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DALLAS/FT WORTH CHAPTER MEETING
23 AUGUST, 2018
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INTRODUCTIONS Name Company & Role Microsoft Dynamics Version
Did you attend a UG conference or event this past year? What do you hope to gain from today’s meeting?
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TODAY’S AGENDA 11:00-11:20 Welcome/Introductions/Chapter Business
11:25-12:10 User Story-Jenny Severson, Dallas Cowboys 12:10-1:00 Lunch/Networking 1:00-1:45 Power BI-Mike Green, MCA Connect 1:45-2:00 Break/Networking 2:00-2:45 Master Planning-Mike Green, MCA Connect 2:45-3:00 Roundtable/Wrap-Up
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GET INVOLVED Present. Instruct. Serve. Write.
What is your volunteer forte? Learn more & complete your volunteer profile. From your Users Group homepage: Learn and Engage > Volunteer Your Time Speaking points for LEADERS This slide is a reminder that everyone has a talent! Share it with others by getting involved as a Volunteer in the user group. Complete your volunteer profile on the user group homepage, and indicate where you would like to get involved. There are many options and ways to get involved. Write a blog or an article for the magazine, serve on a committee, present a webinar – the opportunities are endless and we would love to have you share your knowledge. Be sure to fill out the volunteer profile, but if anyone is interested in helping lead or support the local chapter community, you should also speak directly with the leadership team
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13 & 14 September | Copenhagen
November, 2018 5 Cities October 15-18, 2018 Phoenix, AZ August - November, 2018 8 cities 5 & 6 September | London 13 & 14 September | Copenhagen 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.
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Summit Phoenix Join your AXUG user group community at the conference for users by users! OCTOBER | PHOENIX, AZ Register now: axugsummit.com
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2018 ANNUAL CHAPTER SPONSORS (US & Canada)
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Director Merchandise Systems
USER STORY Jenny Severson Director Merchandise Systems Dallas Cowboys
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EDUCATIONAL SESSION - POWER BI & DYNAMICS 365 FOR OPERATIONS
Mike Green VP-Solution Consulting MCA Connect
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VP-Solution Consulting
EDUCATIONAL SESSION – HELPFUL TIPS FROM EXPERIENCE WITH MASTER PLANNING Mike Green VP-Solution Consulting MCA Connect
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ROUNDTABLE 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?
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MEETING DATES & FEEDBACK:
Next Date & Time: 2/7/19 (Thurs.) 11:00-3:00 Location: Your Name Here!!! Educational Topics: Ideas? Member Showcase: Your Name Here!!! *Be sure to REGISTER for the next meeting FEEDBACK on today’s meeting? Go to your local community page and complete the survey! Expand your network, increase brand recognition and establish your company as an expert by becoming an Annual chapter sponsor! Please contact Lauren at:
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THANK YOU FOR ATTENDING!
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