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Microsoft Dynamics CRM User Group (CRMUG)

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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 Join our leadership team! EVENTS! Top Webinars Academy Chicago Chapter Leaders Donna Liotta, National Safety Council Jennifer Swanson, 1888 Mills, LLC Jonathan Lee, PMI Chicagoland, Riics Michael Wilson, University of Chicago Mohammed Qureshi, Nalco An Ecolab Company

7

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: Visit to register today!

11 Thank you to our Annual Chapter Sponsors!
And our promotional sponsor Connect with us if you are interested in becoming a chapter sponsor! Please contact Lauren at

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 Dates
Q1 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!


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