Welcome to YOUR Community! Upstate New York Chapter Meeting 11/16/2017

Introductions Name Company & Role Microsoft Dynamics CRM Version Did you attend a UG conference or event this past year? What do you hope to gain from today’s meeting? Most recent favorite movie or book?

Today’s Agenda Welcome & Introductions CRMUG News & Events Member Showcase – Jay Murphy A Unified Service Desk Experience! Roundtable Discussions Networking

A Membership option that suits everyone Individual Memberships available! $249 annually Single user *Not eligible for partners Join today: www.crmug.com/join

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

How To Videos Short ‘How To’ videos to help new members get started setting up their profile, finding a chapter and adding co-workers to their account.

One-click Access Easy access to upcoming webinars and the latest open forum discussions.

Popular Library Recordings and Help Not sure where to start – check out the most popular webinar recordings or contact us for any additional questions.

D365UG/CRMUG Conference Lineup Nov. 27, 2017 – Calgary Nov. 29, 2017 - Vancouver April 24-26, 2018 Dublin, Ireland June, 2018 Location TBD October 15-18, 2018 Phoenix, AZ Conference information: Collaborate Canada - Join the Canadian User Groups in four different locations for access to premium Dynamics content designed by industry experts. Summit EMEA - Looking to attend another Summit? Join us across the pond to learn and network with your European user group peers. Registration opens soon! Focus - If you’re an advanced user of D365, AX, CRM or Power BI this is the conference for you. Concentrated learning tracks – all sessions are 90 minutes of deep dive, hands on learning. Summit Phoenix – Step out from behind your monitor and take your big ideas and love of knowledge-sharing to D365UG/CRMUG Summit in the fall of 2018.

Member/Customer Showcase Presented by: Jay Murphy

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 Unified Service Desk Experience Presented by: Derik Bormann – Recorded previously At Focus

Roundtable Discussion Topic: End User Service

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?

Meeting Dates & Feedback: Next Date & Time: February 8, 2018 Location: Microsoft Office/Virtual Educational Topics: Ideas? Member Showcase: Volunteers? *Be sure to REGISTER for the next meeting FEEDBACK on today’s meeting? Go to your local community page and complete the survey! Expand your network, increase brand recognition and establish your company as an expert by becoming an Annual Chapter Sponsor! Please contact Lauren at: lauren.daggett@dynamiccommunities.com

THANK YOU FOR ATTENDING!