

Volunteer activities

A/r reporting

Website

Profile

Volunteer Profile

Support form

Registrations

A simple way to discover your Chapter Use the search bar: type in address, city or zip code. Link to the Chapter community: Join your local chapter to receive updates about your local chapter. Next meeting date: click to register!

Get involved in Chapter community

Networking lunch Tweet during Today’s Meeting: @CRMUG, @CRMUG_Chapters, ##CRMUGDC, #CRMUGMomentum

CRMUG Chapter Business & news for Q2 Local Chapter Announcements: Next Meeting: TBD Location: TBD 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/denver and get others to join! Summit Convince Your Boss! Reasons why you should attend! Local Chapter Maps!

A simple way to discover your Chapter….. Use the search bar: type in address, city or zip code. Link to the Chapter community: Join your local chapter to receive updates about your local chapter. Next meeting date: click to register! Find your local chapter at: www.crmug.com/engage/chapter

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

October 11-14, 2016 | Tampa, FL The Premier CRM User-Centric Conference www.crmugsummit.com Your peers Count On the community to deliver exceptional educational sessions at CRMUG Summit. Whether you’re a new user or a subject matter expert, make 2016 the year the community Counts On You to share your knowledge. Raise your hand and say “Count Me In” to lead a session at Summit! For more information and to submit your proposal visit: www.crmugsummit.com/proposals All submissions due by June 30, 2016 #CountOnSummit #CRMUGSummit

Thank you to our CRMUG annual chapter sponsors! And our promotional sponsor Connect with us if you are interested in becoming a chapter sponsor! Nancy Anello: Nancy.Anello@dynamiccommunities.com

Feedback…. You will receive a survey via email after today’s meeting Please provide feedback. Your opinion is valued! Completing the survey enters you in a chance to WIN $250 at Microsoft Store $250

CRMUG Educational Session: calculated and roll-up fields Valter Herman RSM US, LLP

Roundtable Discussions & Networking

Q & A

Thank you for participating!