1. @CRMUG About CRMUG Users Partners Microsoft Founded in 2008 Officially recognized by Microsoft The largest, independent group for users of Microsoft Dynamics CRM Over 3,300 company members (6,700+ individual members)

2. Welcome! Microsoft Dynamics CRM User Group (CRMUG®) 4 th Quarter Regional Chapter Meeting

3. @CRMUG Agenda 8:30 – 9:00Registration and Networking 9:00 – 9:30 Introductions and Chapter Business 9:30 – 10:15Member Spotlight 10:15 – 10:30Break 10:30 – 11:15CRM 2013 Demo (Seattle) 11:15 – 11:30Break 11:15 – 12:00Round Table Discussions

4. @CRMUG Meet Your Chapter Leaders Introductions Jamie Flores – Chapter Chair Daniel Maynes – Programming Chair Alan Smith – Membership Chair Monica Goomber – Communications Chair

5. @CRMUG Getting to know you better Please introduce yourself to the group Name Company (describe Company/Industry) Your role in the company Which version of Dynamics CRM you are on What do you hope to get out of your attendance/participation in CRMUG meetings?

6. @CRMUG What Regional Chapters Do ShareLearnConnect

7. @CRMUG Chapter Business  Portland Chapter Meetings – Tentative 2014 Quarterly Meeting Date(s) – 1 st Quarter (March 27) – 2 nd Quarter (June 26) – 3 rd Quarter (Sep 25) – 4 th Quarter (Dec 10) – Location Microsoft offices, but we are open to other sites (preferably customer sites, when possible) – Social Events? Would like to have at least two informal social events (after work happy hour/networking). Suggestions? Member Showcase, Educational Topic, ISV Solution, Microsoft Roadmap, Ask the Expert panelists – Presenters – We need speakers! (Member Showcase, Educational Topic, ISV Solution, Microsoft Roadmap, Ask the Expert panelists). Please contact us to volunteer or to suggest someone.  Join CRMUG Collaborate (private online community for CRMUG members) Convergence 2014, Atlanta, GA March 4-7, 2014 Convergence 2014, Atlanta, GA March 4-7, 2014

8. @CRMUG A brand new online community that is your one-stop-shop for all things CRMUG. community.crmug.com

9. @CRMUG Upcoming Virtual Events WebinarDatePremium/Open CRMUG SIG: Marketing – Using Data Quality to Improve Marketing Campaigns Nov 5 Premium CRMPC: xRM – View – Control (xRMVC) Nov 6 Partners Only CRMUG SIG: Developer - Continuous Delivery with Dynamics CRM Nov 11 Premium CRMUG Partner Showcase: Zap Technologies Nov 13 Open CRMUG SIG: Administrator and IT Support – The Basics of Entities Nov 14 Premium CRMUG SIG: Social – Master the Art of Customer Intimacy Nov 14 Premium CRMUG Academy: Dashboards and Reporting for the Everyday User Nov 14 Open CRMUG Academy: Installing CRM from Start to Finish Nov 19 Open CRMUG User Group Information and Orientation Nov 21 Open CRMPC: Tips, Tricks, and Shortcuts in Solving Customer Issues for Dynamics CRM Nov 26 Partners Only CRMUG Partner Showcase: CRMGamified Dec 3 Open CRMUG SIG: Marketing - Out of the Box Marketing Functionality for Dynamics CRM Dec 4 Premium CRMUG SIG: Social CRM - Microsoft Dynamics CRM and Yammer: Better Together Dec 10 Premium CRMUG Partner Showcase: Assistance Software Dec 12 Open CRMUG Academy: Building CRM Workflows in the Real World Dec 12 Open CRMUG Webinar: xRM for Member and Event Management – Dynamic Communities Dec 17 Premium

10. @CRMUG Moss Adams, LLP

11. @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  Successes and struggles  Tips & Tricks / Way to Improve Processes (what surprised you that you didn’t know)  Questions?

12. @CRMUG

15. Roundtable Discussion  Timeline on upgrading to CRM 2013  If timeline is long, what is the reason?  What new features excite you the most?  What changes will be most beneficial to your organization?  What hasn’t changed that you would like to see changed in the future?

16. @CRMUG CRMUG Membership Basic MemberPremium Member CRM end users only FREE Small Business 1-9 CRM Licenses $400 USD/year Mid-Market 10-99 CRM Licenses $700 USD/year Enterprise 100+ 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!

17. @CRMUG Next Meeting? Date: 3/27/14 Time: 8:30a Place: TBD Topics: TBD