1. Microsoft Dynamics CRM User Group (CRMUG ® ) Washington DC/Mid Atlantic Regional Chapter Meeting 2/15/2012 2/15/2012 Regional Chapters

2. Agenda  8:30 – 9:00 Registration and Networking  9:00 – 9:20 Welcome & Introductions  9:20 – 10:00 CRMUG Update Upcoming Schedule of Events Convergence /DayONE Membership  10:00 – 10:15 Break  10:15 – 11:00 Educational Workshop: Most underutilized features  11:00 – 11:45 Member Showcase (Dell Services)  11:45 – 12:00 Chapter Business & Wrap Up

3. Regional Chapters Getting to know you better Introduction Name Company, describe Company, Industry Your role in the company Version of Dynamics CRM How long on CRM?

4. Regional Chapters About CRMUG  Founded in 2007  Officially recognized by Microsoft  The largest, independent group for Users of Microsoft Dynamics CRM  1,300+ company members CRM Users VARs Microsoft ISVs

5. Regional Chapters What is this CRMUG Chapter All About? Collaborate Learn Network

6. Regional Chapters Networking Opportunities Lead to …

7. Regional Chapters YOUR Sharing YOUR knowledge Learning something new YOU Maximizing your understanding and use of the Dynamics CRM products YOU use everyday

8. CRMUG Upcoming Events

9. February Webinars WebinarDatePremium Members or Open Event DayONE and Convergence 2012 PreviewFeb 16Open Building Solutions that are Maintainable and Upgradeable Feb. 16Premium Members Maximizing Your Marketing EffortsFeb. 22Open Mobile CRM – Real World ExperienceFeb. 23Premium Members

10. March Webinars/Events WebinarDatePremium Event or Open Most Underutilized Features of Dynamics CRM 4.0 Mar 6Premium Members The Value of CRM for B2B Service Companies Mar 14Premium Members DayONE & Convergence 2012 PreviewMar 14Open PreGAME 2012 for Dynamics CRM Partners (Houston) Mar 17Onsite Event CRMUG DayONE 2012 (Houston)Mar 18Onsite Event User Group Information and OrientationMar 27Open Connections: Visualize Complex Relationships in CRM 2011. Mar 29Premium Members

11. CRMUG DayONE 2012 Join us for CRMUG DayONE 2012 Dynamics CRM-focused education & networking to kick off Convergence 2012 Houston Convention Center – Houston, TX Sunday, March 18 1:30-6:00pm

12. DayONE Agenda 1:30 - 3:00p CRMUG General Session 3:00-3:15pNetworking Break 3:15 - 4:30p MVP Chat for System Administrat ors Best Practices in Keeping Data Clean What’s Changed from V4.0 to 2011 from a Developers Perspective Top Things a Sales Person can do with Dynamics CRM Extending the value of CRM by using Marketing, Mobile and Customer Service Functionality 4:30-4:45pNetworking Break 4:45 – 6:00p Case Study on Reporting Options Top 10 Most Frequently Asked Questions MVP Chat for Developers Email Marketing Tools Microsoft Conduit

13. Regional Chapters CRMUG Summit 2012 Save the Date! Week of October 14, 2012 – Seattle, WA

14. Regional Chapters  Academy Distance Learning – Instructor-Led Training At Your Desk  Academy CBT – Thousands of Titles Anytime, Anywhere – PMP and Microsoft Certifications  Premium Members receive nearly 700 titles FREE  Academy Onsite – Classroom Training for Less http://Academy.crmug.com Premium Members receive discounts on all training

15. Regional Chapters Did you get your copy? Email janet@crmug.com janet@crmug.com

16. Regional Chapters CRMUG MEMBERSHIP

17. Regional Chapters CRMUG Membership  Must join CRMUG to continue to receive invitations – Basic Membership = Free – Premium Membership $400 for 1-9 CRM licenses $700 for 10-99 CRM licenses $1200 for 100+ CRM licenses  Go to http://www.crmug.com/join-crmughttp://www.crmug.com/join-crmug

18. Regional Chapters EDUCATIONAL WORKSHOP “The Most Underutilized Features of Dynamics CRM 4.0”

19. Regional Chapters MEMBER SHOWCASE Ashish Khanna, Dell Services

20. Regional Chapters Member Showcase: Dell Services Founded in 1984 Headquartered in Round Rock TX 40,000 Dell Services Employees/100,000 Total Dell Employees

21. Regional Chapters Member Showcase: Dell Services We design, develop, manufacture, market, sell, and support a wide range of products that in many cases are customized to individual customer requirements. Our product categories include mobility products, desktop PCs, software and peripherals, servers and networking, services, and storage. Mobility Notebooks Desktop PCs Software and Peripherals Software Printers Displays Servers and Networking Services Infrastructure Consulting Services Deployment Services Asset Recovery and Recycling Services Training Services Support Services Managed Services Storage

22. Regional Chapters Background` 3 core practices: Microsoft Dynamics CRM, Microsoft Dynamics CRM Online, Microsoft Dynamics GP 80+ Dynamics CRM implementations 60+ Dynamics GP implementations 200+ Dynamics customers Established Financial Services, Leisure & Entertainment, Manufacturing, Retail, and Education Industry Focus Unique LAR/GSI/OEM relationship with Microsoft 22 Confidential One Stop Shop: Unique OEM, LAR and GSI Relationship with Microsoft Software Licensing Solutioning Hardware / Storage End-user Computing Support Expertise Skilled solution architects Innovative tools Automated analysis Intellectual property Key vertical and industry solutions Dell + Microsoft Gold Certified for Microsoft Dynamics CRM Global Systems Integrator 2009 Dynamics Inner Circle 2010-2011 Partner Advisor Council 2010-2011 Dynamics Presidents Club 2011 Microsoft Dynamics CRM Online partner Proven Track Record Consistent in delivering solutions on time & on budget Successful in leveraging leading edge technologies to create solutions that maximize investments in Microsoft technology Member Showcase: Dell Services

23. Regional Chapters Member Showcase: Dell Services We use CRM to… Manage our support desk Manage our marketing campaigns Manage our utilization Manage accounts Manage sales pipeline

24. Regional Chapters Member Showcase: Dell Services Support Cases… Manages calls against Support contracts Workflows are used to create standard tasks used for Case Summaries and reporting. Email Templates are used for Open Case, Closed Case, and End of Day notices.

25. Regional Chapters Member Showcase: Dell Services marketing campaigns… Marketing campaigns are used to promote new releases or updates of Microsoft Dynamics CRM, GP, and SL.

26. Regional Chapters Member Showcase: Dell Services Utilization\Task Management… We use CRM to track tasks against projects… Dashboards are then used to visual utilization and to manage unassigned tasks…

27. Regional Chapters Member Showcase: Dell Services Account Management… Account information is stored in a combination of CRM and SharePoint using the out of box integration.

28. Regional Chapters Member Showcase: Dell Services Manage Sales Pipeline … We use CRM to manage opportunities. Dashboards are then used to visual sales pipeline.

29. Regional Chapters CHAPTER BUSINESS

30. Regional Chapters Chapter Business Convergence  Informal Chapter Meetings at Convergence – Breakfast/Lunch Meal Hall (table reservations suggested) Monday, March 19th May 2012  Next local meeting: May 2012 – Suggested Date & Location  Volunteers? Leadership Roles 1.Open Leadership Roles 2.Customer Showcase 2.Customer Showcase presenter (template provided by CRMUG) 3.Educational Workshop 3.Educational Workshop presenter (topics may be suggested by local group)

31. Regional Chapters Chapter Leadership Roles  Chairman (Andreas Kraemer, AARP) – Oversees Regional Chapter and organization of meetings  Vice Chairman for Membership (Kim Nacrelli, Jones Lang LaSalle) – Ensures member profile and attendance records are maintained and accurate  Vice Chairman for Communication (Anna Castella, AARP Services) – Communicates Chapter events and activity, and helps recruit new members  Vice Chairman for Programming (Patrick Carberry, BTG) – Develops meeting objectives and synthesizes Resource Kit into agenda

32. Regional Chapters 2012 Meeting Dates February 2012 March 2012 at Convergence (Houston, TX) May 2012 September 2012 October 2012 at Summit (Seattle, WA) December 2012

33. Regional Chapters Additional Questions Janet Lampert, CRMUG Director Janet.Lampert@CRMUG.com 877-324-8880 x1440 Mary Berens, Regional Chapter Coordinator Mary@CRMUG.com 877-324-8880 x1495

34. Regional Chapters Mid-Atlantic Chapter Survey Did you find value in today’s meeting? Would you recommend CRMUG to a friend? You may text the appropriate response code to 22333 or enter it at http://PollEv.com ResponseText or Enter This Code Yes  252504 No  252511 ResponseText or Enter This Code Yes  252512 No  252517 Please submit the response code for each question individually.