1. Welcome!

2. Microsoft Dynamics CRM user Group (CRMUG) & Microsoft
MOMENTUM SERIES
Denver - May 18, 2016

3. 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
11:45 – CRMUG Customer Showcase: Dynamic Communities
12:30 – Networking Lunch
1:00 - CRMUG Chapter & Community Updates
1:15 – CRMUG Educational Topic
2:15 - Customer Exchange Roundtables
3:00 – Session Close & Thank you

4. Welcome & Introductions
CRMUG Chapter Leaders & Presenters
Jamison Wise (Chair)
Melissa Erickson
Justin Woodbury
Zara Kamruddin
Gretchen Ingbretson
Microsoft Representatives
Paige O'Brien
Travis Pullen
Scott Davis
Ben Richardson
InsideView
Andrea Austin
Tweet during ##CRMUGDenver, #CRMUGMomentum

5. Microsoft Vision and CRM 2016 Spring Release Update

6. Customer Service Reimagined

7. Isv Solution Showcase
InsideVeiw

8. Member Showcase featuring: dynamic Communities
Presented by: Melissa Erickson

9. Who We Are AXUG, CRMUG, GPUG, NAVUG & PBIUG
We began a little over 10 years ago with AXUG
Newest group PBIUG about 2 months old
Our goal is to provide content for users by users, as well as networking opportunities for like users to share and learn from each other.
Today we have about 55 employees
We use CRM and GP internally

10. Dynamic communities infrastructure
Dynamics CRM
AXUG.com
AXUGCongress.com
AXUGFocus.com
AXUGSummit.com
CRMUG.com
CRMUGCongress.com
CRMUGSummit.com
GPUG.com
GPUGAmplify.com
GPUGSummit.com
NAVUG.com
NAVUGCongress.com
NAVUGFocus.com
NAVUGSummit.com
PBIUG.com

11. CRM setup Modules – Sales, Service, Marketing (we use them all)
Version – CRM 2013, upgrading to CRM 2016 this summer 
Number of Users – 50
Went live in 2009, new install in 2014
Add-on’s
Cobalt (AMS)
ClickDimensions
Xpertdoc
Easyterritory.com

12. New Websites – September 2014
Seamless experience of community and events
All transactions/data flow into 1 DB
System that knows you and your information – less repetition

13. Membership Processing
CRM for everything
Membership Processing
Event Management
5 websites on 1 DB
Managing Volunteers
Sponsorship Sales
Support Management
Accounts Receivable

14. Cool things

15. Complex tracking

16. Engagement Activities

17. Volunteer activities

18. A/r reporting

19. Website

20. Profile

21. Volunteer Profile

22. Support form

23. Registrations

24. 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!

25. Get involved in Chapter community

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

27. CRMUG Chapter Business & news for Q2
Local Chapter Announcements:
Next Meeting: TBD
Location: TBD
Topics: 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!

28. 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:

29. 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

30. 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

31. 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:

32. 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

33. CRMUG Educational Session: calculated and roll-up fields
Valter Herman
RSM US, LLP

34. Roundtable Discussions & Networking

35. Q & A

36. Thank you for participating!