1. Welcome to Fox Valley Chapter!
FVTC Bordini Center Chapter Meeting
Friday, June 9

2. Today’s Agenda D365 Presentation – Matt Gelb, Wipfli
Welcome & Introductions
Educational Session
Member Showcase
Roundtable Discussions
CRMUG News & Events
Networking

3. Introductions 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 Event Calendar Not sure which conference is right for you?
FOCUS
May 8-9, 2017
St. Louis, MO
Deep-dive education with functional tracks – Sales, Service, Citizen Developer - for advanced Dynamics CRM users.
SUMMIT 2017
October 10-13, 2017
Nashville, TN
Leading live-event featuring community-produced education and optimal networking opportunities.
Leading live-event featuring community-produced education and optimal networking opportunities.
SUMMIT 2018
October 15-18, 2018
Save the date!
Not sure which conference is right for you?
Visit:

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. D365 Presentation
Presented by: Matt Gelb, Wipfli LLP

7. Educational Session Presented by: Ledgeview Partners
Tyler Felton and Michael Dodds

8. Member/Customer Showcase
Presented by: Navitus

9. 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?

10. Roundtable Discussion
Topic:

11. 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?

12. Next Meeting: Thank you to our Annual Chapter Sponsors!
Date: Friday, September 15
Time: 8:30-noon
Place:
Topics: Ideas?
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

13. THANK YOU FOR ATTENDING!