1. Microsoft Dynamics CRM User Group (CRMUG®) “Milwaukee” Chapter Meeting
Welcome!
Microsoft Dynamics CRM User Group (CRMUG®)
2nd Quarter 2013
“Milwaukee” Chapter Meeting

2. Proposed Agenda 8:30 – 9:00 Registration and Networking Breakfast
9:00 – 9:30 Welcome & Introductions
9:30 – 10: CRM & SharePoint – Concurrency
10:30 – 11:15 Roundtable Discussions
11:15 – 11:30 Break
11:30 – 12:00 CRMUG News & Upcoming Events
12:00 – 12:30 Chapter Business & Lunch

3. 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?
Have everyone introduce themselves. Take the time to find out a little bit about the demographics of your attendees. Make sure that everyone has marked the “Attendance Register” provided by CRMUG with a checkmark indicating their presence at the meeting.
CRMUG already has their address, etc; so the only action item for those listed on the Attendance Register is to check that they actually attended the meeting.
For those attendees who are NOT listed on the Attendance Register, they will need to provide a business card and/or fill out their information so that CRMUG may follow up with them directly to make sure that they are added to the registration (if already members of CRMUG) OR we will follow up with instructions on how to become members of CRMUG.

4. About CRMUG Founded in 2007 Officially recognized by Microsoft
CRM Users
VARs
Microsoft
ISVs
Founded in 2007
Officially recognized by Microsoft
The largest, independent group for Users of Microsoft Dynamics CRM (6,500+ individuals)
2,700+ unique companies
91% User Members/ % Partner Members
Very general introduction of WHO we are …. Basically a three-legged stool with the Users, Partners and Microsoft (CRMUG is the platform that allows all parties to share knowledge and gain real tools to increase their productivity)

5. What Regional Chapters Do
Share
Learn
Connect
· Connect with other Dynamics CRM Users and experts in your industry, role or region · Learn from the experiences of Users who share similar goals and challenges · Share your own experiences and expertise with the CRMUG community

6. Join NOW and see what everyone is talking about!
CRMUG Collaborate
NEW Private Online Community for CRMUG Members

7. It accomplishes what we’ve tried to accomplish with this page………
It accomplishes what we’ve tried to accomplish with this page……….brings all these types of networking tools to a single location!
Another thing – since we ‘own’ it, it allows us to keep a pulse on our members’ activity – what are they discussing, what’s important, etc. – so we can continue to improve programming and provide benefits/programs that are relevant to what our members want

8. Start Collaborating Today!
Sign in and update your Profile & Privacy settings.
Join your Regional Chapter & SIG communities.
Start a conversation. Post a question or discussion in your “Local” community or in the “All Members” community.
Start Networking! Use the Directory to find and connect with other members.
Use your CRMUG.com Windows Live ID
So finally, here is your at-office takeaways – you can do this right now if you have your computer.
1st thing we want you to do is sign in using your WLID, all your information will pull from CRMUG so make sure your address, contact information and product information is current
Then, 2nd sign up for your local chapter community.
Once your meeting is completed, you can post notes and documents to the site for the whole chapter to see.
And finally start networking with each other…search for other members like yourselves or unlike yourselves if you want some diversity and start engaging.
I know that was a little fast and a little long. What questions can we help with, is there any area you are excited about?
Well thank you all for the great questions, we are extremely excited to be able to launch this to you.
And….we are still perfecting the site, so we ask you as ‘early adopters to use the Contact Us button if something seems off, or a link is broken or if you cannot log in.

9. Proposed Agenda 8:30 – 9:00 Registration and Networking Breakfast
9:00 – 9:30 Welcome & Introductions
9:30 – 10: CRM & SharePoint – Concurrency
10:30 – 11:15 Roundtable Discussions
11:15 – 11:30 Break
11:30 – 12:00 CRMUG News & Upcoming Events
12:00 – 12:30 Chapter Business & Lunch

10. Dynamics CRM & SharePoint (2010 / 2013)

11. John Adali Sr. Applications Developer/SharePoint Architect
MCTS, MCPD
Concurrency, Inc.
Paul Cielinski CRM Practice Lead
MCP, Dynamics CRM 2011 Technology Specialist
Concurrency, Inc.
Founder and Programming Chair – CRMUG- Milwaukee

12. Concurrency
Concurrency is one of the few Microsoft Partners that can architect and integrate across all five Microsoft enterprise software platforms:
Lync, Exchange, System Center, SharePoint & Dynamics CRM (on-premise & in the cloud).

13. Concurrency and CRM Company Awards Competencies Employee Accolades
2012 Microsoft Content Management Global Partner of the Year
2012 Microsoft Central Region Partner of the Year
2012 Microsoft Midwest Partner of the Year
2012 Microsoft Central Region Partnering to Succeed Award
2011 Microsoft Midwest Partner of the Year
2010 Microsoft Central Region Marketing Excellence Award
Competencies
Gold Communications
Gold Content Management
Gold Mgmt + Virtualization
Gold Portals & Collaboration
Silver CRM
Silver Desktop
Silver Digital Marketing
Silver Identity and Security
Silver Messaging
Silver Search
Silver Server Platform
Employee Accolades
(3) Microsoft MVP’s
(2) Microsoft Certified Masters
(8) Microsoft VTSP’s

14. Agenda Overview Document Management Options
Analytics/Business Intelligence
Application Development with CRM and SharePoint
Additional Resources

15. Connected collaboration
12/29/2017 5:37 AM
Connected collaboration
Collaboration methods
Real-time collaboration
(voice, video, chat)
Microsoft Dynamics CRM
Document management
Social
© 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

16. Document Management Options
Convergence 2011
12/29/2017
Document Management Options
Documents in Microsoft Dynamics CRM 2011
Stored in the CRM database
Linked to a specific record
No search capabilities
No version control
Limited collaboration options around the document
Contextual SharePoint document libraries
Documents are stored in SharePoint—location of library stored in CRM
Searchable through SharePoint
Full version control available, co-authoring, alerts, etc.
SharePoint offers document-centric workflows for collaboration
Document collaboration in Microsoft Yammer
© 2011 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

17. Document Management Best Practices
Convergence 2011
12/29/2017
Document Management Best Practices
Use CRM documents when:
Limited number of smaller contextual documents required
No broad search requirement across documents
Deep document collaboration not required
Looking to use out-of-the-box features (e.g., sales literature)
Use contextual SharePoint document libraries when:
Larger number of documents required—SharePoint is built for larger document management scale
Broad document searches are required
Version control is required
Complex document-centric collaboration is required
© 2011 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

18. Demo - Day in the Life
Sales – Account & Opportunity

19. Document Storage in SharePoint

20. IFrame into SharePoint Site
Microsoft Office
12/29/2017
Out of Box Document Integration
IFrame into SharePoint Site
Works with Online & Updated for On- Premises (SharePoint & CRM) Browsers (Firefox, Chrome, etc.) Works with SharePoint 2013 (online & on-prem)
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

21. Document Library Structure
Microsoft Office
12/29/2017
Document Library Structure
Manually Change Locations if need be
Open in SharePoint button
Document Library per CRM Entity Separate Folder for each CRM Record
Documents reside in SharePoint
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

22. Microsoft Office
12/29/2017
List Component
Provides grid view of documents Automatically creates folder for documents Works with SharePoint 2013 (online & on- prem)
Native SharePoint Actions (Check-in, Checkout, …)
Native CRM View of Documents
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

23. Microsoft Office
12/29/2017
List Component
Native SharePoint Actions (Check-in, Checkout, …)
Accessed via Documents link One-time prompt for folder creation Additional actions are possible (if enabled)
Native CRM View of Documents
Documents link in site map
Grid view shows documents (or folders) created for that entity record
Additional actions are possible (if enabled in SharePoint)
Checkin/Checkout
Version Control
Approve/Reject documents
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

24. Installing List Component
Microsoft Office
12/29/2017
Installing
List Component
Site collection-level solution Must be a site collection admin to install
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

25. Configuring List Component

26. Document Management Settings
Microsoft Office
12/29/2017
Document
Management
Settings
Enables entity to support document management via SharePoint Document libraries are created with entity name Folders automatically created
Provide a valid Sharepoint URL
Document libraries are created with the entity name
Folders will be automatically created (with record name) in doc library when user creates an entity record
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

27. Microsoft Office
12/29/2017
SharePoint
Sites
Defines site collections where documents will be stored Multiple site collections are possible
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

28. SharePoint Document Locations
Microsoft Office
12/29/2017
SharePoint
Document Locations
List of locations for entity records Displays relation information (entity record, URL, etc.)
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

29. Install List Component
Microsoft Office
12/29/2017
Install List Component
Provides URL link to download List Component Downloads for SharePoint 2010, 2013 Must be installed in SharePoint
Site collection-level solution (sandboxed solution in Solutions gallery)
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

30. Demo – List Component
Run through configuration steps for CRM List Component

31. Analytics/Business Intelligence

32. Business intelligence in CRM
Microsoft Dynamics
12/29/2017
Business intelligence in CRM
Self-Service Dashboards
Guided Report Wizards
Data Drill Through
Advanced Analysis
© 2011 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

33. Power View with Excel 2013 Advantages: Uses CRM Outlook Add- in
Microsoft Office
12/29/2017
Power View with Excel 2013
Advantages:
Uses CRM Outlook Add- in
Works with CRM Online
SharePoint Online publishing
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

34. What’s coming? view individual social posts & respond
Microsoft Office
12/29/2017
What’s coming?
Advantages:
view individual social posts & respond
social keyword trending (even within the UI)
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

35. Netbreeze: CRM Native Social data sentiment analysis:
Social Listening across multiple channels
Buzz, Volume, Trends, Tag Clouds, Visualizations
Powerful Widgets for inline context
Native Language Sentiment Analysis
Freemium Model
Simple to set up and manage

36. Application Development with CRM and SharePoint

37. Business Reasons – CRM & SP App. Dev.
Do you own SharePoint?
Adoption?
Business processes aligned?
Sales Management: Opportunity stages – external forces
Marketing: Collateral App. – pulls in regular 3rd party updates
Case Management: Intranet
Knowledge Base first? (SharePoint KB)
Surfaced/ suggested SharePoint Knowledge Base Articles in CRM
CRM Cases created with SharePoint Portal forms (intranet users)

38. CRM Data and SharePoint
Displayed in SharePoint (pull scenario)
Updates sent to CRM from SharePoint (push scenario)
Options
Business Connectivity Services (BCS)
WCF Web Service Endpoints
WCF REST endpoint, using OData protocol for accessing CRM data

39. Business Connectivity Services (BCS)
Connects SharePoint-based solutions to sources of external data
Query CRM data
SQL connector
WCF connector
Leverage SharePoint features
Search
Reporting/Business Intelligence
SQL connector would use filtered views (on-premise only)

40. Business Connectivity Services (BCS)

41. Business Connectivity Services (BCS)
Benefits of using BCS
Reusability (via External Content Types)
Encapsulate complexities of CRM data
Searching CRM data possible
Limitations of using BCS
SQL Connector
Read only
On-premise only supported
WCF Connector
Custom Development required
SQL Connector
No code required
Best performance
WCF Connector
CRUD supported
On-premise and Online both supported
.NET 4.0 (CRM) and .NET 3.5 (SharePoint 2010) issue

42. WCF Web Service Endpoints
Provides access to CRM entity data
WCF Fundamentals
.NET class library that bridges the service-oriented world with the object-oriented world
Consolidates and abstracts various computing technologies (ASMX, RPC, MSMQ, etc.)
WCF Benefits
Abstracts the underlying transport technology
Supports standard communication standards
Improves interoperability
Completely extendable to support new protocols
We can utilize the new WCF endpoints provided by CRM 2011

43. WCF Web Service Endpoints
REST and SOAP both supported
Data and metadata are both accessed via one connection

44. Connecting to CRM 2011 SDK Connection Classes DiscoveryServiceProxy
DiscoveryServiceClient

45. Connecting to CRM 2011
SDK Connection Classes
OrganizationServiceProxy

46. Demo – CRM Application in SharePoint

47. Additional Resources
“How to connect Dynamics CRM 2011 and SharePoint 2010, 2013”:
Blogs> CRM
“Introduction to SharePoint Integration with Microsoft Dynamics CRM”
“What’s new with SharePoint 2013 and Dynamics CRM”

48. Questions? Thank you!!! pcielinski@concurrency.com
Paul Cielinski, Concurrency, Inc. 1 – – 5835
Founder and Programming Chair – CRMUG- Milwaukee

49. Proposed Agenda 8:30 – 9:00 Registration and Networking Breakfast
9:00 – 9:30 Welcome & Introductions
9:30 – 10: CRM & SharePoint – Concurrency
10:30 – 11:15 Roundtable Discussions
11:15 – 11:30 Break
11:30 – 12:00 CRMUG News & Upcoming Events
12:00 – 12:30 Chapter Business & Lunch

50. Functional Users (Sales, Marketing, Service)
Roundtable Discussion Break-out:
Functional Users (Sales, Marketing, Service)
Technical/ IT/ IS
How do you think the List Component can be customized to provide advanced scenarios?
Can you think of best practices/dev practices on using the CRM WCF web services in SharePoint?
Are there any technical challenges that you can think of when using the CRM web services?
Do you have a document management process? What is/ isn’t working?
How do you incentivize the use of SharePoint/ your document management system/ processes today?
How could you use CRM and SharePoint together to improve Sales, Marketing and/ or Service at your company?

51. Proposed Agenda 8:30 – 9:00 Registration and Networking Breakfast
9:00 – 9:30 Welcome & Introductions
9:30 – 10: CRM & SharePoint – Concurrency
10:30 – 11:15 Roundtable Discussions
11:15 – 11:30 Break
11:30 – 12:00 CRMUG News & Upcoming Events
12:00 – 12:30 Chapter Business & Lunch

52. CRMUG Upcoming Events

53. April Webinars Webinar Date Premium /Open
CRMUG SIG: Marketing (What is Marketing Pilot?)
Apr 9
Premium
CRMUG SIG: Business Intelligence & Reporting (Getting Started with the Report Wizard)
Apr 16
Open
CRMUG Convergence 2013 Encore: The CRM Whisperer – Taming your Dynamics CRM Environment
Apr 23
CRMUG User Group Information and Orientation
Apr 24
CRMUG SIG: Data Integrity - Data Quality Management in a CRM Environment
CRMUG Partner Event - CRMUG Partner Benefits and What it Means to You!
Apr 25
Partners Only
CRMUG SIG: Public Sector - xRM for County Governments

54. May Webinars Webinar Date Premium /Open
CRMPC (CRM Partner Connections) Webinar:
Lady Gaga and Microsoft Dynamics CRM: Two of Kind?
May 2
Partners Only
CRMUG Academy - Instructor-led training online! Dynamics CRM 2011 Management and Troubleshooting
Open
CRMUG SIG: User Adoption (Best Practices in Organization & Change Management)
May 7
CRMUG SIG: Mobility (CRM Mobility Options Demystified)
May 8
Premium
CRMPC (CRM Partner Connections) Webinar: Leveraging CRMUG to Augment Existing Customer Strategy
May 13
CRMUG Convergence 2013 Encore: Best Practices in Leveraging Extensibility Options for Dynamics CRM
May 14
CRMUG: CRM Online 2011 – Implementation and User Adoption: A PMI Story
May 15
CRMUG User Group Information and Orientation
May 28
CRMUG Convergence 2013 Encore: Gamification of User Adoption
May 29

55. June Webinars Webinar Date Premium /Open
CRMUG Convergence 2013 Encore: Dynamics CRM Data Integrity – Good and Bad
Jun 6
Premium
CRMUG SIG: Administration - MVP Chat
Jun 12
Open
CRMUG SIG: Public Sector - CRM and Data Systems Integration for Government Entities
Jun 18
CRMPC (CRM Partner Connections) Webinar:
So You Want to Be a CRM Superstar?
Jun 24
Partners Only
CRMUG Partner Event - CRMUG Partner Benefits and What it Means to You!
Jun 25
CRMUG User Group Information and Orientation
Jun 27

56. Would You Recommend Others Attend Next Year?
Join CRMUG!
March | New Orleans, LA
Who Did You Meet?
What Did You Learn?
Would You Recommend Others Attend Next Year?

57. CRMUG Summit 2013
Week of October 21, 2013
Tampa, FL
See you there!

58. CRMUG Memberships Free
Join NOW to continue attending chapter meetings & receive future communications!
Preview Membership (60 Days)
Premium Membership (per organization)
Small Business, $400/yr for 1-9 MS CRM licenses
Mid Market, $700/yr for MS CRM licenses
Enterprise, $1,200/yr for 100+ MS CRM licenses
Free
CRMUG Memberships are available to ALL Dynamics CRM Users
Membership with CRMUG is required to attend future meetings. With a CRMUG membership you receive communication on the following schedule (approx. once/week):
CRMUG General Newsletter (week 1)
CRMUG Upcoming Events (week 2)
CRMUG Academy News (week 4)
Membership also allows you to register online for meetings, webinars and other classes
Membership connects you to the CRMUG Collaborate community
1. “Premium” Membership is based on the number of CRM User Licenses that your company holds & is paid annually -- Membership is inclusive -- One fee per company, not a “per user/per license” fee
“Basic” Membership is FREE; but, has limited benefits
Still not sure? Sign up for a “Preview” Membership, which is our 60-day Trial “Premium” Membership, all at no cost to you or your company.
Go to for a complete list of membership benefits

59. Is your company’s Primary Contact receiving & sharing their copy
Is your company’s Primary Contact receiving & sharing their copy? Also Available Online
Basic Members - receive 1 copy per company Premium Members - receive up to 3 copies per company
Premium members receive up to 3 copies per company (delivered to your Primary/Administrative contacts)
Basic members receive 1 copy per company (delivered to your Primary contact)
Make sure that your CRMUG company and individual profiles are up-to-date
Go to the CRMUG.com website and
Sign In with your Windows Live ID (upper right-hand corner of the home page)
Go to “Company Profile” or “My Profile”
Send an to if you have additional questions

60. Would you like to serve on your chapter’s Leadership Committee
Would you like to serve on your chapter’s Leadership Committee? Ask your Chapter Chairperson for more information or contact
Premium members receive up to 3 copies per company (delivered to your Primary/Administrative contacts)
Basic members receive 1 copy per company (delivered to your Primary contact)
Make sure that your CRMUG company and individual profiles are up-to-date
Go to the CRMUG.com website and
Sign In with your Windows Live ID (upper right-hand corner of the home page)
Go to “Company Profile” or “My Profile”
Send an to if you have additional questions

61. Chapter Business Set Meeting Date, Location & Presenters
Suggested 2013 Quarterly Meeting Date(s)
1st Quarter (Feb/Mar)
2nd Quarter (Apr/May)
3rd Quarter (Aug/Sep)
4th Quarter (Nov/Dec)
Location Customer site? Microsoft office?
Presenters (Member Showcase, Educational Topic,
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
Try to get volunteers for the leadership roles from the Users (let them know how easy I make it for them )
Volunteers for a Customer Showcase? CRMUG will provide a template; but, the basis is sharing their CRM usage, tips & tricks, or solutions to a challenge they faced in CRM
Volunteers for an Educational Workshop? (ISV solution?)

62. What’s Your Forte? CRMUG Encourages Your Participation!
Who else can share Dynamics CRM perspective?
Will you speak?
Will you write?
Will you lead?
Please contact:
Tony Stein
Mary Berens

63. ISV Solution Members for possible Educational Sessions or Q & A Panelists
Adobe® EchoSign®

64. Additional Partner Members for possible Educational Sessions or Q & A Panelists
DFC Consultants
Sonoma
Partners

65. Additional Questions/Comments
Tony Stein, CRMUG Director
x1449
Onika Allen, CRMUG Program Coordinator
x1455 
Rudy Chavez, Milwaukee Chapter Leader