1. Welcome to YOUR Community!
Milwaukee Chapter Meeting
August 10, 2017
@CRMUG

2. Introductions Name Company & Role Microsoft Dynamics CRM Version
What is one of your ‘bucket list’ items?
Did you attend a UG conference or event this past year?
What do you hope to gain from today’s meeting?
Do you have any ideas for future meetings or locations?

3. Today’s Agenda Welcome & Introductions CRMUG News & Events
CRMUG Medics
Lunch and Networking

4. UNLOCK YOUR FULL DYNAMICS POTENTIAL WITH D365UG/CRMUG
Access Proven Solutions
Find real-world answers for your challenges and learn best practices from users like you who have ‘been there, done that.’ Enjoy reliable support at your fingertips.
Connect With Proficient Users
Make connections with your peers, Microsoft MVPs, All-Stars, and other subject matter experts. Tap into this expertise 24/7.
Train Productive Teams
Take advantage of virtual education, special interest groups and online forums, tech tips, local meetings, and annual events. Discounts available.
Save costs. Save time. Save sanity.
We’ve saved you a seat!
Over 32,000 of your Dynamics 365 & CRM peers are waiting for YOU to join the Community!

5. How To Videos
Short ‘How To’ videos to help new members get started setting up their profile, finding a chapter and adding co-workers to their account.

6. One-click Access
Easy access to upcoming webinars and the latest open forum discussions.

7. Popular Library Recordings and Help
Not sure where to start – check out the most popular webinar recordings or contact us for any additional questions.

8. D365UG/CRMUG Conference Calendar
D365UG/CRMUG SUMMIT NASHVILLE
For one week, leave behind the world of net-centered chat to power real-life Dynamics 365 & CRM growth between peers and experts in a lively, engaged environment in the U.S.
October 10-13, 2017
Nashville, TN
SUMMIT EMEA
For one week, leave behind the world of net-centered chat to power real-life Dynamics 365 & CRM growth between peers and experts in a lively, engaged environment in EMEA.
24-26 April 2018
Dublin, Ireland
D365UG/CRMUG SUMMIT 2018
October 15-18, 2018
Save the date!
Join our exclusive mailing list to receive conference updates:

9. Kick up your business into high gear October 10-13, 2017
Don’t miss out on:
Geeking out over great content
Networking with your user group buddies
Learning from your peers
Evaluating and testing solutions
Register by September 7 to save up to $200.
Kick up your business into high gear
October 10-13, 2017
SPEAKING POINTS:
Summit will be held this year at the stunning, iconic Gaylord Opryland Hotel in music city, Nashville, Tennessee.
Best known for endless networking opportunities, great content and educational opportunities galore - if you’re going to attend one Dynamics’ focused conference, this is it.
Call to action: Register for before Sept. 7 to receive up to $200 off with Advanced pricing.

10. Dates: April 2018
Location: Dublin, Ireland at the Convention Centre Dublin
Registration: Available this fall; sign up for notifications at
Value of attending:
Meet & Network with your user group peers
Access great tips & tricks
Evaluate & test solutions
Serve as a voice
Join your peers in Dublin, Ireland for the User Group Summit, April 2018
Be the first to know when registration is available – join our mailing list now.

11. CRMUG Medics Presented by: Jason Foerch, Microsoft
Greg Volz, Concurrency
Tom Lemirand, LedgeView

12. Roundtable Discussion
Topic:

13. Discussion Opportunities/Starters
What version are you on?
What is keeping you from upgrading (if applicable)?
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 use CRM for Sales, Marketing, and Service?
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?

14. Meeting Dates & Feedback:
Next Date & Time: November 10, 2017
Location: TBD
Educational Topics: Ideas?
Member Showcase: Volunteers?
*Be sure to REGISTER for the next meeting
FEEDBACK on today’s meeting?
Go to your local community page and complete the survey!
Expand your network, increase brand recognition and establish your company as an expert by becoming an
Annual Chapter Sponsor!
Please contact Lauren at:

15. THANK YOU FOR ATTENDING!