2. @CRMUG About CRMUG Founded in 2007 Officially recognized by Microsoft The largest, independent group for Users of Microsoft Dynamics CRM 2,600+ company members CRM Users VARs Microsoft ISVs

3. @CRMUG What Regional Chapters Do Share Learn Connect

4. @CRMUG Why are we Here? Why CRMUG? Most organizations use a small % of functionality User adoption is an ongoing, critical process Someone, somewhere, somehow has likely answered your question The CRMUG Mission: CRMUG’s mission is to maximize value to individuals and companies using Microsoft Dynamics CRM. Our vision is to engage every individual and company using CRM in value-added networking, knowledge sharing, and to be the single most important conduit for Microsoft to seek guidance on future development of Dynamics CRM.

5. @CRMUG Role Business Users – Sales, Mktg, Svc CRM Admins & IT Support Technical / Developer Industry Financial Services Professional Services Public Sector Other BI & Reporting CRM Online Social CRM What do we Do? 5 Ways CRMUG Delivers: Webinars (SIGs) CRMUG Special Interest Groups CRMUG Regional Chapters CRMUG Academy Big Events – Summit, Convergence, Rome CRMUG Magazine

6. @CRMUG CRMUG Summit Facts…  91 sessions were held  Registrations reached 353 (40% growth)  Over 120 attendees spent time in Microsoft Conduit Sessions  Speakers Led the Charge with “Value” – 9 CRM MVP’s spoke at CRMUG Summit 2012 – Subject Matter Experts (SME’s) from Customer and Partner Org’s presented!

7. @CRMUG Some Summit Pics

8. Join Us! Rome | 31 January – 1 February

9. @CRMUG What is The CRMUG Event? Education Participate in focused breakout sessions in 3 learning tracks Business Users, CRM Administrators/IT, Developer/Technical Networking Structured networking activities allow you to mingle with other Dynamics CRM users like you Sales, marketing & service users; CRM administrators; IT professionals; developers and technical roles Development CRMUG is a global community – be a part of developing the CRMUG Branch in your country!

10. @CRMUG The CRMUG Event Rome 2013 Agenda Thursday, 31 January 13:3015:00 Opening General Session 15:0015:45 Networking Break 15:4517:00 Workshop Sessions CRM Adoption: Confessions of a Dynamics CRM Addict Deep Dive into Building and Maintaining Dynamics CRM 2011 Dashboards Building Custom Workflows 17:0019:00 Networking Reception Friday, 1 February 9:0011:00 Deep Dive Educational Sessions Sales Pipeline Management & CRM Analytics for the Rest of Us! Troubleshooting & Improving Outlook with Your Dynamics CRM Instance (Online and On-premise) Team Development in Dynamics CRM 11:0011:15 Networking Break 11:1511:45 Partner Showcase Sessions 11:4513:00 Networking Lunch 13:0014:00 Conduit Sessions 14:1515:15 Roundtable Sessions Sales, Marketing & General Tips and Tricks for Using Dynamics CRM (Online and On-premise) MVP Chat - Ask the ExpertsAgile CRM: Applying the Scrum Methodology for Deployment 15:1515:30 Networking Break 15:3016:30 Closing General Session

11. @CRMUG Register Today! DatePrice On or before 15 December€199 After 15 December€249 http://Rome2013.CRMUG.com Sign Up Today!

12. CRMUG Upcoming Events

13. @CRMUG November Webinars WebinarDatePremium /Open CRMUG Collaborate - Orientation and Best Practice Discussion (Nov 2012) Nov 7Open CRMUG Webinar: Moving Data Between CRM 2011 instances with Connector for Microsoft Dynamics Nov 8Premium Only CRMUG Partner Showcase: Xactly Corporation (Show Me The Money to get CRM Adoption) Nov 15Open CRMUG Summit 2012 Encore - Automating Business Processes in CRM 101 Nov 20Premium Only CRMUG Partner Showcase: Experlogix (Nov 2012) Nov 27Open CRMUG User Group Information and Orientation (Nov 2012) Nov 28Open CRMUG Summit 2012 Encore - Windows 8 CRM Application Design and Development Nov 29Premium Only

14. @CRMUG December Webinars WebinarDatePremium /Open CRMUG Collaborate - Orientation and Best Practice Discussion (Dec 2012) Dec 5Open CRMUG Partner Showcase: AssureSign LLC (Dec 2012) Dec 5Open CRMUG SIG: CRM Online (User Adoption Best Practices) Dec 6Open CRMUG SIG: Public Sector - Education (Dec 2012) Dec 6Open CRMUG Summit 2012 Encore - Everything you wanted to know about ADFS Dec 11Premium Only CRMUG Partner Showcase: InsideView (Dec 2012) Dec 12Open CRMUG SIG: Public Sector - Government (Dec 2012) Dec 13Open CRMUG Summit 2012 Encore - Upgrading Complex Systems to CRM 2011 Dec 18Premium Only CRMUG User Group Information and Orientation (Dec 2012) Dec 18Open

15. @CRMUG January Webinars WebinarDatePremium /Open CRMUG Summit 2012 Encore - Making CRM Dashboards Relevant for Anyone Jan 9 Premium Only CRMUG Summit 2012 Encore – 50 Tips in 50 Minutes (Jan 2013) Jan 10 Premium Only CRMUG Summit 2012 Encore - Road Warrior: Using CRM on the Road Jan 22 Open CRMUG SIG: CRM Admin & IT Support (Using Connections in CRM 2011) Jan 2013 Jan 23 Open CRMUG User Group Information and Orientation (Jan 2013) Jan 29 Open CRMUG Summit 2012 Encore - Taming the Beast of CRM Security Jan 29 Premium Only

16. @CRMUG  Academy Distance Learning (E-Learning) – Instructor-Led Training At Your Desk  Academy CBT(computer-based training) – Thousands of Titles Anytime, Anywhere – PMP and Microsoft Certifications CRMUG Premium Members receive nearly 700 titles FREE  Academy Onsite Courses (Summit/Convergence) For more information visit http://crmugAcademy.com http://crmugAcademy.com CRMUG Premium Members receive discounts on all training

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

18. @CRMUG Start Collaborating Today! 1. Sign in and update your Profile & Privacy settings. 2. Join your Regional Chapter community. 3. Start a conversation. Post a discussion 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

19. @CRMUG QUICK STATS CRMUG Chapter Meeting in Reading, U.K.

20. @CRMUG Education “Acceleration”

21. @CRMUG Growth “Acceleration” Quick Facts:  Approaching 2,700 unique Org’s – ~6,500 unique contacts  91% are user or customer members of CRM  Still Scratchin’ the Surface!

22. @CRMUG Collaborate Stats in 5 Weeks  Over 300 Discussions happening  People are spending nearly 3X amount of time on Collaborate than on CRMUG public website

23. @CRMUG 2 Reasons to Join & Why I Flew to the United Kingdom!  The Community is “booming” and is becoming more global and virtual everyday!  Attending the Rome event will give you a 6- month “ Free ” Premium membership to CRMUG – Membership – email Tonya@crmug.comTonya@crmug.com

24. @CRMUG CRMUG Memberships  Join NOW! – Preview Membership (60 days) – 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

25. @CRMUG Your user group is powered by volunteers. Everyone benefits when everyone’s involved!

26. @CRMUG What’s Your Forte?  Speaking – CRMUG Summit & Rome 2013 – Microsoft Convergence – Webinars – Regional Chapter & Global Branch Meetings – CRMUG Collaborate

27. @CRMUG What’s Your Forte?  Writing – CRMUG Magazine – Newsletter Tips – White Papers – CRMUG Collaborate

28. @CRMUG What’s Your Forte?  Leadership – Regional Chapters & Global Branches – Special Interest Groups (SIGs) – Birds of a Feather – Board of Directors – Programming Committee – CRMUG Collaborate

29. @CRMUG Additional Questions/Comments Tony Stein Tony Stein, CRMUG Director Tony@CRMUG.com 877-324-8880 x1449 Mary Berens Mary Berens, CRMUG Program Coordinator Mary@CRMUG.com 877-324-8880 x1495 JOINING CRMUG – Tony Anderson, BDM Tonya@CRMUG.com Tonya@CRMUG.com