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

2. @CRMUG Meeting Agenda 1:00 – 1:30Registration/Networking 1:30 – 1:50Introductions 1:50 – 2:00Chapter Business 2:00 – 2:45ISV Solution: Experlogix 2:45 – 3:00Break 3:00 – 3:45Roundtable: Convergence ‘14 3:45 – 4:30Networking

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 3,632 company members (9,600+ 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 Upcoming Virtual Events Event Date Availability xRMUG Webinar: Data Modeling in CRM Mar 11 Open CRMUG Webinar: Ask the Experts – Outlook Best Practices for Dynamics CRM 2013 Mar 13 Open CRMUG Partner Showcase: Xpertdoc - Putting the sizzle in Dynamics CRM with better documents, faster Mar 13 Open xRMUG Roundtable: Ask the Experts Friday Mar 14 Premium CRMUG Webinar: 50 Tips in 50 Minutes Mar 20 Premium CRMUG Webinar – Dynamics CRM Apps and Add Ons Mar 21 Premium CRMUG Partner Showcase – Summit Group Software – CRM Vertex Mar 25 Open CRMUG Webinar: Ask the Experts – User Interface for Dynamics CRM 2013 Mar 25 Open CRMUG User Group Information and Orientation Mar 26 Open CRMUG Workshop: Regional Chapter Information and Orientation Mar 26 Open CRMUG SIG: User Adoption Panel Mar 27 Premium CRMUG Convergence 2014 Encore: Lessons Learned and Guidance in Upgrading Dynamics CRM Apr 2 Premium Support the Alliance - Microsoft Dynamics Academic Alliance Overview Apr 2 Premium CRMUG SIG: Mobile CRM - Using the Mobile Application in CRM 2013: Functional Use Series Apr 8 Premium CRMUG Collaborate – Orientation and Leveraging the New U.I. and Content Library Apr 8 Open CRMUG Partner Showcase: Trillium Software Apr 9 Open CRMUG Webinar: Ask the Experts - Roles, Security, and Audits for Dynamics CRM 2013 Apr 10 Open

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  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!

10. @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

11. @CRMUG Chapter Business  Set Meeting Date, Location & Presenters – Suggested 2014 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! CRMUG Summit 2014, Saint Louis, MO October 14-17, 2014 CRMUG Summit 2014, Saint Louis, MO October 14-17, 2014

12. @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

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 COMPANY HERE

15. @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?

16. Educational Session Experlogix

17. Roundtable Discussion

18. @CRMUG ROUNDTABLE DISCUSSIONS

19. @CRMUG Roundtable Discussion  Lots of new enhancements coming for Dynamics CRM  What did you learn at Convergence?  What excites you about the announced updates?

20. @CRMUG Next Meeting? Date: June 2014 Time: TBD Place: TBD Topics: TBD

21. Networking