1. WELCOME! Microsoft Dynamics CRM User Group

2. Today’s Agenda 8:30 Welcome & Introductions
8:45 CRMUG News & Chapter Business
9:00 Educational Session: Dynamics 365
9:45 Break
10:00 Birds of a Feather Roundtable Discussions
11:00 Birds of a Feather Sharing
11:15 Sponsor Presentation: Atlas Software
Tweet During #MinnesotaCRMUG #CRMUGDynamics365

3. Introductions & First Time Attendees
Name
Company & Role
Microsoft Dynamics CRM Version
Did you attend a UG conference or event this past year?
Would you prefer to climb a mountain or relax on a beach?
What do you hope to gain from today’s meeting?

4. CRMUG Events, Training & Engagement

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

8. CRMUG Administrator Black Belt Training Series
Distance Learning
Live instructor-led training at your own desk
Half Day, Full Day, & 2 Day class formats
Many classes use virtual hands-on labs
On demand online classes available 24 x 7
Paid Members receive a 50% discount
On-Site Learning
Instructor-led training at a User Group event
25 classes offered at CRMUG Summit
CRMUG Administrator Black Belt Training Series
A Powerful Series Designed Around Practical Experiences
4 class online series for Dynamics CRM administrators & super users
Master the art of administering, configuring, and adapting Microsoft Dynamics CRM
Gain actionable best practices from industry experts
Clearly differentiate yourself from peers

9. Educational Session Topic: Dynamics 365 Presented by: Charles Winkler
Sonoma Partners

10. Birds of a Feather Roundtable Discussion
Topic: What are your primary CRM goals for 2017 and how do you plan to accomplish them?
Split into 3 Groups:
System Administrators
Sales & Marketing
Developer/Technical

11. Discussion Opportunities
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?

12. Sponsor Presentation
Presented by:
Jason Carter
Globe/Atlas Software

13. Next Meeting: Thank you to our Annual Chapter Sponsors!
Date: WEDNESDAY May 3rd
Time: 9:00 - Noon
Place: Microsoft Offices
Topics: Dev Fest and Marketing Automation
Member Showcase: Volunteers?
Be sure to REGISTER for the next meeting!
Connect with us if you are interested in becoming a chapter sponsor! Please contact Lauren at

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. 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

16. THANK YOU FOR ATTENDING!