1. #CRMUGsummit CRMUG Summit 2014 Preview Webinar Tony Stein, CRMUG Director

2. #CRMUGsummit Housekeeping This call is being recorded and will be posted on CRMUG Collaborate. All CRMUG Recordings and materials are available to all Premium Members.CRMUG Collaborate During the webinar, you are on mute. When unmuted by organizer, you can keep yourself muted by pressing the button. To ask a question, please use the Questions box as a means to communicate with the Presenter.

3. #CRMUGsummit Upcoming Virtual Events Event Date Availability St. Louis Summit Preview Sept 25 Open Partner Showcase: Higher Logic (Social Communities and Collaboration) Sept 29 Open Developer SIG: Virtual DevFest (Sept 2014) Sept 30 Premium Business Intelligence and Reporting SIG: Going Deeper with Reporting and SSRS Sept 30 Premium Partner Showcase: Beringer Associates (CRM For Distribution) Oct 1 Open Manufacturing SIG: Intro to Sales Projects with Dynamics CRM for Manufacturers Oct 2 Premium Partner Showcase: Connections Across Your Organization for the Better (WennSoft) Oct 21 Open Partner Showcase: Security Audit & Compliance Solutiosn for CRM by Fastpath Oct 22 Open CRMUG Regional Chapter Information & Orientation Oct 23 Open Partner Showcase: Organize and Simplify Your Information Services with Assistance Software Oct 23 Open SIG: Public Sector – Leveraging Email Campaigns for Higher Ed Enrollment Oct 28 Premium SIG: CRM Administration-IT Support – Business Process Flows in CRM 2013 Oct 29 Premium SIG: Distribution – Mobilizing your Sales Team with CRM for Distribution Oct 30 Premium CRMUG Partner Showcase: CoreMotives Nov 12 Open CRM Admin/IT Support: Back to Basics with Queues in CRM Nov 13 Premium SIG: Distribution: Competing with Amazon in Distribution Nov 18 Premium

4. #CRMUGsummit Why Join CRMUG In St. Louis? 4 1. A great event in a great city! 2. It’s the ultimate learning and networking experience for Dynamics CRM users 3. Interactive learning at its best…. 4. Over 180 CRM sessions and group discussions 5. Distinct learning tracks 6. Thought-provoking and inspiring keynote presentations 7. Tap into the experience of around 700 attendees 8. It’s the only CRM conference designed and led by users for users 9. A focus on the technology you’re using right now! 10. Outstanding pre-conference training from CRMUG Academy 11. Let past attendees tell you why! 12. Plentiful networking opportunities 13. An opportunity to make your voice heard! 14. It’s an outstanding value!

5. #CRMUGsummit 5 America’s Center Convention Complex A great event in a great city! A great event in a great city! 1

6. #CRMUGsummit Where is Home! 6

7. #CRMUGsummit 7 October 13-14 October 13-14 The Partner Connections Event October 13-14 October 13-14 CRMUG Academy Pre- conference Training October 14-17 October 14-17 CRMUG Summit 2014 It’s the ultimate learning and networking experience for Dynamics CRM users It’s the ultimate learning and networking experience for Dynamics CRM users 2

8. #CRMUGsummit Experience Learning. Focused, interactive sessions offer valuable content for all Dynamics CRM users, no matter your product version or experience level. Experience Networking. Benefit from real-world expertise of others in your role, your industry, or with similar goals. Experience It Together. Bring your colleagues and go home with actionable solutions and ideas!. 8

9. #CRMUGsummit 9 Interactive learning at its best…. Interactive learning at its best…. 3

10. #CRMUGsummit Over 180 breakout sessions and group discussions Session Insight Over 180 breakout sessions and group discussions 10

11. #CRMUGsummit Onsite Experiences CRMUG Medic Help Desk Grab a Lab coat! Dinner with Peers Thursday Evening Professional/CRM dining experience Not “Match.com”! 11 Networking Lunches Wednesday – Geography Based Friday – Role, Industry, Topic Based

12. #CRMUGsummit 12 A sneak peek at just some of the educational sessions… A sneak peek at just some of the educational sessions… How to Turn a Cross-Generational Team into a “Well-Oiled Machine” End-Users A-Z Advanced Find: The beginner’s guide to data harvesting in CRM Using Service for the End User in CRM 2013 SP1 50 Tips in 50 Minutes for the End User CRM Admin Crash Course Form Optimization and Configuration for the Newbie The Basics of Entities in Dynamics CRM Technical & Developer An ALM Deep Dive in CRM 2013 Customizing the Parature Portal Enterprise CRM in the Big Enterprise: Cross-Continental Deployments Boosting Enterprise Productivity with Dynamics CRM + Office 265 CRM Admin and Support Charting You Can’t Do Out of the Box in CRM Getting Cozy with Codeplex: Code Collaboration for the Daring CRM Administrator Leadership How to Turn a Cross-Generational Team into a ‘Well-Oiled Machine’ Conduit CRM Mobile for Smartphones Future CRM Immersive Experiences

13. #CRMUGsummit CRMUG Summit offers over 180 breakout sessions CRMUG Summit offers over 180 breakout sessions CRMUG Academy Leadership User Adoption End UserCRM 2013 Microsoft Track Microsoft Conduit Industry Technical/ Developer New to CRM Partner Showcase EnterpriseTop Topics CRM Admin Find more of what you’re looking for! CRMUG Summit provides content tailored to meet the needs of all Dynamics CRM users.

14. #CRMUGsummit 14 CRMUG Summit Attendance over the Years CRMUG Summit Attendance over the Years

15. #CRMUGsummit Who Attends CRMUG Summit? Type of Organization CRMUG Summit 2014 Data

16. #CRMUGsummit Who Attends CRMUG Summit? Users by CRM version CRMUG Summit 2014 Data

17. #CRMUGsummit Who Attends CRMUG Summit? By Number of Dynamics CRM Users 17

18. #CRMUGsummit Who Attends CRMUG Summit? Users By Industry CRMUG Summit 2014 Data

19. #CRMUGsummit Who Attends CRMUG Summit? Users By Job Role CRMUG Summit 2014 Data

20. #CRMUGsummit 20 Who Attends CRMUG Summit? Users By State/Province AK0IL30ND15TN5 AL12IN8NE1TX22 AR0KS12NH4UT16 AZ7KY1NJ14VA28 CA24LA5NM2VT0 CO12MA14NV0WA25 CT0MD7NY8WI16 DC1ME1OH15WV0 DE0MI15OK2WY0 FL21MN30OR4Canada25 GA18MO20PA8Germany1 HI0MS0RI0 United Kingdom 5 IA4MT0SC6Netherlands1 ID10NC5SD0Bahrain1 India1Australia1Sweden1

21. #CRMUGsummit Monday & Tuesday October 13 & 14 Half or full day courses Expert trainers – Microsoft MVPs, MCTs, Partners, Subject Matter Experts Limited Seats – Reserve Your Spot Early! $100-$150 Discounts for CRMUG Premium Members Courses are optional - Additional fees apply CPE Accredited, Instructor-led, hands-on classroom training Outstanding Pre-conference Training from CRMUG Academy Outstanding Pre-conference Training from CRMUG Academy 10

22. #CRMUGsummit 22 Let past attendees tell you why! 11 “If you want to learn some new tips, tricks or tools to improve your Dynamics CRM use, CRMUG Summit is THE event to attend! Great content and great networking. Highly recommended!” Mike Hammons – Infinity Info Systems “CRMUG Summit gets better each year.” Joel Lindstrom – Microsoft MVP “What I love about CRMUG Summit it that it is a conference of the users, by the users, and for the users. The presenters, the topics, and the interaction are all focused on helping users get more out of their system, without a hard sell.” Jacob Cynamon-Murphy – Sonoma Partners “CRMUG Summit was a great place to meet users in the same area as me and also share my knowledge.” Andrea Lange – CRM Vertex

23. #CRMUGsummit Plentiful networking opportunities Plentiful networking opportunities 23 12 Structured and informal opportunities to make valuable connections with fellow Dynamics CRM gurus Networking Breakfasts Networking Lunches – Tabletops The Hub @ Summit Expo Hall Roundtable Discussions Buzzing Hallways @ Breaks

24. #CRMUGsummit 24 An opportunity to make your voice heard! 13 Microsoft Conduit Sessions Small-group setting to hear from and provide your feedback directly to the Dynamics CRM Product Team

25. #CRMUGsummit Tips! 25

26. #CRMUGsummit Planning Tips!

27. #CRMUGsummit Session Tips!

28. #CRMUGsummit Networking Tips!

29. #CRMUGsummit Expo Tips!

30. #CRMUGsummit Miscellaneous Tips!

31. #CRMUGsummit Day Passes Also Available – Visit http://crmugsummit.com/pricinghttp://crmugsummit.com/pricing Not yet a CRMUG Premium Member? Join or Upgrade Now and Save $200 Per Registration! Thru June 30Jul 1 – Sept 7Sept 8 – Oct 8Oct 9 & Beyond CRMUG Premium User Member $899 $1099 $1,199$1,299 CRMUG Basic/Preview User Member $1099 $1299 $1,399$1,599 CRMUG Premium ISV/VAR Partner Member $1099 $1299 $1,399$1,499 CRMUG Basic Partner Member $1499 $1,699$1,899 It’s an outstanding value! It’s an outstanding value! 14

32. #CRMUGsummit Team CRMUG Membership Manager 877-324-8880 x1450 Bryan@crmug.com CRMUG Regional Chapters 877-324-8880 x1455 Onika@crmug.com Onika Allen Bryan Erstad Program Coordinator 877-324-8880 x1450 Laura@crmug.com Director 877-324-8880 x1449 Cell: 701-367-3396 Tony@crmug.com Laura Hoverson Tony Stein

33. #CRMUGsummit Questions, Comments or Ideas? crmugsummit.comBryan@crmug.comBryan@crmug.com; Tony@crmug.comTony@crmug.com; Laura@crmug.com Laura@crmug.com 877-324-8880 x1450 REGISTER TODAY Meet Me In St. Louis!