1. Welcome!

2. Microsoft Dynamics CRM user Group (CRMUG) & Microsoft
MOMENTUM SERIES
Washington, DC- May 10, 2016

3. Welcome! Sign in for the meeting at the iPad or through this link:
The meeting will begin shortly

4. Today’s Agenda 8:45 - Welcome & Introductions
9:00 - Microsoft Keynote: Vision & CRM 2016 Spring Release Update
9:30 - Microsoft Deep Dive: Customer Service Reimagined
11:15 - ISV Solutions Showcases: InsideView and Insidesales.com
11:55 – CRMUG Customer Showcase
12:15 – Networking Lunch
1:00 - CRMUG Chapter & Community Updates
1:15 – CRMUG Educational Topic
2:15 - Customer Exchange Roundtables
3:00 – Session Close & Thank you

5. Welcome & Introductions
CRMUG Chapter Leaders & Presenters
Kylie Kiser (Chapter Chairperson)
Rachel Whitt
David Bujard
Michael Dodd, Webfortis
Joseph Duty, Catapult Systems
Microsoft Representatives
Rebecca Crowe
Talat Meraj
InsideView
Javier Bastante
InsideSales.com
Nate Goff
Tweet during #CRMUGDC, #CRMUGMomentum

6. Microsoft Vision and CRM 2016 Spring Release Update

7. Customer Service Reimagined

8. Isv Solution Showcases
InsideVeiw
Insidesales.com

9. Member Showcase featuring: Catapult Systems
Presented by: Joseph Duty
Tweet during #CRMUGDC, #CRMUGService

10. Service Scheduling in Dynamics CRM
Joseph Duty, MCTS
Senior CRM Consultant, Catapult Systems

11. Catapult Systems Overview
“The Microsoft Consulting Company”
Rank in the Top 0.10% of Partners Globally
Over 40 VTSPs
2 MVPs
Managed NSP
9 Offices & National Practice
23 years, 5,000+ Engagements
500 Employees
GSA Schedule 70-Prime
Office locations:
Austin (& National)
Dallas
Denver
Ft. Lauderdale Houston
Phoenix
San Antonio
Tampa
Washington D.C. (& Federal)
Intro
Resources & Calendars
Service Entity
Service Activity
Demo
Q&A

12. Intro to Scheduling Intro Resources & Calendars Service Entity
Background
Purpose
Primary Use Case
Intro
Resources & Calendars
Service Entity
Service Activity
Demo
Q&A

13. Resources & Calendars Intro Resources & Calendars Service Entity
Users or Equipment
Calendars/Work Hours
Availability
Not Available
Capacity, Breaks, Business Closures
Time Zones
Back-end
Inner Calendar
Calendar Rule 1 2 3
Intro
Resources & Calendars
Service Entity
Service Activity
Demo
Q&A

14. Service Entity Intro Resources & Calendars Service Entity
Service Selection Rules
Selection pattern
Random/Least Busy/Most Busy
Nested Rules
Resources and Resource Groups
Metadata
Initial Status Reason
Duration vs Start Activities Every
Interaction with Service Activity
Back-end
ConstraintBasedGroups
ResourceSpecs
Intro
Resources & Calendars
Service Entity
Service Activity
Demo
Q&A

15. Service Activity Intro Resources & Calendars Service Entity
Uses Service
Schedules
Resources/customers
Free/Busy
Service Activity vs Appt
Back-end
ActivityPartyList
ResourceSpecs
Intro
Resources & Calendars
Service Entity
Service Activity
Demo
Q&A

16. Live Demo Intro Resources & Calendars Service Entity Service Activity
Items to show
Service Calendar View
Service Activity
Find Available Times
Service
Resource Calendar
Appointment
Intro
Resources & Calendars
Service Entity
Service Activity
Demo
Q&A

17. Questions? Q&A Intro Resources & Calendars Service Entity
Joseph Duty, MCTS| Senior Consultant
Direct |
Intro
Resources & Calendars
Service Entity
Service Activity
Demo
Q&A

18. Networking lunch
Tweet during ##CRMUGDC, #CRMUGMomentum

19. CRMUG Chapter Business & news for Q2
Local Chapter Announcements:
Next Meeting: Wednesday, August 17th
Location: Microsoft Chevy Chase
Topics: Scribe Upgrade Migration tips, CRM 2016 (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!

20. A simple way to discover your Chapter…..
Use the search bar: type in address, city or zip code.
Link to the Chapter community: Join your local chapter to receive updates about your local chapter.
Next meeting date: click to register!
Find your local chapter at:

21. 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

22. October 11-14, 2016 | Tampa, FL The Premier CRM User-Centric Conference
Your peers Count On the community to deliver exceptional educational sessions at CRMUG Summit.
Whether you’re a new user or a subject matter expert, make 2016 the year the community Counts On You to share your knowledge. Raise your hand and say “Count Me In” to lead a session at Summit!
For more information and to submit your proposal visit:
All submissions due by June 30, 2016
#CountOnSummit #CRMUGSummit

23. Thank you to our CRMUG annual chapter sponsors!
And our promotional sponsor
Connect with us if you are interested in becoming a chapter sponsor!
Nancy Anello:

24. CRMUG Educational Session: CRM Service
Presented by
Michael Dodd, Webfortis

25. Roundtable Discussions & Networking

26. Q & A

27. Feedback….
You will receive a survey via after today’s meeting
Please provide feedback. Your opinion is valued!
Completing the survey enters you in a chance to WIN $250 at Microsoft Store
$250

28. REMINDER - Next Meeting!
Date: August 17
Time: 8:30 AM
Place: Microsoft Office, Chevy Chase, MD
Topics: What do you want to hear about?
Edit your info if already known

29. Thank you for participating!