explore engage elevate Meeting will begin shortly Moderated by Joe Sznaza Sr. Business Integration Analyst Sr. Business Integration Analyst Church & Dwight, Inc. March 25 th, 2015

explore engage elevate Microsoft Dynamics CRM User Group (CRMUG ® ) Chapter Meeting Welcome! Q1 Philadelphia Tweet today’s meeting: #CRMUGPA

exploreengageelevate Agenda 9:30 – 9:45Registration and Networking 9:45 – 10:00Chapter Business 10:00 – 10:30On Premise vs. Hosted – Dave Buggy 10:30 – 11:00Marketing Automation – Dave Buggy/Jesse Granlund 11:00 – 11:15Break 11:15 – 11:45Microsoft Social Listening – Bill Tsai 11:45 – 12:15Member Showcase – Dan Madden 12: :30Q&A/Follow Up

exploreengageelevate Get to Know Your CRM Peers Introductions Name Company (describe Company/Industry) Your role in the company What version are you on? Hosted/On Prem? What do you hope to accomplish by attending the user group? Did you attend Convergence 2015? If you did, what did you think about it? Both pro’s and con’s… If you didn’t, was there a particular reason you couldn’t?

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 x1450 Join CRMUG

exploreengageelevate Are you PLUGGED into your local group on CRMUG.com? There is a local group on Collaborate where you can: Start new connections within today’s room. Get meeting notes, pictures, decks and shared files. Hear about upcoming events. Post topics/challenges/opportunities that are relevant to the group. Visit find your chapter, and click ‘JOIN’.

exploreengageelevate Upcoming Virtual Events EventDateAvailability OneSource Excel Series: How to be a Power-user of PowerPivotsMembers Only23-Mar Exploring the Amazing XRMToolBox for Microsoft Dynamics CRM (part 1)Members Only26-Mar Summit 2014 Encore: Workflows for Developers/Custom Workflow ActivitiesMembers Only26-Mar CRMUG Medic Friday: The Docs Are In!Members Only27-Mar OneSource Excel Series: Turn Up the Heat with Power MapMembers Only27-Mar Get2Know CRM 2015: Taking the Leap - CRM 2011 to 2015 Upgrade Best PracticesMembers + Subscribers30-Mar User Group Information and OrientationMembers + Subscribers31-Mar OneSource Excel Series: Excel IdolMembers Only1-Apr Dashboards for the CRM Administrator: Not Your End Users' Dashboard!Members Only1-Apr Exploring the Amazing XRMToolBox for Microsoft Dynamics CRM (part 2)Members Only2-Apr Assess Your CRM Success: How is Your Project Really Going?Members Only7-Apr Get2Know CRM 2015: User Experience UpgradesMembers + Subscribers9-Apr Get2Know CRM 2015: Covering the Field(s) - Rollup and Calculated StyleMembers + Subscribers10-Apr Microsoft CustomerSource: Your Dynamics Life Support SystemMembers Only14-Apr The Art of Winning More Business with LinkedInMembers Only16-Apr Get2Know CRM 2015: What’s New with Advanced Find, Charts, and DashboardsMembers + Subscribers21-Apr Small Business Accounting inside CRM OnlineMembers + Subscribers22-Apr Get2Know CRM 2015: Enhanced Business ProcessesMembers + Subscribers23-Apr Get2Know CRM 2015: Diving Deeper with Business RulesMembers + Subscribers27-Apr Get2Know CRM 2015: Doing More with Microsoft Dynamics Marketing and Social ListeningMembers + Subscribers29-Apr Get2Know CRM 2015: Visual Hierarchy and Field Level Security Best PracticesMembers + Subscribers1-May Get2Know CRM 2015: Serving Up More With Product FamiliesMembers + Subscribers5-May

exploreengageelevate October 12-16, 2015 Reno-Tahoe 8 Don’t miss the largest CRM customer conference that has ever existed! Get IN!

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 CRMUG Chapter Director, Onika Allen,

explore engage elevate On Premise v. Hosted Dave Buggy VP/Partner Beringer & Associates Beringer & Associates March 25 th, 2015

explore engage elevate Marketing Automation Dave Buggy VP/Partner Beringer & Associates Jesse Granlund Sr. Partner Account Manager – Click Dimensions March 25 th, 2015

explore engage elevate Break

explore engage elevate Microsoft Social Listening Bill Tsai Dynamics CRM Solutions Architect Microsoft Corporation March 25 th, 2015

exploreengageelevate Next Meeting? Date: Wed June 17 th Time: 9:30 – 12:30 Place: West Pharmaceutical Services 530 Herman O. West Drive Exton, PA Topics: PowerBI Licensing Upgrading Administration