1. @CRMUG MEETING WILL BEGIN SHORTLY

2. @CRMUG Microsoft Dynamics CRM User Group (CRMUG ® ) Chapter Meeting WELCOME! New York (Upstate/New York) Tweet during Today’s Meeting: @CRMUG, #CRMUGNYALB, #CRMUGNYALBQ1

3. @CRMUG AGENDA 8:30 – 9:00Registration & Networking 9:00 – 9:20Chapter Business & Introductions 9:20 – 9:50Member Showcase – UXC Eclipse – Jay 9:50 – 10:00Break 10:00 – 12:00 CRM: What’s New Since 2011, 2016 Deep Dive, Roadmap, and Related Microsoft Apps – Geoff Ables, C5 Insight 11:10 – 12:00Roundtables & Networking

4. @CRMUG GET TO KNOW YOUR CRM PEERS Introductions ‒Name ‒Company (describe Company/Industry) ‒Your role in the company ‒What version are you on? ‒Did you attend Summit this year? ‒What do you hope to accomplish by attending the user group? Tweet the most interesting thing you hear or the person you are most excited to network with using @crmug, #crmugNYALB

5. @CRMUG CHAPTER BUSINESS & NEWS FOR Q1  Local Chapter Announcements: ‒Next Meeting: TBD ‒Location: TBD ‒Topics: TBD  It Takes a Village… marketing campaign in targeted regions to grow attendance ‒Targeting Facebook, Twitter, LinkedIn ‒General demand generation to grow chapters in all CRMUG  Check out our New Home Page on Collaborate – Quick Links!  Update your Profile on Collaborate!  Early Bird Pricing for Summit ends 4/28/16  Vanity URL www.crmug.com/albany 5

6. exploreengageelevate Connect, Learn, Share 26,000 of your Dynamics CRM peers are waiting for YOU to join the Community! Get Started Now Have Questions? Contact Bryan Erstad, CRMUG Membership Manager 877-324-8880 x1450 bryan@crmug.com Join CRMUG Enroll Online … www.crmug.com/join Your Peers are saying…. Attend one of the hundreds of live or on-demand skill building webinars Participate in local chapter meetings and engage with other Users Access some of the 200 educational events year round Collaborate: Exclusive online social community for CRM users with over 10,000 discussions happening now Save on CRMUG Summit Registration Attend one of the hundreds of live or on-demand skill building webinars Participate in local chapter meetings and engage with other Users Access some of the 200 educational events year round Collaborate: Exclusive online social community for CRM users with over 10,000 discussions happening now Save on CRMUG Summit Registration

7. @CRMUG CHAPTER LEADERSHIP BE A PART OF SOMETHING REALLY GREAT!  FACT: The most successful chapters have strong leadership teams.  BENEFIT: Energize Leadership Training available ONLY to chapter leaders. Develop your professional skills – public speaking, leadership, communication, organization, conflict resolution, and many more skills.  IMPACT: Chapter Leaders have significant reach within the Dynamics CRM Community. Leaders are respected for their hard work and devotion to helping individuals and organizations attending meetings. Roles: Chair, Co-Chair, VP of Membership, VP of Communication, VP of Programming Take Action: Contact your chapter leader or email CRMUG Chapter Manager, Gretchen Ingbretson, gretchen@crmug.comgretchen@crmug.com Chair Co-Chair VP of Membership VP of Communication VP of Programming

8. @CRMUG Receive meeting updates from your chapter leaders Access presentation materials from the meeting Network with local CRM users Find your community at www.crmug.com/ Example: www.crmug.com/bostonwww.crmug.com/<city

9. exploreengageelevate

10. @CRMUG 10

11. @CRMUG 11

12. Count On the Early Bird Discount to Save Up to $700! Register by April 28 #CountOnSummit #CRMUGSummitwww.crmugsummit.com October 11-14, 2016 | Tampa, FL The Premier CRM User-Centric Conference

13. @CRMUG THANK YOU TO OUR ANNUAL CHAPTER SPONSORS! 13 Connect with us if you are interested in becoming a chapter sponsor! Nancy Anello: Nancy.Anello@dynamiccommunities.comNancy.Anello@dynamiccommunities.com AND OUR PROMOTIONAL SPONSOR

14. @CRMUG MEMBER SHOWCASE Jay Murphy Consultant – Microsoft Dynamics CRM Support April 20, 2016

15. @CRMUG MEMBER SHOWCASE  Who we are and what we do  What Modules We Use ‒Version, Number of Users, How Long ‒Favorite Module and Why ‒What ISV's and How We Use Them  Tips & Tricks ‒Way to Improve Processes ‒What surprised you that you didn’t know  Where do we go for answers  Questions?

16. @CRMUG EDUCATIONAL SESSION Geoff Ables C5 Insights April 20, 2016

17. @CRMUG ROUNDTABLE DISCUSSION

18. @CRMUG  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? DISCUSSION OPPORTUNITIES

19. @CRMUG Q & A Jay Murphy April 20, 2016

20. @CRMUG User Training - It Doesn't Have to Be Boring!User Training - It Doesn't Have to Be Boring! Best of CRMUG Summit 2015: Make the Most Out of CRM’s Recent UpdateBest of CRMUG Summit 2015: Make the Most Out of CRM’s Recent Update OneSource Dynamic Duo Series: CRM for Outlook & CRM App for Outlook – End User FocusOneSource Dynamic Duo Series: CRM for Outlook & CRM App for Outlook – End User Focus OneSource Dynamic Duo Series: Power Up Your CRM with Power BI OneSource Dynamic Duo Series: CRM for Outlook & CRM App for Outlook – Administrator FocusOneSource Dynamic Duo Series: CRM for Outlook & CRM App for Outlook – Administrator Focus What’s New in the SDK for Developers Best of CRMUG Summit 2015: CRM Superhero’s Tips, Tricks, and ToolboxBest of CRMUG Summit 2015: CRM Superhero’s Tips, Tricks, and Toolbox OneSource Dynamic Duo Series: CRM + Excel = Dynamite! WHAT WAS HOT – Q4 2015

21. @CRMUG REMINDER - NEXT MEETING!  Date: TBD  Time: TBD  Place: Microsoft Office  Topics: TBD

22. @CRMUG FEEDBACK…. WE WANT YOURS! Don’t forget the survey! You will receive a survey via email after the meeting Please provide feedback. Your opinion is valued! Be sure to include topics you would like to see covered in future meetings

23. @CRMUG THANK YOU FOR PARTICIPATING!