1. Meeting will begin shortly

2. Welcome! Microsoft Dynamics CRM user Group (CRMUG)
Minneapolis/St. Paul
Chapter Meeting
Tweet during #MinnesotaCRMUG, #CRMUG<Topic>

3. Agenda 8:30 Registration & Networking
9:00 Welcome: CRMUG News & Chapter Business
9:10 Educational Sessions-Advanced Find, Charting, Etc.
10:10 Break
10:25 Member Showcase
11:00 Birds of a Feather-Reporting Best Practices
11:45 BOF Sharing & Discussions

4. Welcome & Introductions
Chapter Leader Introductions
First Time Attendees?
Name
Company (describe Company/Industry)
Your role in the company
What version are you on?
If you won a free vacation to anywhere in the world, where would you visit?
Tweet the most interesting thing you hear or the person you are most excited to network with #crmug_minneapolis

5. Chapter Business & news for Q3
Local Chapter Announcements:
Next Meeting: November 10th 9:00-Noon
Location: Microsoft – Edina; 3601 West 76th Street, Ste 600, Edina, MN
Topics: TBD
Check out our New Home Page on Collaborate – Quick Links!
Update your Profile on Collaborate!
CRMUG Fact Sheets
Join your local community and get others to join!
Summit Convince Your Boss! Reasons why you should attend!
Local Chapter Maps!

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. 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!

8. Why did you take the CRMUG Academy Black Belt Course and what was the experience like? “While I initially took advantage of the Black Belt Program because I was a new administrator for a new implementation, I’ve found increased value in stepping outside of our corporate universe. Sometimes, we get so ‘involved’ with our way of doing something we don’t see alternatives that may be better. By collaborating with people outside of my self-created bubble during the class assignments, I gained new perspectives on how to address old problems.”
Ed Gonzales
E-Commerce Manager
CRMUG Member since 2013

9. A proud Chapter attending CRMUG Summit 2016
Join the Minnesota –Minneapolis/St. Paul
CRMUG Chapter at CRMUG Summit 2016
The Premier User-Centric Conference
A proud Chapter attending CRMUG Summit 2016

10. Count on Your Chapter (Friendly) Competition
Goal: Bring the most Chapter members to CRMUG Summit 2016
We are competing against over 80 CRMUG Chapters
Even if we don’t win the grand prize, we can still win prizes along the way!
The total number of Chapter members will be determined by the average attendance from Q – Q Chapter meetings. CRMUG will then determine how many registered for CRMUG Summit and do a percentage of total members to accommodate for different Chapter sizes.

11. Count on Your Chapter Prizes
25% of Chapter registers: Name and company promoted on digital signage
50% of Chapter registers: All Summit registrants will receive a free CRMUG t-shirt
75% of Chapter registers: Prime seating at the Keynote
The CRMUG Chapter with the most Chapter members at Summit 2016 will win one free Summit 2017 pass to be given away to one lucky Chapter member via a drawing.
Visit to register today!
Note: CRMUG Chapters will only compete against other CRMUG Chapters. There are over 80 total CRMUG Chapters. If there is a tie, we will hold a drawing for the winner.

12. Stats
We currently are at 31.5% with 15 people attending

13. “I think that Summit is one of the best training opportunities that any CRM user has, as far as broadening their knowledge and making connections”
Laura Mortick
Senior Applications Specialist
Waddell & Reed

14. Join the Minnesota-Minneapolis/St
Join the Minnesota-Minneapolis/St. Paul CRMUG Chapter October 11-14, 2016 | Tampa, FL
#CountOnSummit #CRMUGSummit
with any questions

15. Chapter Leader Nominations Now Open
Does your chapter leader go above and beyond?
Do they provide top notch value at meetings?
Are they someone to lift up amongst their peers?
NOMINATE them for Chapter Leader of the Year!
Winners to be celebrated on stage at Summit 2016 in Tampa, FL.
Nominations end September 2.

16. 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

17. Christina Schroeder, Taylor Corporation
Educational Sessions: Entry Level: Advanced Find, Charts, Dashboards, Excel Advanced level: Advanced charting, editing XML, SSRS with Sql and Fetch XML
Presented by
Laura Wagstrom, CPC
Christina Schroeder, Taylor Corporation

18. Member Showcase Who we are and what we do What Modules We Use
Version, Number of Users, How Long
Favorite Module and Why
What ISV's and How We Use Them
Tips & Tricks
Way to Improve Processes
What surprised you that you didn’t know
Where do we go for answers
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!

19. Birds of a Feather Discussion
Reporting Best Practices

20. Discussion OPPORTUNITIES
What kind of reporting are you currently doing?
What is you biggest reporting challenge?
Do you have plans to expand your reporting capabilities? How do you plan to accomplish this or what’s holding you back from expanding?
Who are the biggest consumers of reporting information within your company?
How do you deliver reporting data to your users?
What ISV product is your favorite to use? What is one you are looking to use?

21. REMINDER…. FEEDBACK…. Next Meeting! We want yours!
Date: Thursday, November 11th
Time: 8:30 - Noon
Place: Microsoft: 3601 West 76th Street, Ste. 600, Edina, MN
Topics: What do you want to hear about? Give us your ideas for next year!
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

22. Thank you for participating!