1. Welcome! Microsoft Dynamics CRM User Group (CRMUG®)
3rd Quarter Wisconsin (Fox Valley)

2. Today’s Chapter Meeting
8:30 – 8:45
Registration and Networking
8:45 – 9:00
Introductions
9:00 – 10:00
Accidental Administrator
10:00 – 10:15
Break
10:15 – 11:00
Round Table Discussion
11:00 – 12:00
Chapter Business, Collaborate, Summit

3. Getting to know you better
Introductions
Name
Company (describe Company/Industry)
Your role in the company
What version/type (hosted, on premise)
What do you hope to get out of 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 2008 Officially recognized by Microsoft
The largest, independent group for users of Microsoft Dynamics CRM
Over 3,300 company members (6,700+ individual members)
Partners
Users
Microsoft

5. What Regional Chapters Do
Share
Learn
Connect

6. Upcoming Virtual Events
UPDATE COMING FROM ONIKA

7. Upgrade Today: email membership@crmug.com
CRMUG Membership
Basic Member
Premium Member
CRM end users only
FREE
Small Business
1-9 CRM Licenses
$400 USD/year
Mid-Market
10-99 CRM Licenses
$700 USD/year
Enterprise
100+ CRM Licenses
$1,200 USD/year
Weekly newsletter
Level 100 Webinars
CRMUG Summit Invites
Paid access to Regional Chapters (Nominal Fee)
Partner Showcase Webinars
Unlimited Workshops, Webinars & Roundtables
Free Regional Chapters
Special Interest Groups
Microsoft Conduits
Full access to CRMUG Collaborate & Member Directory
Discounted Summit Registrations
Discounted Academy Courses
And so much more!
Upgrade Today:

8. 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

9. Application Systems Administrator II Navitus Health Solutions
Accidental
Administrator
Connect Learn Share
Jennifer Manteufel
Application Systems Administrator II
Navitus Health Solutions
Edit your featured company

10. Agenda Navitus and I Entity Management
What is an Accidental Administrator
Views
Charts
Dashboards
CRM Changes
Workflows/Dialogs
System Management
End User Settings
Resources
Security
Auditing

11. Navitus and I Navitus Health Solutions is a Pharmacy Benefit Manager
130 CRM users/ 3 locations
My Background
My Passion
Transparency and full pass through processing

12. What is an Accidental Administrator
Project Manager
Subject Matter Expert
Super User

13. CRM Changes Solutions Sitemap Ribbon **ON CLICK**
Majority of changes will be done through the following: Solutions, Sitemap, Ribbon

14. System Management Managed Solutions Unmanaged Solutions
Migration of solutions
Change Management
Clay analogy
Issue with multiple administrators mixing code

15. Security Settings Base Role for all users Team based roles for access
Start with a prebuilt role
Determine what rights everyone will need
Team based roles for access
**ON CLICK**
Privilege Description
Create Create a record.
Read - View a record.
Write - Make changes to a record.
Delete - Delete a record.
Append - Associate a record to another record.
Append To - Associate entity record to this record.
Assign - Transfer record ownership to another user.
Share - Give access to a record to another user while keeping your own access.
Reparent - Assign a different parent to entity record.
Global. This access level gives a user access to all records within the organization
Deep. This access level gives a user access to records in the user's business unit and all business units subordinate to the user's business unit.
Local. This access level gives a user access to records in the user's business unit.
Basic - This access level gives a user access to records he or she owns, objects that are shared with the user, and objects that are shared
None. No access is allowed.

16. Security System Level Access
Business Management
Bulk Edit
Print
Export to Excel
Mail Merge
Merge
Sync to Outlook
Customization
Import Job
System Chart
System Form
View
Process
**ON CLICK CUSTOMIZATIO**
Best practice is to always start with a preexisting role and remove what is not used.
Always copy don’t change the original roles.

17. Entities System Entities Custom Entities Add Fields
Changing Pick Lists
Opportunity Close Reasons
Adding new forms
Changing rights on forms
Custom Entities
Default primary field name
Type of entity (activity)
Type of Ownership
Locations of display
What to include
Fields/Auditing
Permissions to new form
**ON CLICK**
Talk about difference between system and custom entities

18. DEMO
Create a new solution then create an entity to store room preferences (hotel)
Create as activity
Setup Auditing
Set default field to Hotel City
Option Set of Hotel Names
Option Set of Room Types
Two Options of Returning later
Start/End Date of Visit
Grant access to the form
Grant security rights to the form
Show Comments

19. Views System Views Custom Views Entity Quick Find View (searching)
Entity Associated View
Entity Lookup View
Entity Advanced Find View (standard for new)
Custom Views
Setting query
Setting fields
Permissions
User vs System
**ON CLICK**

20. DEMO
Create view of accounts in Wisconsin

21. Charts
Custom Charts
Determine view
Create Chart metrics

22. DEMO
Create Chart of Accounts by State

23. Dashboards User vs System How to Create Administrative Dashboard
Select Layout (Limit of 6)
Chart
List Box
iFrame
Web Resource
Administrative Dashboard
Failed jobs
s in pending state
**ON CLICK**

24. DEMO Add View “Accounts in WI”, Add Chart “Accounts by State”,
Add External Link “Google.com”
Show Administrative Dashboard

25. Auditing Setting up auditing User Access System Admin Access
Organization
Entity
Field
User Access
System Admin Access
**ON CLICK**

26. DEMO
Show both User based auditing and administrative auditing

27. Workflows/Dialogs Workflow Uses Dialog Uses Automated Process
Sending
Creating Tasks
Dialog Uses
Scripted Dialog
Interactive Processes
**ON CLICK**

28. DEMO Create workflow to send email when new Hotel Detail is added.
Note that if this is a topic of interest a whole session can be devoted to this topic.

29. Increasing Efficiency
Outlook-->File Menu-->CRM-->Options
IE-->File Menu-->Options
General Tab
Set default Pane/Tab
Remove Getting Started Pane
Determine number of Records per page
Set Advanced Find Mode
Workplace
Set Areas to see in workplace
Formats
Set default calendar for user
**ON CLICK**

30. Increasing Efficiency cont
Copy/ a Link
Records
Views
Jump Tabs
Find Next Record
Quick Access Favorites
Home
**ON CLICK**

31. DEMO Outlook-->File Menu-->CRM-->Options Copy/Email a Link
Jump Tabs

32. Resources Collaborate: http://community.crmug.com/
Microsoft Dynamics CRM Videos:
Microsoft Dynamics CRM Forum:
Microsoft Security Rights

33. Roundtable Discussion
Connect Learn Share

34. Roundtable Discussions

35. Roundtable Discussion
Questions from Presentation
Timeline on upgrading to CRM 2013
What is holding you back?
What excites you the most?
Take 5 minutes to write down your upgrade goals with dates!

36. Chapter Business
Connect Learn Share

37. Next Meeting? Date: Time: Place: Topics:
Edit your info if already known

38. 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?)

39. What’s Your Forte? CRMUG Encourages Your Participation!
Who else can share Dynamics CRM perspective?
Will you speak?
Will you write?
Will you lead?
REVIEW the “CRMUG Volunteer Program”

40. A brand new online community that is your one-stop-shop for all things CRMUG.
community.crmug.com

41. Keep up on what’s happening in CRMUG and in the world of Dynamics CRM.
Connect
Learn
Share
Meet like-minded CRMUG members and access your network anytime, anywhere.
Keep up on what’s happening in CRMUG and in the world of Dynamics CRM.
Share your Dynamics CRM experiences and gain insight from the CRMUG community.

42. 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

43. http://crmugsummit.com Nice Discount for Premium Members
CRMUG Summit 2013
October 22-24, 2013 Tampa, FL
elevate your
Knowledge
Network
Team
CRMUG Summit features about 100 sessions, with learning and networking opportunities for Dynamics CRM users in every role and at every level of expertise.
With hundreds of attendees, you’ll meet others in your role or industry who can help you overcome challenges and get more value from your Microsoft Dynamics CRM solution.
Bring your teammates and you’ll leave with new ideas and solutions that you can immediately put to work for your team and organization.
UPDATE THIS SLIDE WITH PREVIEW WEBINAR DATE
Register Today!
Catch a Sneak Peek
Nice Discount for Premium Members
Preview Webinar Occurring the third Wednesday of Each 2 PM EST.
#CRMUGsummit

44. Additional Questions/Comments
Laurie Nichol
Sharon Eickert
Jennifer Manteufel
Tony Stein, CRMUG Director
x1449
Onika Allen, CRMUG Program Coordinator
x1455