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Chapter Meeting

Presented by:

@CRMUG

Agenda12:00 – 12:40 Registration and

Networking12:40 – 1:00 Chapter Business1:00 – 1:20 Member Showcase1:20 – 1:30 Break1:30 – 2:15 Roundtables2:15 – 2:30 Break

2:30 – 3:00 Educational Workshop “Sales tool to xRM”

@CRMUG

Get to Know Your CRM PeersIntroductions• Name• Company (describe Company/Industry)• Your role in the company• What version are you on?• What do you hope to accomplish by

attending this and future meetings?

@CRMUG

About CRMUG

Users

Partners

Microso

ft

Founded in 2008

Officially recognized by Microsoft

The largest, independent group for users of Microsoft Dynamics CRM

Over 3,800 company members (11,000+ individual members)

@CRMUG

An online community that is your one-stop-shop for all things CRM.

community.crmug.com

@CRMUG

October 14-17, 2014America’s Center – St. Louis, MO

Pre-conference Training - Oct 13-14

Experience Learning Focused, interactive sessions offer valuable content for all Microsoft Dynamics® CRM users, no matter your product version or experience level.Experience Networking Benefit from the real-world expertise of others in your role, your industry, or with similar goals.Experience It Together There’s more to CRMUG Summit than one person can soak in alone - attend with your teammates and go home with actionable solutions and ideas! crmugsummit.com

@CRMUG

Regional Conferences Available

Premium Member - $129; Basic Member - $299Additional Academy Courses Availablehttp://www.crmug.com/regional-conferences/

Dallas, Texas Minneapolis, Minnesota

June 9-10 Starts Noon on June 9th

Ends at 5:00 pm on June 10th

Embassy Suites – DFW South

4650 W. Airport Freeway

Irving, TX 75062

June 19-20Starts Noon on June 19th

Ends at 5:00 pm on June 20th

Embassy Suites - Minneapolis Airport

7901 34th Ave. S.

Bloomington, MN 55425

@CRMUG

Upcoming Virtual EventsEvent Date Availability

CRMUG SIG: CRM Administration/IT Support – Ask the Experts: All Things Security Apr 17 PremiumCRMUG Convergence 2014 Encore: Dynamics CRM Scripting for Administrators Apr 22 PremiumCRMUG User Group Information and Orientation Session April 22 OpenCRMUG Partner Showcase: Engage Your Customers with CRM Vertex April 23 OpenCRMUG Webinar: Ask the Experts – User Adoption Tips and Tricks for Dynamics CRM 2013 Apr 24 PremiumCRMUG Convergence 2014 Encore: Functional Use and Customization of BPM in Dynamics CRM 2013 May 6 Premium

CRMUG Partner Showcase: D&B360 – The New Paradigm Shift in CRM Data Quality May 7 OpenMicrosoft Excel Idol! May 9 PremiumCRMUG Partner Showcase: Trend Miner May 13 OpenxRMUG Webinar: Telerik KendoUI Library May 13 OpenCRMUG SIG: Data Integrity - Data Quality out of the Box: Functional Series May 14 PremiumHow Microsoft Sure Step Will Help You Have a Smoother Upgrade May 16 PremiumCRMUG Convergence 2014 Encore: Your Dynamics CRM Reporting Smörgåsbord May 21 PremiumEnhancing Your Organization’s Culture in the Face of Growth May 21 Premium

@CRMUG

CRMUG MembershipBasic Member Premium Member

CRM end users only

FREESmall

Business1-9 CRM Licenses$400

USD/year

Mid-Market10-99 CRM Licenses$700

USD/year

Enterprise100+ CRM Licenses$1,200 USD/year

Upgrade Today: email membership@crmug.com

Weekly email newsletter Level 100 Webinars CRMUG Summit Invites Paid access to Regional Chapters

(Nominal Fee) Partner Showcase Webinars

Unlimited Workshops, Webinars & Roundtables Free Regional Chapters Special Interest Groups Microsoft Conduits Full access to CRMUG Collaborate & Member

Directory Discounted Summit Registrations Discounted Academy Courses And so much more!

@CRMUG

Member Showcase Featuring:

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Lea

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Shar

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@CRMUG

@CRMUG

@CRMUG

@CRMUG

Customer Self-Service in J.D. Edwards – Soon to be J.D. Edwards E-Commerce WebsiteOpen Order Report integration with JDE and Business Objects InfoView Publication

@CRMUG

Homeowners / Relationships

@CRMUG

@CRMUG

CRM Integration:

• Project Funding

• Project Services

• Contractor Select

@CRMUG

@CRMUG

Quality Assurance – Cases & Case Credits

@CRMUG

Scribe Integrations: MS Dynamics, Contractor Select, J.D. Edwards

@CRMUG

Questions?

@CRMUG

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 They Go for Answers• Questions?

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Break

@CRMUG

Roundtable

DiscussionCo

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@CRMUG

@CRMUG

Roundtable Discussion• Have you upgraded to CRM 2013?• If not, what is holding you back?• What excites you the most?• What do your local users like best?• What ISV solutions do you use?• What challenge do they help you

solve?

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Break

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Sales tool to xRM

@CRMUG

Question and Answer Time

@CRMUG

Next Meeting?Date: 7/16/2014

Time: 9am

Place: UPenn Wharton

Topics: What are your suggestions?