Meeting will begin shortly Jay Murphy Chair Person March 5, 2015

New York (Albany/Upstate) Welcome! New York (Albany/Upstate) Tweet today’s meeting: #CRMUGchapterNYALB

Agenda 8:30 – 9:00 Registration and Networking 9:00 – 9:20 Chapter Business, CRMUG News & Events 9:20 – 10:00 Member Showcase (Red Lion Controls) 10:00 – 10:15 Break 10:15 – 11:00 Roundtables (Networking) 11:00 – 11:15 11:15 – 12:00 CRM Superhero Utility Belt

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?

5 2008 Join CRMUG T o d a y Pretty Awesome est. reasons Connect. Learn. Share. The What The Why 5 Pretty Awesome reasons Members attend chapter meetings free. Access to Hundreds of Webinars Available On Demand. Collaborate: exclusive online social community for CRM users. Open invitation to over 200 educational events year round. CRMUG Summit Registration Discount: up to $400 per person. The When Call Bryan Erstad, he’s a great guy as well as the CRMUG Membership Manager. T o d a y Exciting, isn’t it? 877-324-8880 x1450 bryan@crmug.com 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. 2008 est.

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

Important Actions to Take WOW! STEP 1 Create NEW Username & Password STEP 2 Update Your Profile

Cool new features: Filtering & Sorting Self-Service Options WOW! Cool new features: Filtering & Sorting Self-Service Options Your Time Zone 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)

Upcoming Virtual Events Date Availability Summit 2014 Encore: Dynamics CRM - Advanced Scripting Members Only 5-Mar-15 What's Driving Your Business? Put Key Performance Indicators in the BI Driver's Seat! OneSource Excel Series: What Are Macros Good For Anyway? 6-Mar-15 OneSource Excel Series: Self-Service Reporting with Excel Pivot Tables and Slicers 9-Mar-15 Summit 2014 Encore: SOAP JavaScript Library in SDK The Collaboration Imperative: How Businesses are Changing 11-Mar-15 Summit 2014 Encore: Form Configuration in Dynamics 2013 and 2015 Workflows 201: Basics of Real-Time Workflows for CRM Administrators 12-Mar-15 Lessons from the Mouse Summit 2014 Encore: Managing Production and Non-Prod CRM Environments OneSource Excel Series: Like Cookies and Milk: SharePoint and Excel 13-Mar-15 OneSource Excel Series: How to be a Power-user of PowerPivots 23-Mar-15 Summit 2014 Encore: Workflows for Developers/Custom Workflow Activities 26-Mar-15 CRMUG Medic Friday: The Docs Are In! 27-Mar-15 OneSource Excel Series: Turn Up the Heat with Power Map OneSource Excel Series: Excel Idol 1-Apr-15 Dashboards for the CRM Administrator: Not Your End Users' Dashboard! Assess Your CRM Success: How is Your Project Really Going? 7-Apr-15 Microsoft CustomerSource: Your Dynamics Life Support System 14-Apr-15 The Art of Winning More Business with LinkedIn 16-Apr-15 Our calendar is shaping up into the early fall now and I encourage you to check out some of the great programming that we have coming up for you. Many of our highlights include a renewed focus for our premium members on Special Interest Groups, which is programming offered quarterly based upon on an industry, role, or specialty topic. IN the month of July and August, we will offer a webinar for Administrators, Marketing Users, Manufacturing, CRM Online, User Adoption, Mobility, Social, and Data Integrity.

Don’t miss the largest CRM customer conference that has ever existed! October 12-16, 2015 Reno-Tahoe Don’t miss the largest CRM customer conference that has ever existed! www.crmugsummit.com/reno

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.com I WANT YOU FOR CHAPTER LEADERSHIP

Next Meeting? Date: June 16, 2015 Time: 8:30am – 12:30pm Place: Microsoft Office Topics: TBD Edit your info if already known

Jay Murphy Sales Operations Analyst March 5, 2015 Member Showcase Jay Murphy Sales Operations Analyst March 5, 2015

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? This can be defined by the user who is presenting. Not all bullet points need to be covered – this is just a list of ideas. Should last around 20 minutes and open it up to questions. Another nice feature when holding at a user site, is to offer tours before or after the meeting. Great way to show off!

Roundtable Discussion

Chapter Recap Have you upgraded to the most recent version? 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?

CRM Superhero Utility Belt Scott Sewell Solution Architect March 5, 2015

Q & A