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@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
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@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
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CRMUG Collaborate Private Online Community for CRMUG Members http://Community.crmug.com Join NOW and see what everyone is talking about!
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@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
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@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
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@CRMUG CRMUG Summit 2013 EducationGrowthCommunity Tampa Florida October 22-24 Early Bird Registration till June
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@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!
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@CRMUG Some Summit Pics
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@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
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@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
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@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
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@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
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@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
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@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
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@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
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