1. Welcome! Microsoft Dynamics CRM User Group (CRMUG®) March 2014 Dallas Regional Chapter Meeting

2. @CRMUG Agenda 12:00 – 12:10Welcome and Introductions 12:10 – 12:15 News and Events, Chapter Business 12:15 – 12:45 Presentation: Convergence 2014 Review 12:45 – 1:30Questions and Answers

3. @CRMUG About CRMUG Users Partners Microsoft Founded in 2008 Officially recognized by Microsoft The largest, independent group for users of Microsoft Dynamics CRM Over 3,300 company members (6,700+ individual members)

4. @CRMUG A brand new online community that is your one-stop-shop for all things CRMUG. community.crmug.com

5. @CRMUG CRMUG Membership Basic MemberPremium Member CRM end users only FREE Small Business 1-9 CRM Licenses $400 USD/year Mid-Market 10-99 CRM Licenses $700 USD/year Enterprise 100+ CRM Licenses $1,200 USD/year Upgrade Today: email membership@crmug.com  Weekly email newsletter  Level 100 Webinars  CRMUG Summit Invites  Partner Showcase Webinars  Unlimited Workshops, Webinars & Roundtables  Free Regional Chapters  Special Interest Groups  Microsoft Conduits  Full access to CRMUG Collaborate & Member Directory  Discounted Summit Registrations  Discounted Academy Courses  And so much more!

6. @CRMUG Upcoming Virtual Events Event Date Availability CRMUG Summit 2013 Encore - CRM Magic with Data Migration and Integration Feb 18 Premium CRMUG Partner Showcase: ClickDimensions Feb 19 Open CRMUG Webinar: Ask the Experts – Leveraging “Social Insights” in Dynamics CRM 2013 Feb 20 Open CRMUG SIG: Developer - Virtual DevFest 2014 Feb 24 Premium CRMUG SIG: CRM Online – New Pricing and Support Options Feb 25 Open User Group Information and Orientation Session Feb 26 Open CRMUG Webinar: Ask the Experts – Customization Best Practices for Dynamics CRM 2013 Feb 27 Open CRMUG Academy - Administrator Black Belt Training Series - Purple Belt Mar 5 Premium & Open xRMUG Webinar: Data Modeling in CRM Mar 11 Open CRMUG Webinar: Ask the Experts – Outlook Best Practices for Dynamics CRM 2013 Mar 13 Open xRMUG Roundtable: Ask the Experts Friday Mar 14 Premium CRMUG Webinar: 50 Tips in 50 Minutes Mar 20 Premium CRMUG Webinar – Dynamics CRM Apps and Add Ons Mar 21 Premium CRMUG Partner Showcase – Summit Group Software – CRM Vertex Mar 25 Open CRMUG Webinar: Ask the Experts – User Interface for Dynamics CRM 2013 Mar 25 Open CRMUG Workshop: Regional Chapter Information and Orientation Mar 26 Open CRMUG SIG: User Adoption Panel Mar 27 Premium

7. @CRMUG Chapter Business  Meeting Date, Location & Presenters – 2014 Monthly Meeting Date(s) Second Wednesday of the month 12:00 pm to 1:30 pm Member Showcase, Educational Topic, – Presenters (Member Showcase, Educational Topic, ISV Solution, Microsoft Roadmap, Ask the Expert panelists ISV Solution, Microsoft Roadmap, Ask the Expert panelists)  Join CRMUG Collaborate (private online community for CRMUG members)  Would you like to present in April? We are looking for members to present how they are using CRM.

8. @CRMUG Announcing CRMUG Regional Conferences  During this 1.5 day+ offering, our goal is to provide user group members with a peer to peer environment where they can share their experiences, exchange best practices amongst members, get trained up on the latest, and highlight members’ profiles.  Coming To A Region Near You! South Central Region: Dallas, Texas (Week of June 9 th !*) at the Marriott Quorum Dallas North Central Region: Minneapolis, Minneapolis (June 17-18-19*) @ the Marriott Airport Minneapolis *Dates are subject to change.

9. @CRMUG Format Day 0 Academy Offerings Day 1.5 Day Lunch and Opening General Session Evening Welcome Reception Sponsor Opportunities Day 2 Full Day Multi-Track Learning Environment (3-4 courses) Functional Technical Developer

10. @CRMUG Learn more….  www.crmug.com/regional-conferences www.crmug.com/regional-conferences

11. @CRMUG Presented by: Mitch Milam xRM Coaches

12. @CRMUG Convergence 2014

13. @CRMUG Convergence 2014  LEO – Unified Service Desk – Enhanced Business Process Flows Calculated Fields Support for branching processes – Visualize Account Hierarchies

14. @CRMUG Convergence 2014

15. @CRMUG Convergence 2014

16. @CRMUG Convergence 2014

17. @CRMUG Convergence 2014

18. @CRMUG Convergence 2014  http://tinyurl.com/Conv14Recap http://tinyurl.com/Conv14Recap

19. @CRMUG Additional Questions/Comments Tony Stein Tony Stein, CRMUG Director Tony@CRMUG.com 877-324-8880 x1449 Onika Allen Onika Allen, Regional Chapter Director Onika@CRMUG.com 877-324-8880 x1455 Bryan Erstad, Bryan Erstad, CRMUG Membership Manager Bryan@CRMUG.com 877-324-8880 x1451 www.crmug.com Ty East Tmorrisy@Hotmail.com Mitch Milam mitch@crmaccelerators.net

20. @CRMUG