1. Welcome! Microsoft Dynamics CRM user Group (CRMUG)
Dakota’s Chapter - Fargo
Chapter Meeting - 9/27/16
Tweet during #CRMUGDakotas, #CRMUG

2. Agenda 9:00-9:10 am: Welcome & CRMUG News 9:10-9:20 am: Introductions
9:20-9:50 am: Microsoft Update – What’s in the pipeline for new features
9:50-10:10 am: Customer showcase – Wex Health
10:10-10:30 am: Customer showcase – Peterson Farms Seed
10:30-10:45 am: Break
10:45-11:30 am: Marketo – Lead Generation through Revenue
11:30-11:55 am: Roundtable Discussions & Networking
11:55-12:00 pm: Wrap up and topics for next meeting

3. Chapter Business & news for Q3
Local Chapter Announcements:
Next Meeting: Wed., Nov. 9th – 8:30 am - Noon
Location: Microsoft or customer location?
Topics: Think about some topics during the meeting
Check out our New Home Page – Quick Links!
Update your Profile
Join your local community and get others to join!
Summit Convince Your Boss! Reasons why you should attend!
Local Chapter Maps!

4. New Live CRMUG Academy Series
Runs July – August classes, each 3 hours long. Each class earns you a different level belt. Rich’s blog with more info:
Visit to register today!

5. October 11-14, 2016 | Tampa, FL The Premier CRM User-Centric Conference
Count On 150+ Breakout Sessions to Take Your Career, Industry, and Organization to the Next Level.
#CountOnSummit #CRMUGSummit

6. Contact Bryan Erstad, CRMUG Membership Manager
Join CRMUG
26,000 of your Dynamics CRM peers are waiting for YOU to join the Community!
Your Peers are saying….
Get Started Now
Have Questions?
Contact Bryan Erstad, CRMUG Membership Manager
x1450
Enroll Online …
Connect, Learn, Share
Attend one of the hundreds of live or on-demand skill building webinars
Participate in local chapter meetings and engage with other Users
Access some of the 200 educational events year round
Collaborate: Exclusive online social community for CRM users with over 10,000 discussions happening now
Save on CRMUG Summit Registration

7. Thank you to our annual chapter sponsors!
And our promotional sponsor
Connect with us if you are interested in becoming a chapter sponsor!
Please contact Lauren at

8. Introductions Get to know your CRMUG peers!
Name
Company name and what it does
Your role in the company
What CRM version are you on?
What Olympic sport (real or made up) would you be doing in the 2020 Olympics in Tokyo?
Tweet the most interesting thing you hear or the person you are most excited to network #CRMUGDakotas, #CRMUG

9. Corey Hanson - Microsoft
Educational Session: Microsoft Update – What’s in the Pipeline for Features (Power Apps and Microsoft Flow)
Presented by
Corey Hanson - Microsoft

10. Member Showcase featuring: WEX Health
Presented by: Mitch Franks
Tweet during #CRMUGFargo, #CRMUG

11. Member Showcase Who we are and what we do About our CRM
WEX Health offers a cloud-based technology platform that drives efficiency for healthcare organizations through benefit administration technology, consumer engagement, and advanced billing and payments solutions.
About our CRM
What Modules We Use:
Accounts, Contacts, Opportunities, Contracts, Pricing, Orders, Invoices
Custom: Credit Memos, Partner Sat Surveys
Version:
CRM 2015 Online (Upgrade to CRM 2016 Online in two weeks)
Number of Users:
148
How Long:
Been on CRM Online (2011) since August of 2013; started with 22 users
This can be defined by the user who is presenting. Not all bullet points need to be covered – this is just a list of ideas.
Should last around 20 minutes and open it up to questions.
Another nice feature when holding at a user site, is to offer tours before or after the meeting. Great way to show off!

12. Member Showcase What ISV's and How We Use Them Click Dimensions
Marketing Campaigns
Marketing Lists ( comms)
Campaign ROI: Campaign costs – Opportunities closed from Campaign
Peak Portals (Peak Engagement)
Competitive Sales Intel
Key Document Downloads
Events / Scheduling
Product Idea Submission
Centralized Links to WEX Health Online Properties
This can be defined by the user who is presenting. Not all bullet points need to be covered – this is just a list of ideas.
Should last around 20 minutes and open it up to questions.
Another nice feature when holding at a user site, is to offer tours before or after the meeting. Great way to show off!

13. Member Showcase Sales Module How we use it in general
Leads: Only utilize from Web Forms / Online Properties
Opportunities: Track for both New and Existing business
ConnectAndSell: Automated cold-calling system and service, integrated to CRM
Integrates to Contact or Lead Entity (we utilize Contact Entity)
Mobile: Have CRM mobile application enabled for Opportunity entry / edits
Forecasting and managing pipeline
Manage pipeline via:
Custom Summary and Individual Sales Funnels
Custom SSRS Reports based on Opportunity Close %’s
This can be defined by the user who is presenting. Not all bullet points need to be covered – this is just a list of ideas.
Should last around 20 minutes and open it up to questions.
Another nice feature when holding at a user site, is to offer tours before or after the meeting. Great way to show off!

14. Member Showcase Tips & Tricks Way to Improve Processes
In Q1, 2017, will be using Business Process Flows for New and Existing Sales teams.
Goals: More efficient data entry of Opportunities; use Work Flows to send alerts to Sales Managers
What surprised you that you didn’t know
How much our Sales team disliked the Leads entity and design
Where do we go for answers
CRMUG Forums, Blogs, Peak Engagement – our CRM Partner
Questions?
This can be defined by the user who is presenting. Not all bullet points need to be covered – this is just a list of ideas.
Should last around 20 minutes and open it up to questions.
Another nice feature when holding at a user site, is to offer tours before or after the meeting. Great way to show off!

15. Member Showcase featuring: Peterson Farms Seed
Presented by: Mark Angus
Tweet during #CRMUGFargo, #CRMUG

16. Background Mark Angus Peterson Farms Seed CRM Administrator/IT Manager
CRM Experience
Started working with CRM 3.0
Resco Mobile CRM
Scribe Insight
Peterson Farms Seed
Started in 1996 by Carl and Julie Peterson
Sell corn and soybean seed through a Dealer Network
Started using CRM in June 2010
CRM 2016 on premise with 45 users
This can be defined by the user who is presenting. Not all bullet points need to be covered – this is just a list of ideas.
Should last around 20 minutes and open it up to questions.
Another nice feature when holding at a user site, is to offer tours before or after the meeting. Great way to show off!

17. CRM – How do we use it? Every department uses CRM in some way
How do we use CRM to differentiate ourselves from the competition?
Products
We are an independent seed company which means we work with many different vendors to get the seeds we know will work best for our customers
Plots and Products tracked in CRM, Track research in SQL database
Customer Service
Thank you calls and cards; Customer and Dealer thank you events
Calls and events tracked in CRM
Training
Customer and dealer training on products and new technologies available
Training events and drone flights tracked in CRM

18. CRM – How do we use it?
We are able to track the seed from start to finish

19. CRM – How do we use it?
Connect departments to create a one stop shop for information
Sales, Agronomy, Operations, Management
Sales Module – Forecasting and Pipeline

20. Forecasting – Supply Vs Sales
How much seed do we have and is it enough or too much?
Supply Entity – One spot to look
Agronomy to know how much to grow
Operations to know how much to process and condition
Sales to know the how much is available to sell and if a product is sold out
Supply management to know if they need to order more or can sell to a third party

21. Forecasting – Supply Vs Sales
Blue – In CRM
Green – 75% in CRM

22. Forecasting – Supply vs Sales
Let’s jump into CRM

23. Pipeline – Dealer Business Planning
Review year and plan for next year
Did you reach your goals?
What are the goals for next year?
Determine product allocation (supply) for each dealer

24. Tips Walk before you run Find addins to make it easier
SuperGrid by MTC CRM
Excel like editing in CRM
PowerQuery in Excel
Create refreshable pivot tables and sheets
PeakPortals by Peak Engagement
Dealer portal solution that connects directly with CRM
XRMToolbox by Tanguy Touzard
Lots of great utilities in one.
My favorites – Sitemap Editor,View Replicator, Attribute Bulk Updater
SQL Reporting Services
Reports!!!

25. Questions?

26. Marketo: lead generation through revenue
Presented by
Jess Menden - Marketo

27. Roundtable Discussion

28. Discussion OPPORTUNITIES
How do you use CRM for sales, pipeline management, and forecasting?
Do you use CRM for marketing and service? How?
Are you considering migrating 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 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?
Are you attending CRMUG Summit in Tampa? What are you hoping to learn?

29. REMINDER…. FEEDBACK…. Next Meeting! We want yours!
Date: Wed., Nov. 9th 2016
Time: 8:30 am – Noon
Place: Microsoft Fargo?
Topics: What do you want to hear about?
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

30. Thank you for participating!