1. Welcome! Microsoft Dynamics CRM User Group (CRMUG®) 4 th Quarter Regional Chapter Meeting

2. @CRMUG Agenda 8:30 – 9:00Registration and Networking 9:00 – 9:20Chapter Business 9:20 – 9:40Member Summit Experience 9:40 – 9:50Break 9:50-10:50 What’s coming in CRM 2013- Ledgeview Partners 10:50 – 11:50 Birds of a Feather Roundtables 11:50 – 12:00Upcoming Chapter Business

3. @CRMUG Getting to know you better Introductions Name Company (describe Company/Industry) Your role in the company What do you hope to accomplish by attending this and future meetings?

4. @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)

5. @CRMUG What Regional Chapters Do ShareLearnConnect

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

7. @CRMUG Meet like- minded CRMUG members and access your network anytime, anywhere. ShareLearnConnect Keep up on what’s happening in CRMUG and in the world of Dynamics CRM. Share your Dynamics CRM experiences and gain insight from the CRMUG community.

8. @CRMUG

9. 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  Paid access to Regional Chapters (Nominal Fee)  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!

10. @CRMUG Upcoming Virtual Events WebinarDatePremium/Open CRMUG Workshop – Convergence Atlanta 2014 Preview Dec 16 Open CRMUG Webinar: xRM for Member and Event Management – Dynamic Communities Dec 17 Premium CRMUG User Group Information and Orientation Dec 19 Open CRMUG SIG: Public Sector – Adapting Dynamics CRM for Higher Education Jan 9 Open CRMUG Summit 2013 Encore: 30 Security Tips & Tricks in 60 Minutes Jan 16 Premium CRMUG Partner Showcase: CRMGamified (January 2014) Jan 21 Open CRMUG Academy: Dashboards and Reporting for the Everyday User Jan 23 Open CRMUG Summit 2013 Encore – Extending CRM: Leveraging Workflows for Developers Jan 28 Premium CRMUG Summit 2013 Encore – CRM Governance and Your Role as the Quarterback Feb 4 Premium CRMUG SIG: Public Sector – Jump Start your CRM Deployment with Solution Accelerators Feb 5 Open CRMUG SIG: User Adoption Panel Feb 6 Premium CRMUG SIG: CRM Online - Managing CRM Online and Office 365 Environments Feb 11 Open CRMUG Summit 2013 Encore - CRM Magic with Data Migration and Integration Feb 18 Premium CRMUG SIG: Developer - Virtual DevFest 2014 Feb 24 Premium xRMUG Roundtable: Ask the Experts Friday Mar 14 No

11. @CRMUG Summit 2013 Recap  We look forward to seeing you all in St. Louis, MO the week of October 13 th, 2014!  Watch for super discounted early bird pricing for PREMIUM CRMUG members.  For all that attended, what were your TAKE 5?

12. @CRMUG Summit Experience From County Materials:  Stasia Sliwinski  Sharon Moeller

13. @CRMUG

14. What’s coming in CRM 2013  Julinda Prekop, Ledgeview Partners, LLC

15. @CRMUG Timing  Online – On the Web. This notification appears inside the CRM application as a pop-up message. It will also appear when your organization is being updated. – In CRM alert. This notification appears on the message bar in CRM. – By email. These are alerts that go directly to the email account registered for the CRM administrator for your organization.  On –Premise – Package released 9/24/2013 – http://blog.dynamicscrm2013.com/2013/10/09/dynamics- crm-2013-rtm-is-available-for-download/ http://blog.dynamicscrm2013.com/2013/10/09/dynamics- crm-2013-rtm-is-available-for-download/

16. @CRMUG Navitus Planning  Bring up new environment that is the same as Production – Avoid using your dev system unless you can hold on all other development while you work on 2013 – Allows for you to “practice” the upgrade – Test all components that attach to CRM Reporting SharePoint Email Router Outlook Client Mobile

17. @CRMUG Custom Code  Validate your java script will work – http://www.microsoft.com/en- us/download/details.aspx?id=30151 http://www.microsoft.com/en- us/download/details.aspx?id=30151

18. @CRMUG New Features – Business Rules  Use Business Rules – Settings > Customization (need system admin/customizer role) Set field values Set field requirement levels Show or hide fields Enable or disable fields Validate data and show error messages

19. @CRMUG New Features  Determine what features you are going to activate – Auto Save – Process Menus – What form you will open in

20. @CRMUG New Features – Quick Create/View  Determine what you want to be available/required on the quick create forms  Determine what entities you want quick view forms on and what you want to see  Images – Certain system and all custom entities can now have an image displayed

21. @CRMUG New Features - AutoSave  Determine if you will turn off autosave – Do you have java script that runs at form save Renewal notification dates Disabled at the organization level not at the entity level – Saves every 30 seconds or when a user exits a form

22. @CRMUG Platforms  Unsupported – Windows XP – Microsoft Office 2003 for email routing and tracking – Microsoft Exchange Server 2007 WebDAV protocol for email routing and tracking  Supported – Exchange Server 2007 Exchange Web Services (EWS) will still be supported – Microsoft Exchange Server 2013 – Microsoft Outlook 2013 – Active Directory Federation Services (AD FS) 2.2 (ships with Windows Server 2012 R2)

23. @CRMUG Training  Gather key power users to determine what changes to make  Introduce changes to users ahead of time  Set a timeline for new changes – Avoid big bang release

24. @CRMUG Documentation  Download the 2013 Implementation guide – http://www.microsoft.com/en- us/download/details.aspx?id=40322 http://www.microsoft.com/en- us/download/details.aspx?id=40322 Administration Guide Customization Installing Operating and Maintenance Planning Reporting

25. @CRMUG

26. Roundtable Discussion  Timeline on upgrading to CRM 2013  What is holding you back?  What excites you the most?  Take 5 minutes to write down your upgrade goals with dates!

27. @CRMUG ROUNDTABLE DISCUSSIONS

28. @CRMUG Chapter Business  Set Meeting Date, Location & Presenters – Suggested 2014 Quarterly Meeting Date(s) – 1 st Quarter (March 14 th ) – 2 nd Quarter (June 13th) – 3 rd Quarter (Sept. 13th) – 4 th Quarter (Dec. 12th) – Location TBD- UW Fox Valley? 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)  Join your local Leadership Team to help plan future meetings! Convergence 2014, Atlanta, GA March 4-7, 2014 Convergence 2014, Atlanta, GA March 4-7, 2014

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

30. @CRMUG What’s Your Forte? CRMUG Encourages Your Participation! Who else can share Dynamics CRM perspective? Will you speak?Will you write?Will you lead? REVIEW the “CRMUG Volunteer Program” www.crmug.com/volunteer www.crmug.com/volunteer

31. @CRMUG Additional Questions/Comments Tony Stein Tony Stein, CRMUG Director Tony@CRMUG.com 877-324-8880 x1449 Onika Allen Onika Allen, CRMUG Program Coordinator Onika@CRMUG.com 877-324-8880 x1455 Bryan Erstad, Bryan Erstad, CRMUG Membership Manager Bryan@CRMUG.com 877-324-8880 x1451 www.crmug.com

32. @CRMUG Next Meeting? Date: March 14 th, 2013 Time: 8:30-12:00 Place: TBD Topics: Review of Convergence