1. explore engage elevate Microsoft Dynamics CRM User Group (CRMUG ® ) Chapter Meeting Welcome! Dakotas

2. exploreengageelevate Agenda 8:30 – 9:00Registration and Networking 9:00 – 9:10Chapter Business 9:10 – 9:45Roundtable Discussion 9:45 – 10:15Member Showcase: ND Dept of Commerce 10:15 – 10:30Break 10:30 – 11:30 Educational Time: CRM 2013 UI Tips & Tricks and CRM 2015 Demo 11:30 – 12:00Wrap Up and Discussion Time

3. www.CRMUG.com 3 Our New Website! One Site We’ve brought all the pieces of Collaborate together with the events and education you want to one site! Information Relationships Community Building Industry Experts Dynamics Peers WOW!

4. www.CRMUG.com Important Actions to Take 4 STEP 1 Create NEW Username & Password STEP 2 Update Your Profile WOW!

5. www.CRMUG.com Cool new features: 5 Filtering & Sorting Self-Service Options Your Time Zone WOW! Filter events by: Type Tag Other event criteria OR Search by keyword Creating own username and password Managing team members Join, Upgrade or Renew from Profile Update your time zone preference via your Profile to view virtual events in your preferred time zone (default is Eastern Time)

6. exploreengageelevate Upcoming Virtual Events EventDateAvailability Security Audit & Compliance Solutions for Dynamics CRM by Fastpath12-FebSubscribers + Members OneSource Excel Series: How to Be Trendy No Matter Your Age13-FebMember Only Event Women in Dynamics: 50 Tips in 50 Minutes16-FebMember Only Event Summit 2014 Encore: Practical CRM Data Migration using SQL Server SSIS17-FebMember Only Event Azure Under the Hood17-FebMember Only Event Xpertdoc: Muscle up Mail Merge Capabilities for Knockout Document Generation17-FebSubscribers + Members Summit 2014 Encore: Ask the Experts - Technical Tips from the CRM Tipsters18-FebMember Only Event Summit 2014 Encore: CRM Confession - 7 Pillars of Sales Transformation19-FebMember Only Event OneSource Excel Series: Be a Dashboard All Star19-FebMember Only Event Cobalt Membership Dynamics: The Next Generation in Membership Management Software19-FebSubscribers + Members Microsoft OneNote Wonders19-FebMember Only Event OneSource End User Series: Make it a Ritual - Your Daily Call to Action when Using Dynamics CRM24-FebMember Only Event Migrating to Dynamics Marketing24-FebMember Only Event Summit 2014 Encore: Approaches to Security Modelling in Dynamics CRM (part 1)25-FebMember Only Event Summit 2014 Encore: Dynamics CRM - Beginning Scripting25-FebMember Only Event Summit 2014 Encore: CRM Confession - The Worst CRM Mistates Ever26-FebMember Only Event Summit 2014 Encore: CRM Training Best Practices for User Adoption26-FebMember Only Event Join the BI Revolution with ZAP!27-FebSubscribers + Members Shorten Your Manufacturing Sales Cycle with Business Process Flows and Rules in Dynamics CRM 20152-MarMember Only Event OneSource Excel Series: Introduction to Pivot Tables3-MarMember Only Event The Power of Microsoft Dynamics CRM and SharePoint Together3-MarMember Only Event

7. exploreengageelevate CRMUG Academy | Member Benefit www.crmug.com/academy *Now members save 50% OFF

8. exploreengageelevate October 12-16, 2015 Reno-Tahoe 8 Don’t miss the largest CRM customer conference that has ever existed! www.crmugsummit.com/reno

9. exploreengageelevate Next Meeting? Date: May 13 Time: 8:30 am – 12:00 pm Place: Microsoft Topics: Excel Reporting & Power BI

10. explore engage elevate Roundtable Discussion

11. explore engage elevate Member Showcase Peggy Buress ND Dept of Commerce

12. exploreengageelevate Member Showcase North Dakota Department of Commerce Tourism Community Services – CDBG, HOME, Renaissance Zone, etc. Economic Development & Finance Workforce Development Commerce – ND Census Office, Innovate ND, Research ND, Experience ND We are charged with working with citizens and business in ND to improve quality of life and leading efforts to attract, retain and expand wealth in the state.

13. exploreengageelevate Member Showcase CRM 2011 70 users since January 2010 Favorite Module: ALL OF THEM! ISV’s: ND State ITD, Summit Group Software Where do we go for answers Summit Group Software CRMUG – Collaborate, Summit Convergence Networking

14. exploreengageelevate Member Showcase Tips & Tricks Workflows/Dialogs Custom scripting – use sparingly, if possible Questions?

15. explore engage elevate CRM 2013 UI Tips & Tricks and CRM 2015 Demo Corey Hanson Microsoft

16. explore engage elevate Wrap Up & Discussion

17. exploreengageelevate Next Meeting? Date: May 13 Time: 8:30 am – 12:00 pm Place: Microsoft Topics: Excel Reporting & Power BI

18. explore engage elevate Q & A