1. @CRMUG MEETING WILL BEGIN SHORTLY

2. @CRMUG Microsoft Dynamics CRM User Group (CRMUG ® ) Chapter Meeting WELCOME! New York (Albany/Upstate) Tweet during Today’s Meeting: @CRMUG, #CRMUGAlbany, #CRMUG

3. @CRMUG AGENDA 8:30 – 9:00Registration and Networking 9:00 – 9:20Chapter Business & Introductions 9:20 – 10:00Member Showcase (Rene from Cristal) 10:00 – 10:15Break 10:15 – 11:00Roundtables 11:00 – 11:15Break 11:15 – 12:00Educational Workshop (ZapBI)

4. @CRMUG GET TO KNOW YOUR CRM PEERS Introductions ‒Name ‒Company (describe Company/Industry) ‒Your role in the company ‒What version are you on? ‒What do you hope to accomplish by attending the user group? ‒What trouble are you planning to get into at Summit if attending? Tweet the most interesting thing you hear or the person you are most excited to network with using @crmug, #crmug

5. Chapter Leader Nominations Now Open Does your chapter leader go above and beyond?Does your chapter leader go above and beyond? Do they provide top notch value at meetings?Do they provide top notch value at meetings? Are they someone to lift up amongst their peers?Are they someone to lift up amongst their peers? NOMINATE them for Chapter Leader of the Year ! Winners to be celebrated on stage at Summit 2015 in Reno, Nevada. Nominations end September 2. https://www.surveymonkey.com/s/leaderoftheyear2015

6. @CRMUG @GPU G 6 OCTOBER13-16 www.crmugsummit.com #INreno15 #CRMUGSummit INcomparable Learning INnovative Ideas INfinite Experience Reno/Lake Tahoe, Nevada

7. @CRMUG Join our Chapter Community today to receive updates and access to the content library with presentation materials.

8. @CRMUG CHAPTER LEADERSHIP BE A PART OF SOMETHING REALLY GREAT FACT: The most successful chapters have strong leadership teams. BENEFIT: Ignite Leadership Training available ONLY to chapter leaders. Develop your professional skills – public speaking, leadership, communication, organization, conflict resolution, and many more skills. IMPACT: Chapter Leaders have significant reach within the Dynamics CRM Community. Leaders are respected for their hard work and devotion to helping individuals and organizations attending meetings. Roles: Chair, Co-Chair, VP of Membership, VP of Communication, VP of Programming Take Action: Contact your chapter leader or email CRMUG Chapter Director, Onika Allen, onika@crmug.comonika@crmug.com

9. exploreengageelevate Connect, Learn, Share 23,000 of your Dynamics CRM peers are waiting for YOU to join the Community! Get Started Now Have Questions? Contact Bryan Erstad, CRMUG Membership Manager 877-324-8880 x1450 bryan@crmug.com Join CRMUG Enroll Online … www.crmug.com/join Being a member of CRMUG means… “learning from others to avoid mistakes and common pitfalls, relating and making connections with other users, and interacting with best minds in industry”

10. @CRMUG NEXT MEETING?  Date: December 8, 2015  Time: 5-8 pm?  Place: Brewery  Topics: TBD – Happy Hour Mixer

11. @CRMUG MEMBER SHOWCASE ” MEMBER SHOWCASE ”USE AND FUTURE NEEDS FOR CRM DYNAMICS FOR BUSINESS DEVELOPMENT IN A MANUFACTURING ORGANIZATION” Rene Cooper Metals Business Development Manager September 17,2015

12. @CRMUG MEMBER SHOWCASE  Who we are and what we do  What Modules We Use ‒Version, Number of Users, How Long ‒Favorite Module and Why ‒What ISV's and How We Use Them  Tips & Tricks ‒Way to Improve Processes ‒What surprised you that you didn’t know  Where do we go for answers  Questions?

13. @CRMUG ROUNDTABLE DISCUSSION Jay L. Murphy Sales Operations Analyst September 17, 2015

14. @CRMUG TOP COLLABORATE POSTS…ANY HOT BUTTON ISSUES? Salesforce or CRM? CRM Services Demo Workflows - Is there a class or training just on advanced use of workflows? Can I find out who deleted an option from a drop-down field? A few things please Click Dimensions or Core Motives ? CRM 2013 Outlook Client issue Connections: Can I modify the connections entity to add a few extra fields? how to create an Age field based on birthday? CRMUG 2015 Summit CRM 2013 on-premise upgrade to 2015 CRM 2013 Book probability option calculating a recent lead score using workflows Advanced Find N:N AND/OR Queries Automate reporting "Notes" Button disabled... CRM 2015 delays?

15. @CRMUG EDUCATION SESSION WITH ZAPBI Blair Fleming Senior Pre-Sales Consultant September 17, 2015

16. @CRMUG Q & A

17. @CRMUG FEEDBACK A survey will be sent within 24 hours of the meeting. If you tweet, let us know how it went @crmug, #crmug If you tweet, let us know how it went @crmug, #crmug