1. Welcome! CRMUG- Milwaukee 1 st Quarter 2014 Regional Chapter Meeting

2. @CRMUG Typical Chapter Meeting 8:30 – 9:00Registration and Networking 9:00 – 9:20Chapter Business 9:20 – 10:00 Richard: CRM & BP/ Workflows (2013 & 2011) 10:00 – 10:15Break 10:15 – 11:00 Birds of a Feather Roundtables 11:00 – 11:15Break 11:15 – 12:00Chapter 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 3,632 company members (9,600+ 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. 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 May 12 th !*) at the Marriott Quorom Dallas North Central Region: Minneapolis, Minneapolis (June 17-18-19*) @ the Marriott Airport Minneapolis *Dates are subject to change.

10. @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

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

12. @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

13. @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  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!

14. @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

15. @CRMUG Richard Knudson Microsoft MVP since 2011 VP, CRM Practice @ Magenium Solutions richard.knudson@magenium.com www.magenium.com/crmtrickbag

16. @CRMUG

17. ROUNDTABLE DISCUSSIONS

18. @CRMUG 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!

19. @CRMUG Chapter Business  Set Meeting Date, Location & Presenters – Suggested 2014 Quarterly Meeting Date(s) – 1 st Quarter (Feb/Mar) – 2 nd Quarter (May 9th) – 3 rd Quarter (Aug/Sep) – 4 th Quarter (Nov/Dec) – Location Customer site? Microsoft office? 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

20. @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

21. @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

22. @CRMUG Next Meeting? Date: May 9th Time: 8:30am Place: MS- Waukesha Topics: Marketing & Marketing Automation