1. Welcome! Microsoft Dynamics CRM User Group (CRMUG®) 4 th Quarter Dallas Regional Chapter Meeting

2. @CRMUG Agenda 6:00 – 6:15Welcome and Introductions 6:15 – 6:30 News and Events, Chapter Business 6:30 – 7:15Demo of Dynamics CRM 2013 7:15 – 7:30Break 7:30 – 9:00Questions and Answers

3. @CRMUG Getting to know you better Introductions Name Company (describe Company/Industry) Your role in the company

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 3,300 company members (6,700+ individual members)

5. @CRMUG A brand new online community that is your one-stop-shop for all things CRMUG. community.crmug.com

6. @CRMUG

7. Upcoming Virtual Events WebinarDatePremium/Open CRMUG Academy: Installing CRM from Start to Finish 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: CRM Gamified 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 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

8. @CRMUG Summit 2013 Recap  Keynote by Tony Dungy  Video Review Video Review  We look forward to seeing you all in St. Louis, MO the week of October 13 th, 2014!  Watch for super discounted early bird pricing for PREMIUM CRMUG members.

9. @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  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!

10. @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

11. @CRMUG Chapter Business  Set Meeting Date, Location & Presenters – Suggested 2014 Monthly Meeting Date(s) Second Wednesday of the month 12:00 pm to 1:30 pm – Location 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

12. @CRMUG Would you like to serve on your chapter’s Leadership Committee? Ask your Chapter Chairperson for more information or contact Tmorrisy@Hotmail.com Onika@crmug.com Tmorrisy@Hotmail.com Onika@crmug.com

13. @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

14. @CRMUG Kurt Rodegast Microsoft Dynamics CRM Technical Specialist

15. @CRMUG