Tweet during Today’s Meeting: @CRMUG, #CRMUGPHL, #CRMUG<Topic> Welcome! Q3 2016 Philadelphia Tweet during Today’s Meeting: @CRMUG, #CRMUGPHL, #CRMUG<Topic>

Agenda 9:30 – 9:50 Registration and Networking 9:50 – 10:00 Chapter Business 10:00 – 10:45 SharePoint & CRM; Better Together – Geoff Ables; C5 10:45 – 11:00 Break 11:00 – 11:30 Supercharge Your CRM – Rich Hermann; TR 11:30 – 12:30 Digital Workplace Transformation – Geoff Ables; C5 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 Summit next moth? What do you hope to accomplish by attending the user group? A Rainbow of Possibilities Pink – Favorite Movie, Orange – Favorite Food, Red – One Thing You Love About Your Job, Yellow – One Thing You Dislike About Your Job Tweet the most interesting thing you hear or the person you are most excited to network with using @crmug, #crmugphl (FYI – twitter: @jsznaza)

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

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!

CRMUG Chapter Breakdown – Q1

CRMUG Chapter Breakdown – Q3 Important Notables - Moved up to Top 20 Top 3 movement based on % increase (Behind AZ and ALL of Canada)

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 42 registered members. 19th out of 74 communities. Find your community at www.crmug.com/<city> Example: www.crmug.com/boston

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

Summit 2015 Stats

OCTOBER 11-14, 2016 TAMPA, FLORIDA WWW.CRMUGSUMMIT.COM

Philadelphia Region Breakdown Analysis

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

SharePoint & CRM; Better Together Geoff Ables C5insight September 21, 2016

Break

Thomson Reuters September 21, 2016 Supercharge Your CRM Thomson Reuters September 21, 2016

Digital Workplace Transformation Geoff Ables C5insight September 21, 2016

Roundtable/Q&A/ Follow Up

REMINDER - Next Meeting! Date: Wednesday, December 14th Time: 9:30AM – 12:30PM Place: SEI Financial; Oaks, PA Topics: Discuss 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

Thanks to Beth Carroll & Ewing Cole for hosting the q3 2016 CRMUG meeting!

Thank you for participating!