Welcome to YOUR Community! New York (Upstate) Chapter Meeting May 18, 2017

Introductions Name Company & Role Microsoft Dynamics CRM Version Did you attend a UG conference or event this past year? Would you prefer to climb a mountain or relax on a beach? What do you hope to gain from today’s meeting?

Today’s Agenda 8:30 - Registration/Networking 9:00 - Welcome & Introductions 9:15 - CRMUG News & Chapter Business 9:30 - Member Showcase 9:45 - Break 10:00 - A CRM Case Study - Dynamic Communities 10:45 - Break 11:00 - Roundtable Discussions and Networking

CRMUG Event Calendar Not sure which conference is right for you? FOCUS www.ugfocus.com May 8-9, 2017 St. Louis, MO Deep-dive education with functional tracks – Sales, Service, Citizen Developer - for advanced Dynamics CRM users. SUMMIT 2017 www.crmugsummit.com October 10-13, 2017 Nashville, TN Leading live-event featuring community-produced education and optimal networking opportunities. Leading live-event featuring community-produced education and optimal networking opportunities. SUMMIT 2018 October 15-18, 2018 Save the date! Not sure which conference is right for you? Visit: www.crmug.com/overview

May 8 – 9, 2017 St. Louis, MO www.ugfocus.com

UNLOCK YOUR FULL DYNAMICS POTENTIAL WITH D365UG/CRMUG Access Proven Solutions Find real-world answers for your challenges and learn best practices from users like you who have ‘been there, done that.’ Enjoy reliable support at your fingertips.   Connect With Proficient Users Make connections with your peers, Microsoft MVPs, All-Stars, and other subject matter experts. Tap into this expertise 24/7. Train Productive Teams Take advantage of virtual education, special interest groups and online forums, tech tips, local meetings, and annual events. Discounts available. Save costs. Save time. Save sanity. We’ve saved you a seat! Over 32,000 of your Dynamics 365 & CRM peers are waiting for YOU to join the Community! www.crmug.com/join

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.

Member/Customer Showcase Presented by: Heather/Jen from Amsterdam Printing

Member Showcase Who We Are and What We Do What Modules We Use Version Number of Users How Long What ISV's and How We Use Them Favorite Module and Why Tips & Tricks / Way to Improve Processes (what surprised you that you didn’t know) Where Do We Go for Answers Questions?

A CRM Case Study – Dynamic Communities Presented by: Jay Murphy – Original Presentation by Melissa Erickson

Overview How Dynamic Communities Uses CRM What’s Next Journey from CRM 2011 to CRM 2016 and beyond CRM as the Hub with Best of Breed Solutions Using CRM to Run Our Entire Business What’s Next Future for Dynamic Communities

Journey from CRM 2011 to CRM 2016 and beyond

CRMUG Before Previous Implementation Microsoft CRM 2011 Disconnected Portal & Community Outsourced Event Registration Manual Intervention

The Big Dig - CRM 2011 to CRM 2013 & Website redesign Goals & Objectives Better User Experience for Members Consolidated & Integrated System with CRM as the Hub Group Effort Dynamic Communities Cobalt Higher Logic Brightfind

The Evolution of CRMUG

Victims of Our Own Success Scaling CRM to Meet Increased Demand Membership Increase from 2013 to 2016 Addition of New User Groups Summit Registration Increase from 2,000 in 2014 to 6,500 in 2016

Upgrade from CRM 2013 to 2016 Upgrades are Never Easy Limited Window for Downtime with Summit Approaching Large Database – 450GB Multiple 3rd Party Managed Solutions Ultimately Chose to Migrate

CRM as the Hub with Best of Breed Solutions

What we do

The Hub Dynamics CRM Membership Management Event Management Membership Applications & Renewals Committees & SIGs Event Management Academy, Webinars & Chapter Meetings Conference Registration E-Commerce & Accounting Credit Card Payments (CRM & Portal) Revenue, Accounts Receivables, General Ledger & GP Integration

Best of Breed Solutions

Using CRM to Run Our Entire Business

Single Sign-On - Higher Logic & Cadmium

HL + Web Elements

Managing multiple User Groups

Event Registration More than 6,500 Registrations in 2016! Seamless Join Integrated to Registration All Data Pulled Directly for CRM Date Based Fees (e.g. Early Bird) Query Based Fees (e.g. Sponsors) Maximum Attendee Limits Waitlist Management Cancellations & Refunds Automated Receipts

Event Registration

Member Engagement Taking CRM to the Next Level

Engagement Activities Tracking Engagement Integration from Websites to CRM

Xpertdoc

Easy Territory

Future for Dynamic Communities

What’s Next for Dynamic Communities?

What’s Next for Dynamic Communities?

Roundtable Discussion Topic: TBD

Discussion Opportunities/Starters 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?

Next Meeting: Thank you to our Annual Chapter Sponsors! Date: August 10, 2017 Time: 9am -12 PM Place: Microsoft Office 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

THANK YOU FOR ATTENDING!