2. @CRMUG Agenda – 6/4/13  8:30 – 9:00 Registration and Networking Breakfast  9:00 – 9:15 Welcome & Introductions  9:15 – 9:30CRMUG News & Upcoming Events  9:30 – 10:30 Presentation – Do More With Less: The Best Free CRM Tools and Add-Ins - Jacob Cynamon-Murphy (Sonoma Partners)  10:30 – 11:00 Member Discussion/Q&A

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 Founded in 2007 Officially recognized by Microsoft The largest, independent group for Users of Microsoft Dynamics CRM (6,500+ individuals) 2,700+ unique companies 91% User Members/ 9% Partner Members CRM Users VARs Microsoft ISVs

5. @CRMUG What Regional Chapters Do Share Learn Connect

6. CRMUG Collaborate NEW Private Online Community for CRMUG Members http://Community.crmug.com Join NOW and see what everyone is talking about!

7. @CRMUG

8. Start Collaborating Today! 1. Sign in and update your Profile & Privacy settings. 2. Join your Regional Chapter & SIG communities. 3. Start a conversation. Post a question or discussion in your “Local” community or in the “All Members” community. 4. Start Networking! Use the Directory to find and connect with other members. http://community.CRMUG.com Use your CRMUG.com Windows Live ID

9. CRMUG Upcoming Events

10. @CRMUG June Webinars WebinarDatePremium /Open CRMPC CRMPC (CRM Partner Connections): Leveraging CRMUG to Enhance Your Existing Customer Base Jun 5Premium Convergence 2013 Encore: Dynamics CRM Data Integrity – Good and Bad Jun 6Premium SIG: Administration - MVP Chat Jun 12Open SIG: Public Sector - CRM and Data Systems Integration for Government Entities Jun 18Premium CRM Academy: CRM Administration for New Users Jun 19Open Tampa Summit Preview Jun 19Open Convergence 2013 Encore: Extending CRM Beyond Sales Force Automation – xRM Gone Wild Jun 20Premium CRMPC CRMPC (CRM Partner Connections) Webinar: So You Want to Be a CRM Superstar? Jun 24Partners Only Partner Event - CRMUG Partner Benefits and What it Means to You! Jun 25Partners Only User Group Information and Orientation Jun 27Open

11. @CRMUG See you there! Week of October 21, 2013 http://crmugsummit.com/summit2013/

12. @CRMUG CRMUG Memberships  Join NOW to continue attending chapter meetings & receive future communications! – Preview – Preview Membership (60 Days) – Premium – Premium Membership (per organization) Small Business Small Business, $400/yr for 1-9 MS CRM licenses Mid Market Mid Market, $700/yr for 10-99 MS CRM licenses Enterprise Enterprise, $1,200/yr for 100+ MS CRM licenses Go to http://www.crmug.com/join-crmug for a complete list of membership benefitshttp://www.crmug.com/join-crmug Free

13. @CRMUG Primary Contact Also Available Online Is your company’s Primary Contact receiving & sharing their copy? Also Available Online http://www.crmug.com/member- resources/magazine/

14. @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 www.crmug.com

15. @CRMUG ROUNDTABLE DISCUSSIONS

16. Do More With Less The Best Free Tools and Add-Ons for Dynamics CRM Jacob Cynamon-Murphy Technical Specialist Sonoma Partners jcynamon@sonomapartners.com Twitter: @jcynamon

17. @CRMUG

18. Do More With Less Administration Site Map Ribbon Dynamic Forms Troubleshooting Application Search Editable Grid Workflow Portals Mobile Mobile Express Mobile CRM EZ Opp

19. @CRMUG Administration  SiteMap Editor  Ribbon Workbench  Dynamic Forms Editor  Diagnostics Tool / Trace Log Viewer

20. @CRMUG SiteMap Editor (Microsoft)

21. @CRMUG Ribbon Workbench (Develop1)

22. @CRMUG Dynamic Forms (Sonoma Partners)

23. @CRMUG Diagnostics Tool / Trace Log Viewer

24. @CRMUG Application  Universal Search  Editable Grid  CRM Manipulation Library  Customer/Partner Portals

25. @CRMUG Universal Search (Sonoma Partners)

26. @CRMUG Editable Grid (Sonoma Partners)

27. @CRMUG CRM Manipulation Library (Codeplex)

28. @CRMUG Customer/Partner Portals (Microsoft)

29. @CRMUG Mobile  Mobile Express  Resco Mobile CRM  EZ Opp for Dynamics CRM

30. @CRMUG Mobile Express (Microsoft)

35. @CRMUG Resco Mobile CRM

42. @CRMUG EZ Opp for CRM (Sonoma Partners)

43. @CRMUG

47. Learn More Sonoma Partners Blog: Do More With Less Links to all of the resources presented today http://bit.ly/WOSlna Feel free to email: jcynamon@sonomapartners.com