1. Welcome to YOUR Community!
Upstate New York Chapter Meeting
11/16/2017

2. Introductions Name Company & Role Microsoft Dynamics CRM Version
Did you attend a UG conference or event this past year?
What do you hope to gain from today’s meeting?
Most recent favorite movie or book?

3. Today’s Agenda Welcome & Introductions CRMUG News & Events
Member Showcase – Jay Murphy
A Unified Service Desk Experience!
Roundtable Discussions
Networking

4. A Membership option that suits everyone
Individual Memberships available!
$249 annually
Single user
*Not eligible for partners
Join today:

5. 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!

6. 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.

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

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

9. D365UG/CRMUG Conference Lineup
Nov. 27, 2017 – Calgary
Nov. 29, Vancouver
April 24-26, 2018
Dublin, Ireland
June, 2018
Location TBD
October 15-18, 2018
Phoenix, AZ
Conference information:
Collaborate Canada - Join the Canadian User Groups in four different locations for access to premium Dynamics content designed by industry experts.
Summit EMEA - Looking to attend another Summit? Join us across the pond to learn and network with your European user group peers. Registration opens soon!
Focus - If you’re an advanced user of D365, AX, CRM or Power BI this is the conference for you. Concentrated learning tracks – all sessions are 90 minutes of deep dive, hands on learning.
Summit Phoenix – Step out from behind your monitor and take your big ideas and love of knowledge-sharing to D365UG/CRMUG Summit in the fall of 2018.

10. Member/Customer Showcase
Presented by: Jay Murphy

11. 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?

12. A Unified Service Desk Experience
Presented by: Derik Bormann – Recorded previously At Focus

13. Roundtable Discussion
Topic: End User Service

14. 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?

15. Meeting Dates & Feedback:
Next Date & Time: February 8, 2018
Location: Microsoft Office/Virtual
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!
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Annual Chapter Sponsor!
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16. THANK YOU FOR ATTENDING!