1. Welcome! Microsoft Dynamics CRM User Group (CRMUG®) Regional Chapter Meeting

2. @CRMUG Agenda Welcome & Meet-N-Greet4:00-4:15 Platform (User or Product) Showcase4:15-4:45 Platform Showcase Q&A & Open Roundtable4:45-5:00 Technical Academy5:00-5:45 Technical Academy Q&A & Open Roundtable5:45-6:00

3. @CRMUG Getting to know you better Introductions Name Company (describe Company/Industry) Your role in the company What do you hope to accomplish by attending this and future meetings? Are you planning or have you upgraded to CRM 2013?

4. @CRMUG About CRMUG Users Partners Microsoft Founded in 2008 Officially recognized by Microsoft The largest, independent group for users of Microsoft Dynamics CRM Over 3,632 company members (9,600+ individual members)

5. @CRMUG What Regional Chapters Do ShareLearnConnect

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

7. @CRMUG Meet like- minded CRMUG members and access your network anytime, anywhere. ShareLearnConnect Keep up on what’s happening in CRMUG and in the world of Dynamics CRM. Share your Dynamics CRM experiences and gain insight from the CRMUG community.

8. @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!

9. @CRMUG Platform (User or Product) Showcase Dynamics CRM 2015 New UI Features – Overview Multi-Entity Search Hierarchy Visualization (AF Under/Not) Hierarchy Security Rollup and Calculated Fields Process Driven UI Quick Create OOB Field Level Security Outlook & Sync Enhancements Product Enhancements Custom HELP! MDM Social Listening USD Social Insights

10. @CRMUG Technical Academy Reporting – Basic 2 Advanced Native CRM – Self Service Native CRM – Advanced Development Analytics – PowerBI Analytics – QlikView Form/Layout – Xpertdoc for CRM / DocumentCorePack for CRM (Mail-Merge)Xpertdoc for CRMDocumentCorePack for CRM Form/Layout – XperiDo for CRM (Server/Word Add-In)XperiDo for CRM Form/Layout – Telerik (Server - Dev)Telerik Form/Layout – jsreport (Client - Dev)jsreport

11. @CRMUG

12. Chapter Business  2015 Meeting Dates & Times (meet quarterly/meet longer): – 1st Thursday of the month – May 7, 2015 (Marketing & TBD) – August 6, 2015 – November 5, 2015  Location – Microsoft Cleveland Office  Convergence 2015 (March 16-19) – Atlanta, GA  CRMUG Summit 2015 (October 12-16) – Reno, NV

13. @CRMUG What’s Your Forte? CRMUG Encourages Your Participation! Who else can share Dynamics CRM perspective? Will you speak?Will you write?Will you lead? REVIEW the “CRMUG Volunteer Program” www.crmug.com/volunteer www.crmug.com/volunteer

14. @CRMUG Additional Questions/Comments Tony Stein Tony Stein, CRMUG Director Tony@CRMUG.com 877-324-8880 x1449 Onika Allen Onika Allen, CRMUG Program Coordinator Onika@CRMUG.com 877-324-8880 x1455 Bryan Erstad, Bryan Erstad, CRMUG Membership Manager Bryan@CRMUG.com 877-324-8880 x1451 www.crmug.com