1. Welcome and Welcome to the new Ozark Chapter headed by Greg Sutton! Microsoft Dynamics CRM User Group (CRMUG®) 4 th Quarter Regional Chapter Meeting

2. @CRMUG Typical Chapter Meeting 8:00 – 8:30Welcome 8:30 – 9:00Registration and Networking 9:00 – 9:45 Tribridge – What’s New in Dynamics CRM 2013 9:45 – 10:00Break 10:00 – 10:45 Microsoft – CRM 2013 Mobility, New Processes UI… 10:45 – 11:00Break 11:00 – 11:15 Chapter Business – Upcoming Events

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 3,300 company members (6,700+ 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. Upcoming Virtual Events WebinarDatePremium/Open 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

10. @CRMUG Summit 2013 Recap  Play the video here:

11. @CRMUG Summit 2013 Recap  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.  For all that attended, what were your TAKE 5?

12. @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!

13. @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

14. @CRMUG Chapter Business  Set Meeting Date, Location & Presenters – 2014 Quarterly Meeting Date(s) – Feb 6 th – Microsoft Office – May 29 th – Burns and McDonnell – Aug 28 th – Commerce Bank – Dec 4 th – 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

15. @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

16. @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

17. @CRMUG Tribridge – Cory Johnson

18. @CRMUG Member Showcase  Who We Are and What We Do  What Modules We Use  Version  Number of Users  How Long  What ISV's and How We Use Them  Favorite Module and Why  Tips & Tricks / Way to Improve Processes (what surprised you that you didn’t know)  Where Do They Go for Answers  Questions?

19. @CRMUG

20. ROUNDTABLE DISCUSSIONS

21. @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!

22. @CRMUG Next Meeting? Date: 2/6/2104 Time: 8am Place: Microsoft Office Topics:???

23. @CRMUG Sample Networking Ideas  The M&M Game  Common Traits  Airplane Name Game