WELCOME! Microsoft Dynamics CRM User Group

Agenda 8:30 am - 9:00 am: Arrival and Networking 9:00 am - 9:25 am:  CRMUG News and Introductions 9:25 am - 10:20 am:  Educational Session – Project Service Automation in Dynamics 365/CRM 10:20 am - 10:35 am:  Break 10:35 am - 11:30 am:  Educational Session – Business Process Designer/Workflows in Dynamics 365/CRM 11:30 am - 11:55 am:  Roundtable Discussions 11:55 am - Noon:  Wrap Up and Next Meeting Topics

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? Chris Dew’s special question

CRMUG Event Calendar Not sure which conference is right for you? 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

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.

Next Meeting: Thank you to our Annual Chapter Sponsors! Date: Time: Place: 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

Educational Session Project Service Automation in Dynamics 365/CRM Dan Leeman, Stoneridge Software

Educational Session Business Process Designer/Workflows in Dynamics 365/CRM Sarah Jelinek, Arctic IT

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?

Feedback… We want yours! 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 ATTENDING!