1. Tweet during Today’s Meeting: @CRMUG, #CRMUGPHL, #CRMUG<Topic>
Welcome!
Philadelphia
Tweet during Today’s #CRMUGPHL, #CRMUG<Topic>

2. Agenda 9:30 – 9:45 Registration and Networking
9:45 – 10:00 Chapter Business
10:00 – 11:00 CRM 2016 – New & Improved Features - RSMUS
11:00 – 11:15 Break (Lunch w/be delivered at this time)
11:15 – 12:15 Upgrading to CRM Beringer
12:15 – 12: CRMUG Schedule – Group Discussion
12:30 – End Roundtable/Q&A/Follow Up

3. Get to Know Your CRM Peers
Introductions
Name
Company (describe Company/Industry)
Your role in the company
What version are you on?
Do you plan on attending Convergence, Envision this year?
What do you hope to accomplish by attending the user group?
Penny for your thoughts…
Share a memory/thought about the year on your penny
Tweet the most interesting thing you hear or the person you are most excited to network with #crmugphl (FYI –

4. Chapter Business & news for Q1
Local Chapter Announcements:
Next Meeting:
Location:
Topics:
It Takes a Village… marketing campaign in targeted regions to grow attendance
Targeting Facebook, Twitter, LinkedIn
General demand generation to grow chapters in all CRMUG
Check out our New Home Page on Collaborate – Quick Links!
Update your Profile on Collaborate!
Early Bird Pricing for Summit ends 4/28/16
Vanity URL

5. 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

6. Chapter Leadership Be a part of something really great!
FACT: The most successful chapters have strong leadership teams.
BENEFIT: Energize Leadership Training available ONLY to chapter leaders. Develop your professional skills – public speaking, leadership, communication, organization, conflict resolution, and many more skills.
IMPACT: Chapter Leaders have significant reach within the Dynamics CRM Community. Leaders are respected for their hard work and devotion to helping individuals and organizations attending meetings. Roles: Chair, Co-Chair, VP of Membership, VP of Communication, VP of Programming
Take Action: Contact your chapter leader or CRMUG Chapter Manager, Gretchen Ingbretson,
Chair
Co-Chair
VP of Membership
VP of Communication
VP of Programming

7. Join your CRMUG Chapter Community
Receive meeting updates from your chapter leaders
Access presentation materials from the meeting
Network with local CRM users
Philadelphia has 32 registered members. 21st out of 74 communities.
Find your community at Example:

8. CRMUG Chapter Breakdown

9. Summit 2015 Stats

11. OCTOBER 11-14, 2016 TAMPA, FLORIDA
REGISTRATION NOW OPEN. SAVE UP TO $400 BY REGISTERING BY 4/28/16.

13. Thank you to our annual chapter sponsors!
And our promotional sponsor
Connect with us if you are interested in becoming a chapter sponsor!
Deneen Dardis :

14. What was Hot – q4 2015 User Training - It Doesn't Have to Be Boring!
Best of CRMUG Summit 2015: Make the Most Out of CRM’s Recent Update
OneSource Dynamic Duo Series: CRM for Outlook & CRM App for Outlook – End User Focus
OneSource Dynamic Duo Series: Power Up Your CRM with Power BI
OneSource Dynamic Duo Series: CRM for Outlook & CRM App for Outlook – Administrator Focus
What’s New in the SDK for Developers
Best of CRMUG Summit 2015: CRM Superhero’s Tips, Tricks, and Toolbox
OneSource Dynamic Duo Series: CRM + Excel = Dynamite!

15. Microsoft Dynamics CRM 2016 What’s NEW

16. RSM CRM Team Bob Kanzler – Director John Voorhis – Manager
Hien Tieu – Senior Consultant

19. Interactive SERVICE HUB

21. Calendar control, phone
Pen Control
Auto-completion

33. Break

34. Upgrading Microsoft Dynamics CRM
Paula Brainard
CRM Presales Solution Specialist , Beringer Associates
March 16, 2016

35. To Upgrade or Not to Upgrade… that is the Question!

36. Online Implementation
If you have an online implementation, the answer is simple…

37. Online Implementation
Yes!
Microsoft will upgrade your organization as new releases and versions become available
You will have some flexibility in scheduling the upgrade date
You should still plan for your upgrade

38. On-Premise Implementation
If you have an on-PREMISE implementation, the answer is Not As simple…

39. On-PREMISE Implementation
maybe!
Evaluate Upgrading
Consider your Benefits
Consider your Costs
Consider your Risks

40. Microsoft support lifecycle

41. Microsoft support lifecycle

42. Benefits of upgrading
Upgrades introduce improvements and new features that continually increase your efficiency
Upgrades address/correct bugs encountered in prior versions
Support is geared to address the most common, most recent issues faced by the majority of customers
You want to retain control of your upgrade schedule, ensuring that releases are tested and stable
Avoid being stuck with obsoleted versions
By staying current you reduce cost of upgrading to next release

43. Costs of upgrading Infrastructure New Servers Server Resources
Software/Licensing
No Software Assurance
Repurchase CRM
Repurchase SQL
Repurchase any 3rd Party add ins
Yes Software Assurance
True up on license counts
Implementation Services
Down Time

44. UPGRADE CONSIDERATIONS/RISKS
Potential loss of service – Down time
User Adoption
Disruption due to User Interface Changes
Learning Curve
Resistance to Change
Existing functionality loss due to sun setting
Database Structure/SDK Change requiring code modifications for existing customizations and/or reports
Hardware/ Software compatibility

45. So you have decided to upgrade… now what!?!

46. Stay On-Premise or Migrate to Online
No servers to purchase and maintain*
No MS SQL to purchase and maintain*
Automatic updates and upgrades by MS
New features are often released to Online sooner
99.9% uptime service level agreement financially backed by Microsoft
Data protected by 5 security layers & disaster recovery service
Benefits of Office 365
InsideView Insights included N/C
Social Listening included at N/C
* A temporary staging environment may be required to upgrade your system to a version compatible to moving to online
On-Premise
No need to migrate data
Direct access to your SQL database allowing you to retain complete ownership of data
Data Storage Requirements
Control over when CRM updates and feature upgrades are applied
Compliance/Regulations may dictate you remain On-Premise

47. Prepare to upgrade Review Existing System Technical Environment
Hardware
Software
Configuration/Customization/Code
Integration
Functionality
Compatibility
Managed Solutions
3rd Party Applications

48. Prepare to upgrade Plan Future System Inline vs Migrate Method
New Solution Overview
Fit Gap Analysis of
Technical Environment
Configuration/Customization/Code
Integration
Functionality
Testing
Training
Timelines
This applies to online and on-prem

49. Perform the upgrade Prepare Staging Environment
Upgrade in Staging Environment
Update customizations, code, integrations, 3rd party solutions and reports
Develop planned enhancements
Test
Train
Deploy
On-Premise: Deploy to Production environment
Online: Migrate to Online
Support your users

50. Support your users Your users have just experienced a CHANGE
Train, train, train
Provide documentation
Provide help desk support
Schedule user group meetings
Can be led by Champions or Project Team members
Gain feedback
Answer questions
Identify enhancements needed
Send regular updates to end users
Reminders of key features and functions
Tips and Tricks
“Did you know?”
Updates regarding next release

51. Look Forward Stay in tune with your users and your business.
Follow your roadmap.
Enhance your solution.

52. 2016 CRMUG Schedule – Group Discussion

53. Suggested Months/Dates -
Topics?
Geoff Ables, Author CRM 2011 Administration Bible, Speaker – CRMUG Summit, New Orleans CRMUG, Carolinas CRMUG, Richmond VA, CRMUG
Extending CRM: Additional CRM-Related Solutions from Microsoft
The Customer Connection: The Surprising Link Between Employee Collaboration and Customer Relationships
Marketing Options - Inside and Outside of Dynamics CRM
CRM Adoption: Why 60% of CRM Projects Fail, and How to Drive Adoption
Visionary Demo: How Leading Companies Truly Collaborate to Create Great Customer Experiences

54. Roundtable/Q&A/ Follow Up

55. REMINDER - Next Meeting!
Date:
Time:
Place:
Topics:
Edit your info if already known

56. Feedback…. We want yours!
Don’t forget the survey!
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

57. Thank you for participating!