1. explore engage elevate Meeting will begin shortly

2. explore engage elevate Microsoft Dynamics CRM User Group (CRMUG ® ) Chapter Meeting Welcome! Mid-Atlantic Tweet today’s meeting: #CRMUGDC

3. exploreengageelevate Agenda 8:30 – 9:00Registration and Networking 9:00 – 9:20Chapter Business 9:20 – 10:00Implementing CRM 2013/2015 10:00 – 10:15Break 10:15 – 10:45Certification Tips 10:45 – 11:15Convergence Takeaways 11:15 – 12:00Roundtable Discussion

4. exploreengageelevate 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? Name a fun activity you have planned for the summer

5. 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. 877-324-8880 x1450 bryan@crmug.com Join CRMUG

6. 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 www.Crmug.com/chapter, find your chapter, and click ‘JOIN’.www.Crmug.com/chapter

7. exploreengageelevate Joining the DC Community CRMUG.com/Chapter Sign in Scroll down, we are the 3 rd chapter listed Click “Join”

8. exploreengageelevate Get2Know CRM 2015 Series Get2Know “HOW TO” use the new “WOW factor” features of CRM 2015! 8 Get2Kno w Taking the Leap - CRM 2011 to 2015 Upgrade Best PracticesMar 30 User Experience UpgradesApr 9 Covering the Field(s) - Rollup and Calculated StyleApr 10 What’s New with Advanced Find, Charts, and DashboardsApr 21 Enhanced Business ProcessesApr 23 Diving Deeper with Business RulesApr 27 Doing More with MDM and Social ListeningApr 29 Visual Hierarchy and Field Level Security Best PracticesMay 1 Serving Up More With Product FamiliesMay 5 Interoperability Updates with OutlookMay 7 Updates for MobilityMay 8 Ask The Experts: Customization & Development PanelMay 12 Ask the Experts: What’s New for User AdoptionMay 14 www.CRMUG.com/crm2015

9. exploreengageelevate Get2Know CRM 2015 Series 9 Get2Kno w To watch recorded webinars: Learn & Engage -> Access Webinars on Demand Click “View Public Recordings” Expand the “CRM 2015 Folder”

10. exploreengageelevate CRMUG MEDIC Schedule Your Quarterly Office Visit! 10 First Aid for your Dynamics CRM FRIDAY www.CRMUG.com/webinars Click on tag Join us 12 ET:  March 27  June 19  Sept. 18  Dec. 18

11. exploreengageelevate October 12-16, 2015 Reno-Tahoe 11 Don’t miss the largest CRM customer conference that has ever existed! Get IN! www.crmugsummit.com/reno

12. exploreengageelevate MICROSOFT WANTS YOUR FEEDBACK Take the Dynamics Product Satisfaction Survey SHARE your feedback on existing features and functionality SHAPE the future direction of Dynamics products @CRMUG12 Open until May 18: https://surveys.ipsosinteractive.com/surveys/?pid=S15005623&cultureinfo=en- us&groupcode=0003&returncode=nr&idtype=client&supplierid=9999 https://surveys.ipsosinteractive.com/surveys/?pid=S15005623&cultureinfo=en- us&groupcode=0003&returncode=nr&idtype=client&supplierid=9999

13. 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 email CRMUG Chapter Director, Onika Allen, onika@crmug.comonika@crmug.com

14. exploreengageelevate Next Meeting? Date: August 12, 2015 Time: 8:30 AM Place: Microsoft Office Topics: Customer Service Customer showcase Educational Presentation with AdxStudio

15. exploreengageelevate Nationals Game Saturday at 4:05 PM June 20 vs Pirates OR July 18 vs Dodger Buy any tickets you want and meet us at the Red Loft Bar Special Offer: Harris Teeter Family Fun PackHarris Teeter Family Fun Pack

16. explore engage elevate Implementing CRM 2015 Henry McCallum CRM Consultant 5/13/2015

17. TCS Internal Implementation of Dynamics CRM

18. TCS Internal Henry E McCallum Jr. Microsoft Technologist – Senior CRM Consultant 18 Henry E McCallum Jr. Henry is a Sr. Consultant within the TCS Enterprise Solutions MS Dynamics practice. With more than 25 years of technology and business consulting experience, Henry has been deemed a CRM Industry Veteran by CRM Magazine and MSDynamicsworld.com. Henry specializes in using the xRM framework to provide successful business solutions. His expertise goes beyond just CRM and includes Microsoft Platforms including SharePoint, Office365, Windows- based infrastructure configuration and implementation, financial reporting systems, business process analysis, sales and marketing process automation and improvement. Envisioning, defining, documenting and deploying solutions that are based on sound business analysis, process review/remodel and true empathy are his trademark. His skills, both technical and people based have allowed his to assist numerous clients and even Microsoft themselves resolve issues both critical and cosmetic. With a truly diverse set of skills he uses a consultative approach to envisioning and deploying xRM solutions. He has a wide range of experience with clients of all sizes and has held the role of CRM Practice Lead for a large national Microsoft partner. Prior to joining TCS, ABC was an independent consultant working with The World Bank Group, whom he still supports. His experiences includes: Infrastructure Design, Implementation and Troubleshooting, including Crisis resolution Scores of Dynamics CRM implementations on premise, on-line, hosted and hybrid models including within security and highly complex environments Regular participant in all Dynamics CRM, Windows OS, and Office product TAP & TMM programs keeps him ahead of the release curve and able to make timely recommendations knowing what's coming in the future. High Profile / Project Crisis client support from Pre-Sales, Discovery, Design, Build and End Support for Microsoft, key partners, and employers. Organizations served include: Microsoft PSG Weight Watchers West Pharmaceutical ServicesWest Pharmaceutical Services United States Dept. of Homeland SecurityUnited States Dept. of Homeland Security The World Bank Group Lockheed Martin Corp Raytheon (8 divisions) BAE Systems General Dynamics IT Madison Square Garden Companies AirCanada HSBC

19. TCS Internal Talking Points On Premise vs Online vs Hosted – What landscape fits what need and is a hybrid the best solution On Premise Installation hiccups (Sec Groups, Permissions, Timeout, SPN’s) Integrating with Office 365 Using SharePoint Online or On Premise as the document management technology The Data Universe – Data Consumption and Data Representation Single Sign On, Windows Identity and Site Minder Best Practices for Virtualization configuration and the CRM/IIS VMWare Gotcha! Managing a Solution Life Cycle System. 19

20. TCS Internal Tata Consultancy Services (TCS) TCS North America employs more than 24,000 consultants across 45 states in the U.S. and 6 provinces in Canada, and we continue to grow. We are the second largest IT Consulting company based on revenue and 4 th largest based on team size. TCS is part of The Tata Group (India’s largest industrial conglomerate) with over 300,000+ of the world's best trained consultants. Consolidated revenues of US$13.4 billion for year ended March 31, 2014 and is listed on the National Stock Exchange and the Bombay Stock Exchange in India

21. explore engage elevate Q & A

22. explore engage elevate Certification Tips Tools for your CRM Success Blog on CRMUG

23. exploreengageelevate Studying Microsoft Virtual Academy – not all classes but a good start Microsoft Virtual Academy CustomerSource – Training Materials and Videos CustomerSource Pay attention to the quizzes and study these questions. They are similar to what you will find on the test

24. exploreengageelevate Classes DynamicsEdge – Classes based on the certification you want to take DynamicsEdge CRMUG Administrator Black Belt – program to help you in real-life administrator situations CRMUG Administrator Black Belt PowerObjects Boot Camps – concentrated training to help you learn CRM PowerObjects Boot Camps

25. exploreengageelevate Other Tips Stay up to date throughout the year with CRMUG Webinars Remember that the knowledge builds on previous versions, so once you take the tests for one version it is easier to take them for the next version Take advantage of the Microsoft Offers such as the Second Shot Free (through 5/31/2015)Microsoft Offers Second Shot Free Use the CRM Customer Center – training materials you can review and even customize for your organizationCRM Customer Center

26. exploreengageelevate Discussion What certifications have you taken or plan to take? Any other study tips? What have been your biggest obstacles? Are certifications required for your position? How far in advance do you plan to take the test?

27. explore engage elevate Convergence Takeaways Watch the keynotes with the Convergence Video LibraryConvergence Video Library

28. exploreengageelevate CRM is just part of the Picture

29. exploreengageelevate Roadmap

30. exploreengageelevate CRM 2015 Spring Release Lots of great improvements! 4 to highlight: Navigation Improvement Changing your CRM Theme Folder Level Email Tracking Plugin Tracing Available to CRM Online Now, On-Premise probably with Fall release

31. exploreengageelevate Navigation Improved navigation with drop down menus to avoid scrolling horizontally more than necessary

32. exploreengageelevate Themes Ability to modify the colors and logos of CRM from within the Administration area

33. exploreengageelevate Folder Level Email Tracking Allows a user to choose certain folders in Outlook that will always be tracked or tracked to a specific record Only available with Server Side Sync CRMUG Webinar: Get2Know CRM 2015 Series: Interoperability Updates with OutlookGet2Know CRM 2015 Series: Interoperability Updates with Outlook

34. exploreengageelevate Plugin Tracing You can now enable logging of plugins within CRM so you can easily view the details of errors

35. exploreengageelevate References Overview Ledgeview Partners: Convergence 2015 Video Library Now Available PowerObjects: Convergence 2015 Takeaways Surviving CRM: A Few Notes on Convergence 2015 Announcements Sonoma Partners: Convergence 2015 Keynote Recap McGladrey: Convergence Recap from a CRM Perspective Spring 2015 Release CRM Team Blog: CRM Online 2015 Update 1: Official Pre-Release Content is here Ledgeview Partners: CRM 2015 Spring Release Details from Convergence PowerObjects: Top 10 New Features in CRM 2015 – Update 1 Sonoma Partners: CRM Online Spring Release ‘15 – Navigation Enhancements Sonoma Partners: CRM Online Spring 2015 – Folder Level Tracking Plugin Tracing CRM in the Field: Monitoring and Statistics for Sandboxed Plugins PowerObjects: CRM 2015 Spring Update 1: Plug-in Trace Log Hitachi Solutions: Plug-in Tracing Enhancements in the Spring Release of CRM 2015

36. exploreengageelevate What else? What were your takeaways? What is the new feature you are most excited about?

37. explore engage elevate Roundtable Discussion Technical Focus

38. exploreengageelevate Roundtable Are you currently running online or on premise? Are you considering changing? What factors into your decision? What tools are you using to integrate data to other sources? What are your best practices regarding data integration? What’s the worst mistake you have made in your CRM implementation?

39. exploreengageelevate Roundtable What are your best practices around user security? What are your most frequently asked questions? How do you train in these areas?

40. exploreengageelevate Chapter Recap What did you learn today that you can take back to your organization? Who will you bring with you next time?

41. explore engage elevate Q & A

42. exploreengageelevate What’s Next? Summer Event – NATIONALS GAME! Next Meeting: August 12 – Customer Service Then Q4 November 4 th – Marketing & Summit Takeaways (and it will be time to plan for next year already!)