1. explore engage elevate Microsoft Dynamics CRM User Group (CRMUG ® ) Chapter Meeting Welcome! Detroit (Michigan) Tweet today’s meeting: #CRMUGMI

2. exploreengageelevate Agenda 1:00 – 1:15Registration and Introductions 1:15 – 1:30Chapter Business 1:30 – 2:00Summit Recap 2:00 – 2:15Break 2:15 – 3:15Microsoft Showcase 3:15 – 3:30Break 3:30 – 4:00Roundtables

3. exploreengageelevate Get to Know Your CRM Peers Introductions Name Company (describe Company/Industry) Your role in the company What version are you on? What do you hope to accomplish by attending the user group?

4. explore engage elevate Chapter News

5. exploreengageelevate

6. exploreengageelevate The What Connect. Learn. Share. We’re a little over 12,000 Dynamics CRM users who get together and chat about CRM virtually or in person events, like this one. It’s a big conversation you really shouldn’t miss out on. You’ll probably learn something great, apply it to your organization, and be treated like a super hero. The When Call Bryan Erstad, he’s a great guy as well as the CRMUG Membership Manager. 877-324-8880 x1450 bryan@crmug.com Join CRMUG

7. www.CRMUG.com 7 Our New Website! One Site We’ve brought all the pieces of Collaborate together with the events and education you want to one site! Information Relationships Community Building Industry Experts Dynamics Peers WOW!

8. www.CRMUG.com Important Actions to Take 8 STEP 1 Create NEW Username & Password STEP 2 Update Your Profile WOW!

9. www.CRMUG.com Cool new features: 9 Filtering & Sorting Self-Service Options Your Time Zone WOW! Filter events by: Type Tag Other event criteria OR Search by keyword Creating own username and password Managing team members Join, Upgrade or Renew from Profile Update your time zone preference via your Profile to view virtual events in your preferred time zone (default is Eastern Time)

10. exploreengageelevate Upcoming Virtual Events EventDateAvailability CRMUG Partner Showcase: Cobalt Nov 19Subscribers + Members User Group Information and Orientation Nov 20Subscribers + Members BI and Reporting SIG: Developing Multi-Series Charts in Dynamics CRM Nov 20Members Only Benefit Public Sector SIG: A Person-Centered CRM Approach Nov 20Members Only Benefit Improve Customer Support and ROI with Customer Communities by Higher Logic Nov 21 Subscribers + Members CRM Administration/IT Support SIG: Fixing CRM When It’s Not Broken Dec 4Members Only Benefit Accounting in CRM: Centralizing Your Entire Business in CRM with Rockton Software Dec 4Subscribers + Members 40 Innovative CRM Add-ons and Low-Cost Rapid Customization Service with Management Technology Consulting Dec 11Subscribers + Members

11. exploreengageelevate 1-2-3 Let's Go! Series for CRM End Users Rolling Up the Sleeves Series for the New CRM Administrator

12. exploreengageelevate Chapter Leadership Be a part of something really great FACT: The most successful chapters have strong leadership teams. BENEFIT: Ignite 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 Director, Onika Allen, onika@crmug.comonika@crmug.com

13. exploreengageelevate Next Meeting Date: Wednesday, January 28 th, 2015 Time: 1:00 PM Place: Microsoft Office (or Store) Topics: TBD

14. exploreengageelevate We Are Expanding Place: Grand Rapids Date: June 2015 Topics: TBD

15. exploreengageelevate October 12-16, 2015 Reno-Tahoe 15 If you’re here and you’re a CRMUG User Member ….you can register now for only $599 ! Special $599 registration available Oct 17-31, 2014. Available only to Dynamics CRM users who attended CRMUG Summit 2014 and are CRMUG Members. Not available to Partners or CRMUG Subscribers. Registration will re-open for everyone in early 2015. www.crmugsummit.com/reno

16. exploreengageelevate Summit 2014 - St. Louis Recap Video

17. exploreengageelevate Summit 2015 - Reno Preview Video

18. explore engage elevate Summit 2014: Recap Presented By: Jamie White

19. explore engage elevate Microsoft Showcase Richard Riddle CRM Technical Specialist Microsoft

20. exploreengageelevate Meeting Recap Next Meeting: Wednesday, January 28 th at 1:00 PM Here (Microsoft Office) or at the Microsoft Store in Twelve Oaks

21. explore engage elevate Roundtable Discussion

22. exploreengageelevate 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?

23. explore engage elevate Thank You For attending the Q4 CRMUG-Detroit meeting