2. @CRMUG Presentation CRM/SharePoint Integration Presented by Bob Lam, Solutions Specialist Learn the why and how for each of the following situations - - iFrames/SharePoint folders within CRM - WebParts for CRM data - Partner/extranet portal - SharePoint as a BI platform www.RBAConsulting.com

3. @CRMUG Proposed Agenda  4:00 pm Registration and Networking  4:10 pm Welcome and Introductions - CRMUG News, Upcoming Events & Chapter Business  4:20 pm RBA Presentation  5:30 pm Discussion/Networking  6:00 pm Close

4. CRMUG Collaborate Private Online Community for CRMUG Members http://Community.crmug.com Join NOW and see what everyone is talking about!

5. @CRMUG Start Collaborating Today! 1. Sign in and update your Profile & Privacy settings. 2. Join your Regional Chapter community. 3. Start a conversation. Post a discussion in the All Members community. 4. Start Networking! Use the Directory to find and connect with other members. http://community.CRMUG.com Use your CRMUG.com Windows Live ID

6. @CRMUG Upcoming Webinars WebinarDate CRMUG User Group Information and Orientation (May 2013) May 28 CRMUG Convergence 2013 Encore: Gamification of User Adoption (May 2013) May 29 CRMPC Webinar: Leveraging CRMUG to Augment Existing Customer Strategy (June 2013) June 5 CRMUG Convergence 2013 Encore: Dynamics CRM Data Integrity – Good and Bad (June 2013) June 6 xRMUG Webinar: CRM JavaScript Upgrade Strategies featuring Mitch Milam (June 2013) June 11 CRMUG SIG: Administration - MVP Chat (June 2013) June 12 CRMUG SIG: Data Integrity - Big Data Best Practices (June 2013) June 13

7. @CRMUG CRMUG Summit 2013 EducationGrowthCommunity Tampa Florida October 22-24 Early Bird Registration till June

8. @CRMUG CRMUG Summit Facts…  91 sessions were held  Registrations reached 353 (40% growth)  Over 120 attendees spent time in Microsoft Conduit Sessions  Speakers Led the Charge with “Value” – 9 CRM MVP’s spoke at CRMUG Summit 2012 – Subject Matter Experts (SME’s) from Customer and Partner Org’s presented!

9. @CRMUG Some Summit Pics

10. @CRMUG  Academy Distance Learning (E-Learning) – Instructor-Led Training At Your Desk  Academy CBT(computer-based training) – Thousands of Titles Anytime, Anywhere – PMP and Microsoft Certifications CRMUG Premium Members receive nearly 700 titles FREE  Academy Onsite Courses (Summit/Convergence) For more information visit http://crmugAcademy.com http://crmugAcademy.com CRMUG Premium Members receive discounts on all training

11. @CRMUG CRMUG Memberships  Join NOW! – Basic or Preview Membership – Premium Membership (per organization) Small Business Small Business, $400/yr for 1-9 MS CRM licenses Mid Market Mid Market, $700/yr for 10-99 MS CRM licenses Enterprise Enterprise, $1,200/yr for 100+ MS CRM licenses Go to http://www.crmug.com/join-crmug for a complete list of membership benefitshttp://www.crmug.com/join-crmug Free

12. @CRMUG Primary Contact Also Available Online Is your company’s Primary Contact receiving & sharing their copy? Also Available Online http://www.crmug.com/member- resources/magazine/ Basic Members - receive 1 copy per company Premium Members - receive up to 3 copies per company

13. @CRMUG Leadership Committee? Would you like to serve on your chapter’s Leadership Committee? Ask your Chapter Chairperson for more information or contact Mary@crmug.com Mary@crmug.com

14. @CRMUG Chapter Business  Set Meeting Date, Location & Presenters – Suggested 2013 Quarterly Meeting Date(s) – 3 rd Quarter Aug 21 – 4 th Quarter Nov 20 – Location Customer site? Microsoft office? – Presenters (Member Showcase, ISV Solution, Microsoft Roadmap, Ask the Expert panelists)  Join CRMUG Collaborate (private online community for CRMUG members)  Join your local Leadership Team to help plan future meetings! Summit 2013, Tampa, FL October 21-25 Summit 2013, Tampa, FL October 21-25

15. @CRMUG Additional Questions/Comments Tony Stein Tony Stein, CRMUG Director Tony@CRMUG.com 877-324-8880 x1449 Mary Berens Mary Berens, CRMUG Program Coordinator Mary@CRMUG.com 877-324-8880 x1495 www.crmug.com

16. @CRMUG Please Welcome CRM/SharePoint Integration Presented by Bob Lam, Solutions Specialist Learn the why and how for each of the following situations - - iFrames/SharePoint folders within CRM - WebParts for CRM data - Partner/extranet portal - SharePoint as a BI platform www.RBAConsulting.com