1. CRMUG SIG: Ask the Experts – Mobile Options for Dynamics CRM 2013 Panel of CRM Experts (Host: Tony Stein – CRMUG)

2. @CRMUG Housekeeping This call is being recorded and will be posted on www.CRMUG.com/events soon. Recording and materials are available to all Premium Members.www.CRMUG.com/events 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. @CRMUG CRMUG Activities Online Activities WebinarsPeer Networking Academy Events The CRMUG Mission: CRMUG’s mission is to maximize value to individuals and companies using Microsoft Dynamics CRM. WHY CRMUG? Most organizations use a small % of functionality User adoption is an ongoing, critical process Someone, somewhere, somehow has likely answered your question

4. @CRMUG CRMUG News… CRMUG Membership continues rapid growth!  8,700+ individual members, 3,600+ unique organizations  91% Customers, 9% Partners Collaborate becoming the “social standard” for CRMUG members.  http://community.crmug.com (Everyone has Access!) http://community.crmug.com Over 2,100+ CRM users registered for 120 Regional Chapter meetings being held in 2013.  http://www.crmug.com/member- resources/regional-chapters/ http://www.crmug.com/member- resources/regional-chapters/  Near 60 local CRMUG “User Groups” worldwide! Summit 2014 – Week of October 13 th 2014 – St. Louis, MO  http://crmugsummit.com/Summit2014 http://crmugsummit.com/Summit2014

5. @CRMUG Other “Ask the Expert” Sessions  http://www.crmug.com/news/ask-the-experts-dynamics-crm-2013/ http://www.crmug.com/news/ask-the-experts-dynamics-crm-2013/  CRMUG Magazine (Mobility Theme): http://www.crmug.com/member- resources/magazine/crmugwinter2014.pdfhttp://www.crmug.com/member- resources/magazine/crmugwinter2014.pdf

6. @CRMUG Upcoming Virtual Events Event Date Availability CRMUG Webinar: Ask the Experts – Mobile Options for Dynamics CRM 2013 Feb 6 Open CRMUG Workshop – Convergence Atlanta 2014 Preview (February 2014) Feb 10 Open CRMUG SIG: CRM Online - Managing CRM Online and Office 365 Environments Feb 11 Open CRMUG Academy: Dynamics CRM 2011 On Premise Management & Troubleshooting Feb 11 Academy CRMUG Summit 2013 Encore – Extending CRM: Leveraging Workflows for Developers Feb 12 Premium CRMUG Academy: Administrator Black Belt Training Series – Blue Belt Feb 13 Academy CRMUG Summit 2013 Encore - CRM Magic with Data Migration and Integration Feb 18 Premium CRMUG Partner Showcase: ClickDimensions Feb 19 Open CRMUG Webinar: Ask the Experts – Leveraging “Social Insights” in Dynamics CRM 2013 Feb 20 Open CRMUG SIG: Developer - Virtual DevFest 2014 Feb 24 Premium CRMUG SIG: CRM Online – New Pricing and Support Options (February 2014) Feb 25 Open CRMUG Webinar: Ask the Experts – Customization Best Practices for Dynamics CRM 2013 Feb 27 Open CRMUG Webinar: Ask the Experts – Outlook Best Practices for Dynamics CRM 2013 Mar 13 Open xRMUG Roundtable: Ask the Experts Friday (March 2014) Mar 14 Premium CRMUG Webinar: 50 Tips in 50 Minutes (March 2014) Mar 20 Premium

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8. @CRMUG Agenda Ask the Experts Description Objective Introductions Tips/Tricks Q&A

9. @CRMUG Ask the Experts: Description With less of a focus on presentation, Ask the Experts (Roundtables)are meant to provide perspective given from a Panel of Experts, yet provide you the attendee opportune time to ask Q&A.

10. @CRMUG Session Objectives To ask community CRM experts questions on your Dynamics CRM curiosity To Discuss Dynamics CRM 2013 Best Practices in adapting this version to your Organization. Note: This session will be best suited for “Administrators” of Dynamics CRM or Project Owners

11. @CRMUG Introductions  Promotes and supports mobile strategies in the enterprise  Over 7 years working with a variety of CRM platforms  Has been working with mobile technology since he bought a Microsoft Handheld PC … in 1997 Jacob Cynamon-Murphy Technical Specialist Sonoma Partners Email: jcynamon@sonomapartners.comjcynamon@sonomapartners.com Twitter: @jcynamon

12. @CRMUG Jacob’s Tips & Tricks Mobile Strategy Tips 1)Understand the alphabet soup – BYOD, CYOD, MDM, MAM, etc… 2)Know You Audience and Device(s) you’ll Support 3)Always Start with a Pilot Group 4)Focus on Key Use-Cases 5)Start Slow…Iterate Fast

13. @CRMUG Introductions Elizabeth Steinke Program Manager Microsoft Dynamics CRM – Mobile I have been on the CRM product team for about a year. I had a prior career in the Mortgage industry, giving me a passion for helping real people get their work done

14. @CRMUG Beth’s Tips and Tricks  A user can both extend and customize the tablet dashboard by pinning records and views  Add communication cards to dashboard by expanding pinned Contact tiles  Windows tablets make it even easier to log calls  Resize grid columns to fit the data YOU need to see  One touch drill down + filter on charts

15. @CRMUG Panel of Experts – Q&A Jacob Cynamon-Murphy – SME – Sonoma Partners Beth Steinke – Program Manager – Microsoft

16. @CRMUG Thank You For Attending!