1. Connect Learn Share WELCOME! July 2014 CRMUG Chapter Meeting Presented by: Dallas Regional Chapter Ty East – tmorrisy@Hotmail.comtmorrisy@Hotmail.com Mitch Milam - mitch@crmaccelerators.netmitch@crmaccelerators.net

2. @CRMUG Agenda 12:00 – 12:10Welcome and Introductions 12:10 – 12:15 News and Events, Chapter Business 12:15 – 12:45Presentation: Marketing 12:45 – 1:30Questions and Answers

3. @CRMUG Get to Know Your CRM Peers Introductions Name Company (describe Company/Industry) Your role in the company What version are you on?

4. @CRMUG About CRMUG Users Partners Microsoft Founded in 2008 Officially recognized by Microsoft The largest, independent group for users of Microsoft Dynamics CRM Over 3,800 company members (11,000+ individual members)

5. @CRMUG An online community that is your one-stop-shop for all things CRM. community.crmug.com

6. @CRMUG October 14-17, 2014 America’s Center – St. Louis, MO Pre-conference Training - Oct 13-14 Learning Experience Learning Focused, interactive sessions offer valuable content for all Microsoft Dynamics® CRM users, no matter your product version or experience level. Networking Experience Networking Benefit from the real-world expertise of others in your role, your industry, or with similar goals. Together Experience It Together There’s more to CRMUG Summit than one person can soak in alone - attend with your teammates and go home with actionable solutions and ideas! crmugsummit.com crmugsummit.com

7. @CRMUG Regional Conferences Review Premium Member - $129; Basic Member - $299 Additional Academy Courses Available http://www.crmug.com/regional-conferences/ Dallas, TexasMinneapolis, Minnesota June 9-10 Starts Noon on June 9 th Ends at 5:00 pm on June 10 th Embassy Suites – DFW South 4650 W. Airport Freeway Irving, TX 75062 June 19-20 Starts Noon on June 19 th Ends at 5:00 pm on June 20 th Embassy Suites - Minneapolis Airport 7901 34th Ave. S. Bloomington, MN 55425

8. @CRMUG Upcoming Virtual Events ACADEMY COURSES offer live training in a hands-on test environment to help improve your use of Microsoft Dynamics® CRM. WEBINARS designed to increase your knowledge of Dynamics CRM. Due to the high demand some webinars are for Premium Members only. PARTNER SHOWCASES provide a no-pressure opportunity to see the latest products and solutions from our Premium Partners. CLASS: Administrator Black Belt Training Series - Blue Belt OFFERED: July 24 at 10:00 AM ET | Register Register WEBINAR: Using Goal Management In Dynamics CRM 2011 or 2013 OFFERED: July 17 at 11:00 AM ET | Register Register Higher Logic OFFERED: July 15 at 11:00 AM ET | Register Register WEBINAR: From Microsoft to Leo to You - Spring Wave! OFFERED: July 21 at 4:00 PM ET | Register Register InGenius OFFERED: July 16 at 11:00 AM ET | Register Register WEBINAR: Ask the Experts: Lessons Learned and Guidance in Upgrading Dynamics CRM 2013 OFFERED: July 22 at 3:00 PM ET | Premium Member Only | RegisterRegister

9. @CRMUG CRMUG Membership Basic MemberPremium Member CRM end users only FREE Small Business 1-9 CRM Licenses $400 USD/year Mid-Market 10-99 CRM Licenses $700 USD/year Enterprise 100+ CRM Licenses $1,200 USD/year Upgrade Today: email membership@crmug.com  Weekly email newsletter  Level 100 Webinars  CRMUG Summit Invites  Paid access to Regional Chapters (Nominal Fee)  Partner Showcase Webinars  Unlimited Workshops, Webinars & Roundtables  Free Regional Chapters  Special Interest Groups  Microsoft Conduits  Full access to CRMUG Collaborate & Member Directory  Discounted Summit Registrations  Discounted Academy Courses  And so much more!

10. @CRMUG Next Meeting? Date: August 13 Time: 12:00 PM Location: Microsoft Office 7000 SR-161 (George Bush Turnpike) Irving, TX 75039 Room 4084

11. @CRMUG Andi Conti Client First

12. @CRMUG

14. Roundtable Discussion What ISV solutions do you use? What challenge do they help you solve?

15. @CRMUG