1. Microsoft Dynamics CRM User Group (CRMUG)
WELCOME!
Microsoft Dynamics CRM User Group (CRMUG)
Chicagoland Chapter Meeting
Tweet During #CRMUG-Chicagoland, #CRMUG<Topic>

2. Agenda 8:30AM – 9:00AM Welcome & Socialize
9:00AM – 9:20AM CRMUG News & Chapter Business
9:20AM – 10:00AM Dynamics 365 Overview (by RSM)
10:00AM – 10:15AM Break
10:15AM – 11:00AM Vendor Presentation: MSCRM Add-on
11:00AM – 11:30AM Summit Recap/Highlights
11:30AM - Noon Roundtable Discussions / Networking

3. Welcome & Introductions
Name
Company
Role in Company
Microsoft Dynamics CRM Version
Did you attend Summit this year?
If you could eat one meal for the rest of your life, what would it be?

4. CRMUG Reach
Across the globe, our members share a common goal of maximizing and advancing the performance of technology so that individuals and companies can improve operations, overcome obstacles and exceed goals
32,679 members
6,347 companies
209 volunteers
18,196 social followers

5. CRMUG Impact 16 Academy Courses (on-demand)
Our resourceful
community is
powered by users, for users and specializes in
the delivery of
member-driven
education and enriched networking —helping to boost competencies, confidence levels and connections for our members.
Our resourceful
community is
powered by users, for users and specializes in
the delivery of
member-driven
education and enriched networking —helping to boost competencies, confidence levels and connections for our members.
16 Academy Courses (on-demand)
16 Academy Courses (on-demand)
1,700 Annual Conference Attendees (3)
1,700 Annual Conference Attendees (3)
3,178 Collaborate Connections
13,913 Collaborate Discussion Posts
43,341 Educational Downloads
83 Local Chapters
5 Special Interest Groups
151 Virtual Education Sessions (annually)

6. Chapter Business & News for Q4
Update your Profile & join Chapter community
Next Meeting:
Date: Feb 2017
Time: 8:30am - Noon
Location: TBD
Topics: TBD
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8. May 7-12, 2017 St. Louis, MO www.ugfocus.com
Deep Dive into tracks/content. 90 minutes or so.
May 7-12, 2017 St. Louis, MO

9. 50-60 minute sessions

10. CRMUG Academy Series Visit www.crmug.com/Academy to register today!
Runs July – August classes, each 3 hours long. Each class earns you a different level belt. Rich’s blog with more info:
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12. Dynamics 365 Overview
Presented by:RSM

13. Dynamics 365 Customer Engagement (CRM)

14. Project Service Automation
10/14/ :22 PM
Dynamics 365 Enterprise
Sales
Customer Service
Operations
Field Service
Marketing
Project Service Automation
CRM
ERP
Microsoft Dynamics 365
Concept of Dynamics 365: How it evolves from CRM+ERP to modules +
© 2016 Dynamic Communities. All rights reserved. DYNAMIC COMMUNITIES MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

15. Two Dynamics 365 Editions Business edition Enterprise edition
Optimized for Employees
Financials (“Project Madeira”)
Sales (future) and Marketing (future)
Cloud Only
300 seat maximum
Optimized for 250+ Employees
Comprises CRMOL and AX
Online / On premises dual use rights
20 user minimum on AX related SKUs
Let’s start at the top.
In the Dynamics 365 world there are two editions. A business edition and a enterprise edition.
The business edition is…
Optimized for Employees, particularly the employee segment
It will contains Project Madeira (called Financials in the future) and in the future a Sales and Marketing application as well
It is cloud only
And it has a 300 seat maximum which aligns to what you are familiar with on the Office 365 side.
The Enterprise edition is
Optimized for 250+ Employees
It includes the CRMOL and AX products you know today.
It includes Online / On premises dual use rights – So customers don’t need to move online to move to Dynamics 365.
And it contains a 20 user minimum on offers which include AX. There is no CRM seat minimum with this offering. This is a change from today.
[CLICK] For the purposes of this module we will focus on the Enterprise edition. Please check out Module 8 for more details on Business Edition.

16. Dynamics 365 Customer Engagement
CURRENT CRM COMPONENTS
CURRENT ‘AX7’
POWERAPPS/
FLOW
SALES
FIELD SERVICE
CUSTOMER SERVICE
PROJECT SERVICE AUTOMATION
MARKETING
OPERATIONS
PLATFORM
So before we go deeper lets spend a couple of minutes talking about how we will refer to things in the future.
First, In the future, the full functionality of AX7 will be referred to and sold as an app called “Operations”. Note also that the packaging is very similar to what we have today.
Second, The full capabilities of the current CRM Online Suite in the future will be unpacked into 5 individual apps known as Sales, Field Service, Customer Service, Project Service Automation, and (in the future) Marketing. These will collectively be referred to as “Plan 1 Business Apps”
Last, we have a new platform app called “Power apps”, which also includes flow.
This new naming is worth noting as it will be used throughout the modules when referencing this functionality within Dynamics 365.
PLAN 1 BUSINESS APPS

17. Dynamics 365 Customer Engagement (CRM)
10/14/ :22 PM
Dynamics 365 Customer Engagement (CRM)
Sales
Opportunity management
Social selling
Content collaboration
Mobile sales
Planning & management
Sales intelligence
Customer Service
Omni-channel
Portal
Agent enablement
Onsite service
Knowledge
Service intelligence
Marketing *
Field Service
Scheduling and dispatch
Asset and warranty management
Service agreements
Inventory
management
Mobile
Business
Intelligence
Project Service Automation
Resource management
Time and expenses
Project planning
Team collaboration
Customer billing
Analytics and integration +
* Adobe and Microsoft announced plans for a strategic partnership. Microsoft will make Adobe Marketing Cloud its preferred marketing service for Dynamics 365 Enterprise edition.
© 2016 Dynamic Communities. All rights reserved. DYNAMIC COMMUNITIES MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

18. Dynamics 365 Packaging $210 $115-$60 $40 $190 $95 TBD $10-$4
DYNAMICS 365, ENTERPRISE EDITION (PLAN 2)
DYNAMICS 365, ENTERPRISE EDITION (PLAN 1)
TBD
$10-$4
$210
$95
$190
$40
$115-$60
Plans
Full Users
OPERATIONS
MARKETING
FIELD SERVICE
SALES
CUSTOMER SERVICE
PROJECT SERVICE AUTOMATION
POWERAPPS/ FLOW
Apps
Light User
DYNAMICS 365 FOR TEAM MEMBERS, ENTERPRISE EDITION

19. Team Members Extends Access To Light Users
DYNAMICS 365, ENTERPRISE EDITION (PLAN 2)
DYNAMICS 365, ENTERPRISE EDITION (PLAN 1)
TBD
$10-$4
$210
$95
$190
$40
$115-$60
Plans
Full Users
OPERATIONS
MARKETING
FIELD SERVICE
SALES
CUSTOMER SERVICE
PROJECT SERVICE AUTOMATION
POWERAPPS/
FLOW
Apps
TEAM MEMBERS - READ DATA FROM ALL DYNAMICS 365 APPLICATIONS
Light User

20. Why Plans Over Apps? $ $ 3 reasons to choose plans over apps
DYNAMICS 365, ENTERPRISE EDITION (PLAN 2)
DYNAMICS 365, ENTERPRISE EDITION (PLAN 1) $
POWERAPPS
FLOW
SALES
FIELD SERVICE
CUSTOMER SERVICE
PROJECT SERVICE AUTOMATION
MARKETING
OPERATIONS
----new apps----
formerly included in CRM
----formerly AX ----
DYNAMICS 365 FOR TEAM MEMBERS, ENTERPRISE EDITION $
App
PLAN
3 reasons to choose plans over apps
1. Require flexibility to work in more than one app
2. Leverage full extensibility of PowerApps and Flow
3. Economically more favorable due to tiered pricing

21. Tiered Pricing for Customer Engagement (Enterprise Plan 1)
$115
 Enterprise Plan 1
$95
Both Plan 1 & Plan 2 seats count toward Plan 1 qualification
$90
 Plan 1 Apps
$20
$80
$70
No tiered pricing
$60
After 100 Users Plan 1 is always cheaper
$10
$8.50 $7
$5.50 $4
 Enterprise Team Members
100
250
500
1000+
Only Team Members seats count toward tier qualification

22. Team Members Overview For Customer Engagement
Access
Access Anywhere: Web App, Mobile App, Tablet App, via Outlook 
General System Use
Use Relationship and Connections between records
Run as an On-demand process*, Run an Automated Workflow*
Saved views, personal views
Search, Advanced Find Search
Export data to Microsoft Excel, Perform Mail Merge
Read
Full Read across all Dynamics 365 Applications
Edit / Actions
Accounts & Contacts, Activities & Notes, Shared Calendar, Announcements
Knowledge Management, Interactive Service Hub for KM, User Dashboards & Reports
Time & Expense, Apply for Project
Collaboration experience: Activity Feeds & Yammer Integration
Use a Queue Item, start dialog*
Custom Entities*
Special Portal Only Items
Employee Self Service: Via Web Only: Start Personal Support Chat & Cases
Respond to Voice of the Customer Surveys
Non-Employee, Non-Outsourced users: Create & Update Opportunities, update work orders
Operations
Light Dynamics 365 Operations Functionality
Platform
PowerApps for Team Members
Let’s go into a little more detail on the use rights included from the Plan 1 Apps Side
First of All, team members will have a significantly different value prop from Essentials. I won’t drain this slide, but let me make a few comments and highlights.
<CLICK>
First of all, Team Members will have full Dynamics 365 access, via any access interface. Likewise, it will have the same capabilities Essential did in terms of using the system – they will be able run workflows and run on-demand processes.
The next big item is that team members can read all Dynamics 365 data. With this release, we are taking the stance that a customer should be able to easily and broadly view their own data, without paying an excessive sum. As a right of team members, all Apps – Sales, Customer Service, etc, likewise have full data visibility to Dynamics 365. <CLICK>
Next, there will be some important write capabilities with Team Members. They will have the standard accounts, contacts, and activities, as well as some app-specific functionality like updating project time and expense, or applying for a project. New to Team Members, previously in Pro, will be the ability to perform full knowledge management. This comes as part of the story to democratize data and knowledge across the organization. They will also have the same level of custom entities rights was in Essential.
Next, there are a few special items we are adding to the Team Members entitlement. These will have very explicit use rights defined around them in the final licensing guide limiting them to a very specific use case, as they are intended to solve for very targeted licensing issues. First is a set of rights oriented on scenarios where an employee may be acting in the context of a support customer. In cases where they have an issue, they have rights to submit their own support case or initiate a support chat via an API or portal only. Second is also a scenario where an employee is acting as a customer responding to voice of the customer surveys. We wanted to clearly call out that your team members includes rights to respond to these Azure hosted surveys. Finally, the last item is new for this fall, and is meant to enable PRM scenarios or agent scenarios where a user would be working on behalf of the Microsoft customer, and thus be considered an internal user and requiring a license. These rights in this license will only be applicable if the user meets a few qualifications: they cannot be a legal employee of the customer, and they cannot be acting as an outsourced or dedicated resource. For example, a call center where the labor is employed on contract for the Microsoft customer, but they work full time on their behalf would not qualify to leverage this license. If these requirements are met, the Team Members license gives rights, via portal or other API only, to create and update Sales Opportunities, and to update Field Service Work Orders. Again, you’ll want to look to the licensing guide on these.
Finally, a major part of Team Members is again having those light use rights to the Operations App, what use to be Task and Self Service users for ‘AX7’, as well as a version of PowerApps for Team Members, which is similar to what is included in the full user apps, but without the ability to share or publish apps.
*Actions can be performed only against records corresponding to entities included in the use rights.

23. Dynamics 365 Packaging Infrastructure Add-Ons $550 $150 $500 $5
Production Instance
$150
Additional Non-Production Instance
$500
Additional Portal $5
Additional Database Storage (1GB)
Consumption Add-Ons
$100
Additional Posts (10K)
$50
Additional Portal Page Views (500K)
In addition to the Team Members, Applications and Plan User types we will have some add-ons across Microsoft Dynamics 365.  Here you will see the add-ons specific to the Sales, Customer Service, Field Service, and Project Service applications.  Bear in mind, although these are different Apps, they will run on the same tenant and share infrastructure and add-ons. 
Just as with CRM Online we will have the option for additional instances, Production and Non-Production. The first ones are included in your subscription. Additionally, you’ll be able to purchase additional portals, which come with a baseline 1M page views, in addition to the portal included with your subscription. We will also continue to have the option to purchase additional storage, should the customer need it, for $5 – half the price as previously! Remember, as discussed in the Subscription Overview module, we’ve doubled our baseline storage per tenant from 5GB to 10GB, and increased the rate at which it can be earned from 2.5GB per 20 Pro users to 5GB per 20 full users, with no more maximum. It’s a great story for customers – double the baseline storage, double the free incremental storage, and half the price if you still need more! It’s quite an interesting story vs. the Salesforce approach. One note - we’ve reframed this as database storage to make it more clear to customers that this is not simple blob storage. 
Consumption add-ons will also be available, relatively unchanged. Additional posts will be available to expand the Social capabilities available in the Customer Engagement Apps, as well as Portal Page Views to extend the baseline Portal capacity. 

24. Appendix

25. Common Capabilities For Full User Licenses
Sales, Customer Service, Field Service, and Project Service Automation
Full Workflow Automation
Administration privileges
Import Bulk data
Full define/configure privileges
Audit, duplicate-detection
Workflows, relationships, connections
Forms, entities, & fields, queues
System charts & dashboards
Team Members use rights
PowerApps for each App
Embedded view of PowerBI (free account required)
Social Engagement
Mobile Offline
Voice of Customer
Okay, moving on now to the Full licenses, I first want to make a point about some use rights which are common across the full Plan 1 business Apps and which I may not call out specifically in the following slides.
<CLICK>
First of all, all of the rights to administer and configure these Apps are included only with the full license or higher. This includes managing workflows, relationships, custom fields, organization wide reporting…all items previously associated with the professional license. <CLICK>
Second, they will all also include Team Members rights, a version of PowerApps limited to that particular App’s data, and enhancements such as full social engagement, mobile offline, and full voice of customer. The social engagement rights are the same as what was previously associated with Social Engagement Enterprise, with full link to CRM capabilities. 

26. Sales App Access Read TM Edit Platform Team Members Sales App
Sales Device
Per User
Per Device
Access
Access Anywhere: Web App, Mobile App, Tablet App, via Outlook 
Read
Full Read across all Dynamics 365 Applications TM
Team Members Functionality: Accounts, Contacts, Activities, Knowledge, etc.
Custom Entities*
Edit
Sales Lead Management
Sales Opportunity Management
See Details**
Competitor Tracking, Sales Product Management, Sales Price Lists
Sales Quote, Sales Order, Sales Invoice
Marketing Lists, Marketing & Quick Campaigns
Unified Service Desk
Sales Goals, Sales Territory Management, Business Units, Teams
Voice of Customer, Social Engagement, Mobile Offline
 (Online Only)
Mobile Offline
Platform
PowerApps for Sales
$10
user/month
$95
$145
device/month
The Sales App is intended for users who will be engaging in field sales, inside sales, sales management, partner sales, or any other full sales role. <CLICK>
This will include all the baseline items covered as part of team members. In this view, you’ll be able to see a comparison of some of those Team Members rights vs. Sales, but these are a shortened version <CLICK>
This license includes all of the core sales functionality – Opportunity & Lead Management, Product & Price Lists management, competitor tracking, Quote/Order/Invoice, lightweight marketing capabilities, and unified service desk. This also includes the functionality needed to manage Sales performance, as well as the enhancements noted previously, including PowerPpps.  <CLICK> The device license may have some functionality gaps vs. the user license for capabilities that do not translate well to a non-user model, such as only accessing via one device. 
*Actions can be performed only against records corresponding to entities included in the use rights.
**Create & Update opportunities via Portal only for non-employee or non-dedicated contractor users
Online Only means there is no equivalent on-premises functionality for dual use rights

27. Customer Service App Access Read TM Edit Platform Team Members
Per User
Per Device
Access
Access Anywhere: Web App, Mobile App, Tablet App, via Outlook 
Read
Full Read across all Dynamics 365 Applications TM
Team Members Functionality: Accounts, Contacts, Activities, Knowledge, etc.
Custom Entities*
Edit
Enterprise Case Management
See Details**
Unified Service Desk
Customer Service Agent Queues & Scripts
Customer Service SLAs & Entitlements
Contracts & Contract Templates
Facilities & Equipment
Services, Resources, & Work Hours
Voice of Customer, Social Engagement Enterprise, Mobile Offline
 (Online Only)
Mobile Offline
Platform
PowerApps for Customer Service
$10
user/month
$95
$145
device/month
The Customer Service App is intended for users who will be engaging in any kind of customer service role, from basic call centers to more advanced support scenarios, focused on case management. <CLICK>
As with Sales, this will include all the baseline items covered as part of team members.  <CLICK>
This license includes all of the core Customer Service functionality – Case Management, Unified Service Desk and scripts, and SLAs and Entitlements management. Items needed to manage a service business are also included, <CLICK> as well as the enhancements noted previously, including Powerapps.  
*Actions can be performed only against records corresponding to entities included in the use rights.
**Includes Self Service rights to create own personal tickets via Portal only as ‘supportee’, not as agent
Online Only means there is no equivalent on-premises functionality for dual use rights

28. Mobile Offline or Field service App
Team Members
Field Service App
Field Service
Per User
Per Device
Access
Access Anywhere: Web App, Mobile App, Tablet App, via Outlook 
Read
Full Read across all Dynamics 365 Applications TM
Team Members Functionality: Accounts, Contacts, Activities, Knowledge, etc.
Custom Entities*
Edit
Work Order Management
See Details**
Schedule & Dispatch engine – Scheduling Assistant, Drag & Drop, Resource Bookings - & Schedule Board Management
Repair & Return (RMA/RTV) Management, Inventory Management, Customer Assets, Field Service Invoices
Field Service Customer Agreements
Territories, Resources, & Work Hours
Field Service Mobile Application
Voice of Customer, Social Engagement Enterprise, Mobile Offline,
 (Online Only)
Mobile Offline or Field service App
Platform
PowerApps for Field Service
$10
user/month
$95
$145
device/month
The Field Service App is intended for users who will be engaging in any kind of Field Technician, scheduler, or dispatcher role. <CLICK>
As with Sales, this will include all the baseline items covered as part of team members, such as reading inventory data from Operations <CLICK>
This license includes all of the core Field Service functionality, centralizing around Work Order Management. In addition, this includes the resource scheduling engine including the schedule assistant and drag-and-drop scheduling. This also includes repairs and returns processing, inventory and customer asset management, and Field Service invoicing. Customer Agreements functionality provides the framework to automatically generate Work Orders and field service invoices. Finally, there is an application specific to Field service that is available to these users. As it leverages 3rd party technology, the customer must contact support to get this activated. Otherwise, the customer can also use the standard Dynamics 365 mobile application. <CLICK>Finally, all the enhancements noted previously, including Powerapps.
Just a few sidenotes - Field Service agents who also want to manage cases should step up to the Enterprise Plan 1, but if they only need to read case data they are covered with this App. 
Likewise, Field Techs who may engage in longer term Project based work might also benefit from Plan 1. Also, there will be limited work order management via portal for more casual contractors who are not in a dedicated outsource relationship with the customer. Final terminology to come in the licensing guide.
*Actions can be performed only against records corresponding to entities included in the use rights.
**Update Work Orders & view Schedule via Portal only for non-employee or non-dedicated contractor users
Online Only means there is no equivalent on-premises functionality for dual use rights

29. Project Service Automation App
Team Members
Proj Serve Auto App
Per User
Access
Access Anywhere: Web App, Mobile App, Tablet App, via Outlook 
Read
Full Read across all Dynamics 365 Applications
Edit
Team Members Functionality: Accounts, Contacts, Activities, Knowledge, T&E
Custom Entities*
Project Management
Project Estimates & Project Expenses
Resource Availability View and Resource Schedule Management
Project Contracts, Project Price List, Project Invoice Management
Approve Project Transactions
Manage Services, Resources, Competencies & Work Hours
Voice of Customer, Social Engagement Enterprise, Mobile Offline
 (Online Only)
Platform
PowerApps for Project Service Automation
$10
user/month
$95
The Project Service App is intended for users who will be engaging in Project or Resource management roles. <CLICK>
As with Sales, this will include all the baseline items covered as part of team members, but I want to highlight that this also includes the rights to submit project time and expense, and apply for projects. This means that for project workers who will only do basic task updates and T&E, the Team Members license may be more appropriate. See the team members slide for the deeper details. <CLICK>
This license includes all of the core Project Service Automation functionality, centralizing around Project Management. This includes functionality spanning the project lifecycle, from obtaining estimates and expenses, to estimating and scheduling project resources, to finalizing engagements with Project Contracts, Project Price Lists, and Project Invoice management. Project practice management functionality is also included with the ability to manae services, resources, competencies, and work hours. <CLICK>Finally, once more, all the enhancements noted previously, including Powerapps.  
For Project managers who are also more involved in the up-front sales process, landing customer accounts and leveraging opportunities functionality, the user should leverage the Plan 1 offer which includes all of this functionality.
*Actions can be performed only against records corresponding to entities included in the use rights
Online Only means there is no equivalent on-premises functionality for dual use rights.

30. Break – 15 minutes

31. Presented by: Mark Watson, MSCRM Add-on
Vendor Presentation
Topic: MSCRM Add-on
Presented by: Mark Watson, MSCRM Add-on

32. Your company for Dynamics 365 (CRM) addons
mscrm-addons.com
Your company for Dynamics 365 (CRM) addons

33. What to expect? Our Mission and Vision Your opportunity to Grow
About mscrm-addons.com
Milestones
Our Addons for Dynamics CRM
CRM 2016 Solution overview
Your opportunity to Grow
Review of Partner Program
Working with partners is key to success

34. About mscrm-addons.com
What we do:
For more than 10 years we are dedicated to enable our customers and partners to run their daily business with Microsoft Dynamics CRM efficient.
How?: Gold Certified Independent Software Vendor trying to build ehancements or fill functional gaps in Dynamics CRM
Milestones:
More than 350,000 sold licenses in more than 50 countries!
Launch of US Office (Help- Desk and Sales)
Start of developing Addons for CRM 1.2
Microsoft Gold Partner Certificate!
Launch of mscrm-addons.com CRM CRM 3.0
2016
2013
2006
2005
2004

35. Our Addons for Microsoft Dynamics 365 (CRM) available onPremise & Online

36. DocumentsCorePack
Unified document solution: Creation – Processing - Automation
Goal: simplify and streamline document-related business operations in Microsoft Dynamics CRM
Professional document generation
MS Word Based Templates, no SSRS needed
All common file-types supported
Powerful Dynamics connector: Custom entities & attributes, multi-relation-support, calculations, QR-codes, dynamic pictures…
Processing Capabilities
Mailing (generate attachments and content)
eSignature-integration (DocuSign, AssureSign)
Sharepoint integratoin
Printing
Attach as note
Attach to or letter …
Commands & One-Click Actions
Full document automation (Workflow integration)

37. TelephoneIntegration for Microsoft Dynamics 365
Call-lists defined in CRM
TelephoneIntegration for Microsoft Dynamics 365
End of year Offering
Key Customers
Web-registrations (autofilled)
Connect your phone system(s) to Dynamics 365
Event-followup ….
Why?
Capture & Track phone calls (incoming and outgoing)
Create phone call activities, cases, opps…
Screen-pops: Know who is calling
Simplify dialing
Click2dial
Power-dialing
Call statistics, Call analysis
Utilizing MS Dynamics CRM Dashboards
Telephone Integration
SDK

38. AttachmentExtractor move files from CRM to SharePoint or a Fileshare
Attachments stored in CRM database take up to 70% of storage
Hard to find / non-searchable
9.99 USD / GB per month
Move/Copy files to SharePoint
Shrink CRM database by >50%
Replicate data / local availability
Establish structured library
Advanced document library
Associated to CRM record via CRM SharePoint Integration
Easy to search
0.20 USD / GB per month
Example: 50GB additional storage (annual costs)
CRM storage: $ 5994
SharePoint: $ 120 Total Savings: 5874 USD per year!

39. Partner Channel Facts Key Values & Benefits ~65% of sales via Channel
400+ authorized resellers worldwide
Reseller Agreement: Referral-based
Non-Revenue ISV: No competition on services!
Key Values & Benefits
Reseller margin for all Addon-sales (License + Support)
Free licenses for Internal use
Free keys for demo environments
NO Minimum, NO Fees
Free Training for Consultants and Sales Teams
Improve CRM offer without internal development
Sales Volume (in €)
Margin
20 %
25 %
30 %

40. Thank You
Feel free to join our upcoming Webinars!
Resources:
You can find us on the web at
Help-Center (Live-Chat, Support):
Don’t forget we have an awesome blog at you’ll find it to be a helpful resource!
Contact: US:
Europe: +43 (316)

41. 2016 Summit Recap/Highlights
Presented by: Michael Wilson, Univ of Chicago

42. 2016 Summit Recap / Highlights

43. CRMUG Summit 2016

44. Keynote Address
Microsoft took over the keynote and pulled out all the stops. Banner-wielding ushers pointed the way to Amelie Arena.

45. Dynamics 365 Unveiled
Scott Guthrie, Executive Vice President of Microsoft Cloud and Enterprise Group, used the time to unveil Dynamics 365.
It was the first look at the new capabilities of the system. If you haven’t seen it, check it out!

46. It’s Hot In Tampa
Thankfully, ice cream was provided. Pretty much everything is provided during Summit.

47. Educational Seminars
The biggest draw for Summit is the educational tracks. There are seminars for all types of Dynamics users, from developers to end users, at all skill levels.
If you couldn’t make it, you can still enjoy some of these experiences through the CRMUG web site. “Best of Summit” webinars are available right now.

48. “Best of Summit” Webinars
Many of the seminars have been repeated online. Check the CRMUG web site for “Best of Summit 2016” for a great list of learning opportunities.

49. General Session
The CRMUG General Session was very well attended. Chapter of the Year and the new CRMUG All Stars were announced. I presented the Chapter of the Year award.

50. CRM Medic
One reason to go to Summit is for the outstanding help. CRMUG hosts a Medic Tent where Dynamics MVPs don white lab coats. These “CRM Medics” can answer any question you might have and solve any problem that you bring them. If you’ve ever been stumped while trying to administrate Dynamics CRM, then you’ll want to stop at the Medic Tent.

51. Networking Opportunities
There were 1500 CRM professionals attending Summit this year. You pass your business card around a lot. Lunch tables are split into special interests or states, so you can meet new people who share similarities with you.
You can also meet people in the Expo Hall, including dozens of vendors.

52. Thanks!

53. Roundtable Discussion
Topic:
Presented by:

54. Discussion Opportunities
What version are you on?
What is keeping you from upgrading (if applicable)?
Are you considering upgrading to the cloud?
If in the Cloud, what do you enjoy the most about Dynamics CRM Online?
What is your best user adoption tip or trick?
Do you use CRM for Sales, Marketing, and Service?
Do you have Power Users within your company? How do they help embrace adoption?
What ISV product is your favorite to use? What is one you are looking to use?

55. Contact Bryan Erstad, CRMUG Membership Manager
Join CRMUG!
Questions?
Contact Bryan Erstad, CRMUG Membership Manager
x1450

56. Register TODAY for the next meeting!
Next Meeting Reminder
Register TODAY for the next meeting!
Date: Feb 16, 2017
Time: 8:30am - Noon
Place: TBD
Topics: TBD
Member Showcase:

57. 2017 CRMUG Tentative Meeting DatesQ1
Date: February 16, 2017
Topic: TBD
Location: TBD
Member Showcase/Vendor Presentation: TBD Q2
Date: May 18, 2017 Q3
Date: August 17, 2017 Q4
Date: November 30, 2017

58. Feedback… We want yours!
You will receive a survey via after the meeting
Please provide feedback. Your opinion is valued!
Be sure to include topics you would like to see covered in future meetings

59. THANK YOU!