1. CRMUG SIG: Ask the Experts – Making the Most of Dynamics CRM 2013 Panel of CRM Experts (Host: Tony Stein – CRMUG)

2. @CRMUG Housekeeping This call is being recorded and will be posted on www.CRMUG.com/events soon. Recording and materials are available to all Premium Members.www.CRMUG.com/events During the webinar, you are on mute. When unmuted by organizer, you can keep yourself muted by pressing the button. To ask a question, please use the Questions box as a means to communicate with the Presenter.

3. @CRMUG CRMUG Activities Online Activities WebinarsPeer Networking Academy Events The CRMUG Mission: CRMUG’s mission is to maximize value to individuals and companies using Microsoft Dynamics CRM. WHY CRMUG? Most organizations use a small % of functionality User adoption is an ongoing, critical process Someone, somewhere, somehow has likely answered your question

4. @CRMUG CRMUG News… CRMUG Membership continues rapid growth!  8,700+ individual members, 3,500+ unique organizations  91% Customers, 9% Partners Collaborate becoming the “social standard” for CRMUG members.  http://community.crmug.com (Everyone has Access!) http://community.crmug.com Over 2,100+ CRM users registered for 120 Regional Chapter meetings being held in 2013.  http://www.crmug.com/member- resources/regional-chapters/ http://www.crmug.com/member- resources/regional-chapters/  Near 60 local CRMUG “User Groups” worldwide! Summit 2014 – Week of October 13 th 2014 – St. Louis, MO  http://crmugsummit.com/Summit2014 http://crmugsummit.com/Summit2014

5. @CRMUG Upcoming Virtual Events WebinarDatePremium/Open CRMUG Academy: Installing CRM from Start to Finish Nov 19 Open CRMUG SIG: Ask the Experts – Making the Most of Dynamics CRM 2013 Nov 19 Open CRMUG User Group Information and Orientation Nov 21 Open CRMPC: Tips, Tricks, and Shortcuts in Solving Customer Issues for Dynamics CRM Nov 26 Partners Only CRMUG Partner Showcase: CRMGamified Dec 3 Open CRMUG SIG: Marketing - Out of the Box Marketing Functionality for Dynamics CRM Dec 4 Premium CRMUG SIG: Social CRM - Microsoft Dynamics CRM and Yammer: Better Together Dec 10 Premium CRMUG Summit 2013 Encore: Translating Current Business Processes into Highly Valuable Workflows Dec 11 Premium CRMUG Partner Showcase: Assistance Software Dec 12 Open CRMUG Academy: Building CRM Workflows in the Real World Dec 12 Open CRMUG Webinar: xRM for Member and Event Management – Dynamic Communities Dec 17 Premium CRMUG User Group Information and Orientation Dec 19 Open CRMUG SIG: Public Sector – Adapting Dynamics CRM for Higher Education Jan 9 Open CRMUG SIG: CRM Online – New Pricing & Support Options Jan 14 Open CRMUG Summit 2013 Encore: 30 Security Tips & Tricks in 60 Minutes Jan 16 Premium CRMUG Summit 2013 Encore: Extending CRM: Leveraging Workflows for Developers Jan 28 Premium

6. @CRMUG CRMUG Membership? Basic MemberPremium Member CRM end users only FREE Small Business 1-9 CRM Licenses $400 USD/year/per Organization Mid-Market 10-99 CRM Licenses $700 USD/year/per Organization Enterprise 100+ CRM Licenses $1,200 USD/year/per Organization 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!

7. @CRMUG Agenda Ask the Experts Description Objective Introductions

8. @CRMUG Ask the Experts: Description With less of a focus on presentation, Ask the Experts (Roundtables)are meant to provide perspective given from a Panel of Experts, yet provide you the attendee opportune time to ask Q&A.

9. @CRMUG Session Objectives To ask community CRM experts questions on your Dynamics CRM curiosity To Discuss Dynamics CRM 2013 Best Practices in adapting this version to your Organization. Note: This session will be best suited for “Administrators” of Dynamics CRM

10. @CRMUG Introducing your Panel of Experts! Alex Fagundes – CRM MVP – CIO/CTO PowerObjects Sarah Champ – Premiere Field Engineer – Microsoft Laura Robinson – Technology Specialist (U.S. Lead) – Microsoft

11. @CRMUG Why CRM 2013?  CRM on the Go  Process Excellence & Agility  Enterprise Collaboration  Social Insights  Platform Enhancements  User Experience

12. @CRMUG Resources  CRMCustomerCenter.com CRMCustomerCenter.com  Ready to Update? Ready to Update? – See what’s new – Prepare – CRM Online, CRM On-Premises – Pricing & Licensing – Managing Customizations – Communications

13. @CRMUG More Resources  https://community.dynamics.com/crm/b/dy namicscrmsupportblog/archive/2013/10/15/ microsoft-dynamics-crm-online-fall-2013- important-information-for-administrators.aspx https://community.dynamics.com/crm/b/dy namicscrmsupportblog/archive/2013/10/15/ microsoft-dynamics-crm-online-fall-2013- important-information-for-administrators.aspx  http://blogs.msdn.com/b/crminthefield/ http://blogs.msdn.com/b/crminthefield/ – PFE Blog spot

14. @CRMUG Thank You For Attending!