1. Microsoft Dynamics CRM User Group (CRMUG)
WELCOME!
Microsoft Dynamics CRM User Group (CRMUG)
Dakota’s Chapter Meeting
11/21/16
Tweet During #CRMUGND, #CRMUGMarketing

2. Agenda 10:00 am – 10:20 am: CRMUG news and introductions
10:20 am – 10:50 am: CRM Educational session - Marketing Lists – Katie Froeber, Dynamic Communities, Inc.
10:50 am – 11:15 am: Member Showcase – Katie Soderberg, eOne Solutions
11:15 am – 11:25 am: Break
11:25 am – 11:55 am: ISV sponsor session - Globe Software
11:55 am – 12:15 pm: CRMUG Summit Recap and Take Aways
12:15 pm – 12:40 pm: Lunch with roundtable discussions – Peterson Farms Seed in-house caterer.
12:40 pm – 1:10 pm: Tour of Peterson Farms seed

3. CRMUG Reach
Across the globe, our members share a common goal of maximizing and advancing the performance of technology so that individuals and companies can improve operations, overcome obstacles and exceed goals
32,679 members
6,347 companies
209 volunteers
18,196 social followers

4. CRMUG Impact 16 Academy Courses (on-demand)
Our resourceful
community is
powered by users, for users and specializes in
the delivery of
member-driven
education and enriched networking —helping to boost competencies, confidence levels and connections for our members.
Our resourceful
community is
powered by users, for users and specializes in
the delivery of
member-driven
education and enriched networking —helping to boost competencies, confidence levels and connections for our members.
16 Academy Courses (on-demand)
16 Academy Courses (on-demand)
1,700 Annual Conference Attendees (3)
1,700 Annual Conference Attendees (3)
3,178 Collaborate Connections
13,913 Collaborate Discussion Posts
43,341 Educational Downloads
83 Local Chapters
5 Special Interest Groups
151 Virtual Education Sessions (annually)

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

8. 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

9. Contact Bryan Erstad, CRMUG Membership Manager
Join CRMUG!
Questions?
Contact Bryan Erstad, CRMUG Membership Manager
x1450

10. Introductions Name Company Role in Company
Microsoft Dynamics CRM Version
Did you attend Summit this year?
Chris Dew’s special question

11. CRM Educational session - Marketing Lists
Presented by:
Katie Froeber, Dynamic Communities, Inc.

12. Presented by: Katie Soderberg, eOne Solutions
Member Showcase
Presented by: Katie Soderberg, eOne Solutions

13. Member Showcase:

14. Member Showcase Who We Are and What We Do What Modules We Use Version
Number of Users
How Long
What ISV's and How We Use Them
Favorite Module and Why
Tips & Tricks / Way to Improve Processes (what surprised you that you didn’t know)
Where Do We Go for Answers
Questions?

15. - Develops “no-code” intelligent and configurable tools for CRM and ERP.
Make it easier to say YES to very specific business requirements.
22,000 customers companies benefitting from eOne’s solutions today.

16. Background on our CRM
Version: Microsoft Dynamics CRM 2016 (On-premise)
# of Users: 30
We’ve been working with Microsoft CRM since version 4.0
The ISV Solutions we use:
ClickDimensions
SmartConnect
Sonoma Editable Grid
Contivio

17. Modules we use Sales Marketing Service Opportunity Management
Account/Contacts/Leads
Queues
Activities
Marketing
Marketing Lists/Campaigns
CD s/Subscription Management/Web Analytics/Events
Service
Cases

18. Demos

19. Marketing Scenarios SmartConnect Trial Experience
SmartConnect Bootcamps

20. Added to a Marketing List
SmartConnect Trial
Trysmartconnect.com
Submit Trial Request
Added to a Marketing List
Nurture Program

21. SmartConnect Bootcamps
Events
Marketing Lists – Segmentation & List Clean-up
Invites
Views for our Team

22. Using CRM can be… quite a trip!

23. Tips & Tricks
When implementing something new…ask yourself (and your users) – What would make life easier for them?
Stay educated on what Microsoft is doing:
CRMUG
Microsoft Dynamics 365 (CRM) Roadmap
Appsource
Google Alerts
Do what helps you accomplish your company’s goals and better serve your customers.

24. Resources we recommend
Dynamics 365 Help & Training – Marketing lists: center/create-a-marketing-list-using-in-app-marketing- sales.aspx
ClickDimensions Help Site –
Google
CRMUG Forums
Youtube – CRM Tip of the Day Videos

25. Questions? Katie Soderberg CRM Channel Manager, eOne Solutions

26. ISV sponsor session – Globe Software
Presented by:
Paulette Hons

27. CRMUG Summit Recap and Take Aways
Presented by:
Tony Stein, Dynamic Communities, Inc.

28. Roundtable Topics How do you use CRM for marketing activities?
What marketing method in CRM has worked well? Not so well?
What is one thing you wish you could do in CRM marketing you can’t do today?
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 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?

29. Next Meeting Reminder Date: February Time: TBD Place: WEX Health?
Topics: TBD
Member Showcase: TBD

30. 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

31. THANK YOU!