1. Welcome! Microsoft Dynamics CRM User Group (CRMUG®) 3 rd Quarter Regional Chapter Meeting

2. @CRMUG Typical Chapter Meeting 8:30 – 9:00Registration and Networking 9:00 – 9:20Chapter Business 9:20 – 10:00Member Showcase 10:00 – 10:15Break 10:15 – 11:00 Birds of a Feather Roundtables 11:00 – 11:15Break 11:15 – 12:00Educational Workshop

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 CRMPC: Upgrade Experiences Roundtable - the Good the Bad the Ugly Sep 6 Partners Only CRMUG SIG: Manufacturing – Features of a Great External Sales Channel Portal Sep 10 Premium CRMUG Academy – Dynamics CRM 2011 Management and Troubleshooting Sep 10 Open CRMUG SIG: Social CRM – The Magic Bullet for CRM Adoption Sep 12 Premium CRMUG SIG: Data Integrity - Data Quality and Orion: The Future of Customer Data Quality Sep 17 Premium CRMUG Partner Showcase: Wennsoft Sep 18 Open CRMUG SIG: User Adoption - Role of Training in Maximizing ROI from CRM Sep 19 Premium CRMUG Tampa Summit Preview Sep 18 Open CRMPC: Administrators: What’s Not in the Documentation that You Need to Know Sep 23 Partners Only CRMUG: CRM/GP SIG – BI Best Practices with Both Systems Sep 23 Open CRMUG User Group Information and Orientation Sep 24 Open CRMUG Partner Showcase: Scribe Software Sep 25 Open CRMUG SIG: Project Management – Kick Off: PMI & the Value of Project Management Credentials Sep 26 Premium CRMUG Partner Showcase: Ignify Oct 3 Open CRMUG Academy: Dashboards and Reporting for the Everyday User Oct 8 Open

10. @CRMUG #CRMUGsummit CRMUG Summit 2013 KnowledgeNetworkTeam CRMUG Summit features about 100 sessions, with learning and networking opportunities for Dynamics CRM users in every role and at every level of expertise. With hundreds of attendees, you’ll meet others in your role or industry who can help you overcome challenges and get more value from your Microsoft Dynamics CRM solution. Bring your teammates and you’ll leave with new ideas and solutions that you can immediately put to work for your team and organization. October 22-24, 2013 Tampa, FL Register Today!Catch a Sneak Peek http://crmugsummit.com http://crmugsummit.com Nice Discount for Premium Members Preview Webinar Occurring the third Wednesday of Each Month @ 2 PM EST.

11. @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!

12. @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

13. @CRMUG Chapter Business  Set Meeting Date, Location & Presenters – Suggested 2013 Quarterly Meeting Date(s) – 1 st Quarter (Feb/Mar) – 2 nd Quarter (Apr/May) – 3 rd Quarter (Aug/Sep) – 4 th Quarter (Nov/Dec) – Location Customer site? 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! Summit 2013, Tampa, FL October 21-25 Summit 2013, Tampa, FL October 21-25

14. @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

15. @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

16. @CRMUG COMPANY HERE

17. @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?

18. @CRMUG

19. ROUNDTABLE DISCUSSIONS

20. @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!

21. @CRMUG Next Meeting? Date: Time: Place: Topics:

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