1. WELCOME! Microsoft Dynamics CRM User Group

2. Today’s Agenda Welcome & Introductions CRMUG News & Chapter Business
Educational Session: KTL Solutions, PowerBI
Break
Member Showcase: Bill Meadors, Upgrade Adventure
Roundtable Discussions
Networking
Tweet During #CRMUGDC, #CRMUGPowerBI, #CRMUGUpgrade

3. Introductions Name Company & Role Microsoft Dynamics CRM Version
Did you attend a UG conference or event this past year?
Would you prefer to climb a mountain or relax on a beach?
What do you hope to gain from today’s meeting?

4. CRMUG Events, Training & Engagement

6. May 7-12, 2017 St. Louis, MO

8. CRMUG Administrator Black Belt Training Series
Distance Learning
Live instructor-led training at your own desk
Half Day, Full Day, & 2 Day class formats
Many classes use virtual hands-on labs
On demand online classes available 24 x 7
Paid Members receive a 50% discount
On-Site Learning
Instructor-led training at a User Group event
25 classes offered at CRMUG Summit
CRMUG Administrator Black Belt Training Series
A Powerful Series Designed Around Practical Experiences
4 class online series for Dynamics CRM administrators & super users
Master the art of administering, configuring, and adapting Microsoft Dynamics CRM
Gain actionable best practices from industry experts
Clearly differentiate yourself from peers

9. The Power of the User Group Community
Questions?
Contact Bryan Erstad, CRMUG Membership Manager
x1450

10. Other Learning Opportunities
KTL User Conference
FREE Event
May 18, 2017 (Day after our chapter meeting)
Full day of user content
More details at ktlsolutions.com
Register here

11. 2017 Chapter Meetings Q2 May 17 Q3 August 2 Q4 November 15
Joseph Duty – Extending CRM through Plugins and JavaScript
Q3 August 2
TBD
Q4 November 15
Summit Recap
Other Topics still TBD
Register and post ideas at CRMUG.com/Washington

12. DMV User Groups Reston Richmond CRMUG.com/Reston
Next Meeting on March 9
Richmond
CRMUG.com/Richmond
Next Meeting May 11

13. Presented by: Barry Crowell, KTL Solutions
Educational Session
Topic: PowerBI
Presented by: Barry Crowell, KTL Solutions

14. TURBOCHARGE Your Company Analytics with Power BI
Barry Crowell
BI/EDW Solutions Architect
KTL Solutions, Inc.

15. (E) info@ktlsolutions.com
5119 Pegasus Court, Suite T
Frederick, MD 21704
(P)
(E)
Who is KTL Solutions?
KTL Solutions combines consulting services and technology to help businesses eliminate manual processes, use existing technology more effectively, and improve overall productivity within their organization.
We work within the GP/SL and CRM Dynamics realm; Business Intelligence; Managed Services; and Custom Development realms.
How do we do this? Here are some examples:
Upgrading and enhancing your CRM and ERP software
Implementing electronic workflows to automate paper-based processes
Implementing document management solutions
Creating customer portals to reduce phone calls
Connecting e-commerce systems to existing ERP or CRM systems
Building database applications to both desktop or web to solve manual processes
Implementing reporting systems using off-the-shelf tools to create an internal self-service reporting environment

16. AGENDA
Power BI Tips
Content Packs
Future Developments
Power BI Demo

17. Tips - Turbocharge Your Dynamics 365 Connection
Odata v4 specification API 5-10x faster

18. Tips - Power BI Tiles on Dynamics 365 Dashboards
Settings > Administration > Reporting > Allow Power BI visualization
Prerequisites: CRM Online (2016 Spring Wave) and a Power BI O365 subscription.

19. DAX Functionality in DirectQuery Mode

20. Dynamics 365 Content Packs
Sales Manager for Dynamics 365
Service Manager for Dynamics 365
***
Limited to retrieving a maximum of 100K of records
**CRM Entity filters applied
Account 365 days
Activity 90 days
Lead 180 days
Opportunity 365 days
**Customizing the default content packs:

21. The Future - Power BI On Premise
Power BI on premise summer 2017.
Ideas
Learning

22. Power BI - Showcase
Before

23. DEMO

24. Final Thoughts
Ideas -
Learning -
DAX - intro-to-dax/
Stories Gallery - p/DataStoriesGallery
Power BI Dynamic Security
based-microsoft-crm-user-access-rights/
Additional Questions:
Barry Crowell
KTL Solutions, Inc.

25. Member Showcase Presented by: Bill Meadors
Manager CRM Business Solutions
Airlines Reporting Corporation

26. Over $88 Billion in settlements a year
ARC is the premier driver of air travel intelligence and commerce in the air travel industry.
Airline, Travel Agency, Corporate Travel Dept. Financial Settlement Services for over 50 years
Over $88 Billion in settlements a year
9,400 travel agencies
13,000 points of sale

27. ARC Data: The Single Record of Truth
9.5 Billion Passenger Flights
230 Countries & Territories
490 Airlines
87,000 Agencies
4,000 Airports

28. Migration Background CRM 2011 on premise to CRM 2015 on premise
No patches on 2011
250 Users
Every department in the company
Sales
Opportunity, Product, Quote, Order
Service
Case

29. Make a Plan, Work the Plan
- Map of environment
- Communication Plan
- Training Plan
- Resource Plan
- Infrastructure Plan
- Roles & Responsibilities

30. CRM Landscape

31. Communicate Constant Communication Team Communication
Can’t over communicate
Team Communication
Everyone on the same page
Helps spread info to entire corporation
Sponsor Communication
Executive Team
Honest Communication
If behind schedule say it
If over budget scream it

32. Resources Who’s getting in this raft with you? Teamwork is essential
Remember this will be uncharted water
Microsoft CRM Partner is crucial
Everyone should know their role
All roles respected

33. Infrastructure Never, Ever, underestimate your infrastructure
Hardware compatibility
Servers built properly?
Server patches up to date?
Load Balancing?
Security
ADFS?
Two handshake authentication?
Mobility
Software
Does any software besides CRM need upgrading?
If in doubt upgrade to latest version
Performance
Performance Test
Penetration Test

34. Training Start training material prep early Multiple types of training
Classroom
Training guides
On-line tutorials
Dedicated resource if possible

35. Success! Oddly Anti-Climatic….. Acknowledge and Reward Team
Plan a Kick Ass party for Team!

36. It’s Never Over….. We Are…
Our CRM Business Solutions Analyst will work on exciting critical projects that involve:
Translating business rules into functional design and requirements documentation.
Collaborating and vetting technical design with CRM development teams.
Conducting end user training.
Developing innovative CRM process flows that facilitate internal customer business processes.
Aligning customer business requirements to MS Dynamics CRM capabilities and best practices
We Are…
Implementing long overdue requests for new processes
Evaluating an overhaul of our data model
Implementing new integrations with external systems
Evaluating next upgrade
On-premise –vs- On-line
Hiring an additional CRM resource

37. Any Questions?

38. Roundtable Discussion
Topic: Upgrades
Presented by: Kylie Kiser

39. Discussion Opportunities
Have you already upgraded?
Planning an upgrade in 2017?
Challenges?
Lessons Learned?
How can you use an upgrade to build user adoption?
What have you done/are you doing to build organizational buy-in for an upgrade?

40. Discussion Opportunities
What version are you on?
What is keeping you from upgrading (if applicable)?
Are you considering upgrading to the cloud?
If in the Cloud, what do you enjoy the most about Dynamics CRM Online?
What is your best user adoption tip or trick?
Do you use CRM for Sales, Marketing, and Service?
Do you have Power Users within your company? How do they help embrace adoption?
What ISV product is your favorite to use? What is one you are looking to use?

41. Next Meeting: Thank you to our Annual Chapter Sponsors!
Date: May 17, 2017
Time: 8:30-12
Place: Microsoft Chevy Chase
Topics: TBD, any Ideas?
Member Showcase: Joseph Duty, Extenting CRM through JavaScript and Plugins
Be sure to REGISTER for the next meeting!
Connect with us if you are interested in becoming a chapter sponsor! Please contact Lauren at

42. Feedback… We want yours!
You will receive a survey via after the meeting
Please provide feedback. Your opinion is valued!
Be sure to include topics you would like to see covered in future meetings

43. THANK YOU FOR ATTENDING!